By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and the market seems to believe the tide is turning in the wrong direction - over the past six months, the industry has tumbled by 13.7%. This performance is a noticeable divergence from the S&P 500’s 10% return.
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Domino's Pizza and Las Vegas Sands are out-of-favor consumer cyclical stocks with significant dividend growth potential.
As the biggest IPOs the world has ever seen touch down, the market, as we know it, is about to change its composition in a big way, especially at the top. With the Nasdaq 100 poised to fast-track SpaceX, Anthropic, and OpenAI in just weeks after their debuts, questions linger about what the S&P 500 ... The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too
Evercore ISI strategist Julian Emanuel has established a year-end 2026 base-case target of 7,750 for the S&P 500, while also assigning a 30% probability to a bullish scenario in which the index climbs to 9,000, fueled by artificial intelligence-driven strength in technology, communication services and consumer discretionary sectors. In a client note released Monday, Emanuel said the combination of a long-term technology-led bull market and major geopolitical shifts is creating a much broader ran
Recently, Zacks.com users have been paying close attention to e.l.f. Beauty (ELF). This makes it worthwhile to examine what the stock has in store.
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Recently, Zacks.com users have been paying close attention to Uber (UBER). This makes it worthwhile to examine what the stock has in store.
Nvidia (NVDA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Coinbase Global (COIN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
SoundHound AI (SOUN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates, as well as AI energy needs, have incentivized higher capital spending. As a result, the industry has posted a 40.8% gain over the past six months, beating the S&P 500 by 30.8 percentage points.
Since May 2016, the top Warren Buffett holding has generated a total return of 467%.
The stock market is doing something that would have seemed impossible just weeks ago. Despite a global oil shock, rising inflation fears, and growing concerns the U.S. economy is drifting back toward stagflation, S&P 500 futures surged above 7,534 on Memorial Day — its highest level ever. The catalyst was reports that the Trump administration ... S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices
Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. But concerns about loan losses and tightening regulations have tempered enthusiasm, limiting the banking industry’s gains to 7.5% over the past six months. This return lagged the S&P 500’s 10% climb.
Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
The conversation about the Federal Reserve has flipped in a way that should make anyone holding long-duration assets sit up. A few months ago, the debate was about the cadence of cuts. Now, market strategists are saying the question is how long the Fed will stay on hold, and the curve has actually drifted to ... Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 12.9% over the past six months. At the same time, the S&P 500 was up 10%.
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 18% for the sector - higher than the S&P 500’s 10% return.
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 10.1% over the past six months. This drop is a far cry from the S&P 500’s 10% ascent.
Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. But worries about an economic slowdown and potential credit deterioration have kept sentiment in check, and over the past six months, the banking industry’s 7.5% return has trailed the S&P 500 by 2.5 percentage points.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 18% gain over the past six months, beating the S&P 500 by 8 percentage points.
Dissent within the Federal Open Market Committee (FOMC) appears to be far greater than initially believed.
Investors should circle June 17 on their calendars.
n a contest between intellect and political identity, the latter all too often wins out, a new study finds.