When the macroeconomic backdrop is as unstable as it is right now, it pays to be careful what you buy.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Picture two retirees with identical $1.5 million portfolios throwing off $80,000 a year in taxable portfolio income. One lives in Naples, Florida. The other lives in San Diego. If that income is taxed as ordinary income and falls in California’s 9.3% bracket, the California retiree could lose about $7,440 a year to state income tax ... The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year
The healthcare company posted $25.31 billion in quarterly sales and raised its annual sales forecast to about $101.1 billion at the midpoint
American Express reports earnings on July 24, and retirement investors who overlook what is quietly happening inside this premium franchise before that date may be leaving a rare setup on the table.
Texas Instruments reports Q2 earnings on July 22, and the setup heading into that date looks unlike anything the stock has seen in years. Here is what the end-market data and cash flow trajectory reveal about the window closing fast for investors.
Tower Semiconductor shares rose after it unveiled a $3 billion silicon photonics expansion in Japan, backed by a $1 billion government grant and $1.3 billion in 2027 customer contracts.
Buying and holding these tech stocks for the long term could pay off.
US stocks appeared set for a steady start on Wednesday as investors drew confidence from strong bank earnings and a softer-than-expected inflation report the day before, even as oil prices remained elevated following fresh US strikes on Iran. Nasdaq futures were up 0.5% ahead of the opening...
Assets under supervision stood at $4.04tn as of 30 June, supported by $230bn of net inflows and $161bn of market appreciation.
The Dutch chip equipment maker now expects full-year net sales of €43 billion to €45 billion, up from a prior forecast of €36 billion to €40 billion
Investors should brace themselves for intensifying AI spending in fiscal 2027, according to Citi Research.
In a significant development for the AI chip sector, Arteris, Inc. has announced an expanded partnership with Arm to enhance semiconductor cybersecurity. This alliance builds on a five-year collaboration, utilizing Arteris' Cycuity Radix hardware security assurance product. By integrating Cycuity Radix into Arm's CPU design processes, the partnership aims to proactively address potential security vulnerabilities and strengthen the security assurance of processor cores. This strategic move...
Johnson & Johnson raised its full-year guidance on the back of better-than-expected second-quarter earnings as strength in its oncology portfolio helped offset falling sales for its former blockbuster drug, Stelara. The drugmaker on Wednesday reported adjusted earnings of $2.90 a share, beating the $2.85 a share analysts had anticipated. J&J logged $25 billion in sales, in line with Wall Street estimates and up 6% from the same period last year.
This company's robust dividend isn't the only reason Berkshire Hathaway is holding on to shares.
BlackRock stock was gaining as it beat Wall Street expectations for earnings and assets under management.
Shares of Howmet Aerospace, Inc. (HWM) gain 249% since May 2024’s first outlier inflow.
Johnson & Johnson (NYSE:JNJ) reported stronger-than-expected second-quarter results and raised its full-year earnings outlook, although the healthcare company’s shares slipped around 1 percent in premarket trading on Wednesday. Earnings and revenue beat expectationsThe company posted adjusted earnings per share of 2.
BlackRock (NYSE:BLK) shares moved higher in premarket trading on Wednesday after the world’s largest asset manager reported stronger-than-expected second-quarter results, supported by record client inflows and continued growth across its investment platform. Earnings and revenue exceed expectationsBlackRock reported second-quarter earnings per share of 13.
PayPal Holdings (NASDAQ:PYPL) shares jumped in U. S.
Investing.com -- Johnson & Johnson (NYSE:JNJ) reported second-quarter results that exceeded Wall Street expectations, though shares are down around 1% premarket on Wednesday.
Netflix (NFLX) spent the past two years defending its lead with price hikes and a password-sharing crackdown. The next phase looks different. The streaming giant is among several companies in early talks to acquire Letterboxd. Letterboxd is a social platform where film fans connect and review ...
Over the past six months, Genesis Energy’s shares (currently trading at $14.60) have posted a disappointing 14% loss, well below the S&P 500’s 8.2% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Semiconductor equipment giant ASML beat estimates for the second quarter and raised its outlook for the full year. ASML stock rose on the news.
Quality compounders are well-oiled machines. Their competitive advantages allow them to make profits consistently and reinvest them into projects that generate even more profits, creating a virtuous cycle of returns.
This JPMorgan stock pick is an aggressive buy, and rising Wall Street targets back it, even as an insider quietly sells.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
With investors finally embracing market segments beyond technology, these three Vanguard ETFs are winning.
CleanSpark (CLSK) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Investing.com -- Shares of Alibaba Group in the U.S. rose around 5% in premarket trading after Chinese regulators cleared Apple’s on-device artificial intelligence system for release in the country, a long-delayed approval that pairs the iPhone maker with Alibaba’s Qwen AI model for users in the world’s largest smartphone market.