Tuesday Morning Memo: These Stocks Are Hot Headline Stories - InvestingChannel

Tuesday Morning Memo: These Stocks Are Hot Headline Stories

Canoo (GOEV) is a hot headline story after reaching the second most actively traded stock on Monday at 204.53 million shares. The stock traded as high as over 30 cents a share before bears regained control. The short float is 18.77%.

Canoo is buying manufacturing assets at a steep discount to scale its production at its Oklahoma City facility. Beware of GOEV stock. Nikola (NKLA) and Fisker (FSR) are among the automotive manufacturers whose share prices are on a permanent downtrend.

The solar energy sector may have a better upside. Wells Fargo upgraded Enphase (ENPH) to Overweight from Equal Weight. It downgraded SunPower (SPWR) to Underweight. The firm expects U.S. residential solar sales will rebound. Analyst Michael Blum downgraded First Solar (FSLR) after the stock’s strong 2023 performance. Blum downgraded Array Technologies (ARRY), citing near-term market share losses.

After the Nasdaq gained 2.2% on Monday, tech traders are watching its rebound from last week’s losses. The upcoming U.S. C.P.I. (inflation) report is a possible catalyst. Weak inflation rates would encourage growth investors to pay a higher premium on stocks like Nvidia (NVDA) and Advanced Micro Devices (AMD).

Rational investors should not expect an interest rate cut on low inflation. A terrific economy would not justify an interest rate cut, which is the basis of 2023’s Q4 rally

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