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Consumer discretionary businesses are levered to the highs and lows of economic cycles. Thankfully for the industry, demand trends seem to be healthy as discretionary stocks have gained 7.5% over the past six months. This performance has nearly mirrored the S&P 500.
Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.
<body><p>STORY: U.S. stocks ended lower after a South Korean ship was hit by an explosion in the Strait of Hormuz.</p><p>The Dow fell more than one percent, the S&P 500 dropped four tenths of one percent after hitting a record high Friday and the Nasdaq slid about two tenths. It also climbed to a new high Friday.</p><p>Energy stocks rose after reports of the latest confrontations which appeared likely to persuade commercial shippers the strait was still unsafe after U.S. President Donald Trump said the U.S. Navy would open it.</p><p>Also, the United Arab Emirates reported a fire at an oil installation following an Iranian drone attack.</p><p>Meanwhile, in the U.S., earnings continue to far outpace predictions. S&P 500 companies are expected to post aggregate earnings growth of 28% year-over-year for the first quarter, double the expectation of 14% at the start of April, according to LSEG.</p><p>Brad Bernstein, managing director at UBS Private Wealth Management remains optimistic about stocks.</p><p>"I think markets look great going into the rest of the year. As long as this war with Iran ends, because we have incredible earnings."</p><p>(FLASH)</p><p>"Revenue growth is the best it's been in five years. Consumer spending, if you look at bank earnings, continues to be better than expected. And when you look at the underpinnings of the economy, such as manufacturing growth, we're seeing a lot of new order spend and increase in the underlying economy of manufacturing, which is very bullish."</p><p>:: Ebay</p><p>Individual stocks on the move Monday included GameStop which fell 10% after the video game retailer offered to buy much larger eBay for about $56 billion in a cash-and-stock deal. Shares of Ebay advanced 5%.</p><p>:: Amazon</p><p>Amazon shares gained after the e-commerce giant said it was rolling out "Amazon Supply Chain Services," opening up its logistics network for other businesses to use.</p><p>That hurt shares of UPS which plunged 10.5%, and FedEx which fell 9%.</p></body>
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. 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 16.3% for the sector - higher than the S&P 500’s 6.4% return.
Buffett is no longer the Berkshire Hathaway CEO, but he remains involved in the investing process.
In the closing of the recent trading day, V.F. (VFC) stood at $18.31, denoting a -3.68% move from the preceding trading day.
On May 4, 2026, investors weighed strong Q1 earnings against a deep 2026 profit reset and mounting cost pressures.
Today, May 4, 2026, a multibillion‑dollar cash buyout, record trading volume, and an earnings beat reshape this travel leader’s outlook.
Monday, BWX Technologies reported first-quarter earnings per share of $1.12 from sales of $860.2. million.
Shares of Firefly Aerospace rocketed higher after the space technology company reported better-than-expected first-quarter earnings. Firefly is still a smaller, growing company. Wall Street was looking for sales of $77.1 million, according to FactSet.
Concerns about the Federal Reserve's independence and strategy is likely to result in investors loading up on silver again.
US equity indexes fell while crude oil futures jumped amid reports of strikes in the Strait of Hormu
Oil prices rose sharply and major stock indexes fell as military tensions escalated in the Strait of Hormuz. Fighting in the Iran war flared for the first time in weeks, and strikes on a crucial United Arab Emirates oil port and several ships tested a shaky cease-fire. Futures for Brent crude, the international benchmark, rose 6% to about $114 a barrel.
U.S. stocks fell from their record heights, while oil prices jumped following escalations in the Middle East that may undermine the ceasefire in the war with Iran. The S&P 500 fell 0.4% Monday, coming off its latest all-time high. The Dow Jones Industrial Average dropped 1.1%, and the Nasdaq composite slipped 0.2%.
US Senator Ted Cruz (R-Tx.) sits down with Yahoo Finance Executive Editor Brian Sozzi at the Milken Institute's Global Conference 2026 to have a conversation about the second Trump administration's performance and the policies that he hopes to pass, including the Trump Accounts for American families.
Major digital assets rose Monday with Bitcoin (BTC-USD) topping $79,000. The CoinDesk Market Inde
The market has been bullish on tech stocks recently, and buying into the rally could add significant risk to your portfolio.
The company went public in 2017 and on April 30 it hit an all-time low.
Select Water Solutions (WTTR) is moving deeper into water infrastructure and recycling, where pipelines and treatment systems can make revenue less tied to daily field activity. The appeal for investors is whether WTTR can improve earnings quality while still benefiting from shale demand.
Most investors are comfortable buying the S&P 500 when the markets are heading higher. Buying when it's falling is where the real money can be made.
While the S&P 500's decline on reports of escalation in the Middle East has been relatively modest, down about 0.5%, the selling is broad-based. Every sector except for energy was trading lower on Monday afternoon after Brent crude, the international oil benchmark, rose.
Dow Slides as Trump-Iran Tensions Rattle Wall Street
ON Semiconductor Corporation (NASDAQ:ON) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer noted that the “semis are on fire of late,” as he said: The semis are on fire of late, including On Semi, long viewed as a company that’s tied just to the auto […]
Asian equities rallied near all-time highs as chipmakers surged and investors weighed AI momentum against oil and geopolitical risks.
Cogent stock is looking like one of the stock market's biggest losers today.
US equity indexes fell in midday trading on Monday amid reports that fighting escalated in the Middl
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