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US stock quick picks – Nov 4

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Top Election Stock Picks 2024 🗳️

Details: If Donald Trump wins on Tuesday, stocks in industries involving weapons, defense, oil and gas, American-made cars, and banking could increase.
  • However, international stocks could suffer due to new tariffs.
More Details: If Kamala Harris wins on Tuesday, Environmental, Social, and Governance funds, as well as stocks in clean energy and healthcare could go up.
  • However, banking stocks could face challenges due to the increased likelihood of new regulations.
Final Thoughts: Which specific stocks should you buy before Election Day? Find out by listening to a new episode of the Early Bird podcast.

Notables

Notable Earnings Today: Palantir Technologies (NYSE: PLTR), Constellation Energy (Nasdaq: CEG), Cleveland-Cliffs (NYSE: CLF), Marriott (Nasdaq: MAR), Hims & Hers Health (NYSE: HIMS), Wynn Resorts (Nasdaq: WYNN), Yum China (NYSE: YUMC), Lattice Semiconductor (Nasdaq: LSCC), NXP Semiconductors (Nasdaq: NXPI), Fox Corp (Nasdaq: FOXA), DigitalOcean (NYSE: DOCN), Astera Labs (Nasdaq: ALAB), Fidelity National Information Services (NYSE: FIS), BioNTech (Nasdaq: BNTX), Goodyear Tire (Nasdaq: GT), Fabrinet (NYSE: FN), Navitas Semiconductor (Nasdaq: NVTS), Franklin Resources (NYSE: BEN), Freshpet (Nasdaq: FRPT), Illumina (Nasdaq: ILMN),  8×8 (Nasdaq: EGHT), Alpha and Omega Semiconductor (Nasdaq: AOSL), Affiliated Managers Group (NYSE: AMG), Altice USA (NYSE: ATUS), Aspen Technology (Nasdaq: AZPN), BioCryst Pharmaceuticals (Nasdaq: BCRX), Bright Horizons (NYSE: BFAM), BWX Technologies (NYSE: BWXT), CareDx (Nasdaq: CDNA), Choice Hotels (NYSE: CHH), Cirrus Logic (Nasdaq: CRUS), Cushman & Wakefield (NYSE: CWK), Entegris (Nasdaq: ENTG), EverQuote (Nasdaq: EVER), Forward Air (Nasdaq: FWRD), Frontdoor (Nasdaq: FTDR), Glaukos (NYSE: GKOS), Hologic (Nasdaq: HOLX), ICHOR Corporation (Nasdaq: ICHR), Inspire Medical Systems (NYSE: INSP), Integra (Nasdaq: IART), Knife River Corp. (NYSE: KNF), Krystal Biotech (Nasdaq: KRYS), Marqeta (Nasdaq: MQ), Napco Security Systems (Nasdaq: NSSC), Owens & Minor (NYSE: OMI), PRA Group (Nasdaq: PRAA), QuinStreet (Nasdaq: QNST), Revvity (NYSE: RVTY), Sanmina (Nasdaq: SANM), SelectQuote (NYSE: SLQT), Sensata Technologies (NYSE: ST), Silicon Labs (Nasdaq: SLAB), Supernus Pharma (Nasdaq: SUPN), Teradata (NYSE: TDC), The Baldwin Group (Nasdaq: BWIN), TPG Inc. (Nasdaq: TPG), Triumph Group (NYSE: TGI), TrueBlue (NYSE: TBI), V2X (NYSE: VVX), Vertex Pharmaceuticals (Nasdaq: VRTX), Zoetis (NYSE: ZTS).
Notable IPOs Today: Future Vision II Acquisition Corporation Ordinary shares (Nasdaq: FVN), Sunrise Communications AG American Depositary Shares representing Class A shares When Issued (Nasdaq: SNREV).
Notable Equity Crowdfunding Campaigns Ending Today: StorEn Technologies (StartEngine), HustlePay (Wefunder), Stay Pittsburgh (Honeycomb), Sweater (StartEngine), Wolfpack Financial (Wefunder), Mr. Meat Master (StartEngine).
Notable Economic Events Today: Factory Orders (10:00 a.m. ET).

Trends to Watch

Prime Pick: Ethereum is like ‘Amazon in the 1990s (Cointelegraph)
Chippy: Nvidia’s Huang asked SK Hynix to bring forward supply of HBM4 chips by 6 months, SK’s chairman says (Reuters)
M&A Alert: Whether 7-Eleven Is Bought or Not, Convenience-Store Consolidation Looms (Wall Street Journal)
Trying to Take Off: Boeing Had a Big Week. This One Is Even Bigger. (Barron’s)
Closing: Investment Crowdfunding Platform Equitise Enters Administration After Failing to Secure Funding (Crowdfund Insider)