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Mark Hulbert: What stocks would gain from deflation?
[at MarketWatch] - Are investors acting rationally when they dump stocks because of deflationary concerns? One research firm has questioned widely-held assumptions, and the universally-held notion that deflation would be bad for stocks, writes Mark Hulbert.

Wall Street Surges After Good Reports
[at New York Times] - Wall Street surged out of the gate and then kept going, fueled by upbeat economic news from Australia, China and, somewhat surprisingly, American manufacturing.

For Fall, Retail Stocks and Jeggings Are In
[at The Wall Street Journal] - Common Sense For Fall, Retail Stocks and Jeggings Are In With fall in the air, this is the time of year to look for bargains among stocks in the retail sector, especially with low expectations heading into the critical holiday-shopping period.

Summary Box: Plunge fears may have fueled exodus
[AP] - ANXIETY OVER FLASH CRASH : The head of the Securities and Exchange Commission said anxiety over the May 6 plunge on Wall Street may have contributed to the withdrawal of retail investors from the stock market in recent months.

Stocks Winning Streak Ends
[at The Wall Street Journal] - Stocks Winning Streak Ends The Dow industrials fell 107.24 points, or 1%, to 10340.69, moving back into the red for the year, as banking worries from Europe put investors on the defensive.

What stocks would gain from deflation?
[at MarketWatch] - Are investors acting rationally when they dump stocks because of deflationary concerns? One research firm has questioned widely-held assumptions, and the universally-held notion that deflation would be bad for stocks, writes Mark Hulbert.

Pops & Drops: Nokia, Casey s General Store...
[at CNBC] - Following are moves you might have missed.. Find out why shares of Nokia and Casey s General Store popped while Glaxo and Dean Foods dropped.

US STOCKS-Market falls amid European bank worries
[at Reuters] - * Bank shares fall on concerns in European sector * Oracle rises after Hurd hiring * Indexes off: Dow 1 pct, S&P 1.2 pct, Nasdaq 1.1 pct

US SMALL/MIDCAPS-Banks lead decline as stocks give up ground
[at Reuters] - Mid- and smallcap stocks were lower on Tuesday as renewed fears about European banks sovereign debt exposure triggered a flight to safer assets.

US STOCKS-Market falls amid Europe bank worries
[at Reuters] - * Bank shares fall on concerns in European sector * Oracle rises after Hurd hiring * Indexes off: Dow 1 pct, S&P 1.2 pct, Nasdaq 1.1 pct

Mean Street: As Obama Surrenders, Stocks Will Rally


US STOCKS SNAPSHOT-Wall St ends lower on profit-taking, banks
[at Reuters] - U.S. stocks fell in a light volume session on Tuesday as investors seized on renewed concerns about European banks as a reason to sell shares after strong gains last week.

US STOCKS SNAPSHOT-Wall St slips on profit-taking, banks
[at Reuters] - Major U.S. stock indexes fell more than 1 percent on Tuesday as renewed concerns over the health of some European banks prompted profit taking following last week s strong gains.

Most active Nasdaq-traded stocks
[AP] - A look at Nasdaq 10 most-active stocks at 1 p.m.: Applied Materials Inc. fell 2.1 percent to $10.75 with 12,914,200 shares traded.

Energy stocks stumble despite deal-making
[at MarketWatch] - Energy stocks fall as the broad equities market retreated from recent gains and crude oil prices softened, despite some deal-making in the sector.

Tuesday s biggest gaining and declining stocks
[at MarketWatch] - MarketWatch s daily roundup of stocks making significant moves during the trading session.

Energy Stocks: Energy stocks stumble despite deal-making
[at MarketWatch] - Energy stocks fall as the broad equities market retreated from recent gains and crude oil prices softened, despite some deal-making in the sector.

Biotech Stocks: Idenix, China Sky tumble; drug indexes slip
[at MarketWatch] - Shares of Idenix Pharmaceuticals plunge in early action after the company says regulators are placing two of its hepatitis C drug programs on hold over safety concerns.

US STOCKS SNAPSHOT-S&P 500 falls 1 pct on euro bank worries
[at Reuters] - Wall Street dropped on Tuesday, with the S&P 500 briefly falling 1 percent, after reports on the European banking system reignited concerns about the financial stability of the region.

Oracle leads tech action after hiring Hurd
[at MarketWatch] - Oracle Corp. stood out among tech stocks Tuesday as the software giant s shares climbed $1.61, or more than 7%, to $24.55 after the company hired former Hewlett-Packard Co. Chief Executive Mark Hurd as co-president.

Airline stocks decline with Ryanair Holdings
[at MarketWatch] - Airline stocks declined modestly and ahead of the wider market, with Ryanair Holdings in the lead downwards. The NYSE Arca Airline Index fell 1.5% to 40.13 with all but two of its 13 components trading down.

US STOCKS SNAPSHOT-Indexes open down on Europe bank worries
[at Reuters] - U.S. stocks opened lower on Tuesday pressured by fresh concerns about Europe s financial stability. The Dow Jones industrial average was down 54.72 points, or 0.52 percent, at 10,393.21.

U.S. stocks start off, rattled by Europe concerns
[at MarketWatch] - U.S. stocks opened lower Tuesday, starting a holiday-cut week with new worries about the health of Europe s banks unsettling investors. The Dow Jones Industrial Average fell 45.94 points to 10,401.99.

Indications: U.S. stock futures drop; Oracle, Barclays in focus
[at MarketWatch] - Stock futures point to a lower open on Wall Street, as shares of Barclays come under pressure after the banking giant announced a new chief executive.