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Latest in As Dell’s stock slides, here’s why bulls are keeping the faith

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  • As Dell’s stock slides, here’s why bulls are keeping the faith

    Analysts say Dell’s revenue will improve once Nvidia Blackwell supply picks up and note the company isn’t pricing AI servers as aggressively as peers are.
    Business - MarketWatch - 1 hour ago

  • S&P 500 eclipses 6,000 and Dow surpasses 44,000. Here’s why stocks could keep climbing.

    Stocks scored milestones on Monday, pushed higher by optimism about Donald Trump’s second term as president and by last week’s interest-rate cut by the Federal Reserve.
    Business - MarketWatch - November 11

  • AMD's post-earnings slide is a buying opportunity. Here's why

    Wall Street's reaction to the quarter continues an up-and-down month for shares of the AI chipmaker.
    Business - CNBC - October 30

  • Alphabet’s stock slides as Feds push for Chrome sale. Why fears are overblown.

    The Google parent’s stock is heading for its worst day in 10 months. But one analyst thinks a forced Chrome sale seems unlikely.
    Business - MarketWatch - 6 days ago
  • The Boks and the blitz - can England keep faith in defence?

    The Boks and the blitz - can England keep faith in defence?

    England have invested time and expertise in their new high-tempo defence. As the defeats stack up, have they got enough faith to see it through against the world champions?
    Top stories - BBC News - November 15

  • PayPal beat big on a profit metric, but here’s why its stock is falling

    PayPal’s fourth-quarter revenue view came in below expectations. The company said it’s focusing on “profitable growth.”
    Business - MarketWatch - October 29

  • Intel books big charges for restructuring, but here’s why its stock is surging

    The company says business trends are improving despite ‘noisy’ earnings.
    Business - MarketWatch - November 1

  • Upstart’s stock roars higher. Here’s why analysts say the tide is turning.

    Analysts say the AI lender is on a better track is it benefits from an improved interest-rate climate, funding partnerships and “solid” credit trends.
    Business - MarketWatch - November 8

  • Here's why Dollar Tree and Dollar General stocks have plummeted

    Dollar stores are dealing with a mix of both economic and self-inflicted problems.
    Business - CNBC - 6 days ago

  • Wall Street is wrong about that ‘lost decade’ for stocks. Here’s why.

    The business cycle and company earnings are in better shape than the CAPE ratio indicates.
    Business - MarketWatch - 4 days ago

  • Wall Street sees ‘no alternative’ to U.S. stocks in 2025. Here’s why.

    Large-cap U.S. stocks have outperformed virtually all comers over the past 15 years. According to some of the world’s largest investment banks, that is unlikely to change in 2025.
    Business - MarketWatch - 4 hours ago
  • Steve Borthwick keeps faith by naming unchanged England XV to face Australia

    Steve Borthwick keeps faith by naming unchanged England XV to face Australia

    Slade and Lawrence swap places in midfield jerseys Sleightholme and Cowan-Dickie added to bench Steve Borthwick has stuck by his starting England team to face Australia on Saturday but freshened ...
    World - The Guardian - November 5
  • ‘Fallen so fast’: Ancelotti admits Real Madrid struggles but keeps faith

    ‘Fallen so fast’: Ancelotti admits Real Madrid struggles but keeps faith

    Coach not shying away from difficulties after Milan defeat, with players like Jude Bellingham far from their best. “The reality is what was seen on the pitch,” Carlo Ancelotti said, and what was ...
    World - The Guardian - November 6

  • Wall Street believes stocks will keep rising on Trump’s win — but this could threaten the rally

    Many on Wall Street expected Tuesday’s election would be the final obstacle standing in the way of a stock-market melt-up heading into the end of the year. But rising Treasury yields are ...
    Business - MarketWatch - November 7

  • Here’s what Super Micro’s struggles may mean for Nvidia and Dell

    Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.
    Business - MarketWatch - November 5

  • Here’s why JPMorgan’s stock gets one analyst’s only downgrade after the Trump bank-stock rally

    There’s only one other “deep value stock” among the large U.S. commercial and investment banks, according to one Oppenheimer analyst.
    Business - MarketWatch - November 20

  • On Election Day, Trump-linked Phunware’s stock slides

    Phunware shares are down 3% as America heads to the polls.
    Business - MarketWatch - November 5

  • Spectrum Brands’ stock slides as profit lags estimates

    “Challenging economic and geopolitical conditions” are impacting consumer demand, according to its CEO.
    Business - MarketWatch - November 15

  • Stock-market investors have ‘no clear playbook’ for Harris election win. Here’s why.

    A victory by Vice President Kamala Harris over Donald Trump next week might leave investors temporarily lost, says a closely followed Wall Street research analyst.
    Business - MarketWatch - October 29

  • Tesla’s stock is soaring on Trump’s win. Here’s why Wall Street is so upbeat.

    CEO Elon Musk has close ties to Trump. Plus, Tesla could benefit from potential higher Chinese tariffs, an analyst says.
    Business - MarketWatch - November 6

  • Here's why Eli Lilly bounced back, plus mega-caps lag while staples stocks rise

    Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
    Business - CNBC - November 8

  • Trump is ‘the most pro-stock-market president’ America has ever had — here’s why it’s not even close

    Financial markets could benefit from Donald Trump’s second term, says Wharton’s Jeremy Siegel. But they could also serve as a check against certain excesses.
    Business - MarketWatch - November 12

  • Analysts are conflicted on industrials — and why we disagree with a sell call on Starbucks

    The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
    Business - CNBC - November 13

  • MicroStrategy’s bitcoin buys lead to a new Wall Street-high stock price target

    MicroStrategy buys more bitcoin, and Benchmark analyst’s new Street-high stock price target implies more than 60% upside.
    Business - MarketWatch - 2 days ago

  • U.S. stock and bond markets love Trump's pick of Bessent for Treasury — here's why

    Trump said he will pick the Wall Street figure to take on his administration's most important economic role.
    Business - CNBC - 2 days ago

  • How Trump's new tariff threats knocked one of our stocks but not the market

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

  • CrowdStrike's post-earnings stock drop is a buy. Here's why sellers have it all wrong

    The stock drop plays right into our hands.
    Business - CNBC - 19 hours ago

  • IMAX’s stock is up more than 70% this year. Here’s why an analyst sees more room to run.

    IMAX Corp.’s shares have climbed 71.2% in 2024, and analyst firm Wedbush sees more upside ahead for the high-end movie-theater operator.
    Business - MarketWatch - 5 hours ago
  • Edge data is critical to AI — here’s how Dell is helping enterprises unlock its value

    Edge data is critical to AI — here’s how Dell is helping enterprises unlock its value

    In this age of AI, enterprises need to be able to quickly access and extract value from edge data. Here's how Dell is helping them do it.
    Tech - VentureBeat - November 12
  • Why the Dollar Keeps Getting Stronger

    Why the Dollar Keeps Getting Stronger

    President-elect Donald J. Trump often says he prefers a weaker dollar, but economists and investors think his proposed policies will have the opposite effect.
    Business - The New York Times - November 14

  • Merck’s stock slides as Q3 earnings beat estimates, but company lowers guidance

    Merck’s stock fell Thursday morning, despite the company beating profit and sales estimates for the third quarter.
    Business - MarketWatch - October 31

  • Avis’s stock slides after third-quarter earnings fall short of estimates

    Avis Budget Group’s stock was falling in after-hours trade Thursday, after the car-rental company’s third-quarter earnings fell short of estimates.
    Business - MarketWatch - October 31

  • Block offers a glimpse of what to expect next year, but its stock slides

    The parent company of Square and the Cash App expects to keep expanding operating margins into 2025.
    Business - MarketWatch - November 8

  • AST SpaceMobile stock slides after Q3 loss widens

    Shares of AST SpaceMobile Inc. fell in extended trading Thursday after the space-based broadband company’s third-quarter loss widened.
    Business - MarketWatch - November 15

  • Four reasons the bull market for stocks can continue

    Also: Apple and more Big Tech earnings, bond ETFs and some easy Medicare savings.
    Business - MarketWatch - November 2

  • Boot Barn stock slides after CEO departure announcement, but Western-wear retailer’s forecast is more upbeat

    Western-themed retail chain Boot Barn Holdings Inc. on Monday said its chief executive would be leaving next month, while forecasting better sales and profits for the full year.
    Business - MarketWatch - October 29

  • Icahn Enterprises’ stock slides 14% as majority-owned CVR Energy suspends its dividend

    Icahn Enterprises LP’s stock fell 4% early Tuesday, after CVR Energy Inc., in which it owns a 66% stake, said it would suspend its third-quarter dividend, as unplanned outages and a weak macro ...
    Business - MarketWatch - October 29

  • Phunware’s stock slides after CFO steps down and poll puts Harris ahead in Iowa

    Shares of Phunware Inc. are down 5.1% after the mobile-advertising company tied to former President Donald Trump’s 2020 campaign said Chief Financial Officer Troy Reisner is stepping down. The news ...
    Business - MarketWatch - November 4
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