Latest in Favors Industrial Stocks
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The UK music industry is reporting record revenues. The reality is much gloomier | Eamonn Forde
We’re apparently spending more on music than any time since the CD era – but the calculation methods are archaic, and don’t reflect the low incomes for many artists. • News: UK music sales hit ...The Guardian - Jan. 8 -
Apple’s ‘decidedly unattractive’ outlook sparks rare bearish call on the stock
An analyst says Apple’s stock price bakes in only good news, but he sees more than 20% downside as negative developments pile up.MarketWatch - Jan. 8 -
Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth
Walt Disney Co.’s stock was upgraded to buy Tuesday by analyst firm Redburn Atlantic, which cited improved content performance and growth in streaming profit.MarketWatch - Jan. 8 -
Holidays and higher egg prices lift Cal-Maine’s results and stock
Results reflected ‘seasonal boost leading up to the Thanksgiving holiday’ as well as higher prices due to bird-flu outbreakMarketWatch - Jan. 8 -
Indian stocks will benefit from the Trump 2.0 era, portfolio manager says
Investors eyeing up firms with the potential to become the "blue chip companies of the future" should look to India, according to investor Kunal Desai.CNBC - Jan. 7 -
2024 Patriots Stock Watch: Drake Maye shines, rookie WRs disappoint
What should we take away from the 2024 Patriots season? Our Patriots insiders Tom E. Curran and Phil Perry reveal their Stock Up and Stock Down picks.Yahoo Sports - Jan. 7 -
Dozens of lawmakers beat stock market in 2024: Report
The stock portfolios of more than two dozen lawmakers once again outperformed the market as bans on congressional stock trading stalled, according to a new report from the trading trackers at ...The Hill - Jan. 7 -
Palantir’s stock sees sharpest drop since May as momentum cools
Bears criticized Palantir’s valuation for months as shares climbed higher. Is Wall Street paying more attention to the multiple now?MarketWatch - Jan. 7 -
US stocks slide as strong data sends Treasury yields higher
Investors bet Fed likely to lower interest rates just once this year after better than expected jobs and services figuresFinancial Times - Jan. 7 -
Nvidia stocks soar after GeForce RTX 50 series debuts at CES
Chipmaker Nvidia shares surge after founder Jensen Huang unveils next generation of AI for gamers at CES 2025.CBS News - Jan. 7 -
Tesla faces more risk than its stock reflects, prompting a downgrade
Tesla Inc.’s stock slipped 3.4% Tuesday, after Bank of America downgraded the stock to neutral from buy, arguing that it already reflects the long-term potential of such items as robotaxi and ...MarketWatch - Jan. 7 -
Is the US stock market in bubble territory?
Valuations might be frothy but don’t seem nuttyFinancial Times - Jan. 7 -
GTA 6 Could Set "New Industry Standards," Analyst Says
Grand Theft Auto VI is set for release later this year and it's expected to be among the biggest launches of the year. One analyst has now said the game is so momentous that it could "reshape the ...GameSpot - Jan. 7 -
Bank of America’s stock could go up 20% in 2025, says this analyst
UBS’s Erika Najarian upgrades Bank of America to buy from neutralMarketWatch - Jan. 7 -
Jim Cramer's top 10 things to watch in the stock market Tuesday
Wall Street was looking at a muted open Tuesday after the S&P 500 and the Nasdaq closed higher for a second straight sessionCNBC - Jan. 7 -
Meta will end its fact-checking policy in favor of community notes
Meta CEO Mark Zuckerberg announced the company will be ending its policy of fact-checking with trusted partners and replacing the program with a community-driven system similar to Community Notes ...NBC News - Jan. 7 -
Meta is ending its fact-checking program in favor of a 'community notes' system similar to X
Meta is scrapping its fact-checking program with trusted partners and replacing it with a community-driven system similar to X’s Community Notes, CEO Mark Zuckerberg said.NBC News - Jan. 7 -
Why China’s industrial giants won’t be damaged by latest US blacklisting
Being placed on the Chinese military blacklist does not carry specific penalties or immediate bansFinancial Times - Jan. 7 -
The US stock market has never been more concentrated. Does it matter?
World’s biggest game of JengaFinancial Times - Jan. 7 -
U.S. stocks dominated global markets in 2024 — why they likely won’t in 2025
The U.S. stock market remained the envy of the world in 2024, extending its outperformance against international peers and claiming an even bigger slice of the multitrillion-dollar global equity ...MarketWatch - Jan. 7 -
Western investors ‘stupid’ to shun arms industry, says Nato official
Rob Bauer calls on banks, pension funds and rating agencies to change outdated policies in face of rising threatsFinancial Times - Jan. 7 -
Nippon Steel chief warns Trump that tariffs alone will not strengthen US industry
Eiji Hashimoto says legal action against blocking of takeover aimed at winning another review under new administrationFinancial Times - Jan. 7 -
Nvidia unveils Mega Omniverse blueprint for building industrial robot fleet digital twins
Nvidia unveils Mega Omniverse blueprint for building industrial robot fleet digital twins.VentureBeat - Jan. 7 -
American Airlines’ stock snags three upgrades to reflect better backdrop in 2025
Analysts say headwinds from 2024 were transitory.MarketWatch - Jan. 7 -
Nvidia’s stock rallies as AI chip trade reloads for fresh run higher
Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.MarketWatch - Jan. 7 -
Indian investors rush into highly valued defence stocks
Asset managers have launched specialist funds as push for domestic armaments sends share prices soaringFinancial Times - Jan. 7 -
Stocks appear ‘rate sensitive once again’ as bond yields press higher
Rising interest rates in the bond market seems to be weighing on stocks, as investors wait for an upcoming U.S. jobs report and for Wall Street banks to kick off corporate earnings season.MarketWatch - Jan. 6 -
Salesforce’s AI efforts draw doubts from the stock’s newest bear
Salesforce has been seen as an early AI winner, but a Guggenheim analyst worries about how the company and its peers will be able to monetize a technology that nearly everyone is offering.MarketWatch - Jan. 6 -
Jim Cramer explores why consumer goods stocks are seeing losses
CNBC's Jim Cramer reviewed Monday's market action and gave his take on why a large swath of stocks are notching losses.CNBC - Jan. 6 -
This space stock is up on new orders for its satellite networking technology
Shares of Gilat Satellite Networks ended Monday’s session up 9.8% after the Israel-based company said that it has received $9 million in orders from major satellite operators.MarketWatch - Jan. 6 -
Fed official delivers a blunt message to the stock market — which ignores it
Federal Reserve Gov. Lisa Cook gave one of the bluntest warnings an official at the central bank has ever delivered about the stock market.MarketWatch - Jan. 6 -
Nvidia, chip stocks pop after Foxconn reports record revenue
Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has far more room to run.CNBC - Jan. 6 -
Vail stock struggles as strike leads to long lines at Park City Mountain
Vail Resorts shares have dropped in recent weeks as a labor dispute roiled one of America’s most prominent skiing destinations.NBC News - Jan. 6 -
Citigroup’s stock is a banking-sector bargain as ‘inflection point’ looms, analyst suggests
Barclays analyst Jason Goldberg upgrades Citigroup to overweight from equal weight on bullish 2025 prospects.MarketWatch - Jan. 6 -
FirstFT: Private equity to lobby Trump as industry seeks to tap retirement funds
Also in today’s newsletter, China’s equity markets extend poor start to the year and accountancy’s Gen Z problemFinancial Times - Jan. 6 -
Tech trends at CES 2025 favor growth, so long as trade war doesn’t start | CTA
The tech market in the U.S. is expected to grow a few percent in 2025 to $537 billion, so long as there isn't a trade war.VentureBeat - Jan. 6 -
Stock market manages strong start to 2025. But watch for these potential pitfalls.
Stock-market investors are just two days into the new year but managed to halt the slide that damped the end of a still stellar 2024.MarketWatch - Jan. 5 -
Here are the 5 things we're watching in the stock market in the week ahead
Nvidia's Jensen Huang will be at CES, and investors will get a fresh batch of labor market data.CNBC - Jan. 5