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Theses

Theses that have dropped off the board. Some come back when new signals back them.

Active · 17Inactive · 11
Nov 12Weak corporate PC demand cuts laptop sales for HP and Dell, pressuring their memory chip costs and margins3 sourcesNov 11Ships avoiding the Red Sea take longer routes, so container space tightens, freight costs rise and retail importers earn less9 sourcesNov 11Falling home prices cut builder margins, forcing them to start fewer homes and buy less from suppliers7 sourcesNov 9High long-term yields will cut real estate companies' profits as old debt is refinanced, even if the Fed pauses10 sourcesOct 31A sanctions waiver on Russian diesel imports lowers fuel costs for US railroads and heavy transport operators32 sourcesOct 26China restricts exports of solar production know-how, slowing foreign factories that rely on Chinese technology and helping non-Chinese panel makers2 sourcesOct 17Weak consumer sentiment turns into lower spending on home improvement and electronics, hurting retailers that sell delayed purchases1 sourceOct 14Media mergers create bigger bidders, so streaming services will pay more for live sports rights1 sourceOct 10As oil falls on easing war fears, energy stocks are slow to follow, and refiners running heavy crude can gain7 sourcesSep 22A weak jobs report makes steady dividend payers safer than stocks that need a strong economy2 sourcesAug 13China's limits on rare earth exports make processing the scarce step, helping US processors more than miners2 sources