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Consumer discretionary businesses are levered to the highs and lows of economic cycles. This sensitive demand profile can lead to some stock price volatility, but over the past six months, the industry has stayed on track as its 3.7% return was close to the S&P 500’s.
A surge in Amazon stock Friday gave the Nasdaq enough momentum to obscure Apple slump. Beneath the surface of the Nasdaq composite’s 1% gain was a tug of war between Apple stock, which fell 7.4%, and Amazon’s which surged 15%. The post-earnings slide, Apple’s largest since 2014, followed company forecasts for its September quarter that fell short of Wall Street’s expectations.
Even if they go mostly unnoticed, energy businesses are the backbone of our country, providing the energy we need to power our lives and businesses.Their momentum is also rising as lower interest rates, as well as AI energy needs, have incentivized higher capital spending. As a result, the industry has posted a 12.6% gain over the past six months, beating the S&P 500 by 7.7 percentage points.
The market sees a staid advertising giant, but the math suggests a cash-generating growth machine hiding in plain sight.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
While there have been pockets of strength, the S&P 500 action shows why we kept a lot of cash this summer.
US equity indexes rose this week as investors selectively rewarded big tech for delivering evidence
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There is more to this stock than meets the eye.
SOFI delivers robust Q2 growth, record member and loan gains, and raises its 2026 revenue outlook despite Technology Platform pressure.
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 9.9% gain over the past six months, beating the S&P 500 by 5 percentage points.
Chip stocks are on track for their worst monthly performance in nearly two decades. The Philadelphia Semiconductor Index, or SOX, was up 2% on Friday, extending Thursday's tech-dominated relief rally. In fact, the SOX is on track for its worst monthly performance since 2008, according to Dow Jones Market Data.
DXCM's Q2 earnings and revenues beat estimates as global demand, broader access and margin expansion fuel stronger 2026 guidance.
OVBC's second-quarter 2026 earnings face pressure from higher credit loss provisions despite stronger net interest income and continued loan growth.
The Nasdaq Composite was up 0.9%, below the 1.1% gain seen at the opening bell. The S&P 500 and the Dow, meanwhile, each rose 0.6%, with the Dow up 309 points. "Stocks are advancing in a rocky trading session that has already featured the major benchmarks swinging between sizeable gains and losses," Interactive Broker's José Torres wrote.
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IHE's pharma-focused portfolio delivered higher returns over the past year, while XLV offers a broader healthcare focus with a much lower expense ratio.
The Dow Jones Industrial Average was up 0.3%, or 182 points, while the S&P 500 rose 0.2%. The tech-heavy Nasdaq Composite gained 0.3%. "Yesterday’s relief rally was justifiable, but it seemed rather extreme by the end of the day and overnight," Interactive Brokers' chief strategist Steve Sosnick told Barron's, adding, "After some of the huge moves it seems prudent to expect some profit taking in stocks and sectors that had monstrous bounces."
Bitcoin and XRP handed early investors a massive lead over the S&P 500, then gave it all back in seven months. Whether that gap opens up again by 2030 depends on a single question neither camp can answer with certainty.
PTC's valuation reset and buybacks improve its risk-reward profile, but weak revenue, margin pressure and a demanding fourth quarter keep execution in focus.
Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.
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