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Morgan Stanley sees under-owned cyclicals gaining if rates, oil and dollar pressures ease.
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertainty about fiscal and monetary policy has tempered enthusiasm, and over the past six months, the industry has pulled back by 1.9%. This drop is a far cry from the S&P 500’s 8.4% ascent.
Compare diversification, cost, and sector exposure as these two small-cap value ETFs take different approaches to long-term growth.
Stocks surged Monday on news of a U.S.-Iran ceasefire deal. SpaceX added another $239 billion in market cap for good measure.
Stocks Soar on U.S.-Iran Breakthrough and Falling Oil Prices
(Updates with index/price moves, macroeconomic data, and political/company news from the first parag
Compare portfolio concentration, cost, and sector exposure as two top tech ETFs take different approaches to capturing industry gains.
Pfizer's business may be in better shape than investors think.
OUT trades below valuation benchmarks and targets mid-teens 2026 AFFO growth, but high leverage, capex needs and ad-cycle exposure temper upside.
Even though U.S. stocks keep hitting new all-time highs, the broader macro picture suggests that a bit of a defensive tilt is warranted.
Essentially, Goldman Sachs is telling AI stock investors to look past the flashy headline profits and focus on the bills that are coming due. For the better part of the past few years, investors treated the AI spending boom as a clear win for Big Tech. Nvidia’s chips continued to sell like ...
Boeing stock rose almost 5% on Monday, as the broader market rallied following a ceasefire agreement between the U.S. and Iran.
Morgan Stanley reiterates Overweight ratings on the hard-disk drive makers in a pair of research notes Monday.
Can ON stock's discounted valuation, AI data center growth and improving automotive demand support more upside after its 2026 rally?
Let the eye-opening valuations for SpaceX begin!
It's simpler than you might think to build long-term wealth in the stock market.
The billionaire's portfolio is heavily concentrated in his highest conviction stocks.
Legendary trader Victor Sperandeo says investors are too focused on whether the Federal Reserve cuts the fed funds rate and not focused enough on what happens to the Fed's balance sheet.
MAS stock's 19% rise in three months is backed by Q1 beats, a higher sales outlook, margin gains and discounted valuation. Yet inflation and tariffs pose risks.
An interim peace deal between the U.S. and Iran, set to be signed on Friday, lifted markets early Monday morning. Travel and mining stocks jumped on the prospect that the Strait of Hormuz would reopen. Meanwhile, oil stocks, which had reaped fatter profit margins for the better part of three months, fell to the bottom of the S&P 500.
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]
The Iran-U.S. deal gave Wall Street a green light to pile into risk assets and chase momentum, and lagging Magnificent Seven stocks were in on the action this time. The Dow rose 577 points, or 1.1%. The S&P 500 jumped 1.
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]
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.