
Incyte's strong product demand and pipeline progress fuel its 23% YTD rally, but valuation and near-term earnings pressure temper the outlook.
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Incyte's strong product demand and pipeline progress fuel its 23% YTD rally, but valuation and near-term earnings pressure temper the outlook.

AI has fueled a stock boom in recent years. Now, some Wall Street analysts think that epic run is coming to an end.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.

Astera Labs shares sank 10.1% Monday morning after Anthropic's Dario Amodei and a chorus of AI leaders called for the industry to slow down.

DXCM's strong growth, G7 15 Day adoption and CONNECT trial could expand its CGM market opportunity despite reimbursement and competition risks.

RNR's discounted valuation and stronger underwriting are compelling, but falling premiums and rising debt costs create key risks for investors.

The run-up to U.S. midterm elections is historically among the worst times to own American stocks. Between the beginning of July and a month before Election Day, the S&P 500 has posted a loss half of the time with an average return of negative 2.

The 10-year Treasury yield touched 5% Monday for the first time since October 2023. Will the stock market continue to fall if the Fed raises interest rates?

The performance of consumer discretionary businesses is closely linked to economic cycles. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 3.8% return over the past six months has trailed the S&P 500 by 9.4 percentage points.

A surprise equity filing sent Corning to the bottom of the S&P 500 and pulled the entire AI optical sector down with it, raising a pointed question about whether a stock that surged 67% this year just flashed a warning sign for the broader hyperscaler buildout trade.

On the latest list of new buys by top funds alongside seven other gold stocks, Eldorado Gold looks to shore up a new breakout.

Verizon Communications (VZ) has had a good year. The stock returned about 24% over the past twelve months against roughly 19% for the S&P 500, and at about $51 it sits at the top of its one-year range. The turnaround is real. What is not real yet is the revenue meant to pay for it.

Most consumer discretionary businesses succeed or fail based on the broader economy. Over the past six months, it seems like demand may be facing some headwinds as the industry’s 3.8% return has lagged the S&P 500 by 9.4 percentage points.

The retailer is scheduled to release its fourth-quarter earnings later this month.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

The traditional hedge that stocks and bonds have provided against each other is breaking down. The S&P 500 and long-term Treasurys have shown a positive correlation of 0.35 in 2026 — and more concerning, that correlation has spiked during this year's drawdowns, leaving investors facing losses across their entire portfolio at once. Smart investors can use these drawdowns as an opportunity to de-risk.

M trades below industry and market valuations as stronger Q2 execution and raised guidance support the stock, despite soft second-half expectations.

AeroVironment (NASDAQ:AVAV) stock is up 6% to $155.22 midday Monday, extending a post-earnings recovery the rest of the drone group hasn’t joined. The move follows the defense contractor’s fiscal first-quarter results reported earlier this month. The gain still leaves AeroVironment shares down 36% year to date. Ondas (NASDAQ:ONDS) stock is rising 2% to $7.37 on […]
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

INOD stock's 47% slide contrasts with strong AI demand and rising profits, but customer concentration and a premium valuation cloud the recovery path.

W. R. Berkley's underwriting discipline, record investment income and AI gains support earnings, while global risks and competition remain headwinds.

Both CME Group's FedWatch tool and Kalshi indicate a high likelihood that the Federal Reserve will raise interest rates at its meeting this week.

Meta trades cheaper than the S&P 500 despite explosive growth and 3.6 billion daily users, and the math behind one bold price target exposes just how much the market may be underestimating this stock.

Bloom Energy (NYSE:BE) stock is down 8% to $253.72 midday Monday, as the artificial intelligence (AI) power bid unwinds days before the stock’s scheduled S&P 500 addition. The move interrupts a run that had Bloom Energy shares up 192% year to date (YTD) heading into the session. Peer fuel cell names are sliding alongside Bloom […]

See how these popular financial sector ETFs compare on risk, returns, and diversification.
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