Financials
The Stock Market Is Weaker Than It Looks. Why It’s Still a Buy.
Morgan Stanley is bullish on the S&P 500 over the next year, and likes discretionary goods, healthcare, financials, industrials, and small-caps too.
2 minute read
Intuit Is ‘Executing Well’ on AI Endeavors. The Stock Is Climbing.
Intuit reported better-than-expected fiscal first-quarter financials after the stock market closed on Thursday.
2 minute read
Private-Credit Funds Need More Scrutiny, Fed’s Cook Says
Lisa Cook sees the explosion in private lending as a source of potential vulnerability for the economy.
2 minute read
Intuit Earnings Beat Estimates as Company Leans Into AI Strategy
The maker of TurboTax is looks to boost its growth through artificial intelligence products.
2 minute read
Wells Fargo, Robinhood Top New Rankings for Digital Wealth Management
New J.D. Power rankings of customer satisfaction with financial websites and apps credits top performers with sleek and intuitive designs that didn’t pile on too many features.
3 minute read
LVMH and 11 More Stocks to Ride Europe’s Revival
The continent is back on investors’ maps. Our international roundtable experts sized up the winners.
Long Read
LPL Financial Buys Stake in Private Advisor Group, a $41 Billion Wealth Manager
LPL joins Private Advisor Group’s other backer, Merchant Investment Management, which bought a minority stake in the wealth management company in 2021.
2 minute read
Blue Owl Offered a Way Out to Private Credit Investors. Why It’s a Tough Sell.
Blue Owl’s public fund is trading a discount to its private fund with similar assets.
3 minute read
Klarna Stock Tumbles After First Earnings Report. What Investors Should Know.
Shares of the buy-now, pay-later provider have tumbled since its public trading debut in September.
4 minute read
Wolfspeed and 4 More Stocks That Could Get a Government Boost If Trump Keeps Investing
Buying into stocks that might be next on Washington’s list could be a good way to see gains.
3 minute read
Schwab Joins Fidelity in Restricting Advisors’ Use of Fintech Tools to Gain Access to Clients’ 401(k)s
Advisors like being able to manage their clients’ retirement-plan assets held at their employers’ administrators, but plan administrators say those services pose a security risk.
Long Read
$6 Billion Advisor Team Exits UBS to Launch Its Own RIA
The departure of the team, led by Denis Cleary and Greg Devine, adds to the list of experienced advisors who have left the Swiss Bank this year.
2 minute read
Proxy Advisors Draw Antitrust Scrutiny
Institutional Shareholder Services and Glass, Lewis & Co. are being investigated by the Federal Trade Commission, The Wall Street Journal reported.
3 minute read
Moody’s Upgrades Its Outlook on Banks, but Flags Deregulation as a Risk
The credit ratings firm has a rosier outlook for banks, even as worries about credit quality have grown in recent months.
2 minute read
Charles Schwab Reels in $44 Billion in New Assets Amid Bull Market for Stocks
The company said customers opened 429,000 new brokerage accounts during October, a 30% year-over-year increase.
2 minute read
Don’t Call Them Bets. They’re ‘Prediction Markets’—and Robinhood Is Getting Rich Off Them.
Robinhood has gone from a broken IPO to the top two-year performer in the S&P 500.
Long Read
Stock Markets Are Spooked by Fed Rate-Cut Doubts. It’s Too Early to Panic.
Investors shed risk amid data vacuum, Appaloosa’s Tepper kicks off fund stake disclosures, Disney stumbles, and more news to start your day.
Long Read
Berkshire May Have Sold Apple, Bank of America Stock in Third Quarter
Berkshire Hathaway sold $12 billion of stocks in the quarter.
3 minute read
Morgan Stanley, Chubb, and 4 Other Financial Stocks With Generous Yields
These six stocks offer relatively attractive valuations, nice yields, and dividends that are safe and growing.
Long Read
M&A Is Back and Surging. Why More Deals Are Coming.
The increase could very well extend into the next couple of years, even though buyers have already spent heavily. This has important, and positive, implications for stock investors.
3 minute read
This Pandemic Darling Is Down 40% This Year. Now the Stock Is Rising Sharply.
A report the company is exploring a sale comes as it faces pressure from activist investor Starboard Value.
2 minute read
United Capital, Part of Creative Planning, Acquires $4 Billion Texas Advisory Firm
The purchase of Apexium Financial is United Capital’s second acquisition of the year, and more are in the pipeline.
2 minute read
Pioneering Robo-Advisor Betterment Just Launched DIY Stock Trading. Here's Why.
Investors increasingly don’t want to choose between DIY and financial advice—they want both, according to Betterment CEO Sarah Levy.
3 minute read
Stock Markets Suffer Amnesia Amid Shutdown Breakthrough. The Crucial Issue They’re Forgetting.
Warren Buffett posts final Thanksgiving letter as Berkshire CEO, CoreWeave beats earnings expectations, hopes fade for extended ACA subsidies, and more news to start your day.
Long Read
EToro Stock Rises on Earnings Beat. Brokerage Firm Looks to Add Prediction Markets.
The brokerage firm, which went public in May, is benefiting from a surge in stock and cryptocurrency trading.
3 minute read
