Notícias

In spite of the first glimmer of hope in weeks, the bad news continues to pile up for the stock market.

Investors are piling into stocks at a feverish pace. But by one measure, equities look as unattractive as they did after the dot-com bubble burst. That metric is the equity risk premium, often defined as the gap between the S&P 500’s earnings yield—the profit companies generate relative to stock valuations, expressed as a percentage—and that of the 10-year Treasury note.

Shares were mixed Tuesday in Europe and Asia after the U.S. military said it carried out what it called “self-defense” strikes in southern Iran, including on missile launch sites and boats placing mines. The attacks came even as President Donald Trump said on social media that negotiations on ending the war were “proceeding nicely.” In early European trading, Germany's DAX lost 0.7% to 25,214.08, while the CAC 40 in Paris shed 0.9% to 8,187.07.

The gap between the market’s earnings yield and bond yields has narrowed, a measure that has at times predicted subpar stock returns.

Wall Street is abuzz with next month's expected blockbuster debut of Elon Musk's rocket and satellite maker SpaceX, but few of the biggest IPOs in recent years have paid off for investors who bought in when the deals came to market. A Reuters analysis ‌of the 50 IPOs with the highest valuations in the past five years shows that investors would have been better off buying an S&P 500 ‌index fund about three-quarters of the time. An investor who bought each of the IPOs tracked ​by Reuters would be up an average of 27% through May 21.

Marvell (MRVL) stock closed the May 22 trading session at $196.33. The stock has rallied 131% year to date, by Sunday morning, May 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9% in the same period. The company has outpaced the S&P 500, thanks to its participation in the broader ...

Federal Realty Investment Trust stock has performed in line with the broader market over the past year, while analysts remain moderately bullish about its prospects.

IPW's third-quarter fiscal 2026 results reflect a leaner, asset-light reset after the GPM divestiture, alongside cost cuts, impairments and an AI infrastructure push.

Owens Corning trades at $117.16 and has moved in lockstep with the market. Its shares have returned 7.2% over the last six months while the S&P 500 has gained 10%.

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the Class A shares of the Alger Weatherbie Specialized Growth Fund underperformed the Russell 2500 Growth Index. The Information Technology and Consumer […]

The stock market is doing something that would have seemed impossible just weeks ago. Despite a global oil shock, rising inflation fears, and growing concerns the U.S. economy is drifting back toward stagflation, S&P 500 futures surged above 7,534 on Memorial Day — its highest level ever. The catalyst was reports that the Trump administration ... S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices

The conversation about the Federal Reserve has flipped in a way that should make anyone holding long-duration assets sit up. A few months ago, the debate was about the cadence of cuts. Now, market strategists are saying the question is how long the Fed will stay on hold, and the curve has actually drifted to ... Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate

Dissent within the Federal Open Market Committee (FOMC) appears to be far greater than initially believed.

Investors should circle June 17 on their calendars.

After the Memorial Day holiday, we will see economic data on consumer prices, GDP, and home sales and prices. Marvell, American Eagle, Gap, and Autozone will also report earnings.

Markets do not crash when investors are afraid. They crash when investors are convinced the rules have changed, when even the most cautious money managers find themselves crowded into the same trade because the alternative is missing the year. That is roughly where the US stock market sits in late ...

The prospect of blockbuster listings from SpaceX, Anthropic and OpenAI has excited stockpickers. The S&P 500’s AI-driven growth has thus far...

Intuit served up a beat-and-raise quarter, but its stock still sold off.

Despite recent sell-offs, Poet Technologies stock is still up roughly 130% this year.

Weak consumer sentiment and surging inflation could derail the stock market's rebound.

Economic dynamics and the new Fed chair's strong views on monetary policy have Warsh and Trump on a collision course.

Bonds might not be the safety net they used to be if inflation stays high.

The new head of the head is taking the helm at one of the most challenging times in modern history.

As Kevin Warsh steps up to lead the Federal Reserve, the case for interest-rate cuts is disappearing. Plus, investment newsletter commentary on AI”s circular ecosystem, emerging markets, and SpaceX.

War in the Middle East, the largest energy shock in history and worries about artificial intelligence have done little to cool their ardor. U.S. corporations are wrapping up a blockbuster earnings season. Institutional investors are holding 50% more in stocks than their benchmarks, the highest figure since January 2022, according to Bank of America’s latest survey of global fund managers.

<body><p>STORY: U.S. stocks rose on Friday, with the Dow reaching an intraday record high, as investors cheered signs of progress in talks to end the Middle East conflict and a strong corporate earnings season.</p><p>The Dow added six tenths of one percent, the S&P 500 climbed four tenths and the Nasdaq two tenths.</p><p>The U.S. has made some progress toward a deal with Iran, though more work remains, Secretary of State Marco Rubio said on Friday.&nbsp;</p><p>Iran’s foreign ministry spokesman said differences between the two sides remained deep.</p><p>Shana Orczyk Sissel, founder and chief executive officer of Banríon Capital Management say investors should expect more bumps in the road as these talks continue.</p><p>"So in terms of what this means for the market, I think that for as long as we have this uncertainty around how long the tensions and the war will continue, global oil markets will be under pressure, which will continue to lead to higher volatility in the equity and the fixed income markets. And until we have some sort of resolution, I think investors can expect volatility and higher than average inflation.”</p><p>This will become a focus for Kevin Warsh who was sworn in as the new Federal Reserve chair Friday.</p><p>Semiconductor stocks, which have driven recent Wall Street gains, were mostly higher&nbsp;though Nvidia slipped about two percent.&nbsp;</p><p>Shares of U.S. computer makers surged following strong results from China's Lenovo Group with Dell surging nearly 17%.</p><p>:: Workday</p><p>And Workday rose 5% after the human resources software provider exceeded expectations for first-quarter revenue and profit.</p></body>

As part of the latest installment of Yahoo Finance's Options Playbook, BayCrest managing director David Boole explains the influence that mega-IPOs, the likes of SpaceX (SPAX.PVT), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT), are having on markets (^DJI, ^IXIC, ^GSPC), possible options trades, and proxy trades on other stocks like Elon Musk's Tesla (TSLA).

Solid earnings and a resilient economy could keep the rally going—even if the Fed starts thinking about interest rate hikes.

Investors will also be watching the stock market closely, and history suggests they have reason to be cautious.

U.S. stocks moved higher, bolstered by continued enthusiasm surrounding AI, aerospace and other emerging tech.