Macy's posts strong results, raises guidance as turnaround begins to take hold
Macy's on Thursday posted growth across the company in its fiscal second quarter and raised guidance as it continues its turnaround.
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Venezuela’s Oil Rollercoaster Takes a New Turn
Trump says the US will ‘run the country until such time as we can do a safe, proper and judicious transition’.
Electric Mobility: The Electrification of Trucks Is Putting Pressure on Europe's Truck Manufacturers
The truck market is changing, with more and more fleet operators turning to electric powertrains. This trend plays into the hands of Chinese manufacturers—they could overtake the European market leaders, according to a …
We got more defensive last week as Wall Street raised the bar for AI stocks
We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.
Hormuz Is Becoming an Inflation Problem Again
In the days after the US and Israel first bombed Iran, financial markets bet the economic fallout from Donald Trump’s “little excursion” in the Middle East would be short-lived.
Nasdaq: Rising Oil and Elevated Bond Yields Continue to Pose Risk Despite Rebound
Rising interest rates can pressure stocks by raising borrowing costs, slowing demand and reducing the value investors place on future earnings.
What Do the S&P 500, Nasdaq, and Dow Jones Have in Store for Q4?
Travis Kalanick is back in the arena, rebranding his real estate venture into Atoms, a robotics firm aimed at disrupting transport, mining, and food. The Uber (UBER +1.61%) co-founder revealed the company has operated i…
5 Stocks to Watch if Market Weakness Opens the Door for Better Entries
'Entry-level' jobs used to be the way for new graduates to enter the workforce. But many are now requiring prior experience.
Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now
We recently reduced our position size, which allows us to be more patient with this one.
Snowflake spikes 22% on healthy results and AI coding momentum
Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence agent for writing code.
6 Stocks Poised for a Technical Breakout as New Catalysts Emerge
The artificial intelligence (AI) boom is powering some of the market’s fastest moves in 2025, with both large-cap and penny stocks seeing outsized gains. As Q2 earnings season ramps up and demand for AI infrastructure r…
We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies
The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.
The big lesson from this week's earnings: The AI buildout is not a zero-sum game
Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.
Gap shares jump 12% after company names new Old Navy CEO to revive struggling brand
Michael Francis, who was appointed the chief customer officer at Old Navy in May, will take over the reins from current CEO Haio Barbeito, who will become an advisor to the company. Barbeito has held the position since …
Okta's stock skyrockets 29%, CrowdStrike's surges 19% as rising AI threat boosts earnings
CrowdStrike and Okta shares surged on Thursday after earnings showed that artificial intelligence adoption is pushing customers to spend more on cybersecurity tools.
Best Buy tops quarterly estimates, raises outlook as computing shows strength
Best Buy on Thursday reported better-than-expected fiscal second-quarter results and raised its full-year outlook as the company's recovery showed more signs of taking hold.
Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat
Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they've been proven wrong.
Lego posts record first-half revenue, CEO touts strong sales at high-end and value pricing
The brickmaker posted a 21% revenue bump for the first half of the year, boosted once again by its now-stalwart lines like botanical bouquets, Formula 1 race cars and collectible sets.
Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks
Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks Stocks took their cue from the bond market this week. Read at source
Labubu maker Pop Mart shares fall as key ex-China sales data drop, Citi cuts price target
Shares of Pop Mart fell over 4% in Hong Kong on Friday after the Labubu maker reported first-half results that showed declining sales in Asia-Pacific and the Americas.
Why our cyber stocks are dropping and our favorite memory play is rallying
The Magnificent 7 Signal Flashing a Warning for the Bull Market
If you own an S&P 500 Index fund… more than a third of your money sits in just seven stocks. If you own a Nasdaq 100 Index fund… that number jumps to roughly 40%.
S&P 500: Higher Yields and Oil Prices Cloud the Outlook
SINGAPORE/LONDON, March 13 (Reuters) – Stocks rose on Friday after recent heavy selling, helped by lower oil prices, although uncertainty over the Iran war continues to disrupt energy supplies which is driving concerns…