Morgan Stanley sees under-owned cyclicals gaining if rates, oil and dollar pressures ease.
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Lower crude prices could boost stocks, ease inflation pressure, and restart the rotation disrupted by the Iran conflict.
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertainty about fiscal and monetary policy has tempered enthusiasm, and over the past six months, the industry has pulled back by 1.9%. This drop is a far cry from the S&P 500’s 8.4% ascent.
American Express acquires European restaurant-booking platform TheFork, while Tripadvisor gains flexibility for capital returns and Experiences investments.
Before the heavy-machinery giant surged, its own order book was telling a story most investors weren't hearing.
Fox Corp. agreed to acquire Roku Inc. in a deal valued at about $22 billion including debt, creating a new television juggernaut and marking a big push into ad-supported streaming. The deal will blend Fox's sports, news and entertainment channels, including the free, ad-supported Tubi, with Roku's streaming platform of more than 100 million subscribers, the companies said in a statement Monday. The acquisition will create the third-largest player in the US television market by share of viewing, spanning broadcast, cable, local and streaming, the companies said. "This combination will transform the scope of our company into high-growth verticals and yield a step change in our overall growth profile," Fox Chief Executive Officer Lachlan Murdoch said in the statement. For more on Fox's acquisition of Roku, Bloomberg Intelligence Analyst on US Media, Geetha Ranganathan, joins Paul Sweeney and Scarlet Fu on "Bloomberg Intelligence."
One dominates kidney care with global reach, while the other leads in rehab with faster growth and higher margins. Which business model stands out for 2026?
Compare diversification, cost, and sector exposure as these two small-cap value ETFs take different approaches to long-term growth.
The social media giant's latest results show AI is already strengthening its core advertising business.
Headlines are once again celebrating Uber (NYSE:UBER) for its 50 million Uber One members and a robotaxi roadmap CEO Dara Khosrowshahi calls “a clear path to becoming the largest facilitator of AV trips in the world.” The underlying numbers tell a more complicated story. The Hot Trade Is Quietly Cracking Uber’s Q1 2026 numbers, filed ... Forget Uber: As Macro Volatility Cracks Platform Multiples, This Profitable Digital Fortress Is The Better Buy
Investing.com -- Paychex received an upgrade from Citi, which raised its rating on the human capital management company to Buy from Neutral and increased its price target to $140 from $99, citing improving growth trends, benefits from the Paycor acquisition, and emerging AI-driven opportunities.
DoorDash's market reality hasn't reflected the underlying business this year. That's starting to change. World Cup ads are just the start.
Deal strengthens Salesforce's customer service AI agent platform.
The launch of Cognizant Intelligence Spine is being touted as a game-changer. CTSH stock offers great value if that happens.
Stocks surged Monday on news of a U.S.-Iran ceasefire deal. SpaceX added another $239 billion in market cap for good measure.
Stocks Soar on U.S.-Iran Breakthrough and Falling Oil Prices
US stocks surged to a record high on Monday after the United States and Iran announced a tentative deal to end the conflict in the Middle East and reopen the Strait of Hormuz.
(Updates with index/price moves, macroeconomic data, and political/company news from the first parag
Rocket Lab Gains After Analyst Says Space Industry Selloff Was Overdone
Fox will acquire the streaming and hardware company Roku, continuing the trend of large-scale consolidation in the television and streaming industry.

Scott Melker breaks down how institutional players and corporate giants are aggressively shifting their financial playbooks toward tokenized assets and multi-billion-dollar crypto reserves despite a slump in retail trading volume. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Salesforce Inc. has agreed to buy Fin, a firm that develops artificial intelligence-powered customer agents, for about $3.6 billion as the software company works to win new business for enterprise AI. Fin's flagship product, AI Agent, handles customer queries via chat, email, WhatsApp, text message, phone and Slack. Bloomberg Intelligence Technology Analyst Anurag Rana joined Paul Sweeney and Scarlet Fu on "Bloomberg Intelligence."
The creative software giant is intentionally shifting its strategic focus to chase a large new audience, a pivot that is temporarily pressuring near-term growth metrics, forcing investors to weigh a long-term vision against near-term uncertainty.
Advanced Micro Devices stock jumps Monday. The chip maker has made an acquisition to insulate it from rising memory costs.
In recent days, Fortinet reported stronger-than-expected first-quarter fiscal 2026 results, raised its full-year revenue and billings growth forecasts, and highlighted progress in next-generation products such as new G-Series firewalls and expanded cloud-based detection services in Singapore. At the same time, analyst upgrades, institutional investor interest, and substantial insider share sales have drawn attention to the tension between Fortinet’s operational momentum and questions about...
Quantum Computing stock slumped last year as its tech failed to impress Wall Street, but analysts see a comeback on the horizon.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how data infrastructure stocks fared in Q1, starting with C3.ai (NYSE:AI).
There's a growing belief among analysts that this quantum computing stock has room to run.