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Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Still, investors are uneasy as banks face challenges from credit quality concerns and potential regulatory changes. These doubts have certainly contributed to banking stocks’ recent underperformance - over the past six months, the industry’s 6.5% gain has fallen behind the S&P 500’s 8.3% rise.

First Solar leads the S&P 500. Wall Street might be betting an upcoming government tariff decision will support the solar company’s business.

The stock's yield is more than six times the S&P 500 average.

Both had similar issues, but one is much easier to justify because of its business direction.

Wall Street jumps as oil tumbles 5% and Treasury yields retreat

Throughout the market rotations and volatility of 2026, one group of stocks has been crushing the S&P 500 this year.

Visa’s latest deal could signal a new era in fighting digital scams as artificial intelligence-enabled fraud spreads. The payments giant plans to buy BioCatch, a provider of fraud intelligence technology, for $2.4 billion in cash. Visa said the addition of BioCatch will complement its current security efforts and help clients better protect themselves and their customers from the growing threat of account takeovers, scams, money mules, and application fraud.

US equity indexes rose after midday Monday amid strong gains in communications services, while a sli

(Updates with latest market prices and developments.) US stocks climbed intraday as oil prices fe

Could Chinese memory chips crush Micron's pricing power?

Oil prices just fell off a cliff, and stocks are loving it. Here's what changed over the weekend, and what it means for the AI trade.

A broad rally has taken a hold of Wall Street, and the stock market is on track to set some record highs. New records were within reach for the Dow Jones Industrial Average and S&P 500. The Dow was up 0.9%, or 474 points, at 52,963.99.

Forget the tech slump: stocks are cheap, and earnings are soaring. It’s the cheapest time to buy in more than a year.

Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.

MakeMyTrip beat Wall Street's Q1 earnings target, but that's not the only reason the stock is rising today.

A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

S&P 500 companies' second-quarter earnings growth has eased from a week ago as a sharp slowdown in p

August could favor banks, Big Tech, cash-like bonds and value ETFs as higher yields, AI spending and inflation shape market trends.

Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.

NZAC includes emerging markets and applies strict climate screens, while URTH focuses on developed-market stocks.

CNH just served up a quarterly report that has given investors a lot to be excited about.

Monday, CNH announced earnings per share of 13 cents from sales of $4.8 billion. Wall Street was looking for 10 cents and $4.8 billion, respectively.

A near-in-line quarter came with a step change in cloud profitability and a bigger cash bill to fund it.

In a new Substack note, Burry stated that market declines are now more severe but recover faster, creating volatility patterns that differ from historical behavior.

1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]

Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.

1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]

Good to see a more rational set of valuations on the biggest companies.

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.