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
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
Bernstein analyst Zhihan Ma said her top picks for the second quarter are those that cater to bargain hunters.
3 minute read
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 has dipped after the company’s investor day, but its multiple lines of business and expansion position it to grow earnings.
2 minute read
While it appears that some companies have already started receiving refunds, knowing exactly how this will impact retailers is tricky.
3 minute read
The company’s value-based model resonates with inflation-weary consumers up and down the income ladder—no digital sales required.
Long Read
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
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 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
Tech stocks dragged on markets but small caps were a bright spot.
4 minute read
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
Coach is bagging hefty profits under retail veteran Crevoiserat as younger customers rediscover its craftsmanship.
1 minute read
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
Darren Rebelez wants to win in fuel, convenience, and food at Casey’s General Stores.
1 minute read
TD Cowen analysts estimate that the total addressable market for longevity healthcare exceeds $250 billion.
2 minute read
All three indexes fell on fears the Fed will hike interest rates later this year.
3 minute read
Relatively modest multiples on big artificial intelligence winners show that even AI enthusiasm has its limits.
3 minute read
Market volatility is worrying for Stifel Equity Market Strategist Thomas Carroll, because it could be indicative of a bull market top.
2 minute read
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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