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The S&P 500 is at fresh highs while a giant chunk of the real economy sits in a deep freeze. On a recent episode of The Compound and Friends, Michael Batnick and Josh Brown spent a segment unpacking why housing-adjacent stocks have collapsed even as home prices across major metros stay stable. The distinction matters: ... Housing Stocks Are in Depression Mode. Whirlpool Down 81%, Lennar Crashed 54% While the S&P 500 Soars.

Since May 2021, the S&P 500 has delivered a total return of 76.6%. But one standout stock has more than doubled the market - over the past five years, Baker Hughes has surged 160% to $64.55 per share. Its momentum hasn’t stopped as it’s also gained 31.9% in the last six months thanks to its solid quarterly results, beating the S&P by 24.8%.

PBF Energy (PBF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

These companies have excellent financials, strong margins, and they're likely to do well even under challenging economic conditions.

SM jumps 67% in six months as Civitas merger-fueled production growth and debt reduction strengthen its cash flow outlook.

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

VZ shares rise 17.7% YTD as wireless subscriber gains, lower churn and fiber expansion boost growth outlook.

Defiance Quantum ETF (NASDAQ:QTUM) has outperformed the market over the past 5 years by 13.9% on an annualized basis producing an average annual return of 26.32%. Currently, Defiance Quantum ETF has a market capitalization of $4.71 billion. Buying $1000 In QTUM: If an investor had bought $1000 of QTUM stock 5 years ago, it would be worth $3,225.08 today based on a price of $145.00 for QTUM at the time of writing. Defiance Quantum ETF's Performance Over Last 5 Years Finally -- what's the point of

Oracle bolsters AI infrastructure with defense deals, new OCI AI services, and rapid cloud growth, but heavy spending underscores ambitious 2027 targets.

President Donald Trump landed in China Wednesday for a high-stakes meeting with President Xi Jinping, bringing with him a roster of corporate heavyweights that underscores the market stakes behind the diplomacy. NVDA stock is trading at all-time highs. See the chart and price action here. Trump previewed the trip on Truth Social by saying he would ask Xi to "open up China" so U.S. business leaders could "work their magic," adding, "I will make that my very first request." The comment points to a

U.S. stocks are likely set for a historic run over the next two years, with gains not seen on Wall Street since the dot-com era of the late 1990s. The compelling push to mark stocks higher has prompted a response from one of Wall Street’s longstanding bears, who now sees U.S. stocks rising to as high as 8000 points by the end of this year, and to 8300 points over the next 12 months, amid a hot domestic economy, public to private rebalancing, and broadening earnings performance beyond the megacap tech space. Morgan Stanley’s Mike Wilson, famously one of Wall Street’s most skeptical analysts during the bull market that developed after the launch of OpenAI’s ChatGPT in November 2022, sees stocks powering to record highs this year and next, with a 12-month price target for the that would suggest gains of around 130% on a five-year basis.

In early May 2026, MercadoLibre reported Q1 results showing revenue rising to US$8.85 billion from US$5.94 billion a year earlier, while net income fell to US$417 million and diluted earnings per share slipped to US$8.23. The company attributed the earnings pressure to heavier spending on free shipping, logistics, and credit products, as it prioritizes long-term ecosystem expansion across Latin America. With MercadoLibre now intentionally accepting lower margins to fund logistics and fintech...

I’ll cut straight to the verdict. Strategy (NASDAQ:MSTR), the Bitcoin treasury vehicle formerly known as MicroStrategy, has been gutted over the past year, but our model sees a meaningful rebound from here. Current shares trade at $184.42, and the 24/7 Wall St. price target for Strategy is $433.31, implying 134.96% upside over the next 12 ... Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside

Duolingo stock moves after recent performance shifts Duolingo (DUOL) drew fresh attention after a mixed run, with the stock up about 18% over the past month, but down roughly 3% in the past 3 months and 40% year to date. See our latest analysis for Duolingo. The recent 17.8% 1 month share price return contrasts with weaker year to date share price performance and a steep 1 year total shareholder return decline of about 80%, suggesting momentum has picked up only very recently around the...

Rising costs associated with the closure of the Strait of Hormuz are taking their toll on this company's margins.

Alphabet’s recent performance snapshot Alphabet (GOOGL) has been on many investors’ radars after a strong run in the stock over the past month, with returns around 22% and about 25% over the past 3 months. At a last close near US$387, the company sits on a market value of about US$4,698b, supported by annual revenue of US$422.5b and net income of US$160.2b across its key Google Services and Google Cloud segments. See our latest analysis for Alphabet. Alphabet’s share price has had a strong...

Procter & Gamble (NYSE:PG) is promoting its Zevo insect control brand through a new partnership with culinary personality Antoni Porowski. The collaboration focuses on showcasing Zevo products in kitchen settings and uses influencer marketing alongside experiential campaigns. The initiative aims to reach consumers through digital and social channels, especially younger and more online focused households. For a consumer staples group like Procter & Gamble, household and home care brands...

TSS, Inc. reported past first-quarter 2026 results showing revenue of US$55.35 million versus US$98.96 million a year earlier, with net income easing to US$2.28 million from US$2.98 million. Despite the headline revenue decline, the company highlighted rapid growth in its higher-margin systems integration business tied to AI and high-performance computing demand, prompting management to guide full-year adjusted EBITDA toward the high end of its prior range. We’ll now examine how this strong...

Abbott Laboratories is under fresh scrutiny as price targets are reset, with some analysts trimming their expectations and others keeping fair value estimates such as US$118.64 broadly intact. The more cautious tone in recent research, including cuts to targets and removal from a key US conviction list, sits alongside ongoing supportive views that still see room for upside versus analysts’ own fair value work. As you read on, you will see how to track these shifting targets and use the...

Alibaba's stock is up even though the company's profits sank.

In recent weeks, Lockheed Martin has secured new defense work including U.S. Space Force Space-Based Interceptor development, expanded PAC-3 support, and a modular 5G solution for U.S. and allied forces alongside leadership changes as Aeronautics President Greg Ulmer retires and OJ Sanchez assumes the role. Together, these contract wins, technology collaborations, and an orderly aeronautics leadership transition underline Lockheed Martin’s push to deepen its role in next-generation missile...

The average analyst fair value target for CleanSpark has moved slightly, from US$19.21 to about US$19.29 per share. That small shift sits alongside mixed commentary, with some analysts praising recent capital allocation decisions while others have trimmed individual targets and raised questions about what the stock should trade for. As you read on, you will see how these competing views shape the evolving story around CleanSpark and what to watch next in the analyst narrative. Stay updated as...

Cisco Systems (NasdaqGS:CSCO) has joined a new multi source agreement to set open standards for expanded beam optical connectivity in AI data centers. The alliance includes Meta, AMD, Arista Networks, Oracle, and others focused on interoperable connector technology for AI infrastructure. The group aims to reduce deployment hurdles and improve reliability in rapidly scaling AI data center networks. Cisco Systems enters this standards effort with a recent share price of $99.29 and strong...

Eaton Corporation plc (NYSE:ETN) is one of the best grid modernization stocks to buy for AI infrastructure. On April 8, Eaton Corporation plc (NYSE:ETN) announced that it would invest more than $30 million in a new 370,000-square-foot manufacturing facility near Omaha, Nebraska, to expand U.S. production of medium-voltage switchgear. The company said the facility is […]

nVent Electric plc (NYSE:NVT) is one of the best grid modernization stocks to buy for AI infrastructure. On May 1, nVent Electric plc (NYSE:NVT) reported record first-quarter sales, orders, and backlog, with management saying infrastructure led the company’s growth due to broad-based data center demand across both gray and white space. Sales rose 53% year-over-year […]

Walmart (WMT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

GE Vernova Inc. (NYSE:GEV) is one of the best grid modernization stocks to buy for AI infrastructure. On April 22, Reuters reported that GE Vernova Inc. (NYSE:GEV) raised its 2026 revenue and adjusted core profit margin forecasts as rising demand from data centers and grid infrastructure strengthened its core businesses. The company now expects 2026 […]

Quanta Services, Inc. (NYSE:PWR) is one of the best grid modernization stocks to buy for AI infrastructure. On April 30, Reuters reported that Quanta Services, Inc. (NYSE:PWR) raised its 2026 profit forecast after stronger demand from large-load industries such as AI data centers boosted its results. The company now expects 2026 adjusted earnings of $13.55 […]