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3 Industrials Stocks Walking a Fine Line
StockStory77d agoneutral
3 Industrials Stocks Walking a Fine Line

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 22% return over the past six months has topped the S&P 500 by 11.7 percentage points.

BlackRock Scales Back Equities After ‘Generational’ Earnings
Bloomberg77d agoneutral
BlackRock Scales Back Equities After ‘Generational’ Earnings

(Bloomberg) -- BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at Least $1.8 TrillionUS, Iran Agree to 60-Day Truce Renewal Pending Trump Signo

Buy Or Sell Microsoft Stock At $425?
Trefis77d agoneutral
Buy Or Sell Microsoft Stock At $425?

Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.

Investor Sentiment Declines, Leading to S&P Global (SPGI) Slide
Insider Monkey77d agoneutral
Investor Sentiment Declines, Leading to S&P Global (SPGI) Slide

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]

Oil falls further, stocks mixed on US-Iran truce prospects
AFP77d agobearish
Oil falls further, stocks mixed on US-Iran truce prospects

Stock markets were mixed while oil prices fell again on Friday on investor optimism that the United States and Iran would reach a deal to extend their ceasefire.But by Thursday evening, negotiators had edged towards a deal to extend their fragile ceasefire for 60 days, pending approval from President Donald Trump, US sources told AFP. The reports sent the S&P 500 index to another record high on Thursday, and Wall Street indices gained further at the open on Friday.

Here’s Why Tesla (TSLA) Fell Sharply in Q1
Insider Monkey77d agoneutral
Here’s Why Tesla (TSLA) Fell Sharply in Q1

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]

Applied Materials (AMAT) Surged Following the Blowout February Earnings Beat
Insider Monkey77d agobullish
Applied Materials (AMAT) Surged Following the Blowout February Earnings Beat

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]

Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion
Insider Monkey77d agoneutral
Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]

Microsoft (MSFT) Slid from the Threat of Margin Compression Due to AI
Insider Monkey77d agoneutral
Microsoft (MSFT) Slid from the Threat of Margin Compression Due to AI

Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]

Here’s Why UnitedHealth (UNH) Slid in Q1
Insider Monkey77d agoneutral
Here’s Why UnitedHealth (UNH) Slid in Q1

Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]

Adobe (ADBE) is Future Proofing with AI Agents
Insider Monkey77d agoneutral
Adobe (ADBE) is Future Proofing with AI Agents

Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]

Here’s How Intuit (INTU) is Overcoming the Fears of AI Disruption
Insider Monkey77d agoneutral
Here’s How Intuit (INTU) is Overcoming the Fears of AI Disruption

Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]

What Makes Unity (U) an Investment Choice?
Insider Monkey77d agoneutral
What Makes Unity (U) an Investment Choice?

Hayden Capital, an investment management firm, released its first-quarter 2026 investment letter. A copy of the letter is available to download here. The portfolio faced difficulties in the first quarter due to concerns about AI disruption and the ongoing conflict in Iran. Companies that are either digitally vulnerable or economically sensitive have been the most […]

Why Berkshire Hathaway Is Now My Favorite Stock for 2026 and Beyond
24/7 Wall St.77d agoneutral
Why Berkshire Hathaway Is Now My Favorite Stock for 2026 and Beyond

Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested ... Why Berkshire Hathaway Is Now My Favorite Stock for 2026 and Beyond

2 Services Stocks with Impressive Fundamentals and 1 We Avoid
StockStory77d agoneutral
2 Services Stocks with Impressive Fundamentals and 1 We Avoid

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 17% gain for the industry over the past six months - 6.7 percentage points higher than the S&P 500.

Could SpaceX & other mega IPOs crowd out the stock market?
Yahoo Finance Video77d agoneutralVIDEO
Could SpaceX & other mega IPOs crowd out the stock market?

Deutsche Bank chief global strategist Binky Chadha joins Yahoo Finance to explain how mega initial public offerings (IPOs) from Anthropic (ANTH.PVT), SpaceX (SPAX.PVT), and OpenAI (OPAI.PVT) could affect the broader markets (^DJI, ^GSPC, ^IXIC).