Streetwise

We look at investment opportunities in U.S. air travel, both in airlines and in aircraft manufacturers and suppliers.

Car stocks are taking a drubbing as oil prices soar. But it’s too soon to count them out.

UBS calls the contrast between its rapturous Nvidia earnings estimates and the stock’s discount valuation “seemingly unsustainable.”

It can seem like a nothing-to-buy market. But there are solid stocks out there. We find six of them, from pizza to jelly to oil and car parts.

Suddenly, tech stocks are struggling and a variety of out-of-favor sectors--value, small-caps, overseas, dividends, manufacturing—are hot. Why trying to do everything at once is so difficult.

Deutsche Bank scored its Buy-rated software stocks on “barriers to exit” for customers and “the ability to adapt to the gen-AI era.”

Bob Iger succeeded at Disney in the golden age of cable. His successor, a theme park veteran, struggled from cable’s decline, Covid, and the rise of streaming. Now the stock is relatively cheap, and Splash Mountain has taken over the income statement and the company.

Some 68% of gold’s price movement over the past year is explained by U.S. policy shifts.

AbbVie extended the patent life on Humira for years, enough time to more than replace the sales. Now Merck and Bristol Myers Squibb face similar patent cliffs.

Historically, small-cap stocks have soared or slumped. Now, after an unusually long period of underperformance, they’re showing some life.

The company had long bucked an industry slump with splashy growth, but lately it has been slipping.

The big three memory makers have long suffered from booms and busts. Now they’re recipients of one of the biggest surges in demand yet. Wall Street thinks they have room to run.

Record gold and silver prices got all the publicity, but metals across the board, from uranium to copper to cobalt, took off this year and look likely to climb next year, too. Here’s why.

The growth potential of the weight-loss market could explode with advances, notably GLP-1 pills, and broader insurance coverage. That should change both health outcomes and the way Americas buy and consume food.

GE Vernova manufactures turbines, which excited no one when the spinoffs were announced. But now the company is up some 400% making house-size turbines to power data centers.

A K economy features two large groups, one rising, the other falling. One reason for that development is a small number of tech behemoths hungrily eyeing one another’s addressable markets.

Amazon is pouring colossal amounts of money into delivery, robots, and artificial intelligence. In the near term, the company expects to boost its holiday market share. In the longer term, it’ll be the recipient of a torrent of free cash flow.

Across the S&P 500, cash payments to shareholders were this derided only once before. It didn’t end gently for investors.

Robinhood has gone from a broken IPO to the top two-year performer in the S&P 500.

Investors mostly accepted the enormous AI-related capital spending from Big Tech, whose earnings are up 29%, mostly through spending with one another. The rest of the S&P 500 is up 5%.

Tesla shareholders will vote on Nov. 6 for an unprecedented CEO incentive plan. Here’s what investors should know.

BofA’s Matthew DeYoe explains why bargain hunters should be wary of giant dividends and stay “downstream” for now. Plus, the payoff from AI spending.

Time to pull back from stocks? That would increase the risk that your fully invested neighbor does better than you because you sold too soon.

Call them the Suspicious 8—the small number of S&P 500 companies with dividend yields over 6%. While they throw off lots of cash, there may be better long-term strategies.

If data-center investments were to decline suddenly by 20%, S&P 500 earnings estimates would take only a 3% to 4% hit, Barclays reckons.