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Why the bull market in stocks can live with higher inflation
Here’s why the U.S. stock market might not mind higher for longer interest rates.MarketWatch - 6d -
European defence stocks rise by €18bn to record high ahead of Ukraine peace talks – business live
Shares in BAE Systems, Rheinmetall and Saab soar, as Keir Starmer offers to put British ‘boots on the ground’ in Ukraine. UK firms mull biggest layoffs in a decade as business confidence ...The Guardian - 3d -
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Indian stocks lose steam
Also in this newsletter: IndiGo spreads its wings and Anish Shah’s mantraFinancial Times - 2d -
You may be invested in the wrong stocks
You probably don’t know that you’re underweight value stocks and overweight in growthMarketWatch - Feb. 11 -
India’s stock market has an influencer problem
Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantraFinancial Times - Feb. 11 -
DoorDash’s stock rallies as demand forecast tops expectations
Food-delivery app DoorDash Inc. on Tuesday forecast a key demand metric to come in above Wall Street’s expectations for the first quarter, as it adds more grocery stores to its platform to ...MarketWatch - Feb. 12 -
Why Micron’s stock is leading the chip sector’s decline
Micron CFO Mark Murphy mentioned various factors that could weigh on margins for next quarter, but he also said that period should mark the low point.MarketWatch - Feb. 12 -
The New York Stock Exchange is launching an exchange in Texas
The NYSE Chicago will reincorporate in Texas and be renamed NYSE Texas.CNBC - Feb. 12 -
Stock Market Falls After Inflation Report
Investors are now betting that the Federal Reserve will cut interest rates just once more this year, a drastic shift in expectations since late 2024.The New York Times - Feb. 12 -
Ukraine peace dividend spurs Europe’s stock rally
The pessimists are on the back foot amid one of the strongest starts to any year in the region since 1987Financial Times - 6d -
Medtronic’s stock drops on inventory hiccup and revenue miss
Medtronic said it is “starting to see the results” of its investment in new products.MarketWatch - 2d -
Why the Stock Market Just Won’t Quit
Investors keep piling into equities despite tariff uncertainty, geopolitical tensions and DeepSeek fears.Inc. - 2d -
Intel’s stock is rising again. Will Broadcom swoop in with a deal?
Broadcom reportedly has some interest in Intel’s design business. But one analyst says “a lot seems like it needs to happen” for a deal to become reality.MarketWatch - 1d -
Nvidia’s stock is climbing again, and this overlooked reason is helping
Nvidia’s stock has retraced more than 90% of what it lost during the post-DeepSeek dive.MarketWatch - 1d -
Disney stock is a bargain on the dip, Jim Cramer says
CNBC's Jim Cramer on Tuesday told investors why he thinks now is a good time to invest in Disney.CNBC - 1d -
What Global Fund Managers Expect on the Stock Market, Fed and Recession in 2025: ‘Long stocks, Short Everything Else’
Bank of America’s latest fund manager survey showed cash levels at a 15-year low.Inc. - 1d -
Saturday Night Live is bad, actually
The 50-year-old comedy sketch show lauded for underdog humor has a history of conservatism and a soft spot for powerful people – just ask former host Donald Trump. In case you happen to have missed ...The Guardian - Feb. 12 -
Watch live: McConnell to announce retirement
Sen. Mitch McConnell (R-Ky.), who stepped down from leadership last year, announced Thursday that he will not seek reelection in 2026. His term ends in January 2027. McConnell, the longest-serving ...The Hill - 3h -
Here are some of this week’s biggest stock winners and losers in the portfolio
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - Feb. 7 -
Expedia’s stock rallies 17% as Wall Street cheers the return of its dividend
For the first time since the COVID-19 pandemic, Expedia will pay out a quarterly dividend of 40 cents a share.MarketWatch - Feb. 7 -
Trump hits pause on blocking a trade loophole. Temu parent’s stock gains.
The U.S.-listed shares of Temu parent PDD Holdings finished higher Friday after the Trump administration pulled back on its effort to close a so-called de minimis exemption that lets shipments ...MarketWatch - Feb. 7 -
Beauty stocks post major losses after a week of worrying results
Several beauty stocks tanked this week, as companies such as E.l.f. Beauty and Estee Lauder reported disappointing earnings and cut guidance.CNBC - Feb. 7 -
These 2 seasonal stock-market patterns could give your portfolio a boost
Investors take notice of the presidential cycle and years ending in ‘5.’MarketWatch - Feb. 8 -
Top Wall Street analysts pick these 3 stocks for attractive dividends
TipRanks' analyst ranking service spotlights three dividend-paying stocks, including International Business Machines and Verizon.CNBC - Feb. 9 -
Here are the 3 things we're watching in the stock market this week
Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed Wall Street.CNBC - Feb. 9 -
Do you have too much of your money invested in the stock market?
Also: A big warning for Tesla’s shareholders, Roth IRA timing and companies that are likely takeover targets.MarketWatch - Feb. 9 -
Why the stock market bulls are rooting for the Eagles in the Super Bowl
Subjecting the Super Bowl Predictor to statistical scrutiny.MarketWatch - Feb. 9 -
We're adding to our position in a sliding stock and booking profits in a 2025 winner
We're making a pair of trades Monday as Wall Street rallies to kick off the week.CNBC - Feb. 10 -
Buy Nvidia’s stock ahead of earnings? This analyst makes the case.
An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.MarketWatch - Feb. 10 -
Tesla’s stock falls again, and this analyst explains how Elon Musk is a problem
Tesla’s stock continues to pullback, as the souring of public opinion toward CEO Elon Musk fuels worries of lower sales.MarketWatch - Feb. 10 -
Steel stocks cheer Trump’s tariffs as companies combat ‘unfairly priced’ imports
President Trump’s tariff plan is seen as leveling the playing field for domestic producers.MarketWatch - Feb. 11 -
Phillips 66 stock is climbing. An activist investor wants a change.
Refiner Phillips 66 is the latest target of activist investor Elliott Management that is aggressively pursuing companies in the energy space.MarketWatch - Feb. 11 -
DuPont’s stock jumps as earnings beat estimates, boosted by semiconductor recovery and AI
DuPont cited continued recovery in semiconductor demand, driven primarily by AI-technology applications and stronger demand in China, for its results.MarketWatch - Feb. 11 -
Why Shopify’s ‘intrinsically impressive’ earnings aren’t helping the stock
Shopify’s stock has been choppy following mixed guidance for the current quarter. Is the forecast conservative?MarketWatch - Feb. 11 -
Super Micro cuts its outlook — but there’s a silver lining supporting its stock
Super Micro predicts far more revenue for its next fiscal year than analysts were projecting. The company also expects to submit its delayed annual filing by the Feb. 25 deadline.MarketWatch - Feb. 12 -
Upstart’s stock is skyrocketing. Here’s the biggest positive from earnings.
Upstart was close to achieving profitability in the fourth quarter and expects to “at least” break even this year. That could broaden the stock’s appeal.MarketWatch - Feb. 12