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Investors Favour Trex Company’s (TREX) “Sustainable Brand Leader” Status
Insider Monkey92d agoneutral
Investors Favour Trex Company’s (TREX) “Sustainable Brand Leader” Status

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

Analysts Upgrade DexCom (DXCM) to “Outperform,” Driving Share Recovery
Insider Monkey92d agobullish
Analysts Upgrade DexCom (DXCM) to “Outperform,” Driving Share Recovery

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

Investing.com92d agoneutral
UBS lifts S&P 500 target on resilient growth and AI tailwinds

Investing.com -- UBS revealed in a note on Friday that it has raised its S&P 500 year-end price target to 7,900 from 7,500 and introduced a June 2027 target of 8,200, citing resilient consumer spending, strong first-quarter earnings and surging demand for artificial intelligence infrastructure.

When 2022 Tore Through the S&P 500, This Healthcare ETF Barely Flinched. Why Isn’t It in More Retirement Accounts?
24/7 Wall St.92d agoneutral
When 2022 Tore Through the S&P 500, This Healthcare ETF Barely Flinched. Why Isn’t It in More Retirement Accounts?

A lot of investors tend to think about the S&P 500 index as one giant monolith, but I think it becomes much more interesting once you break it down into its component sectors: technology, healthcare, financials, consumer discretionary, communication services, industrials, consumer staples, energy, utilities, materials, and real estate. Out of these 11 sectors, three ... When 2022 Tore Through the S&P 500, This Healthcare ETF Barely Flinched. Why Isn’t It in More Retirement Accounts?

Workday shares jump as AI demand eases investor concerns
Reuters92d agobullish
Workday shares jump as AI demand eases investor concerns

Workday shares jumped nearly 12% premarket on Friday after the enterprise software maker ‌beat first-quarter revenue and profit estimates, easing concerns ‌that AI rivals such as Anthropic could rapidly disrupt demand for ​traditional software vendors. Subscription revenue at the Pleasanton, California-based company jumped 14.3% to $2.35 billion, with net new business driving 40% of that growth, according to Chief Commercial Officer ‌Rob Enslin. Workday, however, retained ⁠its annual subscription revenue forecast.

UBS Global Wealth Management lifts S&P 500 target on strong consumer spending, AI demand
Reuters92d agoneutral
UBS Global Wealth Management lifts S&P 500 target on strong consumer spending, AI demand

UBS Global Wealth ‌Management raised its ‌2026 year-end target for ​the S&P 500 to 7,900 from 7,500 previously, citing ‌resilient ⁠consumer spending and seemingly insatiable ⁠demand for data center infrastructure. In ​a note ​dated ​May 21, ‌the brokerage said U.S. stocks have hit new highs despite ongoing uncertainty ‌over Middle ​East energy ​flows, ​driven by ‌hopes of an ​end ​to the conflict, strong first-quarter ​earnings, ‌and AI momentum. (Reporting ​by Akriti Shah ​in Bengaluru)

Victoria's Secret (VSCO): Buy, Sell, or Hold Post Q4 Earnings?
StockStory92d agoneutral
Victoria's Secret (VSCO): Buy, Sell, or Hold Post Q4 Earnings?

Victoria's Secret’s 32.2% return over the past six months has outpaced the S&P 500 by 19%, and its stock price has climbed to $44.69 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.