Most of the fixed-income returns that are tracked on a weekly basis by this blog, ended higher on the week, despite all the chatter around Kevin Warsh and the latest Fed meeting. There just seems to be an undue amount of bearishness (i.e. higher bond yields and lower prices) discounted in Treasuries, and high-grade corporates, ...
PVH Corp. PVH is trying to turn brand momentum into steadier profitability as apparel demand stays uneven. The company’s latest quarter showed progress in direct-to-consumer channels, digital commerce and inventory control. The stock’s next move may depend on whether those gains can offset tariff pressure, weaker wholesale trends and softer demand in Europe, the Middle ...
Key Points Tesla (NASDAQ: TSLA) went public in 2010. One of the company’s missions (though by no means the only one) was to revolutionize the auto industry. The electric vehicle (EV) maker has had tremendous success in that department. It has helped make EVs more mainstream, pioneered a vertically integrated model that some competitors in ...
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Accenture plc (Symbol: ACN), where a total volume of 55,450 contracts has been traded thus far today, a contract volume which is representative of approximately 5.5 million underlying shares (given that every 1 contract represents 100 underlying ...
A story from the Australian bush holds a big lesson for investors looking for the next wave of AI winners. Listen to the audio version of this article (generated by AI). Editor’s Note: Today’s guest essayist, Joe Austin, spent four decades on Wall Street as a tech-sector research analyst, a senior portfolio manager overseeing more ...
Key Points Marvell Technology has high revenue growth and optimistic guidance that suggests it has the potential to become a $1 trillion company. New product upgrades highlight its efforts to gain ground on competitors and boost its market share. There are other candidates that are likely to hit $1 trillion sooner than Marvell Technology. 10 ...
Listen to the audio version of this article (generated by AI). Tom Yeung here. Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, smaller AI companies can do even better in relative terms. To investors, that’s all that matters. So, for this Sunday Digest, I’d like to leave it ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors are focused on the AI names everyone already knows.Joe Austin — tech-sector research analyst, senior portfolio manager overseeing more than $10 billion in assets, and coverage analyst for a $5 billion hedge fund — is focused on the ones most ...
Key Points S&P 500 ETFs are famous for their long-term consistency and stability. However, an increasing tilt toward tech stocks has increased its volatility risk. There are a couple of moves investors can make right now to protect their portfolios. 10 stocks we like better than Vanguard S&P 500 ETF › The Vanguard S&P 500 ...
Key Points Buying good growth stocks at reasonable prices can help set you up for some tremendous gains later on. It can be a great idea to invest in many of them, since it’s not always obvious which stock may surge in value. Nvidia, for example, was a top tech company a decade ago, but ...
