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One Thing I’m Watching: The AI-Fication of the S&P 500
The Wall Street Journal110d agoneutral
One Thing I’m Watching: The AI-Fication of the S&P 500

When the S&P 500 was introduced nearly 70 years ago, it was designed to represent a wide swath of the U.S. economy. Call it the AI-fication of the S&P 500, in which a handful of companies now exert outsize influence over the benchmark index. According to Dow Jones Market Data, the 10 largest companies in the S&P 500 now represent 43.2% of the index's total market value.

Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise
24/7 Wall St.113d agoneutral
Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise

Larry Kudlow spent Wednesday evening on Fox Business arguing that the economy is stronger than headlines admit. “The Trumpian economy is absolutely booming as is the stock market,” he said, listing the receipts: an Atlanta Fed nowcast pointing to 4.3% real GDP growth in the second quarter, core goods prices up only 1.1% excluding food ... Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise

Investing.com115d agoneutral
Seaport says GE Aerospace selloff is a buying opportunity

Investing.com -- Seaport Research Partners initiated coverage on GE Aerospace with a Buy rating and a $375 price target, arguing that recent weakness in the aerospace giant’s shares presents an attractive entry point for investors betting on a longer-lasting aviation aftermarket boom.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More
24/7 Wall St.115d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Bloomberg126d agoneutral
China Says to Cut Levies, Expand Farm Trade After Talks With US

(Bloomberg) -- China said it agreed with the US to lower levies on some products to promote bilateral trade, underscoring how ties between the world’s two largest economies are further stabilizing after the historic meeting of the leaders.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Iran’s Kharg Island Oil Jetties Empty Again Yesterday, Satel

Trump Bought Boeing Stock, Then Announced New Order for 200 Planes
24/7 Wall St.127d agoneutral
Trump Bought Boeing Stock, Then Announced New Order for 200 Planes

For most of 2026, investors have been focused on interest rates, tariffs, and whether the U.S. economy is slowing into a softer patch. Yet underneath the macro noise, one trend has quietly reemerged: governments are using industrial deals to strengthen economic ties. That matters because when politics and commerce start moving in the same direction, ... Trump Bought Boeing Stock, Then Announced New Order for 200 Planes

Trump Bought Boeing Stock, Then Announced New Order for 200 Planes
24/7 Wall St.127d agoneutral
Trump Bought Boeing Stock, Then Announced New Order for 200 Planes

For most of 2026, investors have been focused on interest rates, tariffs, and whether the U.S. economy is slowing into a softer patch. Yet underneath the macro noise, one trend has quietly reemerged: governments are using industrial deals to strengthen economic ties. That matters because when politics and commerce start moving in the same direction, ... Trump Bought Boeing Stock, Then Announced New Order for 200 Planes

Boeing Gets Its China Deal at Trump’s Visit, With Many Questions
Bloomberg127d agoneutral
Boeing Gets Its China Deal at Trump’s Visit, With Many Questions

(Bloomberg) -- Boeing Co. appears to have secured its long-awaited order from China during US President Donald Trump’s visit to the country, but whatever accord was reached remained nebulous on numbers, aircraft type and a sense of timing. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Nigerian Tycoon Femi Otedola Buys £53 Million Lo

Genie Energy (GNE) Q1 2026 Earnings Transcript
Motley Fool128d agoneutral
Genie Energy (GNE) Q1 2026 Earnings Transcript

Michael Stein: Thank you, operator. GE's first quarter results were mixed as investments in the customer acquisition at GRE and the new business initiatives at GREW, combined with weakness in retail margins negatively impacted our bottom line despite record quarterly revenue. At GRE, challenging commodity market conditions in the first 2 months of the quarter caused by extreme cold compressed margins for both electricity and gas.

Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China
Bloomberg128d agoneutral
Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China

(Bloomberg) -- An upcoming meeting between US President Donald Trump and his Chinese counterpart Xi Jinping could be the next test for stocks that are clocking one record after the next. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboSome of the chief executives who are attendi

Musk, Cook Set to Join Trump for Xi Summit, White House Says
Bloomberg131d agoneutral
Musk, Cook Set to Join Trump for Xi Summit, White House Says

(Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold,

Elon Musk, Apple's Cook and Boeing CEO going to China with Trump, official says
Reuters131d agoneutral
Elon Musk, Apple's Cook and Boeing CEO going to China with Trump, official says

Elon Musk, Apple's Tim Cook, GE Aerospace's Larry Culp and ‌Boeing's Kelly Ortberg will join U.S. President Donald Trump on his visit ‌to China this week, a White House official told Reuters. Others taking part include Meta's Dina ​Powell McCormick, Blackrock's Larry Fink, Blackstone's Stephen Schwarzman, Cisco's Chuck Robbins, Micron's Sanjay Mehrota, Mastercard'ss Michael Miebach, Qualcomm's Christiano Amon and Visa's Ryan McInerney, the official said.

These Juicy Dividend Payouts Might Be a Trap
The Wall Street Journal135d agoneutral
These Juicy Dividend Payouts Might Be a Trap

​📈 Follow our live markets data and coverage. The enormous weighting of companies that pay no dividend, or hardly pay one ( Nvidia’s yield is 0.02%), obscures some household names yielding 6%, 7% and even 10%. Back then, the yield on the benchmark U.S. Treasury note was above 6% while today it’s below 4.4%.

GE HealthCare Technologies Q1 Earnings Call Highlights
MarketBeat143d agoneutral
GE HealthCare Technologies Q1 Earnings Call Highlights

GE HealthCare Technologies (NASDAQ:GEHC) reported first-quarter 2026 results that management said landed at the high end of expectations on revenue, while profits and cash flow guidance for the full year were reduced to reflect higher input costs and a first-quarter supplier-related recall in Pharma