Surprise Wall Street

When the ‘smartest’ minds on Wall Street pick their top investments, run the other way

Our author’s annual “Pariah Capital” picks beat the world’s top money managers (again).

MarketWatch - 1h

Why AMD could surprise Wall Street with better-than-expected earnings

AMD is under heavy pressure to defend its stock-market valuation.

MarketWatch - 2h

Johnson & Johnson clears a few hurdles, but Wall Street focuses on weak guidance

Johnson & Johnson’s stock dropped more than 3% Wednesday after the medical-technology and drug company beat estimates for the fourth quarter but as lower sales guidance for the year stoked fears of ...

MarketWatch - 3h

Wall Street Journal pans Trump Jan. 6 pardons: 'Law and order?'

The editorial board of The Wall Street Journal is criticizing President Trump's decision to pardon more than 1,500 his supporters who attacked the Capitol on Jan. 6, 2021. "This is a rotten message ...

The Hill - 5h

Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street

Goldman Sachs is rolling out a generative AI assistant to its bankers, traders and asset managers, the first stage in the evolution of a program that will eventually take on the traits of a ...

NBC News - 23h

Wall Street shrugs off Trump after he vows Mexico and Canada tariffs

S&P 500 and Nasdaq Composite largely unmoved as it opened for trading for first time after inauguration. Financial markets largely shrugged after Donald Trump outlined plans to impose punitive ...

The Guardian - 23h

Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice

In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.

CNBC - 23h

Charles Schwab hints at stock buybacks after beating Wall Street estimates

Charles Schwab also beat Wall Street’s fourth-quarter earnings estimate and reversed a revenue decline from the year-ago quarter.

MarketWatch - 1d

D.R. Horton Clears Wall Street's Estimates Despite Fewer Closings

The Arlington, Texas, company reported net income of $844.9 million for the three months ended Dec. 31, down from $947.4 million a year earlier.

The Wall Street Journal - 1d

‘Animal spirits alive’ as Wall Street bankers anticipate Trump boom

US president is expected to slash financial controls and prompt wave of dealmaking. Wall Street bankers say they are at the beginning of “go mode” as they expect Donald Trump’s return to the White ...

The Guardian - 1d

Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street

Wall Street has embraced generative AI faster than any other disruptive tech in recent years because of how adept the models are in replicating human cognition.

CNBC - 1d

Goldman Sachs taps new generation to lead key Wall Street units

Bank promotes clutch of executives to run banking and trading divisions and reshuffles international arm

Financial Times - 1d

‘It was pure accident’: how Chase UK’s boss went from communist Poland to Wall Street banking … via linguistics

Having left the library behind, the once budding academic talks about building JP Morgan’s UK digital lender from scratch. It all started in spring 2019, in a secret office on the seventh floor of ...

The Guardian - 1d

Lofty expectations pose tough earnings test for Wall Street

Strong results from $25tn worth of companies needed to help drive rally after shaky few weeks for S&P 500

Financial Times - 4d

Elon Musk once called his questions ‘boneheaded.’ What Wall Street is losing as this clear-eyed analyst retires.

With the incoming pro-business Trump administration, Wall Street needs people willing to ask hard questions and look into whether there’s substance behind bold corporate predictions.

MarketWatch - 4d

How the bonus season now unfolds on Wall Street

The past dramas of ‘comp days’ have given way to more sanitised procedures

Financial Times - 5d

Wall Street Has No Clue What the Fed Will Do in 2025

Big banks and economists can’t agree on the monetary policy outlook.

Inc. - 5d

Wall Street banks had a great quarter, and the boom times are just starting

JPMorgan Chase, Goldman Sachs and Morgan Stanley easily topped estimates for the fourth quarter.

CNBC - 5d

How Biden Surprised Progressives

To the departing president, F.D.R. seemed a guiding, if often elusive, star.

The New York Times - 6d

Wall Street stocks post biggest rally since Trump’s election victory

Easing underlying US inflation and strong bank earnings boost equities

Financial Times - 6d

Wall Street stocks waver after robust US data puts brake on rate cut bets

Treasury yields rise to highest level since late 2023

Financial Times - Jan. 13

Retailers post early holiday results — and Wall Street isn’t impressed

Lululemon, Abercrombie & Fitch and American Eagle all hiked their holiday guidance, but Abercrombie's growth is slowing.

CNBC - Jan. 13

How to assess Broadcom's China risk — plus, an economic-proof stock gets Wall Street love

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

CNBC - Jan. 13

Big US banks set for $31bn quarterly profit as Wall Street business booms

Trading activity boosted in final quarter of 2024 by Donald Trump’s election win

Financial Times - Jan. 13

Wall Street looks forward to a bonfire of capital and climate rules under Trump

Profits are poised to dominate in a new era shorn of years of hard-won regulatory restrictions. When some of the biggest banks on Wall Street reveal their full-year earnings this week, they will ...

The Guardian - Jan. 11

Wall Street gets off to a bumpy start to 2025. How investors can prepare for more volatility ahead.

A sharp selloff in the world’s largest bond market sent shockwaves through the U.S. financial markets this week, leaving investors to ponder if that choppiness will persist throughout the new year.

MarketWatch - Jan. 10

A $28 Trillion Corner of Wall Street Is Flashing a Warning About the U.S. Economy

Bond yields have surged since the Fed began cutting interest rates.

Inc. - 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

Wall Street’s riskiest stocks are melting down as retail traders face ‘day of reckoning’

Retail traders who had developed a taste for gambling on speculative stocks were facing a day of reckoning on Wednesday as many of their favorite trades suffered a startling meltdown.

MarketWatch - Jan. 9

China steps up defence of renminbi against Wall Street bets

Currency softens over weakness in world’s second-largest economy and fear of Trump tariffs

Financial Times - Jan. 9

Wall Street casts doubt on Citi chief Fraser’s bid to hit crucial target

Bank has lagged well behind rivals on important measure of profitability

Financial Times - Jan. 8

Paul Atkins, Tapped to Lead SEC, Likely to Go Easier on Wall Street Enforcement Actions

Trump’s pick, a former top official at the Securities Exchange Commission now likely to hold its top job, has a track record of resisting penalties for compnaies and individuals.

Inc. - Jan. 7

What a Wall Street analyst gets wrong about Apple in rare sell call on the stock

MoffettNathanson downgraded shares of the iPhone maker to sell from hold Tuesday.

CNBC - Jan. 7

Wall Street notches another win as Fed's Barr clears the way for gentler banking regulator

With Barr's resignation, a more precise image of incoming bank deregulation is forming.

CNBC - Jan. 7

Exodus by Wall Street Banks From Climate Group Worries Advocates

The end of the year saw five of the six largest U.S. banks leave the Net-Zero Banking Alliance, as conservative pressures discouraged their climate change policies.

Inc. - Jan. 6