Gold is usually headed higher. The tricky part is how much and how soon.
Long Read
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.
Long Read
Historically, small-cap stocks have soared or slumped. Now, after an unusually long period of underperformance, they’re showing some life.
Long Read
The beverage maker isn’t selling nearly as much beer as it used to. Immigration arrests could be one reason. But there could be others.
Long Read
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.
Long Read
The rally in low-quality names is bound to end in the new year. Here are seven stocks and two ETFs that are attractive plays.
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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.
Long Read
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.
Long Read
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.
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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.
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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.
Long Read
Across the S&P 500, cash payments to shareholders were this derided only once before. It didn’t end gently for investors.
Long Read
Robinhood has gone from a broken IPO to the top two-year performer in the S&P 500.
Long Read
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%.
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Tesla shareholders will vote on Nov. 6 for an unprecedented CEO incentive plan. Here’s what investors should know.
Long Read
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.
Long Read
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.
Long Read
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.
Long Read
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.
Long Read
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.
Long Read
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