Noticias

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarter, compared to the S&P 500’s -4.33% and the Russell 1000 Value Index’s 2.10% return. The year began similarly to the second half of 2025, with rising […]

NextEra Energy Inc's (NYSE:NEE) $190 billion all-stock takeover of Dominion Energy Inc (NYSE:D) announced on Monday would create the world's largest regulated electric utility and marks the most significant consolidation yet in the scramble to meet surging electricity demand from artificial...

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.

This is nightmare fuel for a historically expensive stock market that had already priced in additional rate cuts.

The S&P 500 tumbled 1.2% on Friday, the Nasdaq Composite fell 1.5% and the Dow Jones Industrial Average shed 537 points, or 1.1%. The 30-year government bond hit its highest closing yield in nearly 20 years, at 5.127%. President Trump said that he and Chinese leader Xi Jinping “feel very similar on Iran” and both want the conflict to end.

Carlisle trades at $329.74 per share and has stayed right on track with the overall market, gaining 7.6% over the last six months. At the same time, the S&P 500 has returned 9.9%.

Hub Group has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 6.8% to $37.96 per share while the index has gained 9.9%.

Korn Ferry currently trades at $64.52 per share and has shown little upside over the past six months, posting a small loss of 0.7%. The stock also fell short of the S&P 500’s 9.9% gain during that period.

Warsh is walking a tightrope as he tries to influence Fed policy.

(Bloomberg) -- The tech-fueled stock rally is looking bubble-like to some investors, and they’re turning to exotic options that better protect against an eventual slump.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosThe fear-versus-A

Paring down the central bank's balance sheet, or doing nothing at all, poses potentially dire consequences for the stock market.

Goldman Sachs said the S&P 500 has continued climbing to record levels as stronger corporate earnings and upward revisions to profit forecasts fuel investor confidence. The benchmark index has advanced 8% so far this year through Monday.

Jerome Powell's successor and the Chicago Fed president foresee wildly different interest rate outcomes from the evolution of AI.

Investors step into the week after a Friday in the red, spurred by a stable of geopolitical uncertainties post Trump-Xi summit, rising bond yields, and sticky inflation.

Is the end of the "Fed put" at hand?

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.

Kevin Warsh is taking the reins at the Federal Reserve.

Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...

It's incredibly rare when a sitting Fed chair interjects their opinion on stock valuations -- and when this happens, it shouldn't be ignored.

Stock market investors await Nvidia earnings and the Google I/O Conference, as well as a key conference from the Atlanta Federal Reserve.

Energy prices in the United States just did something violent. The PCE energy index jumped 11.56% month-over-month in March 2026, which pushed headline inflation back up to 3.5% year-over-year after a year of relative calm. West Texas Intermediate ripped from around $60 a barrel in January to over $100 today. If you have spent the ... Gold Or Oil? This ETF Decides For You When Inflation Strikes

All three major indexes stumbled on Friday as inflation worries and geopolitical concerns dampened market optimism.

<body><p>STORY: Wall Street's main indexes retreated from AI-fueled record highs on Friday, with the Dow dropping 1%, the S&P 500 shedding one-and-a-quarter percent and the Nasdaq declining more than one-and-a-half percent.</p><p>Stocks moved lower as a jump in benchmark Treasury yields reflected surging energy prices and concerns about long-term inflation.</p><p>Leah Bennett is chief investment strategist at Concurrent Investment Advisors.</p><p>“Equities are trading down today primarily, I think, because people are disappointed not to see any sort of movement between Trump and Xi coming out of the summit regarding the conflict in the Middle East. So, oil is up another 4% today. We obviously saw an impact on the CPI (Consumer Price Index) and the PPI (Producer Price Index). And the longer that oil prices stay up, the longer we're going to have rising inflation. And this is the first time we've really seen the ten-year inflation expectations cross 2.5%. And historically, that's been very consistent with a period where the Fed had to increase interest rates.”</p><p>Friday marks Jerome Powell's last day as U.S. Federal Reserve chair.&nbsp;Incoming Chair Kevin Warsh is saddled with the potential need for a rate hike if a protracted Iran war leads to sticky inflation.</p><p>Among individual stock moves, the AI rally largely stalled, with&nbsp;Nvidia losing nearly 4.5%, AMD shedding more than 5.5% and Intel dropping more than 6%.</p><p>On the flip side, shares of Microsoft rose 3% following the disclosure of a new position in the company taken by Bill Ackman's hedge fund Pershing Square.</p><p>And shares of Ford slid about 7.5%, retreating from a near 21% surge over the last two sessions on optimism over the automaker's energy storage business.</p></body>

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

The yield on the 10-year Treasury climbed to nearly 4.6% Friday, its highest level in more than a year.

Unusual Machines' Q1 report arrived with a big sales beat, but there was a catch.

By Amanda Cooper and Karen Brettell LONDON/NEW YORK, May 15 (Reuters) - Bond markets are bracing for interest-rate pain in a way they haven't in decades, as investors assess the economic costs of the