We already have a major market rotation, a war in Iran, and soaring inflation in 2026. Here's what I think the rest of the year holds.
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We already have a major market rotation, a war in Iran, and soaring inflation in 2026. Here's what I think the rest of the year holds.
GE HealthCare Technologies (NASDAQ:GEHC) held its 2026 Annual Meeting of Stockholders with Chairman H. Lawrence Culp, Jr. presiding and management highlighting recent operating results, portfolio changes, and actions taken to address tariffs and inflation. Board and meeting overview Culp opened the
FedEx (FDX) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
According to the job research firm Challenger, Gray & Christmas, job cuts rose 38% in April compared to March. Much of this was blamed on AI-driven layoffs. The April number reached 83,387. The number was the third-highest figure since 2009, during the Great Recession. Andy Challenger said, “Technology companies continue to announce large-scale cuts and ... April Job Cuts Surge 38% On AI Downsizing
Sales-growth screen highlights CHRD, BAC and CHDN as buys as U.S. equities hit new highs despite tariffs, oil swings and sticky inflation.
Bank of America has launched an initiative with IGCS International and KCR Management Group to support rapid scaling of US defense drone and robotics manufacturing. The effort focuses on specialized financing and integrated solutions to meet urgent federal demand, including programs under the US Drone Dominance Initiative. This move expands Bank of America's role in national security supply chains beyond its core consumer and commercial banking activity. For investors tracking NYSE:BAC,...
Whirlpool reported a first-quarter per share loss of 56 cents from sales of $3.3 billion. Wall Street was looking for earnings per share of 38 cents from sales of $3.4 billion.
Arm beats expectations, Apple stock hits a record, gasoline prices could weigh on consumer spending, and more news to start your day.
The Morning Bull - US Market Morning Update Thursday, May, 7 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors balance cooler bond markets, cheaper oil, and fresh US jobs data. The US 10 year Treasury yield is holding near 4.35%, which means borrowing costs for mortgages and companies remain relatively elevated but are not climbing further for now. Hopes of a US Iran peace deal are pulling oil prices lower and easing some...
The lead of one of the most profitable hedge funds on Wall Street leveled with investors about rising prices.
FedEx, Tapestry, Celestica and Vertiv stand out for strong interest coverage ratios as investors seek financially stable stocks.
Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.
<p>A new era of child savings has arrived. Trump Accounts—formally known as Section 530A accounts—are tax-advantaged investment vehicles created under the One Big Beautiful Bill, mandating that contributions flow into low-cost S&P 500 ETFs or similar index funds. With billionaires, states, and the federal government all piling in, these accounts could become one of the most significant new sources of ETF demand in decades.</p>
Earnings season marches on as investors will hear from big companies including McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
SolarEdge Technologies (SEDG) reported first quarter 2026 results that put fresh attention on the stock, with sales of US$310.5 million and a net loss of US$57.37 million, alongside ongoing tariff and cost pressures. See our latest analysis for SolarEdge Technologies. The earnings release and recent product and manufacturing updates come after a choppy period for the stock, with a 1 day share price return showing a 9.03% decline and a 90 day share price return of 22.03%. At the same time, the...
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, May 7, including earnings results from McDonald's (MCD), Shell (SHEL), Airbnb (ABNB), CoreWeave (CRWV), and Coinbase (COIN); comments from several Federal Reserve presidents; and this week's reading on initial jobless claims.
For the three months ended in March, analysts polled by FactSet expect the company to report net revenue of $6.47 billion, up 8.4% from the year-ago quarter.
In the first quarter of 2026, Upstart Holdings, Inc. reported a wider net loss of US$6.65 million even as originations and revenue grew strongly, while also advancing its AI lending platform, applying for a national bank charter, and expanding in home and auto lending. At the same time, Upstart deepened its funding and distribution reach through a new partnership with Justice Federal Credit Union and a forward-flow agreement with Fortress Investment Group to purchase up to US$1.25 billion of...
(Bloomberg) -- The Trump administration has begun paying out refunds for the $166 billion in global tariffs that the US Supreme Court declared unlawful earlier this year.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogTra
Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
IPG Photonics' Q1 revenues jump 16.5% as Industrial Solutions demand surges, but adjusted EPS slips and tariffs squeeze margins.
Markets rally on easing oil, but underlying recession risks continue to build. ETFs may help balance risk while staying invested.
The Federal Reserve has already trimmed its policy rate by 0.75 percentage points over the past year, leaving the upper bound at 3.75%. The question facing rate-sensitive sectors is what happens if the cutting cycle continues. Three exchange-traded funds sit at the center of that question: the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT), the ... Rate Cuts Are Coming: Here’s How to Position TLT, XLRE, and ITB Now
Gold has long been sold as an inflation hedge. There is a much better reason to chase the precious metal and ETFs that track it.
I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
Bruker (NASDAQ:BRKR) reported first-quarter 2026 results that management said came in “well ahead of expectations,” even as the company continued to face pressure from U.S. academic demand weakness as well as tariff and currency headwinds. President and CEO Frank Laukien told investors that while y
Investors are concerned about where the stock market is headed this year. The ongoing geopolitical tensions, inflation concerns, and economic uncertainties are weighing on the market. If you are worried about a market downturn in the near future, there are stocks that can continue to stand strong. The S&P 500 has gained 5% this year, ... If You Want to Beat the Market, Start With These 3 Stocks
The PHLX Gold/Silver Sector (^XAU) is climbing roughly 8% this morning as a wave of buying hits both bullion and the equities that mine it. Spot gold is trading near $4,695 an ounce, up about 3%, while silver is jumping a sharper 5.5% to roughly $77 an ounce. The catalyst is a combination of geopolitical ... Gold and Silver Catch Fire as Iran Deal Hopes Rewrite the Inflation Playbook
Gas prices were rising fast enough to turn a geopolitical standoff into an economic problem for everyday Americans. Over the past two weeks, investors watched oil prices climb, inflation fears reawaken, and concerns grow that a broader Middle East conflict could push the economy off course just months before the midterm elections. But early Wednesday ... Prediction: Trump’s Iran Deal Will Spark a Stock Market Rally Into Midterms