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Goldman Sachs has blunt message for AI stock investors
TheStreet58d agoneutral
Goldman Sachs has blunt message for AI stock investors

Essentially, Goldman Sachs is telling AI stock investors to look past the flashy headline profits and focus on the bills that are coming due. For the better part of the past few years, investors treated the AI spending boom as a clear win for Big Tech. Nvidia’s chips continued to sell like ...

Market Rallies On Peace Plan Hopes; These Stocks Set To Break Out
Investor's Business Daily58d agobullish
Market Rallies On Peace Plan Hopes; These Stocks Set To Break Out

An interim peace deal between the U.S. and Iran, set to be signed on Friday, lifted markets early Monday morning. Travel and mining stocks jumped on the prospect that the Strait of Hormuz would reopen. Meanwhile, oil stocks, which had reaped fatter profit margins for the better part of three months, fell to the bottom of the S&P 500.

Danaher Corporation’s (DHR) Recovery Fell Short of Investor Expectations
Insider Monkey58d agoneutral
Danaher Corporation’s (DHR) Recovery Fell Short of Investor Expectations

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]

Madison Large Cap Fund Sold Its Position in Accenture (ACN) Amid AI Concerns
Insider Monkey58d agoneutral
Madison Large Cap Fund Sold Its Position in Accenture (ACN) Amid AI Concerns

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]

Madison Large Cap Fund Picks Salesforce (CRM) Despite Market Sell-Off
Insider Monkey58d agobearish
Madison Large Cap Fund Picks Salesforce (CRM) Despite Market Sell-Off

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]

Workday (WDAY) Slid Over AI Risk
Insider Monkey58d agoneutral
Workday (WDAY) Slid Over AI Risk

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]

Weak Subscription Revenue Growth Pressured Gartner (IT) in Q1
Insider Monkey58d agoneutral
Weak Subscription Revenue Growth Pressured Gartner (IT) in Q1

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]

What Makes Keysight Technologies (KEYS) a Compelling Bet in the AI Era?
Insider Monkey58d agoneutral
What Makes Keysight Technologies (KEYS) a Compelling Bet in the AI Era?

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]

SpaceX stock gains: What its IPO signals about its future success
Yahoo Finance Video58d agoneutralVIDEO
SpaceX stock gains: What its IPO signals about its future success

SpaceX stock (SPCX) continues rising in Monday's pre-market trading (maintaining gains at the session open at the time of this video's posting) ahead of the space company's first full day of trading since its historic IPO last Friday. Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine SpaceX's performance thus far and what it may signal about the success of the company in its future lifetime.

1 Industrials Stock on Our Watchlist and 2 We Brush Off
StockStory58d agoneutral
1 Industrials Stock on Our Watchlist and 2 We Brush Off

Whether you see them or not, industrials businesses play a crucial part in our daily activities. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 17.8% for the sector - higher than the S&P 500’s 8.4% return.