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Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.
Eaton (ETN) makes the power equipment that goes inside data centers, among much else, and it has climbed 5.0% over the last five trading days while the S&P 500 slipped 0.2%. A run like that pulls money in. The question worth answering is not where the stock goes from here. It is what owning Eaton does to the rest of your money every time the market moves, and it moves further than the index in both directions.
Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.
Accenture (ACN) produced free cash flow worth 11.7% of its market value over the last twelve months, against 4.4% for the median S&P 500 company. A yield that wide means one of two things: a bargain, or a business the market expects to shrink. Accenture sells its people's time, and the discount is a bet on what AI does to that.
Applied Materials (AMAT) has added 6.1% over the last five trading days, while the S&P 500 gained 0.1%, and a run like that pulls money in. The five-day move is not the question here. What matters is what this stock does to your money every time the market moves, because it travels much further than the index in both directions.
Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.
Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.
Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.
Accenture (ACN) trades at $179.03, about 53% below its two-year high, the price of a business the market thinks is ending. Over the last twelve months, it generated $12.58 billion of free cash flow, a yield of 11.5% on its market value against a 4.4% median for the S&P 500. Both facts are true. The argument between them is about growth.
Catherine Clay, CEO of S&P Dow Jones Indices, discusses the upcoming S&P reconstitution and rebalance, noting that the process is fully transparent and routine. She says market participants already know which names are entering and leaving the index, including Bloom Energy, Illumina and Everpure joining the S&P this month, and have ample time to adjust portfolios accordingly. She speaks with Romaine Bostick & Tyler Kendall on "The Close."
Joby Aviation (JOBY) stock has fallen 49.2% over the trailing twelve months to about $6.84, about 65% below its 52-week high. The shares change hands at 57.0 times sales, against 3.2 for the S&P 500. That multiple is accurate. It also measures a passenger brokerage business that represents a transitional step rather than the long-term eVTOL manufacturing thesis driving the stock's valuation.
AT&T (T) trades at 8.2 times earnings against an S&P 500 median of 23.0, and it got there the hard way: the stock returned -9.4% over the past year while the index returned +19.3%. A profitable telecom throwing off cash at that discount is what value buyers hunt for.
It's about to become a component of one of the more high-profile stock indexes.
When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.
Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how S&P Global (NYSE:SPGI) and the rest of the financial exchanges & data stocks fared in Q2.
S&P 500 companies' second-quarter earnings growth continues to outpace early forecasts as the report
On August 3, SBA Communications (NASDAQ:SBAC) reported second-quarter results that told two very different stories at once. The tower operator earned its first-ever investment-grade credit rating from S&P, upgrading to BBB, in the same quarter that net income attributable to the company fell 12.9% year over year to $198.8 million. Diluted earnings per share dropped […]
Spending on artificial intelligence infrastructure is expected to continue growing rapidly next year.
Event overview and why S&P Global matters now S&P Global (SPGI) is back in focus ahead of September 14, 2026, when Chief Financial Officer Eric Aboaf joins Barclays 24th Annual Global Financial Services Conference for a webcast fireside chat and investor meetings. The appearance gives investors another opportunity to hear how management frames the company’s benchmarks, data and index businesses, and to compare that commentary with recent share performance and financial results. Over the past...
After a steep drop, this home improvement giant looks cheap next to the market, but the discount may be a warning sign in disguise.
American Airlines (AAL) trades at about $12.97, roughly 29% below its 52-week high after falling about 21.8% over the past month. Over the trailing twelve months it returned -3.5% while the S&P 500 returned 21.1%. In July it reported record quarterly revenue. A record quarter and a cut outlook sit together for a reason, and that reason is also why its falls run deeper than the market's.
Companies that consistently increase their dividends outperform those that do not, and S&P Global is an excellent example of one such stock that has delivered for investors.
"Every time we take a deep dive into this sector, we find that capex is rising faster than we anticipated, financings are becoming more complicated and less transparent, and that returns on investment will take years to realize." Here's how the rating agency breaks down some of the things that could go wrong, taking inspiration from former defense secretary Donald Rumsfeld's quote about the things you know...and those you don't. Unfortunately, as Rumsfeld pointed out, they also "tend to be the difficult ones.”
Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.
A number of stocks jumped in the afternoon session after Federal Reserve Governor Christopher Waller signaled support for holding interest rates steady amid emerging signs of disinflation. During a Reuters NEXT Newsmaker interview, Governor Waller stated that if the positive economic trends seen over the last few months continue in the data due over the next two weeks, he would be inclined to support holding the federal funds target rate at its current setting. Waller pointed out that the three-
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