| | | Wall Street Week Ahead
Aug. 31, 2025 6:09 AM ET
Wall Street Breakfast
5.74M Followers
 Douglas Rissing/iStock via Getty Images
Wall Street will see a holiday-shortened week on account of the Labor Day weekend. Still, investors will have plenty to digest, with the highlight being Friday's August nonfarm payrolls report.
The labor market will be squarely in focus, with updates on job openings and private sector employment scheduled for Wednesday and Thursday. The big event will be on Friday, especially after July's nonfarm payrolls came in significantly weaker than expected and May and June saw one of the biggest two-month revisions to job growth in decades. Any further signs of weakening in the U.S. labor situation will all but guarantee a Federal Reserve rate cut in September for traders.
Some quarterly earnings reports from major tech names will also grab the spotlight this week, namely Dow 30 component Salesforce ( CRM) and chipmaker Broadcom ( AVGO).
Investing Group Spotlight
Samuel Smith launched High Yield Investor back in 2020 on the belief that investors shouldn’t need to choose between income and growth when building a dividend-focused portfolio. High Yield Investor’s three portfolios—Core, International and Retirement—are designed with exactly this balance in mind.
A West Point graduate, Samuel heads up an All-Star team that includes Jussi Askola and Paul R. Drake. Together, they balance safety, growth, yield, and value while offering deep-dive analysis, real-money portfolios, trade alerts, educational resources, and an active chat room for engaged, like-minded investors.
Two of Samuel's current top ideas:
AbbVie ( ABBV) ( free write-up) remains a strong dividend-growth stock despite challenges from declining Humira sales following its patent expiry. The company is shifting focus to Skyrizi and Rinvoq, both showing robust growth and long patent protection, while also investing in neuroscience, acquisitions, and development projects. Q2 results were solid, with rising revenue and earnings, though aesthetics sales declined. Analysts project 11% EPS CAGR through 2029. Risks include high valuation, U.S. policy pressures, debt from Allergan, and Humira erosion. While dividends appear safe, ABBV carries uncertainties. Overall, AbbVie is attractive long term, but current valuation warrants caution.
ONEOK ( OKE) ( free write-up) shares have fallen sharply, creating what appears to be a compelling buying opportunity for long-term, income-focused investors. While 2026 guidance was trimmed due to weaker commodity prices, OKE continues to post strong growth, driven largely by natural gas and NGL operations. Management reaffirmed 2025 EBITDA guidance, highlighted $1.3 billion in tax benefits, and is investing in projects like the Medford expansion and Texas City export terminal. With 11 years of EBITDA growth, a 5.7% dividend yield, low leverage, and a discounted valuation versus peers, OKE offers attractive risk-reward despite commodity and project risks.
Samuel has been adding heavily to these names at High Yield Investor, which is now offering a limited-time 20% introductory discount for first-time subscribers.
Earnings spotlight: Tuesday, September 2: Zscaler ( ZS), Signet Jewelers ( SIG). See the full earnings calendar.
Earnings spotlight: Wednesday, September 3: Salesforce ( CRM), Figma ( FIG), Hewlett Packard ( HPE), Dollar Tree ( DLTR), Macy's ( M). See the full earnings calendar.
Earnings spotlight: Thursday, September 4: Broadcom ( AVGO), lululemon athletica ( LULU), DocuSign ( DOCU). See the full earnings calendar.
Seeking Alpha News Quiz
Get ready for a challenge every week! Test your knowledge on the most recent happenings in the investing world by taking the new Seeking Alpha News Quiz and seeing how you stack up against the competition. |
|
