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Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]
Stock markets were mixed while oil prices fell again on Friday on investor optimism that the United States and Iran would reach a deal to extend their ceasefire.But by Thursday evening, negotiators had edged towards a deal to extend their fragile ceasefire for 60 days, pending approval from President Donald Trump, US sources told AFP. The reports sent the S&P 500 index to another record high on Thursday, and Wall Street indices gained further at the open on Friday.
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]
Stocks were on pace to end May at record levels after Dell Technologies joined a crowded field of earnings season winners. The Nasdaq was up 0.1%. The Nasdaq entered the day on pace for its best two-month period since November 2002.
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]
AI Frenzy Drives Explosive S&P 500 Earnings Growth, Citi Says
A big move in Ford's stock.
A big move in Ford's stock.
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]
Hayden Capital, an investment management firm, released its first-quarter 2026 investment letter. A copy of the letter is available to download here. The portfolio faced difficulties in the first quarter due to concerns about AI disruption and the ongoing conflict in Iran. Companies that are either digitally vulnerable or economically sensitive have been the most […]
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested ... Why Berkshire Hathaway Is Now My Favorite Stock for 2026 and Beyond
Autodesk agrees to buy maintenance and operations software maker MaintainX in a $3.6 billion all-cash deal.
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 17% gain for the industry over the past six months - 6.7 percentage points higher than the S&P 500.
Analysts are getting a much better idea of what 2026 S&P 500 profit will look like. And it's a whole lot brighter for some companies.
Deutsche Bank chief global strategist Binky Chadha joins Yahoo Finance to explain how mega initial public offerings (IPOs) from Anthropic (ANTH.PVT), SpaceX (SPAX.PVT), and OpenAI (OPAI.PVT) could affect the broader markets (^DJI, ^GSPC, ^IXIC).
US equity futures edged higher pre-bell Friday as traders monitored developments on the peace negoti
Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla launched a robo-taxi business in Austin, Texas, in June.
Personal health and wellness is one of the many secular tailwinds for healthcare companies. But financial performance has lagged recently as players offloaded surplus COVID inventories in 2023 and 2024, a headwind for overall demand. The result? Over the past six months, the industry’s 4.1% return has trailed the S&P 500 by 6.2 percentage points.
The S&P 500, driven by tech stocks, is on pace to power more than 5% higher this month, marking one of the best performances in May since the 1950s.
Wall Street futures pointed modestly higher pre-bell Friday following media reports that Tehran and
With an analyst consensus upside of 52.3%, CRISPR Therapeutics AG (NASDAQ:CRSP) ranks among the under-the-radar stocks with massive upside for 2026. As CASGEVY reinforced confidence in the company’s long-term growth outlook, CRISPR Therapeutics AG (NASDAQ:CRSP) received fresh support from Wall Street. On May 13, 2026, Bernstein raised its price target on CRISPR Therapeutics AG (NASDAQ:CRSP) […]
There might be vindication for the bulls on the horizon.
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