Magazine

The Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders.

The Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders.

A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.

Walmart and 5 More Consumer Stocks to Buy After a Solid Retail Earnings Season

Walmart and 5 More Consumer Stocks to Buy After a Solid Retail Earnings Season

Walmart and Target are among the retailers that should be capable of finding their niche in an ever-shifting consumer landscape. 

4 minute read

This Oilfield-Services Stock Is Just Getting Started

This Oilfield-Services Stock Is Just Getting Started

SLB—an “AI factory for energy”—will also benefit from post–Iran war infrastructure spending.

Long Read

Farming Has a Tough Row to Hoe. This Analyst Still Likes Corteva and a Tech Provider.

Farming Has a Tough Row to Hoe. This Analyst Still Likes Corteva and a Tech Provider.

Government policies, geopolitics, and innovation are reshaping agricultural-related companies. These stocks are weathering the storm.

Long Read

Has Nike Stock Lost Its Superpower?

Has Nike Stock Lost Its Superpower?

The stock’s bulls say margins will revert to normal once the sneaker maker regains its footing. But what if its superpower is gone for good?

Long Read

Private Credit Really Is More Than Loans to Leveraged Buyouts

Private Credit Really Is More Than Loans to Leveraged Buyouts

Investors are worried about loans that private-credit funds have made to fund buyouts, but the funds do a lot more than that.

Long Read

How AI Could Kill Charles Schwab and the Brokerage Industry’s Cash Cow

How AI Could Kill Charles Schwab and the Brokerage Industry’s Cash Cow

Shares of Charles Schwab and other firms have swooned on concerns that AI tools could erode the profit they derive from cash that clients hold in so-called sweep accounts.

Long Read


Green Energy Demand Is Recharging European Utilities. 4 Stocks to Consider.

Europe is overhauling an aging grid to absorb renewable-generation capacity that now provides nearly half of the European Union’s electricity.

3 minute read

Trump’s Middle East Peace Dream Won’t Solve the Iran Mess He Made

Comprehensive peace in the region will happen eventually, but Trump’s unforced errors in Iran have delayed it, writes Brian Katulis.

4 minute read

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