We recommend a market-weight position in the . It is down 3.8% ytd, the worst among all 11 sectors, and remains one of the clear laggards of the bull market that began in October 2022 (chart). That underperformance has created selective opportunities. The aggregate sector still lacks a near-term earnings catalyst, carries the second-lowest forward ...
Key Points Netflix has lost out on deals recently. The lost deals highlight the increasingly competitive nature of its business. The company’s valuation in the recent past likely also played a role in its decline. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) executed a 10-for-1 stock split after the trading session ...
A quiet start to the week with only the () suggesting it could be on the move (higher). Monday’s action registered as a breakout, albeit on low volume, but with technicals net positive. The Russell 2000 has been outperforming the since the start of June, so it has the interest of market participants and is ...
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let’s see ...
Listen to the audio version of this article (generated by AI). The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is likely losing money now… how to benefit from a Wall Street “time machine” Nvidia (NVDA) CEO, Jensen Huang didn’t ...
Amazon () shares are falling again, and the move looks less like a one-day shock than the latest step in a broader reassessment. The business is still growing, but investors are increasingly skeptical about how much it will cost to keep that growth going. The immediate backdrop is Prime Day, which begins this week and ...
U.S. legacy automaker Ford F is up more than 45% over the past year, outpacing the industry’s 37% gain over the same period. While the stock has underperformed its closest peer, General Motors GM, it has handily outperformed Stellantis STLA, which witnessed its shares decline 30% over the same timeframe. 1-Year Price Performance Comparison Image Source: ...
Listen to the audio version of this article (generated by AI). Space Exploration Technologies Corp.’s (SPCX) IPO was supposed to be a win for the entire space sector. It didn’t work out that way. To Elon Musk’s credit, the IPO brought the space industry into the spotlight. Initially, the hype drove space stocks higher as ...
Here’s the setup most investors are underrating right now. Over the next two weeks, the tape will trade on plumbing rather than fundamentals. We just cleared the largest options expiration in history. Quarter-end pension selling comes next, and then July 1 reopens the passive-money firehose into a market that already routes forty cents of every ...
Key Points The countdown has begun. But not to SpaceX’s next rocket launch. Instead, investors are counting the minutes until the Elon Musk-led company’s initial public offering. Why is the offering attracting so much attention? Its size is one reason. SpaceX, aiming for a valuation of more than $1.7 trillion, is on track for the ...
