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2 Reasons to Like ALSN (and 1 Not So Much)
StockStory79d agoneutral
2 Reasons to Like ALSN (and 1 Not So Much)

Since June 2021, the S&P 500 has delivered a total return of 81.1%. But one standout stock has more than doubled the market - over the past five years, Allison Transmission has surged 180% to $118.17 per share. Its momentum hasn’t stopped as it’s also gained 30.5% in the last six months thanks to its solid quarterly results, beating the S&P by 19.6%.

3 Reasons to Sell BKU and 1 Stock to Buy Instead
StockStory79d agoneutral
3 Reasons to Sell BKU and 1 Stock to Buy Instead

Since December 2025, BankUnited has been in a holding pattern, posting a small return of 4.7% while floating around $46.68. The stock also fell short of the S&P 500’s 10.9% gain during that period.

CNBC Anchor Issues Dire Stock Market Warning: “I Can Assure You… We Will Have a Crash”
24/7 Wall St.79d agobearish
CNBC Anchor Issues Dire Stock Market Warning: “I Can Assure You… We Will Have a Crash”

The bears have been quiet in the last two years, even though the market is much more frothy by their standards. And at this point, who would want the permabear tag while the rest of the market keeps on climbing ad infinitum? Andrew Ross Sorkin seems to be the person. His arguments are worth lending ... CNBC Anchor Issues Dire Stock Market Warning: “I Can Assure You… We Will Have a Crash”

Mega-Cap Growth Leadership or Small-Cap Growth Potential? VUG vs. VBK
Motley Fool79d agoneutral
Mega-Cap Growth Leadership or Small-Cap Growth Potential? VUG vs. VBK

The Vanguard Growth ETF (VUG) is tied closely to the market’s largest growth companies, while the Vanguard Small-Cap Growth ETF (VBK) spreads exposure across smaller firms with less certain earnings paths. For investors seeking growth, the choice is really about whether to lean on today’s dominant leaders or look further down the market for the next wave of growth.

AbbVie Delivers 400% Returns Beating The S&P 500 by 139%
24/7 Wall St.79d agobullish
AbbVie Delivers 400% Returns Beating The S&P 500 by 139%

Ten years ago, AbbVie (NYSE:ABBV) was a one-drug story. Humira, the world’s best-selling medicine, threw off the cash that funded everything else. Bears had been warning about its U.S. patent cliff for years, and when biosimilars finally hit in 2023, the drug went into freefall. Humira sales dropped to just $688 million in Q1 2026, ... AbbVie Delivers 400% Returns Beating The S&P 500 by 139%

1 Industrials Stock to Target This Week and 2 We Ignore
StockStory79d agoneutral
1 Industrials Stock to Target This Week and 2 We Ignore

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 19.6% return over the past six months has topped the S&P 500 by 8.6 percentage points.

StockStory79d agoneutral
1 Energy Stock with Competitive Advantages and 2 We Find Risky

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the “American energy dominance” stance of the Trump administration, and this excitement has led to a six-month gain of 28.5% for the sector - higher than the S&P 500’s 10.9% return.

Tech ETF inflows surge and defy AI concentration risks
Yahoo Finance Video79d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risks

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
Insider Monkey79d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]

Investing.com79d agobullish
Are we witnessing a fundamental or speculative rally in the S&P 500?

Investing.com -- The S&P 500 broke above 7,600 for the first time this week, prompting Capital Economics to examine whether the index’s AI-driven surge since the end of 2022 has been powered by earnings growth or by investors simply paying more for those earnings. The answer, the firm said, depends entirely on how you measure it.

Kevin Warsh’s $8.6 Trillion Moment of Truth
24/7 Wall St.79d agoneutral
Kevin Warsh’s $8.6 Trillion Moment of Truth

The stock market has spent much of 2026 climbing a wall of worry. Artificial intelligence is reshaping industries, corporate earnings continue to surprise to the upside, and the S&P 500 keeps pushing deeper into record territory. Yet beneath the surface, investors face a familiar question: Is the Federal Reserve already behind the curve? That question ... Kevin Warsh’s $8.6 Trillion Moment of Truth

Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today
24/7 Wall St.79d agoneutral
Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

Ten years ago, Marvell Technology (NASDAQ:MRVL) was a sleepy storage and networking chip vendor trading under $10. The transformation since has been dramatic. Under CEO Matt Murphy, the company pivoted hard into data center custom silicon, optical interconnects, and Ethernet switching, the exact components hyperscalers now scramble to buy for AI buildouts. The acceleration in ... Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero
24/7 Wall St.79d agoneutral
You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero

Lance Roberts of RIA Advisors joined Adam Taggart on the Thoughtful Money podcast and brought a sharper version of the market concentration argument that retirement investors holding broad S&P 500 index funds may want to pay attention to. The 0% Growth Finding Roberts walked through cumulative year-to-date changes in consensus 2027 EPS estimates, and the ... You Think You Own the S&P 500. You Mostly Own a Few AI Stocks — and the Rest Is Growing at Zero

2 Reasons to Like MTRX (and 1 Not So Much)
StockStory79d agoneutral
2 Reasons to Like MTRX (and 1 Not So Much)

Matrix Service’s 16.5% return over the past six months has outpaced the S&P 500 by 5.6%, and its stock price has climbed to $13.69 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words
24/7 Wall St.79d agobullish
A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words

The stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively ... A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words