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Investing.com -- Citi told clients in a note on Friday that investor attention around asset bubbles has moved away from U.S. large-cap benchmarks and toward chipmakers and South Korean stocks.
Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the momentum or set the stage for a painful reset.
Old-school energy companies are joining AI stocks in pushing the S&P 500 to record highs. Refiners Marathon Petroleum and Valero Energy have posted some of the week's biggest gains, rising 20% and 15% respectively through Thursday.
For most of his second term, President Donald Trump has been arguing that the “golden age” he promised for America’s economy is already here. There’s hardly been much evidence that voters agreed.
Alphabet (NASDAQ:GOOG) has generated an extraordinary paper return from its early investment in SpaceX (NASDAQ:SPCX), with its disclosed holding valued at approximately $94 billion at the end of June, more than 100 times the $900 million the Google parent invested in Elon Musk’s space company in 2015. Following SpaceX’s $86 billion initial public offering in June, Alphabet has emerged as the company’s largest individual institutional shareholder by a wide margin, according to a Reuters analysis
Medicare's IRMAA surcharge punishes a single dollar of overage with a full bracket jump and no phase-in, yet some retirees collect six figures annually and never trigger it. The strategy depends on how income is classified, not how much arrives.
Retail investors now follow Nancy Pelosi's stock trades almost as closely as Warren Buffett's, and their reason for doing so reveals something troubling about what they think is actually happening in Washington.
Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.
How much cash should you stash for retirement? Orman has a magic number, and it's higher than you think.
Coeur Mining (NYSE:CDE) just delivered the biggest quarter in its history on August 6. Quarterly revenue crossed $1 billion for the first time, powered by the first full quarter of contributions from the newly acquired New Afton and Rainy River mines. Free cash flow hit a record, the cash balance topped $1 billion, and the […]
Builders FirstSource has considerably underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day.
Aug 14 () - Global equity funds attracted inflows for a 12th consecutive week through August 12, buoyed by optimism over a strong earnings season and data showing weaker-than-expected U. payroll growth and easing inflation, which tempered expectations of a Federal Reserve rate hike.
The partnership is expanding beyond the initial market of Zagreb, Croatia to four additional European cities.
Recent developments in global electric vehicle (EV) adoption suggest a rapid increase due to ongoing energy volatility. According to Wood Mackenzie, three key factors could significantly elevate EV sales: enhanced government investments in the EV supply chain, rising fuel prices prompting consumer shifts to EVs, and faster-than-expected technological advancements. Under a scenario they describe as "electric shock," these factors could reduce global oil demand and influence major markets, with...
Wall Street closed higher on Thursday as softer July PPI data reduced expectations of a September Fed rate hike.
Phillips 66 has notably outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.
Both earnings growth and the “surprise ratio,” the share of companies exceeding analyst expectations, are near historic highs. What’s more important is how many companies are upbeat about the future. Luckily, analysts at Bespoke Investment Group keep track of such things.
Two years after going public, social-media platform Reddit is joining the S&P 500. It will replace AvalonBay Communities, a real-estate investment trust that is being bought by fellow S&P 500 member Equity Residential, creating a vacancy in the index. Reddit will take AvalonBay's spot before trading opens on Aug. 18, S&P Dow Jones Indices said after Thursday's close.
JPMorgan Chase (NYSE:JPM) reportedly ended its banking relationship with Polymarket in late 2025 over regulatory concerns, highlighting the challenges prediction-market companies face as the industry rapidly expands in the U.S. Polymarket was asked by JPMorgan in October to seek a...
Archer's falling share price and improved business make its risk-reward balance more attractive.
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
Lowe's has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
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