ValueWalk

1 day ago | valuewalk.com | Dave Kovaleski

It ends three straight months of PCE inflation declines. Mirroring the increase in the Consumer Price Index in May, Personal Consumption Expenditures (PCE) inflation rose last month, according to the U.S. Bureau of Economic Analysis. The PCE, which is the Federal Reserve’s preferred gauge of inflation, jumped to 2.3% in May, up from 2.1% in April. The 2.3% inflation rate was in line with economists’ estimates. For the month, the PCE rose 0.1%, also in line with estimates.

1 day ago | valuewalk.com | Dave Kovaleski

The chipmaker’s outlook is better than analysts’ anticipated. Micron Technology (NASDAQ:MU) has been one of the best performing technology sector stocks this year, returning some 48% YTD while the overall sector is barely treading water. On Thursday, Micron stock was trending about 2% lower for reasons that are not very clear. The company delivered a strong fiscal third quarter earnings report on Wednesday after the market closed and had a better-than-expected outlook.

1 day ago | valuewalk.com | Dave Kovaleski

Vanguard economists offer their insights on what trends could be shaping markets. There are three major themes for investors to keep an eye on as we enter the second half of 2025, according to Vanguard economists. One of them is tariffs, which could have a longer-term effect on stocks, beyond 2025, explained Roger Aliaga-Díaz, chief economist, Americas, and global head of portfolio construction at Vanguard, and Kevin Khang, Vanguard senior international economist.

2 days ago | valuewalk.com | Dave Kovaleski

And the average 401(K) investor had a 13% return. Vanguard’s annual How America Saves report on trends in 401(K) and workplace retirement plan investing shows that investors are getting serious about saving. One of the most notable statistics from the report is that the average deferral rate in 2024, meaning how much of an employee’s salary went to the 401(K) plan each month, was a record 7.7%. In addition, 16% of participants increased their payroll deferral percentage, while just 8% decreased it.

2 days ago | valuewalk.com | Dave Kovaleski

Its outlook calls for massive revenue growth. With geopolitical tensions rising, defense industry stocks in general have garnered more interest from investors. Defense and aerospace industry stocks have climbed about 6% over the past month and are up roughly 23% year-to-date. But there is one specific defense industry stock that soared on Wednesday, drone manufacturer AeroVironment (NASDAQ:AVAV).