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2 Industrials Stocks with Competitive Advantages and 1 Facing Challenges
StockStory80d agoneutral
2 Industrials Stocks with Competitive Advantages and 1 Facing Challenges

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 19.5% gain over the past six months, beating the S&P 500 by 8.5 percentage points.

Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet
Barrons.com80d agobullish
Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet

Dell Technologies stock was rising again on Tuesday, putting the PC and server maker on track to lock in its longest winning streak in more than eight years. The stock has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware. Dell has closed higher for eight sessions in a row, surging 98% over that period.

1 Insurance Stock on Our Watchlist and 2 Facing Challenges
StockStory80d agoneutral
1 Insurance Stock on Our Watchlist and 2 Facing Challenges

Insurance companies serve as the backbone of risk management, providing essential protection and financial security for individuals and businesses. But concerns about claims severity and tightening regulations have tempered enthusiasm, and over the past six months, the industry has pulled back by 4.9%. This performance is a stark contrast from the S&P 500’s 11% gain.

Does EPAM (EPAM) Leaving the S&P 500 Recast Its Governance and Competitive Positioning?
Simply Wall St.80d agoneutral
Does EPAM (EPAM) Leaving the S&P 500 Recast Its Governance and Competitive Positioning?

In late May 2026, EPAM Systems was removed from multiple S&P 500-related indices and added to the S&P 600 Information Technology index after its shareholders approved an amendment allowing stockholders the right to call special meetings. This combination of index reclassification and governance change comes as several analysts voice caution on the IT services sector’s demand outlook amid artificial intelligence-driven shifts. Against this backdrop of EPAM’s move from the S&P 500 to the S&P...

Markets Fall From Record Highs as Alphabet Reignites AI Spending Fears
Barrons.com80d agoneutral
Markets Fall From Record Highs as Alphabet Reignites AI Spending Fears

Stocks looked set to slip on Tuesday after Google parent Alphabet said it would issue $80 billion in equity, giving investors another reason to fret about Big Tech companies’ artificial-intelligence spending plans. The search engine and cloud computing company said it would issue $80 billion of equity, including $10 billion of stock to Berkshire Hathaway at a discount as it funds its AI infrastructure buildout, reviving some worries about so-called hyperscalers’ planned spending sprees. The move “is a clear sign that the AI arms race is moving into a more capital-hungry phase,” said Hargreaves Lansdown analyst Matt Britzman, although he noted that the $80 billion figure was less than 2% of Alphabet's $4.6 trillion market capitalization.

US Stock Market Today: S&P 500 Futures Edge Higher On Strong Global Manufacturing Data
Simply Wall St.80d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher On Strong Global Manufacturing Data

The Morning Bull - US Market Morning Update Tuesday, Jun, 2 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead roughly 0.3%, as investors weigh stronger global manufacturing data against higher borrowing costs. Several key factory scorecards, such as the China Manufacturing PMI at 51.8 and the UK gauge at 53.9, signal production is picking up, which suggests healthier demand for goods and raw materials. At...

5 foreign stocks that could beat the S&P 500
TheStreet81d agobullish
5 foreign stocks that could beat the S&P 500

Transcript: Caroline Woods:The S&P 500 to 8100. That's a bold call for my next guest. But while he still likes U.S. stocks, he says some of the biggest opportunities right now may actually be overseas. Joining me now with five international stock picks is James Demmert, founder and CIO at Main ...

Review Preview: Summer Loving
Barrons.com81d agoneutral
Review Preview: Summer Loving

The Dow Jones Industrial Average added 0.1% while the S&P 500 was up 0.3% and the Nasdaq Composite gained 0.4%. The tail end of a robust first-quarter earnings season, ongoing artificial intelligence strength, and inflation figures roughly in line with expectations were enough to push equities higher today—familiar trends that have helped push the Nasdaq to its best two-month stretch in decades.

Wall St ends higher, boosted by tech gains, US-Iran peace hopes
Reuters Videos81d agoneutralVIDEO
Wall St ends higher, boosted by tech gains, US-Iran peace hopes

<body><p>STORY: U.S. stocks posted modest gains on Monday, with the Dow nudging up slightly, the S&P 500 adding about a quarter of a percent and the Nasdaq gaining just over four-tenths of a percent.</p><p>Tech shares rose 2.5%, boosting the Nasdaq and the S&P 500 to the latest in a series of record closing highs.</p><p>:: Archive</p><p>Among the stocks lifting the sector was Hewlett Packard Enterprise, which rose 9% ahead of the release of its quarterly earnings. After the close, shares jumped another 35% when HPE posted record second-quarter results, prompting the company to accelerate its long-term financial goals by two years as expansion of AI data centers boosts demand for its servers and networking products.</p><p>Brad Long, chief investment officer at Wealthspire, said it's that kind of blockbuster earnings report that continues to power the market higher.</p><p>"If we look at S&P right now, on track for about 20% earnings growth - that's an incredible rate mid-cycle here. And so the markets have really been somewhat melting up, and they've been doing that on fundamentals. Now that's helped them look through the volatility in the Middle East. It's helped them look through an economy that's growing and robust, but maybe not exactly where you would want it to see this level of markets and making new highs. But it's really a story about the fundamentals."</p><p>:: Archive</p><p>Among other movers, shares of Nvidia rose more than 6% after the company unveiled a new chip that puts AI capabilities directly into personal computers. Nvidia CEO Jensen Huang said the chip is the result of a three-year partnership with Microsoft to, quote, "reinvent the PC" for the AI era. Shares of Microsoft added more than 2%.</p><p>Other semiconductor stocks were mixed. Qualcomm tumbled nearly 9% and Intel fell more than 4.5%. But Micron rose about 6.5% and breached the $1,000 mark for the first time.</p><p>:: ServiceNow</p><p>And software stocks rebounded from a heavy sell-off earlier this year on AI disruption fears. ServiceNow climbed more than 9%, while IBM gained about 7.5%.</p></body>

META Valuation Remains Attractive, Says Wolfe
Insider Monkey81d agoneutral
META Valuation Remains Attractive, Says Wolfe

Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 21, Wolfe Research reiterated its Outperform rating on Meta Platforms, Inc. (NASDAQ:META) with a price target of $800, pointing to an attractive valuation despite worries about the company’s capital expenditure levels. Wolfe Research pointed out […]