Bloom Energy currently trades at $205.07 and has been a dream stock for shareholders. It’s returned 912% since July 2021, blowing past the S&P 500’s 77.6% gain. The company has also beaten the index over the past six months as its stock price is up 35.1% thanks to its solid quarterly results.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
Meritage Homes has been treading water for the past six months, recording a small return of 3.8% while holding steady at $77.46. The stock also fell short of the S&P 500’s 11.4% gain during that period.
Over the past six months, Avery Dennison’s shares (currently trading at $163.83) have posted a disappointing 10.1% loss, well below the S&P 500’s 11.4% gain. This might have investors contemplating their next move.
Hims & Hers Health trades at $33.39 per share and has stayed right on track with the overall market, gaining 9.6% over the last six months. At the same time, the S&P 500 has returned 11.4%.
BioMarin Pharmaceutical trades at $59.99 per share and has stayed right on track with the overall market, gaining 6.5% over the last six months. At the same time, the S&P 500 has returned 11.4%.
The company is letting its Big Tech peers pony up for research and development and then is ready to swoop in to grab the best models when the dust settles.
The New York Times has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.2% to $76.73 per share while the index has gained 11.4%.
Fortrea trades at $17.93 and has moved in lockstep with the market. Its shares have returned 13.3% over the last six months while the S&P 500 has gained 11.4%.
The bull market is still alive.
Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.
A virtually unknown megacap ETF has spent a decade quietly outperforming the S&P 500, yet most growth investors have never put it on their radar. Before you dismiss it as just another large-cap fund, consider what its extreme concentration actually reveals about where the market's real power is hiding.
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
FEATURE The car market is decidedly mid right now. It isn’t great, but it’s stable; U.S. investors seem OK with that. On Friday, airbag and safety-component supplier Autoliv reported weaker-than-expected second-quarter earnings.
B. Riley analyst Mike Crawford upgraded AST SpaceMobile stock to Buy from Hold. His price target remained at $85 per share.
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Three and a half years of rate hikes, inflation scares, and recession warnings failed to stop this rally, and Goldman Sachs just revealed exactly where it stands against nearly a century of bull market history.
The biggest problems aren’t caused by what you don’t know, but what, as Mark Twain put it, “you know for sure that just ain’t so.” It’s there in the major indexes, where S&P 500 futures were down 0.9% in early Friday trading, while Nasdaq Composite futures were off 1.9%, and nearing correction territory. Chip stocks were supposed toe be unstoppable, driven by shortages and insatiable demand for artificial intelligence.
Chuck Robbins inherited a hardware dinosaur that Wall Street wrote off as dead money, then spent a decade quietly rewriting Cisco's future around software, security, and AI. Whether the payoff justifies the wait depends entirely on what happened to patient shareholders.
Investing.com - U.S. stock index futures fell sharply on Friday, pointing to a second straight day of losses on Wall Street as investors continued to reassess lofty technology valuations following a string of disappointing corporate updates tied to artificial intelligence spending.