Latest news with #JayWoods
Yahoo
25-05-2025
- Business
- Yahoo
See a big stock rally ahead? Be patient, money manager says
The Standard & Poor's 500 index has jumped some 20% from its April low, but the trauma of the 10%-plus sell-off is still with us. Want some proof? Look at what happened Friday when President Trump threatened to boost tariffs to 50% on imports from the European Union and add 25% tariffs on iPhones imported from India. 💵💰 💰💵 The S&P 500 fell 0.7%. The Dow was off 0.6%. The Nasdaq Composite and Nasdaq-100 indexes were down about 1% each. Information technology stocks tumbled 1.3%. Apple () fell 3% (and 7.6% for the week), and its market capitalization dropped under $3 trillion. That's why Jay Woods, chief global strategist with Freedom Capital Markets, thinks investors need to be patient over the next few months. There are important earnings coming up this week and other events in the next few months that can whipsaw markets, Woods said this week in an interview with Chris Versace, columnist and portfolio manager of theStreet Pro. The interview is part theStreet Pro's "Stocks and Markets" podcast series. Watch the complete interview here. The U.S. market has seen a big runup since bottoming in early April, and it's a bit frothy. The Nasdaq saw its relative strength index top 70 — an overbought signal — for four days ending on May 19. The S&P 500 came within 3% of a new high on May 19 and now looks like it needs to bounce off its 200-day moving average, now about 5,773, to boost investor confidence. Plus, it's not clear when the tariff battles will end. One reason for the 50% tariff threat on the European Union is the Trump Administration thinks the progress on trade talks is too has been working on Wall Street for 20-plus years after graduating from Fordham University. His career includes time spent as a floor trader on the New York Stock Exchange. By training, he is a technically-minded analyst and starts any analysis by understand financial charts and moving on to the fundamentals. Here are the key challenges Woods said markets and investors face: Nvidia () , the high-end chip maker, reports second-quarter earnings after Wednesday's close, and Woods said the company hasn't been rewarded for the strong earnings it has reported in recent quarters. Nvidia is the developer of graphic processing units that are key to making artificial intelligence stock closed Friday at $131.29. But it hasn't come close lately to its 52-week high of $153.13, reached on Jan. 7. The problem is the hangover from the emergence of DeepSeek, a Chinese AI development company founded in July 2023. In January, DeepSeek said could deliver large-language models of software as freeware. By Jan. 27, its freeware was the most downloaded software ap on Apple's IOS app store, exceeding Chat GPT's OpenAI software. Nvidia shares dropped as much as 18% before stabilizing with a 17% loss. Nvidia shares are up 11% since that January low and 21% in the second quarter. The shares are still down 2.3% on the year. But, again, not through $150. And that affects other big tech names, including Microsoft () , Woods said. Pure tech is only part of what's needed to boost stocks, Woods said. The other is strength in two tech stocks listed as Consumer Discretionary stocks: () Tesla () . These stocks represent about 40% of the market capitalization of the sector. Amazon is off 8.4% this year. Tesla is still down 16% in 2025, despite jumping 31% so far in the second quarter. Apple is more problematic because it hasn't had a "wow" product in some time, Woods trade talks are critical for the market. And Woods is confident that most trade talks will be completed at worst by the end of the year and more likely in the third quarter. To make sense for investors, however, the Trump tariff rates have to come down and come down a lot, he said. Why? Then, companies won't have to raise prices. "If tariffs don't come down as quick as we might hope they do, that guidance (companies) are supposedly keeping could be at risk." (A note: Woods' interview was conducted on Tuesday before Trump's threats against European Union and Apple.) More Tech Stocks: Amazon makes move that the White House hates, then walks it back Analyst reboots Apple stock price target ahead of earnings Controversial EV tax credits will be bad news for Tesla The Federal Reserve's key interest rate is at 4.25% to 4.5%. "I think we could get a rate cut in June, but we won't until the following meeting," he said. That assumes economic data is stable. particularly on inflation. That meeting is scheduled for July 28-29. Part of the inflation question, of course, depends on trade a big stock rally ahead? Be patient, money manager says first appeared on TheStreet on May 25, 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24-05-2025
- Entertainment
- Yahoo
Who won 'Farmer Wants a Wife' 2025? A look at who's still together
Warning: Spoilers from the season finale of Fox's "Farmer Wants a Wife" Season 3 ahead. From their attire to their values, Karina Sabol looked like the perfect match for Farmer Jay during the Season 3 finale of "Farmer Wants a Wife." In fact, at the end of the first hour, following a successful family visit, it appeared Sabol and Farmer Jay might very well end up together. This is perhaps why some viewers were surprised when Sabol did not become the farmer's final choice. Sabol, an operations manager from Madison with an athletic background that bonded her with the show's lead, entered the finale of the Fox reality show as one of two women left on Farmer Jay Woods' Alabama farm. The former college gymnast's parents and sister met Woods and his parents in the first hour – fellow finalist Grace Clark met his family during last week's episode. As the episode wound up to its climactic conclusion, Woods and the three other farmers on the show made their selections – and, despite their seeming synchronicity, Sabol got the boot in favor of Clark. The show's concept revolves around the farmer finding a wife, however, there were no proposals at the end of the episode, and whether anything long-term comes from the relationships is yet to be determined. Woods, a former college football player who now operates his family farm in Florence, Alabama, picked Clark, a 23-year-old nanny from Washington, as his supposed bride-to-be. The spark between Woods and Clark was on display from the very first episode when he chose her for his inaugural solo date. Now, weeks later, he selected her again, this time to be the winner. But first, he had to say goodbye to Sabol. Woods opened by saying that while she made the experience great for him, when listening to his heart, his connection with Clark was at a different level. Sabol, clearly disappointed, told Woods that their relationship was more of a "slower burn," and that she was happy for him. "I'm sad," she said. "We had a connection. I tend to foolishly love, and I may have done that. It has to be a two-way street, and it wasn't for us." When it was time for Woods to confess his love to Clark, he told her he envisioned a future together, noting that their birthdays were just a few days apart and their faith had brought them together. "I believe there are many signs that tell me this is my person, the stars really align," he said. "I would love if you want to continue to build this relationship, with a potential for me to fall in love with you." After the two embraced, Woods also gifted Clark a puppy, later telling producers: "I think Grace is the love of my life." As for the other farmers, here's a rundown on who they picked: Farmer Colton chose Zoe Green over Keeley Goldberg Farmer John chose Claire Dirette over Lily Ayres Farmer Matt chose Chelsi Davis over Jordyn Mallory It's not clear based on the season finale if any of the couples are still together. Filming for this season took place in fall 2024. This article originally appeared on Milwaukee Journal Sentinel: Who won Farmer Wants a Wife 2025? Season 3 update
Yahoo
22-05-2025
- Entertainment
- Yahoo
Farmer Wants a Wife season 3 finale tonight: Time, TV channel; Karina Sabol with Jay Woods
Karina Sabol has won a lot of competitions in her athletic career. Will she win another kind of competition and get her husband on "Farmer Wants a Wife?" The 23-year-old Madison woman and former University of Wisconsin-Whitewater All-American gymnast is a finalist on season 3 of the Fox reality TV dating show. It's between Sabol and 23-year-old Grace Clark looking to win the heart of Jay Woods on his hay and cattle farm in Florence, Alabama. After Clark's mom and best friend met Jay's parents and sister last week in part 1 of the family meet and greets, it's now Sabol's turn. Sabol's mom and dad will meet Woods' family to open the two-hour season finale. Then, in the second hour, viewers will find out who Farmer Jay, along with the other three farmers on the show, pick. Will Sabol have a golden moment with Farmer Jay and deliver the closing touch? Here's how to watch season 3 of "Farmer Wants a Wife," including the time, date and more on Wisconsin's local connection to the show. "Farmer Wants a Wife" will air a two-hour season finale on May 22. The episode begins at 8 p.m. Central time. "Farmer Wants a Wife" concludes on Thursday, May 22. Every episode this season has aired on Thursday nights since the premiere in March. Farmer Wants a Wife airs on Fox. You can stream it the next day on Hulu. The two-hour season finale of the U.S. version of "Farmer Wants a Wife" begins with the second part of the "Meet the Families" episode. Then, the second hour will feature the four farmers making their decisions on who they want to be their wife. Each farmer has two ladies left on their farms. Karina Sabol is the second straight Wisconsinite to make it to the season finale of "Farmer Wants a Wife." Last season, Caledonia's Grace Girard won the heart of Farmer Brandon. Sabol, an operations manager and former college gymnast, has caught Farmer Jay's eye with her beauty on the "inside and out." Sabol, like Girard last season, stayed clear of the drama on her farm but that also kept the Middleton native from getting to know Woods more early on. But when the time was right, Sabol found her opening to grow a connection with Woods. They bonded over being college athletes and their love for their families. Woods is a former Division I football player, first at Michigan and then at Duke. Their relationship then blossomed over their solo date in episode 5. Woods had Sabol participate in a youth football practice and then the two shared a romantic picnic in the back of a pickup truck to end the night. Sabol was later upset Woods brought back another dater to the farm in a twist a few episodes ago and she's kept up her guard since then. But she later got the reassurance she was seeking from Woods during the camping mixer. And heading into the finale, Sabol said her feelings for Woods "are stronger than I ever thought they would be." Farmer Jay started the season with eight women before he had to narrow it to five from a speed dating round in the premiere. He has had to navigate some testy moments among his daters but through it all he has shown himself to be rational and calm in his decision making. He is looking for someone to form a life with on his family farm in Florence, Alabama. His family and faith are extremely important to him. Woods formed an instant bond with Clark, the first dater who received a solo date. The two's connection is as strong as they come but he also has developed a strong bond with Sabol. One thing about Woods is that he always checks in on his ladies to discuss their feelings. Who will Woods pick tonight? Here are the final daters for each of the four farmers on season 3 of "Farmer Wants a Wife." Karina Sabol Grace Clark Keeley Goldberg ㅤᵕ̈ Zoe Green Jordyn Mallory Chelsie Davis Claire Dirette Lily Ayres Last year, Caledonia's Grace Girard made it to the finale of season 2 of "Farmer Wants a Wife" and was picked by Farmer Brandon Rogers as his winner. But the two revealed at the reunion show that aired the following week they split up shortly after filming ended. Girard, however, has since found love outside of the show. This article originally appeared on Milwaukee Journal Sentinel: What time is Farmer Wants a Wife on tonight? Season 3 finale, channel
CNBC
22-05-2025
- Automotive
- CNBC
This cybersecurity stock has more room to run even as its valuation soars, global strategist says
Despite a weak day for stock in BJ's Wholesale Club Holdings on Thursday, Freedom Capital Markets chief global strategist Jay Woods is sticking by the company after a better-than-expected first-quarter print. Woods discussed the wholesaler and his bullish views on Uber and Palo Alto Networks on CNBC's " Power Lunch " on Thursday. BJ's Wholesale Club Shares pulled back roughly 2% on Thursday after BJ's told investors on its first-quarter earnings call that the effect of tariffs may force the chain to eventually raise prices. The company still reiterated its full-year outlook, which was part of the reason Woods is not taking Thursday's post-earnings stock move as cause for concern. BJ YTD mountain BJ's Wholesale Club stock in 2025. "They're caught in this conundrum [of] are we raising prices on the consumer, [or] are we gonna mention tariffs in our guide?" Woods said. "I don't like the price action we're seeing today, but I think it gives the longer-term investor an opportunity," he said. Shares have surged nearly 30% so far in 2025. Uber Technologies Woods named Uber his favorite long-term stock, and said any notion that Tesla could pose a competitive threat to the ride sharing company is exaggerated. Uver added about 4% on Thursday. Last week, Uber announced plans to extend its partnership with Alphabet -owned Waymo to offer autonomous ridesharing in Atlanta . "We're not sure where to [categorize] this," he said. "A lot of people are afraid that Tesla is gonna come and hurt their margins, but no. They've been acting on all cylinders," Woods said. UBER YTD mountain Uber stock in 2025. "Any pullback to $80 [per share] I want to buy ... the risk to reward setup is great," he added. Shares have slumped about 14% in 2025. Palo Alto Networks While Palo Alto's valuation may look "a little extreme," Woods suggested buying any future dips in the cybersecurity provider. Shares currently trades at roughly 57 times price-to-earnings ratio, compared to about 21 times for the S & P 500. Shares gained more than 3% on Thursday. The company's fiscal third-quarter results surpassed analyst estimates on the top and bottom line earlier this week, while gross margin missed estimates. Palo Alto also forecast better-than-expected fourth-quarter earnings compared to Wall Street consensus estimates. PANW YTD mountain Palo Alto Networks stock in 2025. "For a short-term trade, I think you're gonna get a little more of a bounce out of this stock," Woods said. "Long-term, it will probably rally into next earnings and we'll see where we go."
CNBC
22-05-2025
- Business
- CNBC
Three Stock Lunch: BJ's Wholesale, Uber and Palo Alto Networks
Jay Woods, Freedom Capital Markets, joins 'Power Lunch' to discuss Woods' investing take on three stocks: BJ's Wholesale, Uber and Palo Alto Networks.
