Notícias

There is such a thing as being too bullish.

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in the market right now.” The AI trade, in his framing, has split into two separate trades, and retail is looking at the wrong ... A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

US stocks look set to open higher in Thursday's trading session as investors parse key employment da

The stock's recent tear is grabbing attention, but its real value for your portfolio lies in its independent trajectory from the broader market.

The June jobs report delivered two surprises with the unemployment rate unexpectedly falling even as hiring tumbled. Following the data, S&P 500 futures strengthened, while the two-year Treasury yield, which is linked to the Fed interest-rate outlook, climbed as markets digested the implications for future rate hikes. Because the Federal Reserve has stopped providing forward guidance under new Federal Reserve Chairman Kevin Warsh, creating uncertainty about future policy moves, markets could be a bit volatile.

Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist, went on Bloomberg on July 1, 2026 and pointed at a statistic most US-focused investors have missed: European equities have kept pace with the S&P 500 through the first half of the year, despite carrying a fraction of the tech weight. The tortoise is running even with ... Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

Stock Market Today; The Dow Jones index rose Thursday after a surprise jobs report. Tesla stock moved up with Q2 deliveries due.

The market is due for a big rally, and these three could lead it.

The world’s hottest stock index tumbled Thursday but the tech selloff abruptly reversed ahead of the U.S. open.

Nasdaq futures recovered from an earlier slide ahead of the June nonfarm payrolls report. Dow, S&P 500 and Nasdaq 100 futures were all up 0.2%. Earlier, Nasdaq futures were down 0.5%, while S&P 500 futures were flat.

US equity markets were mostly tracking in the green before the opening bell Thursday as traders awai

Over the past six months, Camden National Bank has been a great trade, beating the S&P 500 by 20.3%. Its stock price has climbed to $55.75, representing a healthy 29.6% increase. This run-up might have investors contemplating their next move.

Pre-Market Stock Futures: Futures are trading mixed as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Compare portfolio diversity, risk profiles, and income potential as you weigh these two leading healthcare ETFs.

German American Bancorp’s 23.7% return over the past six months has outpaced the S&P 500 by 14.4%, and its stock price has climbed to $48.10 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Investing.com - U.S. stock futures were mixed on Thursday as investors awaited a closely watched U.S. employment report that could help shape expectations for Federal Reserve interest rate policy in the months ahead.

US stock futures were mixed ahead of the final trading session before the Independence Day long weekend, with the key non-farm payrolls report brought forward to Thursday. Dow Jones futures up 0.2%, the S&P 500 little changed and Nasdaq futures down 0.3% as investors weighed the outlook...

Compare portfolio breadth, risk profiles, and dividend yields as two leading tech ETFs take different approaches to sector exposure.

Wall Street futures pointed moderately lower pre-bell Thursday, as traders again weighed rich valuat

Magnolia Oil & Gas has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 11.1% to $24.99 per share while the index has gained 9.3%.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

U.S. sets up new trade limbo with Canada and Mexico, SpaceX emerges at threat to wireless providers, Kroger wades back into M&A, and more news to start your day.

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.

This memory chipmaker has more growth ahead.

The world’s hottest stock index tumbled Thursday as the tech selloff that ravaged U.S. markets spread overseas.

AI earnings could start to fall short of expectations, undermining both equity prices and the capital expenditure boom, economists at Capital Economics said in a research note. The economists think equity prices may have a bit further to rise in the near term but will eventually pull back, with the S&P 500 estimated to fall to 6500 by end-2027. Meanwhile, AI-related revenue will likely be weighed by a decline in prices driven by increased competition and innovation.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

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.