The Trader

Since 1950, the last two weeks of December have been the best weeks for stocks on the calendar, averaging a 1.4% return.

Inflation and tariffs have made it near impossible for discount chains to sell many items for $1 or less. It hasn’t mattered.

its fiscal second-quarter earnings provide an opportunity to prove that the company is on a high-growth path with or without OpenAI

“The U.S. is set to remain the world’s growth engine, driven by a resilient economy and an AI-driven supercycle that is fueling record capex and rapid earnings expansion,” writes a J.P. Morgan strategist.

Deutsche Bank analyst David Begleiter reiterated his Buy rating on the shares. His price target is $46

Retailers are getting hit by knockoff products at time when their sales are already suffering.

With third-quarter earnings mostly over, the good news has probably been sold—and investors might start looking to buy again, especially if AI’s big spenders keep spending.

Shares of the PC and server maker have tumbled, but concerns look overblown.

Since the end of October, companies returning relatively large amounts of cash to shareholders through dividends and buybacks have seen their stocks outperform others.

A rocky week for tech stocks ended on a high note. All eyes are on Nvidia next—and then the Fed.

The sneaker maker’s shares jumped 18% after earnings but could still have room to run.

The AI software firm discloses a $250 million deal to acquire another defense-focused AI platform.

Maybe it was an excuse to take profits. Maybe investors realized that Palantir stock was too expensive at 248 times 12-month forward earnings. It’s time for everything else to shine for a while.

The sector is cheaper than it was—but only the shares of some companies are worth buying.

The coffee maker is selling a 60% stake in the business to Boyu Capital.

“The market is entirely too complacent about downside risks,” says one observer. The troubles go beyond a few rough earnings reports.

The growth for Vertex’s Journavax painkiller is just beginning to ramp up, given the potential size of the nonaddictive drug market.

Defensive stocks have been underperforming the market for too long—and they also look reasonably valued. Signs of a comeback are popping up.

The pressure is on top companies to keep reporting earnings that beat Wall Street’s forecasts—and failure to do so could be met with severe consequences.

A surge in cloud-computing earnings—and high-profile investments in AI—should help the company catch up with other tech leaders.

Despite signs of nascent problems in the credit market, the S&P 500 shows it’s as resilient as a ‘cockroach.’

Central banks and private investors have driven demand, with Jamie Dimon suggesting gold could reach $5,000 or $10,000.

Other companies have also been moving to integrate AI with shopping.

Valuations are the big concern. The market’s fundamentals will be on full display this coming week when earnings season kicks off with reports from the big banks.