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3 Reasons to Avoid RVTY and 1 Stock to Buy Instead
StockStory38d agobullish
3 Reasons to Avoid RVTY and 1 Stock to Buy Instead

Revvity’s 14.9% return over the past six months has outpaced the S&P 500 by 5.6%, and its stock price has climbed to $112.79 per share. This performance may have investors wondering how to approach the situation.

Sector Correlations Are at Record Lows. Here's Why.
Barrons.com38d agoneutral
Sector Correlations Are at Record Lows. Here's Why.

Rotation is the name of the game in this bull market, but it’s having some unexpected impacts. There was a new sector leading market gains nearly every month in the first half of 2026, keeping index volatility at bay while fueling record low correlations, Ned Davis Research shows. The energy sector exemplifies the phenomenon, with volatility driven by the evolution of the war in Iran.

With Its First Mass-Market Vehicle Launching, Is Rivian Stock Ready To Turn The Corner?
Trefis38d agoneutral
With Its First Mass-Market Vehicle Launching, Is Rivian Stock Ready To Turn The Corner?

Rivian (RIVN) is a company at a pivot point. After years of producing its premium R1 electric truck and SUV, it has just begun production of the R2, its first vehicle designed for a mass market. For investors, this is the moment the story changes. The stock has gained 25% over the past year but still trades about 23% below its 52-week high, reflecting both the promise and the peril of this transition. The practical question is whether this operational turning point makes RIVN stock a smart buy r

3 Reasons to Sell DOV and 1 Stock to Buy Instead
StockStory38d agoneutral
3 Reasons to Sell DOV and 1 Stock to Buy Instead

Dover 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 13.7% to $222.51 per share while the index has gained 9.3%.

StockStory38d agoneutral
2 Energy Stocks for Long-Term Investors and 1 We Find Risky

Whether you see them or not, energy businesses play a crucial part in our daily activities, from powering our homes and businesses to powering our transportation and industries. They are also bound to benefit from a friendlier regulatory environment with the “American energy dominance” stance of the Trump administration, and this excitement has led to a six-month gain of 19.7% for the sector - higher than the S&P 500’s 9.3% return.

Dow Opens Higher Despite Soft Jobs Report
Barrons.com38d agoneutral
Dow Opens Higher Despite Soft Jobs Report

Stocks were up to start Thursday’s session after the unemployment rate fell unexpectedly in June. The Dow rose 370 points, or 0.7%. The U.S. economy added fewer jobs than economists expected in June, but unemployment dipped to 4.2%.

Why GE Aerospace Stock Can Keep Flying
Barrons.com38d agoneutral
Why GE Aerospace Stock Can Keep Flying

GE Aerospace stock has rebounded nicely from a post-Iran war slump. On Wednesday, Citi analyst John Godyn raised his GE Aerospace price target by 22% to $431 a share from $353. GE stock was up 1% in early trading on Thursday at $378.80.

What Makes Curtiss-Wright Corporation (CW) a Worthy Investment?
Insider Monkey38d agoneutral
What Makes Curtiss-Wright Corporation (CW) a Worthy Investment?

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

Does Advanced Energy Industries (AEIS) Have Solid Growth Prospects?
Insider Monkey38d agoneutral
Does Advanced Energy Industries (AEIS) Have Solid Growth Prospects?

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

Vertiv Holdings Co (VRT) Continues to Add Strong Backlogs
Insider Monkey38d agoneutral
Vertiv Holdings Co (VRT) Continues to Add Strong Backlogs

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

Hardman Johnston Large Cap Equity Holds Firm on IQVIA Holdings (IQV). Here’s Why
Insider Monkey38d agoneutral
Hardman Johnston Large Cap Equity Holds Firm on IQVIA Holdings (IQV). Here’s Why

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

Hardman Johnston’s Bullish Stance on Universal Display Corporation (OLED)
Insider Monkey38d agoneutral
Hardman Johnston’s Bullish Stance on Universal Display Corporation (OLED)

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

The Impact of War and a Proposed Merger Hurt Estee Lauder Companies (EL) in Q1
Insider Monkey38d agoneutral
The Impact of War and a Proposed Merger Hurt Estee Lauder Companies (EL) in Q1

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight
24/7 Wall St.38d agoneutral
A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in the market right now.” The AI trade, in his framing, has split into two separate trades, and retail is looking at the wrong ... A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight