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 […]
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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%.
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Investing.com - U.S. stock futures edged higher on Friday, recovering after a broad selloff in the previous session as investors weighed persistent geopolitical tensions in the Middle East against another wave of upbeat corporate earnings and artificial intelligence-related announcements.
US equity futures nudged higher pre-bell Friday as traders weighed a new set of tariffs imposed by t
Markets took a brutal hit Thursday as oil prices, surging interest rates, and Middle East tensions sent every major index deep into the red. See which stocks analysts are upgrading, downgrading, and initiating fresh coverage on as Wall Street braces for more turbulence.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But this role also comes with a demand profile tethered to the ebbs and flows of the broader economy. Thankfully, industrial end markets were stable over the past six months as the industry’s 6.7% gain has nearly mirrored the S&P 500.
Insurance companies serve as the backbone of risk management, providing essential protection and financial security for individuals and businesses. Market leaders have certainly capitalized on strong underwriting results and rising investment income to boost profitability, helping fuel a 9.2% gain for the industry over the past six months. This performance has closely followed the S&P 500.
U.S. stock futures were mostly higher as corporate earnings reports continue to flow.
S&P 500 futures added 0.2% Friday morning after the index posted its worst single-day drop since late June
Forget Starship test flight number 13. SpaceX stock will face an even greater challenge in the coming weeks: a Wall Street earnings report. Shares of Elon Musk’s rocket and AI company were lower early Friday after another Starship testing delay and a new lukewarm rating from Wall Street.
Nine Vanguard ETFs collectively bought $6.1 billion of SpaceX stock in June.
Nvidia is trading at its lowest valuation in years.
July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new
Consumer discretionary businesses are levered to the highs and lows of 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%.
U. S. stock futures edged higher on Friday as investors balanced escalating geopolitical tensions in the Middle East against encouraging corporate earnings from the technology sector.
Tech and artificial intelligence (AI) stocks aren't the only ones beating the S&P 500 this year. Dividend stocks are, too.
These Vanguard index funds have trounced the overall U.S. stock market this year.
Investors are looking to extend their gains, but taking on more risk.
Stocks looked set to struggle for direction on Friday as a drop in oil prices eased fears about higher inflation, even as artificial-intelligence jitters lingered. Nasdaq 100 futures rose 0.1%. The Dow was on track to outperform the other two major indexes because it tends to be more reactive to oil prices, which were retreating having spiked above $100 a barrel the previous session.
These inflationary concerns can't be swept under the rug.
Stocks stabilized on Friday but were on track for weekly losses as investors assessed a new set of global tariffs against a backdrop of AI jitters, rising oil prices, and elevated bond yields.
Newmont reported better-than-expected second-quarter earnings, despite weaker gold prices and an earthquake. Cost control helped. Through Thursday trading, Newmont stock has been strong, up almost 60% over the past 12 months, benefiting from the rise in gold prices.
The Morning Bull - US Market Morning Update Friday, Jul, 24 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4%, as investors react to higher borrowing costs and a jump in market volatility. The US 10 year Treasury yield is sitting near a two month high around 4.65%, which means mortgages, car loans and business financing can all become more expensive. At the same time, crude oil strength and geopolitical tensions are feeding worries that the...
At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. By the end of June, analysts were predicting 22% earnings growth. Stock market gains have lately lagged behind.