Teresa Rivas

Teresa Rivas

Senior Writer

LATEST ARTICLES

Vertiv and 6 More Stocks to Play the ‘Physical AI’ Boom

Vertiv and 6 More Stocks to Play the ‘Physical AI’ Boom

The AI buildout is going strong., but the future is murky. A Mizuno analyst has identified seven stocks, including Honeywell International, to play what’s going on right now.

4 minute read

Nike Heads Into Earnings With Low Bar to Clear

Nike Heads Into Earnings With Low Bar to Clear

A pandemic winner, Nike couldn’t hold on to its gains and now trade at just a fraction of its 2021 highs.

2 minute read

From AI to Bargains, There Are Reasons Not to Give Up on Retail Stocks

From AI to Bargains, There Are Reasons Not to Give Up on Retail Stocks

Bernstein analyst Zhihan Ma said her top picks for the second quarter are those that cater to bargain hunters.

3 minute read

Airline Earnings Are Set for Takeoff. The Stocks May Get Left Behind.

Airline Earnings Are Set for Takeoff. The Stocks May Get Left Behind.

Delta Air Lines will kick off second-quarter earnings season for major airlines on July 10, and things have been looking up for the group

3 minute read

Casey’s Stock Slips on Strategy Update. It Still Looks Enticing.

Casey’s Stock Slips on Strategy Update. It Still Looks Enticing.

Casey’s stock has dipped after the company’s investor day, but its multiple lines of business and expansion position it to grow earnings.

2 minute read

Retailers Are Getting Billions in Tariff Refunds. Will It Save the Stocks?

Retailers Are Getting Billions in Tariff Refunds. Will It Save the Stocks?

While it appears that some companies have already started receiving refunds, knowing exactly how this will impact retailers is tricky.

3 minute read

Ross Stores Defies the Age of E-Commerce. The Stock Has More Room to Rally.

Ross Stores Defies the Age of E-Commerce. The Stock Has More Room to Rally.

The company’s value-based model resonates with inflation-weary consumers up and down the income ladder—no digital sales required. 

Long Read

Nike’s New CFO Won’t Speed Up Its Turnaround

Nike’s New CFO Won’t Speed Up Its Turnaround

Nike named Pfizer’s former CFO David Denton as finance chief and reaffirmed guidance, but clearer evidence that the turnaround is working may still be several quarters away.

3 minute read

Tech Stocks Are Tumbling on Renewed Fears of Cheap Chinese AI

Tech Stocks Are Tumbling on Renewed Fears of Cheap Chinese AI

Cheaper Chinese AI could stimulate demand, which would be good for hardware and equipment makers, and data centers, says Gavekal Research analyst Will Denyer.

3 minute read

Target’s Turnaround Wins Another Wall Street Backer

Target’s Turnaround Wins Another Wall Street Backer

Target shares rose after Wolfe Research upgraded the stock, citing improving store conditions, stronger customer traffic, and growing confidence in the retailer’s turnaround efforts.

2 minute read

Review & Preview: Moody Monday

Review & Preview: Moody Monday

Tech stocks dragged on markets but small caps were a bright spot.

4 minute read

Why Consumers Are Still Spending: Less Debt, More Stocks

Why Consumers Are Still Spending: Less Debt, More Stocks

Lower debt burdens and rising stock holdings are helping support consumer spending, even as investors remain skeptical about the health of the U.S. consumer.

3 minute read

Tapestry’s Joanne Crevoiserat Built ‘Brand Love’ at Coach, and a Fan Club on Wall Street

Tapestry’s Joanne Crevoiserat Built ‘Brand Love’ at Coach, and a Fan Club on Wall Street

Coach is bagging hefty profits under retail veteran Crevoiserat as younger customers rediscover its craftsmanship.

1 minute read

Ernie Herrman Made TJX a Shopping Destination. Now He’s Taking It Global.

Ernie Herrman Made TJX a Shopping Destination. Now He’s Taking It Global.

The off-price retailer has scored in the U.S., and boasts record earnings and rising same-store sales. Management is betting that the rest of the world loves bargains, too.

1 minute read

Casey’s Recent Inclusion in the S&P 500 Is a Vote of Confidence in Its CEO

Casey’s Recent Inclusion in the S&P 500 Is a Vote of Confidence in Its CEO

Darren Rebelez wants to win in fuel, convenience, and food at Casey’s General Stores.

1 minute read

Living Longer Is Big Business. These Stocks Will Benefit.

Living Longer Is Big Business. These Stocks Will Benefit.

TD Cowen analysts estimate that the total addressable market for longevity healthcare exceeds $250 billion.

2 minute read

Review & Preview: Blame It on the Fed

Review & Preview: Blame It on the Fed

All three indexes fell on fears the Fed will hike interest rates later this year.

3 minute read

Tech Stocks Are Cheap? That’s a Problem Too.

Tech Stocks Are Cheap? That’s a Problem Too.

Relatively modest multiples on big artificial intelligence winners show that even AI enthusiasm has its limits.

3 minute read

Why High Volatility Should Worry Investors

Why High Volatility Should Worry Investors

Market volatility is worrying for Stifel Equity Market Strategist Thomas Carroll, because it could be indicative of a bull market top.

2 minute read

Latest Credit Card Data Is Good News for Consumer Stocks. Retail Therapy Is Alive and Well.

Latest Credit Card Data Is Good News for Consumer Stocks. Retail Therapy Is Alive and Well.

Data from Bank of America show that despite all the pressures heaped on consumers after years of inflation, they’re still spending on a variety of things, not just essentials. 

4 minute read

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