Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

Uber’s stock falls in the face of its ‘strongest quarter ever.’ Here’s why.

The ride-hailing company faces stiff pressure from the strong U.S. dollar, which is weighing on its forecast for the current quarter.

MarketWatch - 38m

We are changing our rating on Starbucks and looking to lock in some profits

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - 5h

My husband and I are in our 50s — and 85% invested in stocks. Is our strategy too aggressive for the next 10 years?

“Our funds and our tech stocks have done well over the years.”

MarketWatch - 2h

Big Tech stocks struggle after quarterly earnings as Alphabet sees steep drop

Alphabet has seen ‘one of the more negative reactions to earnings reports this earnings season,’ says Bespoke Investment Group

MarketWatch - 2h

Alphabet is showing the downside of being an AI stock

Alphabet has been talking nonstop about AI. Now investors are looking for proof that the company’s efforts are working.

MarketWatch - 3h

Alphabet's big AI spending plan is more good news for 2 chip stocks shaken by DeepSeek

Amazon, which is set to report its quarter after Thursday's closing bell, remains an unknown. But three for three so far is not too bad.

CNBC - 5h

New York Times’ stock falls as analysts question its promotional spending

Media company’s fourth-quarter subscribers reach 11.43 million, while it hikes its dividend by 38% and sets stock buyback.

MarketWatch - 8h

Alphabet shares sink after cloud growth stalls and spending surges

Google vows to spend $75bn this year on data centres to meet rising demand from AI

Financial Times - 10h

Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

We're debating whether this management team can do better or whether we're looking at a value trap.

CNBC - 23h

Trump gives a lift to healthcare stocks with comments on Medicare and Medicaid

Trump has pledged to protect Social Security and Medicare throughout his campaign, one analyst noted, but this was the first time he added Medicaid to the list.

MarketWatch - 2d

Tom Lee gives five reasons to buy the dip after tariff announcement

Tom Lee is usually bullish, and the Fundstrat head of research continues to see the glass half full after tariff announcements sent global stock markets sliding.

MarketWatch - 2d

Visa gives rosy guidance as spending growth improves

Visa saw 9% growth in spending volume during the December quarter versus 8% in the September quarter.

MarketWatch - 5d

Adam Silver says he's a 'fan' of shortening NBA quarters to 10 minutes, also floats idea of free-throw change

The NBA commissioner did not imply that either of these changes is likely to be implemented soon, if at all

CBS Sports - 6d

Whirlpool swings to a loss and guides for more weakness in 2025, sending stock down

Appliance maker is still working to cut costs and hoping for a recovery in the U.S. housing market.

MarketWatch - 6d

We're cutting our price target on Danaher as frustration mounts after a messy quarter

Shares tumbled more than 8% after in response to fourth-quarter earnings and 2025 guidance.

CNBC - Jan. 29

T-Mobile’s stock climbs after fourth-quarter earnings beat and robust guidance

T-Mobile expects postpaid net customer additions of between 5.5 million and 6 million for 2025, the company’s highest-ever guidance range issued at the beginning of the year.

MarketWatch - Jan. 29

No Man's Sky Gives You A Billion New Reasons To Return With Latest Update

It might be hard to wrap your head around this, but No Man's Sky is getting billions--yes, with an "S"--of new star systems and planets with the Worlds Part 2 update. That's not all, either. Hello ...

GameSpot - Jan. 29

DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market

Wall Street’s expectations for the Magnificent Seven aren’t what they used to be.

Inc. - Jan. 29

'Just give [Trump] a little time': Republican senator reacts to federal spending freeze confusion

Sen. Jim Justice (R-W. Va.) tells NBC News Capitol Hill Correspondent Julie Tsirkin in an exclusive interview that he supports a broad freezing of funds for federal programs.

NBC News - Jan. 28

One reason Nvidia looks like a bargain stock following the DeepSeek news

Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.

MarketWatch - Jan. 28

We're lightening up on a rallying stock that's grown too big in our portfolio

The sale also comes as our trusted momentum indicator moved further into overbought territory.

CNBC - Jan. 28

Tech stocks slump as China’s DeepSeek stokes fears over AI spending

Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’

Financial Times - Jan. 27

Our health-care stocks keep on climbing as DeepSeek fears pressure most of our AI names

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - Jan. 27

Venice in Winter, With a Poet as Our Guide

A writer and his daughter wander the ancient city at night, inspired by Joseph Brodsky, the Russian writer who loved the city in its cold, quiet season.

The New York Times - Jan. 27

There’s little to keep the stock market down as retiring boomers share their wealth

Market strategist Ed Yardeni: Expect the S&P 500 to hit 7,000 this year and 8,000 in 2026

MarketWatch - Jan. 25

Meta's increased AI spending helps both of our two chipmakers, but one especially

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

CNBC - Jan. 24

Sneaky Britain? How our moral compasses are changing

Could the popularity of The Traitors link to something wider going on among Britons - and our shifting attitudes towards dishonesty?

BBC News - Jan. 23

Trump’s Hint at Deal Making Gives China a Little Breathing Room

Whether it is over TikTok, fentanyl or trade, Beijing might welcome a compromise to buy time to address its ailing economy and bolster its position globally.

The New York Times - Jan. 22

Why Trump may need big companies to spend less on stock buybacks

Tech companies have gone big on stock buybacks, but the industry may need to spend more on capital expenditures to realize the president’s economic goals.

MarketWatch - Jan. 22

Should you sell Apple’s stock? This analyst makes the case with 3 reasons.

Jefferies downgrades Apple’s stock, taking a cautious view on the next couple of quarters and on broader AI demand. Plus, Counterpoint Research notes sluggish China performance.

MarketWatch - Jan. 21

Dodgers flex Evil Empire might in signing Roki Sasaki and give rest of MLB reason to grumble — especially Jays, Padres

For Dodgers fans, it’s cause for celebration. For the rest of the league, it’s a disappointing conclusion and another reason to gripe and groan about the growing might of MLB’s new evil empire.

Yahoo Sports - Jan. 18

Five takeaways from our 2025 Mock Draft: Spending up for pitchers like Verlander may be an outdated strategy

Also, find out where Ronald Acuna lands following last year's knee injury

CBS Sports - Jan. 17

Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.

The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.

MarketWatch - Jan. 16

The Fed Could Give the Stock Market Exactly What It Wants

A key inflation metric cooled for the first time in six months.

Inc. - Jan. 16

Bills and Lions Give NFL Fans in Canada Reason to Cheer

With the Buffalo Bills and Detroit Lions both Super Bowl contenders, fans north of the border are nervously hopeful a title drought could end.

The New York Times - Jan. 12

Constellation Brands’ stock slides as CEO cites ‘uncertainty’ about consumer spending

The parent of the Modelo and Corona beer brands lowered its 2025 outlook, despite third-quarter profit growth.

MarketWatch - Jan. 10

Our guide to all 14 teams, from favorites to underdogs

Here's everything to know about the 14 teams vying to win Super Bowl LIX.

ESPN - Jan. 9

Wall Street names 13 of our stocks 'top picks' for 2025 — here's the list and our takes

These are names analysts say can not only weather any headwinds but will thrive in the new year.

CNBC - Jan. 9

The Guardian view on content moderation: Meta did far too little. Now it wants to do even less | Editorial

Loosening already limited safeguards on social media platforms is not just damaging. It could ultimately prove deadly. Mark Zuckerberg famously boasted that Facebook had a saying: “Move fast and ...

The Guardian - Jan. 8

Deutsche Bank says it’s now overweight Europe stocks vs. the U.S. Valuation is just one reason.

There’s never been a bigger valuation gap between European and U.S. stocks, and that’s not the only reason why Deutsche Bank now says it prefers equities on the Continent on a tactical basis.

MarketWatch - Jan. 7

Latest in Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

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