Streetwise


Quarterly or No? How to Argue About the Frequency of Financial Reports.

President Trump wants companies to move from quarterly to semiannual reporting. There are debating points to be made on each side, and a possible compromise. But don’t expect anything to change.

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Bitcoin Is Hot, Gold Is Hotter. How These Worlds Collide.

J.P. Morgan analysts offer some thoughts on the deep and seemingly self-reinforcing connections between crypto and the yellow metal.

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The Market Is Pricey. Dividends Can Provide a Cushion in a Pullback.

ETFs that focus on dividends come in many flavors, whether focusing on high yields, the potential for quick payout growth, or other strategies. Here are some of their top stocks.

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Verizon Stock Has Been a Telecom Laggard. Why That Is Changing.

Like the storyline of “Trading Places,” Verizon has fallen and AT&T has shot ahead.

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Tariffs Have Rocked e.l.f. Beauty Shares. But the Fundamentals Still Look Alluring.

The discount seller of cosmetics has taken on the prestige brands and, with online marketing and product development, won. Why the growth should continue.

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Yeti Might Be Out of the Woods After a Drinkware Spill

Yeti shares soared after our 2019 bullish article, then backtracked. New products can keep the company on Wall Street’s radar.

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Garbage Stocks Have Hit a Soft Spot. That Smells Like an Opportunity.

Waste haulers, known for steady cash flow, are about to benefit from a landfill shortage. Yet they’re less expensive than usual.

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Eli Lilly Has Seized the Lead in Anti-Obesity Drugs. Next Up: a Pill.

The drugmaker has become a clear winner with its weight-loss drugs. Now, with a pill under development, the company should see earnings gains through the end of the decade.

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Investors in Virtual Farming Are Raking In Real Money

The Grow a Garden videogame is generating an estimated $20 million a month for its owners, which include a 16-year-old who spent a week making the game.

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Dining Stocks Have Been Failing. How These Survivors Are Racking Up the Returns.

Bankruptcies have left the casual dining scene to a group of best-of-breed companies, from Brinker International’s Chili’s to Texas Roadhouse, Darden Restaurants, and maybe even Starbucks. A warning: anti-obesity drugs aren’t going away.

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Humanoid Robots Have Come a Long Way

What investors and consumers need to know about a fast-growing industry that will top trillions of dollars in sales. Nvidia, Tesla, and Alphabet should benefit.

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Broadcom Has Become a Top Tech Stock. AI Is Driving Its Growth.

The company has climbed to No. 7 in market value and is just behind Nvidia in AI chips. The source of its growth? Leading-edge AI chips for specific applications.

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Small-Cap Stocks Are Underloved and Cheap. Why Their Time May Be Coming.

Small-caps have underperformed large-caps for 12 years now, which means they’re very cheap and, as BofA notes, good in a stagflation economy and may even profit from artificial intelligence.

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CoreWeave Is Building an AI Cloud Empire. The Stock Is a Puzzle.

CoreWeave had the biggest IPO in four years, backed by the likes of Nvidia and Microsoft. The company is burning cash and building infrastructure, which has Wall Street baffled.

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Rattled by Deficits and Inflation? Think Short-Term and High-Yield.

BlackRock manager Russ Brownback is broadly bullish, suggests avoiding long-duration bonds, and believes the junk market is healthy. He sees a golden age for income.

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Fair Isaac Stock Is a Credit-Scoring Star

Some 90% of U.S. lenders, and credit-reporting firms Equifax, Experian, and TransUnion, rely on Fair Isaac’s FICO credit scores.

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Stocks Are Up and Tariffs Haven’t Inflicted Much Pain. Why That Won’t Last.

Welcome to tariff purgatory, a deceptive calm between the panic of Liberation Day and whatever comes next.

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Disney Is Back on Top With Strong Earnings and Plans for Abu Dhabi Park

Walt Disney stock jumped 11% to just over $102 on Wednesday after it announced plans for a new theme park in Abu Dhabi.

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Disney Stock Got Dwarfed By Netflix. What Investors Want to See on Earnings Day

The entertainment giant faces hurdles as movies like Snow White sputter, but theme parks are a bright spot.

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How to Save $4 Trillion in Tax Cuts? Fake It.

Behold the explosive gimmickry of budget reconciliation.

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How Bearish Should a Bear Case Be?

Even bullish stock investors should prepare for occasional blowups. Wall Street’s downside predictions aren’t gloomy enough.

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Southwest Is Acting More Like its Legacy Airline Competitors

The Texas-based carrier is adding baggage fees and attempting a turnaround just as the industry appears headed for a slump.

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