It’s now a stock picker’s market as more shares outperform the S&P 500. Here’s what that means for your portfolio.

The number of individual stocks outperforming the S&P 500 has exploded since the start of 2025 after a two-year stretch of unusually concentrated performance. That translates to a broader opportunity set for investors focused on trying to beat their benchmarks.

Topics

The Fed’s job is not to boost the stock market. Here’s what it should be doing.

Getting inflation down to 2% should be the Fed’s No. 1 concern.
MarketWatch - 2d
Your retirement savings are at risk in an insane stock market

Fund managers admit they’re buying overvalued stocks.
MarketWatch - 3d
What Germany’s Election Result Means for Its Economy

The next German government faces calls to loosen borrowing rules, slash energy costs and spur innovation. It won’t be easy.
The New York Times - 1h
What Do the Mass IRS Layoffs Mean for Your Business Tax Filings?

The IRS just laid off at least 6,000 employees, which could lead to slower processing times–or lax enforcement.
Inc. - 3d
Stock splits tend to boost a company’s shares. Here’s how to find candidates.

Stock splits make companies more attractive investments and boost share prices. Here’s how to find likely candidates.
MarketWatch - 2d
What Alphabet's plan to launch a lower-price YouTube product means for the stock

The emphasis on YouTube subscriptions is a key part of the Alphabet story as it diversifies the company away from advertising.
CNBC - 2d
Stagflation is a new threat to the stock-market rally. What investors should know.

Worries about an unwelcome mix of inflation and stagnating economic growth are back, only this time such fears are becoming harder for investors to shake off.
MarketWatch - 3h
Forget Stargate. Apple now has its own $500 billion investment plan.

Apple is matching the amount of the Stargate AI joint venture — and building goodwill with the new administration in a familiar approach.
MarketWatch - 9h
How DeepSeek used distillation to train its artificial intelligence model, and what it means for companies such as OpenAI

DeepSeek's sudden emergence has put the AI industry's focus on a technique called distillation.
CNBC - 3d
President Trump is losing the stock market war to the rest of the world so far. Here's where investors are taking advantage

Emerging market stocks, China and European stocks are beating U.S. indexes since the inauguration of Donald Trump.
CNBC - 3d
Even Warren Buffett is struggling with this stock market. Here’s one big reason why.

Investors will be looking closely at Berkshire Hathaway’s cash position.
MarketWatch - 2d
Here's my strategy for the stock market this week after Friday's brutal sell-off

In his Sunday column for Investing Club subscribers, Jim Cramer explains how he's preparing for the stock market after a rough week.
CNBC - 19h
Voss Capital thinks the market is a ‘perpetual paradox machine’. Here are the stocks the fund manager owns.

Buying undervalued small-cap stocks that may attract bidders has worked this year, Voss Capital said.
MarketWatch - 6h
My mother, 63, inherited $100,000. Is she too old to invest in the stock market? What should she do with it?

“Are the only options to create a CD ladder or leave it in a high-interest savings account?”
MarketWatch - 3h
Texas measles cases are up, and New Mexico now has an outbreak. Here's what you need to know

The measles outbreak in rural West Texas has grown to 58 cases as of Tuesday
ABC News - 6d
What the German election result means for Europe

Also in this newsletter: Emmanuel Macron tries to woo Trump
Financial Times - 16h
What it means for Pope Francis to still be in ‘critical’ condition

A statement from The Vatican said that Pope Francis is still in critical condition though he showed slight improvement. NBC News’ Claudio Lavanga and Dr. John Torres report on the assessment of ...
NBC News - 2h
What Trump’s Deportation Plans Mean for Central America

Deporting migrants to Central American countries removes many political and legal hurdles for the Trump administration. How far can the practice go before these nations reach a breaking point?
The New York Times - 2h
The stock market closes out worst day of 2025

The stock market closed out the week with the worst day of 2025. The losses are coming amid growing concerns about economic growth. Elise Preston reports on how Americans are reacting.
CBS News - 1d
What now for Wembanyama and the Spurs?

From the draft to the playoff race, here's how Victor Wembanyama's injury affects the NBA.
ESPN - 3d
Rumors swirl about Kanye West and Bianca Censori splitting up: So what about his $50 million property portfolio?

Kanye West and his wife, Bianca Censori, have sparked speculation that their 2-year marriage is headed for divorce.
MarketWatch - 12h
What does DOGE's IRS shake-up mean for tax season?

DOGE wants access to filers’ data, and the commerce secretary says Trump wants to scrap the IRS. But filing a return remains mandatory — the earlier the better, tax advisers say.
NBC News - 4d
What Would Trump Taking Control of the USPS Mean for You?

Some reports say Trump plans to take control of the USPS, possibly to privatize it. Here’s what that could mean for businesses and consumers.
Inc. - 3d
The big idea: what do we really mean by free speech?

Social media bosses are suddenly all for it, but can we take their enthusiasm at face value?. Free speech is in permacrisis – or so some would have you believe. Complaints that freedom of speech is ...
The Guardian - 9h
Your Earbuds Are Gross. Here’s How to Clean Them Properly

Filthy buds look bad, impact sound quality, and even risk infection. WIRED asked the experts how to correctly banish that ear gunk.
Wired - 5d
Don't wait to file your taxes this season, experts say. Here's why

Nearly one-third of Americans procrastinate filing their taxes. But here's why you shouldn't wait this season, experts say.
CNBC - 3d
Here's why Trump tariffs may raise your car insurance premiums

If they take effect, tariffs are expected to raise costs for insurers to repair or replace cars, meaning higher premiums for auto insurance.
CNBC - 8h
Here's why Trump tariffs may raise your car insurance premiums

The Trump administration’s tariff policies may raise auto insurance premiums for motorists, according to a new Insurify analysis.
NBC News - 1h
Here Comes the Sun: Arline Geronimus and more

Researcher and author Arline Geronimus sits down with Nancy Giles to discuss her book “Weathering: The Extraordinary Stress of Ordinary Life in an Unjust Society.” Then, Luke Burbank visits a ...
CBS News - 1d
Tech stocks seem to have ended their ‘difficult relationship’ with the bond market

At least for now, U.S. large-cap technology and growth stocks appear “free of their difficult relationship with long-term yields,” according to DataTrek Research.
MarketWatch - 3d
Singapore regulator to inject $4bn into stock market to boost listings

Authorities also announce tax incentives as part of package designed to revive struggling equity market
Financial Times - 3d
Stock Market Sees Biggest Declines of Trump’s Presidency So Far

Fueling a 1.7 percent decline on Friday was an unexpected drop in the University of Michigan’s consumer sentiment index, as Americans worried about stubborn inflation.
The New York Times - 3d
The stock market is trying to break out — but the bulls can’t catch a break

S&P 500 is stuck in a trading range.
MarketWatch - 2d
The stock market looks good from the outside — but inside is another story

The percentage of unprofitable publicly traded U.S. companies is rising
MarketWatch - 2d
These are the 7 things we're watching in the stock market in the week ahead

Nvidia, Salesforce and Home Depot, plus the Fed's favorite inflation gauge, are among the biggest events for Wall Street.
CNBC - 1d
Market winners can fall hard — as investors in these favorite stocks found out

‘Magnificent Seven’ investors, take note.
MarketWatch - 5h
Shadow of its former Self: What's going on at Kansas?

After a humiliating road loss to BYU, the preseason top-ranked team is in a sizable rut — and there may not be a way for Bill Self and Co. to rebound.
Yahoo Sports - 5d
Rivian keeps promise on making a profit, but here’s why the stock is falling

Rivian Automotive Inc. makes good on its promise to get to its first quarterly gross profit and blows past Wall Street estimates for its sales.
MarketWatch - 3d
Here's what a $70,000 HELOC costs monthly in 2025

Wondering what a $70,000 HELOC might cost you? Find out what your monthly payment could be.
CBS News - 3d

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In China you can get Ozempic and Wegovy within the hour for just $100 a month

Delivery apps are allowing Chinese citizens to get their hands on the popular weight-loss and diabetes drugs at the touch of a button.
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‘A financial education is the best form of protest.’ This money pro shares her wealth-building secrets.

Tori Dunlap, founder of Her First $100K, wants you to be smart about spending and saving.
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Domino’s earnings missed on everything. Here’s why the quarter was still a win.

Domino’s saw carryout pizza sales increase but delivery sales fall, a sign its low-income customers are still hurting the most.
MarketWatch - 21m
Warren Buffett’s waiting for a ‘wild swing’ to the downside for stocks, says veteran Berkshire watcher

Warren Buffett didn’t tip his hand in his annual letter to investors on Saturday, but it’s become apparent that he’s waiting for a big-time downturn in stocks before deploying his vast and growing ...
MarketWatch - 44m
2-, 10-year yields end at 2025 lows as investors navigate fears about growth

U.S. government debt rallied on Monday, pushing 2- and 10-year yields to lows for the year, amid worries about the outlook for economic growth against a backdrop of sticky inflation.
MarketWatch - 1h