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Goldman Sachs spots stock market’s next winners
TheStreet51d agoneutral
Goldman Sachs spots stock market’s next winners

Goldman Sachs is telling stock market investors that the old winning formula is breaking. For years, investors have been following the same playbook: falling rates, capital-light technology, higher valuations, and a narrow group of stocks doing most of the heavy lifting. The call lands with ...

MillerKnoll (MLKN): Buy, Sell, or Hold Post Q1 Earnings?
StockStory51d agoneutral
MillerKnoll (MLKN): Buy, Sell, or Hold Post Q1 Earnings?

Over the past six months, MillerKnoll’s shares (currently trading at $15.72) have posted a disappointing 10.4% loss, well below the S&P 500’s 12.4% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Nasdaq Futures Rising as Iran Peace Deal Boosts the Market Ahead of Fed Decision
Barrons.com51d agoneutral
Nasdaq Futures Rising as Iran Peace Deal Boosts the Market Ahead of Fed Decision

Stocks were on track to rise Wednesday after more details about the U.S.-Iran peace deal leaked, bolstering hopes that the two countries are on the brink of reaching an agreement to end the war in the Middle East. Futures tracking the tech-heavy Nasdaq 100 gained 0.5%, while S&P 500 futures added 0.1%. The market looked set for a broader rally on Wednesday after The Wall Street Journal reported that the U.S. would allow Iran to immediately begin selling oil and fuel under the deal to end the war, citing people familiar with the agreement.

IQVIA (IQV): Buy, Sell, or Hold Post Q1 Earnings?
StockStory51d agoneutral
IQVIA (IQV): Buy, Sell, or Hold Post Q1 Earnings?

Over the last six months, IQVIA’s shares have sunk to $177.52, producing a disappointing 19.8% loss - a stark contrast to the S&P 500’s 12.4% gain. This might have investors contemplating their next move.

Review & Preview: Warsh Watch
Barrons.com51d agoneutral
Review & Preview: Warsh Watch

The Dow rose 332 points, or 0.6%, to finish at a record high. Despite the downward slide of oil prices, trading ahead of Wednesday’s Fed interest rate decision was relatively “light and featureless,” writes Joe Mazzola, head trading and derivatives strategist at Charles Schwab. Kevin Warsh’s first press conference as Fed chairman is the big event tomorrow (more on that below), but the U.S. Census is also set to release a significant economic barometer on Wednesday morning: May retail sales.

Nasdaq and S&P 500 slip while Dow hits record high
Reuters Videos51d agobullishVIDEO
Nasdaq and S&P 500 slip while Dow hits record high

<body><p>STORY: Wall Street's main indexes ended mixed on Tuesday, with the Dow gaining just under two-thirds of a percent to notch its second straight record-high close... while the S&P 500 shed more than half a percent and the Nasdaq dropped more than one percent.</p><p>Shares of Elon Musk's SpaceX ended nearly 5% higher, paring earlier gains. For much of the session, the rocket and AI company's value was above that of Amazon, and it briefly surpassed Microsoft's valuation, as retail investors continued to pour into the stock after its record-breaking IPO.</p><p>But Amol Dhargalkar, chairman and managing partner at Chatham Financial, warned of several risks that could trigger volatility for SpaceX and other AI-related stocks.</p><p>"I think that's a really difficult position to be in as a retail investor, especially when you consider the fact that there is a lot of risk, not just in the business model, but these are names where the cash flows are likely far into the future.&nbsp;And we are not in a period of 0% or negative interest rates or even declining interest rates at this point.&nbsp;</p><p>There's a lot of question as to whether interest rates will continue to be flat or will they go up.&nbsp;And that can certainly be a meaningful drag on valuations of high growth companies, especially where that growth is out far into the future."</p><p>Investors will look for clues on where interest rates are headed when the Federal Reserve concludes its latest two-day policy meeting on Wednesday, with Kevin Warsh holding his first press conference as Fed chair.</p><p>Other stocks on the move included shares of Olin, which sank nearly 6% after the chemical producer said it would acquire Huntsman in an all-stock deal valued at more than $2.4 billion. Huntsman shares also fell as the offer stood at a discount to the stock's recent price.</p><p>:: Yum Brands</p><p>And shares of Yum Brands rose after the fast-food company said it would sell its Pizza Hut chain for $2.7 billion, against a backdrop of softer consumer spending across the fast-food industry.</p></body>

Anthropic heads to Washington to win its AI models back
TheStreet51d agoneutral
Anthropic heads to Washington to win its AI models back

Markets like to believe that size is a kind of armor. The bigger a company gets, the safer it looks, until it stops feeling like a business and starts feeling like part of the furniture of the economy itself. That belief is doing a lot of work right now. Investors have spent the past two years ...