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2 mins read

Forget Nvidia: The best-performing S&P 500 stock this year is a utility you've probably never heard of

"Nuclear plants' year-round, low-cost, emissions-free power matches well with data centers' constan…

Matthew Fox   


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The rise of AI means the latest rally in utility stocks isn't the warning for investors it once was

"We are forecasting unprecedented growth in power demand from advanced manufacturing projects acros…

Matthew Fox   


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4 mins read

Laila Maidan   


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2 mins read

Domestic passenger vehicle wholesales dips 2.5% at 3,41,510 units in July: SIAM

The sales were impacted by high base effect as well as companies reducing vehicle dispatches to dea…

PTI   


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The stock market is headed for a 10% correction as the job market slows and inflation stays sticky, Stifel stock chief says

Interest rates are unlikely to tread below 3% without an economic slowdown, Stifel's chief stock st…

Jennifer Sor   


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A warning signal in the economy is telling investors they should load up on defensive stocks, research firm says

A measure of how much money is flowing through the economy has been contracting for more than a yea…

Jennifer Sor   


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Nuclear power stocks are soaring amid an AI energy push. Here are 7 names to watch.

The best-performing nuclear stock has soared 481% so far this year as mega-cap tech companies strik…

Matthew Fox   


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2 mins read

Financial stocks are still being woefully underappreciated by investors, Morgan Stanley says

Investors haven't yet readjusted their portfolios to reflect strong US macro data, creating an oppo…

Filip De Mott   


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Utility bills are getting cheaper, but AI could spoil the party

The rise of Ai requires power-draining infrastructure. The buildout could add to utility costs for …

Filip De Mott   


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1 min read

Earnings so far prove that investors should stick with stocks in this corner of the market, Morgan Stanley says

Lower earnings estimates for cyclical sectors will lead to bigger earnings beats this season, and s…

Kelly Cloonan   


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2 mins read

Sensex, Nifty tumble over 1% due to selling in Reliance, bank stocks

Benchmark Sensex tanked more than 1 per cent while Nifty declined below the 22,000 level on Wednesd…

PTI   


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2 mins read

5 energy stocks that will get a boost from ballooning electric demand

BofA says that after multiple decades of stagnant electricity demand, the US is seeing a surge due …

Filip De Mott   


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3 mins read

The stock market's bull rally is 2 years old. Here's what tends to happen next.

"We have wind at our sails, and this bull market should last at least another 12, maybe 18 months."…

Matthew Fox   


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2 mins read

Stock market today: Indexes extend losses as traders watch Middle East tensions

Oil prices surged after Iran launched a missile attack on Israel, with Brent crude up as much as 3%…

Jennifer Sor   


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3 mins read

Here's where investors worried about a stock market bubble should put their money, according to a top economist

Here's how nervous investors should position their portfolios, according to an economist who thinks…

Jennifer Sor   


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3 mins read

The stock market's recession playbook is in full effect

Stock traders are behaving like they have during past instances when recession fears have flared.

Jennifer Sor   


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3 mins read

Resist the temptation of AI and bet on safe defensive stocks, Wall Street analysts say

AI investing has been all the rage this year, but as macro uncertainty picks up, so have recommenda…

Filip De Mott   


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3 mins read

Investors are headed into the worst time of year for stocks. Here's why September is brutal for the market.

The S&P 500 has a history of underperforming each September. On average, it's been the worst month …

Filip De Mott   


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2 mins read

Stock market today: Indexes inch up as traders get ready for Nvidia earnings

US indexes rose modestly as investors remain sidelined ahead of Nvidia's earnings report on Wednesd…

Filip De Mott   


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2 mins read

The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says

With the AI rally fading, investors should pivot to defensive shares as they wait for a new theme t…

Kelly Cloonan