Zacks Investment Research
25 May 2026, 14:16 UTC · 22w ago
Impact · against what's priced in
The outlook for NYT, TSN, and ARKO is mildly positive based on defensive positioning and recent earnings revisions, though this is tempered by the systemic risk of rising interest rates. The overall macroeconomic environment is deteriorating due to energy-driven inflation and potential Fed rate hikes.
No priced-in read yet
What the story claims
4 claims · scored −1 bearish … +1 bullish
The Federal Reserve is considering hiking interest rates for the first time in nearly three years due to elevated inflation.
So whatA shift from holding or cutting to hiking rates typically increases borrowing costs and lowers valuations for risk assets.
More negative than 99% of claims this week
Global oil prices have surged and energy costs have jumped nearly 40% since the start of the Iran war in February.
Continue reading
5 related stories
The New York Times is recommended as a defensive play with positive earnings revisions amid rising inflation and potential rate hikes.
Read from the article alone
No priced-in read yet
Tyson Foods is positioned as a defensive buy with a Zacks Rank #2, benefiting from positive earnings revisions during a period of elevated CPI.
Read from the article alone
No priced-in read yet
Arko Corp is recommended for its defensive qualities and positive earnings revisions as the Fed considers hiking rates to combat inflation.
Read from the article alone
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More negative than 95% of claims this week
The latest Federal Reserve meeting saw four 'no' votes regarding the decision to leave rates unchanged, the highest level of dissent since 1992.
More negative than 87% of claims this week
Year-over-year CPI rose 3.8% in April, marking the highest level since May 2023.
More negative than 79% of claims this week
Which stocks this story touches
More positive than 87% of ticker scores this week
Recommended as a defensive buy with positive earnings revisions and a Zacks Rank #2.
More positive than 87% of ticker scores this week
Recommended as a defensive buy with positive earnings revisions and a Zacks Rank #2.
More positive than 87% of ticker scores this week
Recommended as a defensive buy with positive earnings revisions and a Zacks Rank #2.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
The Motley Fool
1d ago
−12.3%
Price is moving against the score
$57.04 vs $65.05 close before publication (May 22) · not market-adjusted
TSN chart →−50.3%
Price is moving against the score
$3.79 vs $7.63 close before publication (May 22) · not market-adjusted
ARKO chart →−6.4%
Price is moving against the score
$70.17 vs $74.96 close before publication (May 22) · not market-adjusted
NYT chart →
