News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Invesco's concentrated 30-stock pharma fund delivered 43.1% returns last year, but iShares' broader 100-holding portfolio costs less and offers wider sector exposure.
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 23.2% gain for the industry over the past six months - 9.6 percentage points higher than the S&P 500.
The Williams Companies is a more stable investment than the upstream company.
U.S. Stocks Slide as Rising Oil Prices Rekindle Inflation Fears
HSBC has increased its 2026 year-end price target for the S&P 500 to 8,100, citing strong corporate earnings growth and persistent investment in artificial intelligence.
Bitcoin’s correlation with the S&P 500 has fallen to its lowest since 2015, a rare signal Bitwise says could point to further upside despite near-term risks.
AbbVie (ABBV) trades at $256.46, roughly 96% of its 52-week high, after returning 24.1% over the past twelve months against 19.7% for the S&P 500. That price buys a business where about a third of guided 2026 revenue comes from one drug. The market reads that concentration as strength. It is worth reading it the other way too.
GinsGlobal Index Fund CEO Anthony Ginsberg tells Proactive's Stephen Gunnion that the GinsGlobal Tech Megatrend UCITS ETF (ITEK) fund is up approximately 13% year-to-date and gained more than 5% in August alone, with AI and robotics remaining the top sub-theme at nearly 50% year-to-date gains. Ginsberg said the fund's average price-to-earnings ratio is in the low 20s, which he describes as only a small premium to the S&P 500, arguing that tech is not overvalued at current levels. Beyond AI and robotics, Ginsberg highlighted cybersecurity, defence tech, blockchain and gene editing as strong performers in August, pointing to a broadening rotation across the tech ecosystem. He cited a global AI infrastructure buildout of close to one trillion dollars in the current year, driven partly by cloud spending and M&A activity, with NVIDIA among the companies making recent acquisitions. Ginsberg emphasised the fund's equal-weighting approach as a key differentiator, noting that its top 10 holdings represent just over 12% of the portfolio, compared with north of 50% or even 60% for some rival tech funds. The fund holds roughly 60% in US equities and approximately 22% in Asia, including Japan, China and South Korea, with Ginsberg arguing that per-capita cloud spending in Asia already surpasses the US and Europe in some cases. On the outlook, Ginsberg said tailwinds include a resilient US economy, lower corporate taxes supporting capital expenditure, a weaker US dollar boosting earnings for American tech firms, and the prospect of stable or lower interest rates supporting further M&A. He also flagged anticipated IPOs from Anthropic and OpenAI as likely catalysts for additional corporate spending across the sector. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GinsGlobal #ITEK #indexfunds #artificialintelligence #cybersecurity #robotics #techstocks #globalinvesting #ETF #stockmarket
One S&P 500-based ETF has quietly been outpacing both the SPY and the QQQ year after year, and the structural reason behind its edge suggests the run is far from over.
HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
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.
Alphabet's stock has some goofy things going on with its valuation metrics.
Lou Holtz, the legendary Notre Dame coach who led the undefeated Fighting Irish to the 1988 national championship, always played to win.. Stocks have played a nail-biter this summer, navigating a surge in global crude prices triggered by Iran and Russia; a meltdown in the bond market; another trade fight with Canada; and questions over the AI trade. Holding gains is no mean feat when the world is caught in a whirlwind.
Freighters are in focus after five people tragically died after an Amazon.com cargo plane, operated by 21 Air, overshot the runway at Miami International Airport on Sunday, striking vehicles as it crashed through a perimeter fence. The plane was a Boeing 767 jet that was built in 1994 and converted into a freighter in 2015. The 767 was Boeing’s original twin-engine widebody aircraft, competing with the Airbus A300.
The memory allocation split is defining today’s session as artificial intelligence customers pull wafer capacity toward high-bandwidth chips and away from the conventional parts that phones need. That divide is showing up cleanly across the semiconductor complex, with Korean suppliers rallying while their largest smartphone customer slides. SK Hynix (NASDAQ:SKHY) stock is up 7% to […]
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
If you don't panic and keep the bigger, longer-term picture in mind, these setbacks are actually opportunities.
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence […]
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence […]
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence […]
AMN Healthcare is poised for growth as staffing demand rebounds, MSP penetration expands and tech-enabled workforce solutions broaden its reach.
I'm bullish on international stocks in September 2026 -- and for a long time to come.
Key Tronic's Q4 revenues rise sequentially, but a wider loss, liquidity constraints and one-time charges weigh on the results as program wins grow.
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]
Shopify trades at $145.34 and has moved in lockstep with the market. Its shares have returned 8.9% over the last six months while the S&P 500 has gained 13.6%.
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]