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S&P 500's Forward P/E Falls Below 20x as Market Valuations Cool
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
Digital Realty Trust stock took the top spot on Friday after the data-center real estate investment trust scored an earnings beat and raised its full-year outlook. After Thursday’s market close, the REIT reported adjusted core funds from operations of $2.13 a share, above the $1.87 from a year ago and Wall Street’s expectation of $1.98. Total revenue increased 29% to $1.92 billion; the analyst consensus was $1.66 billion, according to FactSet.
The major indexes bounced back Friday on falling oil prices. Here's what's driving the divergence between old-economy gains and tech-sector jitters.
Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Players catalyzing medical advancements have benefited from elevated demand, and their momentum is only rising as the industry has posted a 9.7% gain over the past six months, beating the S&P 500 by 1.8 percentage points.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates), but the industry has held its ground over the past six months as its 6.7% return was almost identical to the S&P 500.
While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.
The S&P 500 is hugging the breakeven line, but most of the market is actually on the rise. The market benchmark is down 0.1% after turning higher a few times and losing steam. The Dow is also around breakeven.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, their overall demand was steady over the past six months as the industry’s 6.7% return has closely followed the S&P 500.
President Trump has proposed new tariffs on roughly 60 countries, adding another layer of uncertainty for investors. On today's Opening Bid panel, featuring Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley, join Executive Editor Brian Sozzi to discuss investment opportunities and portfolio positioning as markets rotate in response to shifting trade policy and broader macroeconomic trends.
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.
DK, PBF and ALL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 24, 2026.
OTIS trades below historical valuation levels after a 19% YTD slide, but guidance cuts and margin pressure keep the investment outlook in focus.
SOLV's innovation, cost savings and strong segment demand support growth, while raw material cost increases remain a key risk.
July 24 (Reuters) - Wall Street's main indexes opened subdued on Friday after a tech-led selloff in the previous session, as investors digested fresh earnings, escalating Middle East tensions and a
AGNC Investment has a large, focused investment portfolio.
Personal health and wellness is one of the many secular tailwinds for healthcare companies. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 9.7% over the past six months, topping the S&P 500 by 1.8 percentage points.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR’s (CAD) 17.3%, MSCI AC TR’s (CAD) 16.4%, and the S&P TSX TR’s 6.9% returns. The YTD’s 1.8% return also trailed the indices. The firm […]
From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 9.7% over the past six months, topping the S&P 500 by 1.8 percentage points.
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR’s (CAD) 17.3%, MSCI AC TR’s (CAD) 16.4%, and the S&P TSX TR’s 6.9% returns. The YTD’s 1.8% return also trailed the indices. The firm […]
The performance of consumer discretionary businesses is closely linked to economic cycles. Over the past six months, it seems like demand trends may be working against them as the industry’s returns were flat while the S&P 500 was up 7.9%.