Consumer


Beijing Could Focus on the Shopper in the Year of the Horse. Smart Ways to Play It.

There’s a lot to celebrate after big wins in 2025 for the world’s second largest economy.

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Dow 50,000, We Hardly Knew Ye. Why Stocks May Have Peaked for Now.

Dow 50,000 could mark an interim top as AI fears hit new industries and hopes for interest-rate cuts diminish.

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Sphere Arena’s Success Is Sweet for CEO James Dolan

Sphere Entertainment shares jumped 22% after strong fourth-quarter results.

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Applied Materials, Rivian, Moderna, Arista, Fastly, Coinbase, Robinhood, DraftKings, and More Stock Market Movers

Applied Materials shares surged after the semiconductor-equipment maker beat analysts’ quarterly earnings estimates.

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Is DOJ Antitrust Chief’s Departure the Triumph of Lobbyists?

The Live Nation civil suit was brought under the administration of Joe Biden, but carried forward under the Trump administration.

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Why Stocks Are Making Gigantic Moves All Over the Place

The explanation starts with the fact that many industries are undergoing changes, substantially altering their profit outlooks.  

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Stock Market Suffers AI-Inspired Meltdown. The Real World Wins Again.

Wall Street couldn’t make sense of all that was swirling around AI this past week. Getting real was the thing that worked.

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Exxon, Walmart, and 9 Other Stocks That Are Soaring Because Cash Is King Again

Stocks that regularly return profits to shareholders have been seeing prices surge. 

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Crocs Regains Its Footing. Charts Point to More Upside

The stock’s technical indicators are showing multiple constructive developments.

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Norwegian Cruise Line Stock Falls After CEO Change. Why It Got Downgraded.

The cruise operator's shares have underperformed rivals Royal Caribbean and Carnival.

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Expedia Falls, but Airbnb Rises. Why Online Travel Stocks Face a Tough Year.

Shares were moving in different directions after soft margin guidance signaled a difficult year ahead.

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AI Fears Are Spooking Stocks. Why It’s an Overreaction.

Trump revokes environmental regulations, DraftKings plans steep 2026 spending, Berkshire’s new CEO to debut shareholder letter, and more news to start your day.

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Signet Jewelers Stock Shines. Valentine’s Spending Could Add More Sparkle.

Signet’s stock is up 7.1% year to date and 68% over the past year despite industry challenges such as waning demand for diamond jewelry, increased interest in cheaper lab-grown diamonds, and reduced consumption by affluent Chinese consumers.

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America’s Cattle Crisis: a Shrinking Herd, Soaring Beef Prices, and Little Relief in Sight

Steak and hamburgers, American staples, are fast becoming luxury items. Texas ranchers know why.

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AppLovin, Fastly, Micron, Cisco, QuantumScape, Novocure, AST SpaceMobile, and More Stock Market Movers

AppLovin and Cisco slide after reporting earnings while Fastly soars on better-than-expected quarterly profit and solid guidance.

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Want Stocks With AI Immunity? Think HALO

A new subset of stocks is winning the battle over AI supremacy.

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Hasbro Stock Still Has Room to Run

Despite a big gain, the toy company’s earnings show that there may be more strength ahead.

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There’s a new Wall Street battle: The Insurance Agent vs. the AI Superagent

Analysts who follow insurance stocks have defended the brokers as unlikely to lose business to the superagents—at least not soon.

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Magnum Stock Sinks on Debut Earnings. Why Profits Melted for the Ice-Cream Maker.

Magnum stock was falling as investors took stock of its first earnings as an independent company since its separation from Unilever.

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Anheuser-Busch Stock Jumps as Earnings Beat Forecasts. Why the Bud Brewer Can Fizz in 2026.

Anheuser-Busch’s stock was up after fourth quarter earnings beat analyst expectations.

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Crocs Stock Jumps After Earnings. Ugly Shoes Are Still in Style.

The shoe company breezes past quarterly earnings estimates and issues a strong outlook for 2026.

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Market Trends Create New Opportunities for Former Stock Picks: Technical Indicators

Progress Software, Crown Holdings, and OneSpaWorld make up this week’s column.

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Shopify Stock Slumps on Earnings Miss. Software Worries Are Why.

The e-commerce platform reported weaker-than-expected earnings but beat revenue estimates. It announced a $2 billion buyback program.

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Shopify, Moderna, Robinhood, Unity, Vertiv, Generac, Beta Tech, Humana, Micron, and More Stock Market Movers

Robinhood reports weaker-than-expected growth in the fourth quarter while shares in Moderna tumble after the company says the Food and Drug Administration refuses to review a seasonal flu vaccine application.

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Kraft Heinz Is Rethinking a Separation to Focus on Investment

The company suspends plans to divide into two independent companies and issues a dim 2026 forecast.

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