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1 Industrials Stock to Target This Week and 2 We Ignore
StockStory72d agoneutral
1 Industrials Stock to Target This Week and 2 We Ignore

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 19.6% return over the past six months has topped the S&P 500 by 8.6 percentage points.

StockStory72d agoneutral
1 Energy Stock with Competitive Advantages and 2 We Find Risky

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. 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 28.5% for the sector - higher than the S&P 500’s 10.9% return.

Tech ETF inflows surge and defy AI concentration risks
Yahoo Finance Video72d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risks

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
Insider Monkey72d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]

Investing.com72d agobullish
Are we witnessing a fundamental or speculative rally in the S&P 500?

Investing.com -- The S&P 500 broke above 7,600 for the first time this week, prompting Capital Economics to examine whether the index’s AI-driven surge since the end of 2022 has been powered by earnings growth or by investors simply paying more for those earnings. The answer, the firm said, depends entirely on how you measure it.

Kevin Warsh’s $8.6 Trillion Moment of Truth
24/7 Wall St.72d agoneutral
Kevin Warsh’s $8.6 Trillion Moment of Truth

The stock market has spent much of 2026 climbing a wall of worry. Artificial intelligence is reshaping industries, corporate earnings continue to surprise to the upside, and the S&P 500 keeps pushing deeper into record territory. Yet beneath the surface, investors face a familiar question: Is the Federal Reserve already behind the curve? That question ... Kevin Warsh’s $8.6 Trillion Moment of Truth

Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today
24/7 Wall St.72d agoneutral
Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

Ten years ago, Marvell Technology (NASDAQ:MRVL) was a sleepy storage and networking chip vendor trading under $10. The transformation since has been dramatic. Under CEO Matt Murphy, the company pivoted hard into data center custom silicon, optical interconnects, and Ethernet switching, the exact components hyperscalers now scramble to buy for AI buildouts. The acceleration in ... Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero
24/7 Wall St.72d agoneutral
You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero

Lance Roberts of RIA Advisors joined Adam Taggart on the Thoughtful Money podcast and brought a sharper version of the market concentration argument that retirement investors holding broad S&P 500 index funds may want to pay attention to. The 0% Growth Finding Roberts walked through cumulative year-to-date changes in consensus 2027 EPS estimates, and the ... You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero

2 Reasons to Like MTRX (and 1 Not So Much)
StockStory72d agoneutral
2 Reasons to Like MTRX (and 1 Not So Much)

Matrix Service’s 16.5% return over the past six months has outpaced the S&P 500 by 5.6%, and its stock price has climbed to $13.69 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words
24/7 Wall St.72d agobullish
A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words

The stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively ... A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words

What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)
24/7 Wall St.72d agoneutral
What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)

From Smartphone King to Everything-Chip Contender Fifteen years ago, Qualcomm (NASDAQ:QCOM) was a pure mobile play, collecting royalties on every 3G and 4G phone sold while Snapdragon chips powered the Android wave. The decade since has been messier than the price chart suggests. A bruising licensing fight with Apple in 2017 to 2019 capped the ... What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)

Oil Prices Rise As Iran Lets Missiles Do The Talking; S&P 500 Futures Slip
Investor's Business Daily72d agobearish
Oil Prices Rise As Iran Lets Missiles Do The Talking; S&P 500 Futures Slip

Oil prices rose to their highest level in a week on Wednesday morning as Iran staged attacks on Kuwait and Bahrain while ceasing communications regarding a deal to reopen the Strait of Hormuz. S&P 500 futures dipped just below the flat line as stock market optimism holds amid a nine-session winning streak. Global oil inventories are fast-approaching rock-bottom levels, after which shortages could quickly fuel a massive spike in oil prices, Exxon Mobil and others are warning.

2 Industrials Stocks with Promising Prospects and 1 Facing Headwinds
StockStory72d agoneutral
2 Industrials Stocks with Promising Prospects and 1 Facing Headwinds

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. 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 19.6% for the sector - higher than the S&P 500’s 10.9% return.

How Corning Turned Glass Into Gold
Trefis72d agoneutral
How Corning Turned Glass Into Gold

If you were asked to name the stock that returned +305% in the last twelve months, you might guess a hot chip designer or a buzzy software name. You would probably not guess Corning (GLW), the maker of glass and ceramics. Yet here we are. While the S&P 500 managed a respectable +30% gain, GLW significantly outperformed both the broader market and its industry peers.