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Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

Stocks hit new highs. The S&P 500 gained 0.65% to a new all-time high. The Nasdaq ended up 0.8% and the Dow rose 69.7 points, or 0.1%. Another inflation reading came in cool. The producer-price index, which measures wholesale prices, was flat in July after falling by 0.

Its operating margin is a fraction of the market's while its net margin sits above the market's, which is where the earnings comparison stops being about the business.

S&P Global stock has fallen 20.1% over the past year, yet the current Excess Returns intrinsic value estimate sits close to the market price while earnings multiples still point to an expensive stock. That combination leaves S&P Global looking roughly fairly valued on one framework, but priced at a premium on another. The 20.1% share price decline over the last year raises the question of whether recent weakness has already reset expectations or if investors are still paying up for S&P...

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

Ackman adds six new holdings across his funds, the biggest overhaul in years

A powerful run has paused, forcing investors to decide if this energy giant's operational engine has more fuel or if the market has already paid for the whole trip.

Pershing Square argues investors have exaggerated AI disruption while overlooking S&P Global's dominant ratings, indices and commodity benchmarks.

Let’s face it: Nvidia (NVDA) can’t grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let’s learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire Bill Ackman. Ackman’s Buy: S&P Global (Down 15% YTD) Ackman disclosed […]

The telecom giant sent a torrent of cash to its owners, yet the stock went nowhere. Here is the accounting of what that trade-off bought, and what it means now.

S&P Global has underperformed the broader market over the past year, yet analysts remain highly bullish about the stock’s prospects.

Home Depot sent its owners a torrent of cash, yet the stock trailed the market. Here is the accounting of what that trade-off actually bought, and what it means now.

The market is offering a Latin American e-commerce giant at a steep cash discount, but the price tag comes with a serious question about the cost of growth.

After a steep fall from its highs, Salesforce looks cheap next to the market, forcing investors to decide if the software giant is a bargain or a broken business.

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

This healthcare giant is on a serious run, but with the stock trading at a peak, investors must decide if the powerful business engine has more fuel or if the price has already burned it all.

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

Pfizer sent shareholders a fortune in cash, yet the stock fell far behind the market, forcing a hard question about what all that money truly bought.

The Russell 2000 (^RUT) has been outperforming the S&P 500 (^GSPC) this year as investors rotate into small-cap stocks. Janus Henderson Investors Small Cap Growth Portfolio Manager Jonathan Coleman joins Brooke DiPalma on Market Catalysts o explain what’s fueling the small-cap rally and why the group could have more room to run.

This jet engine powerhouse is flying high on real business strength, forcing investors to ask a disciplined question: is the engine's power already reflected in the ticket price.

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

S&P Global recently expanded its S&P Capital IQ Pro platform by integrating With Intelligence’s private markets data and editorial insights, following its 2025 acquisition, while also reporting higher second-quarter 2026 revenue, earnings and updated full‑year 2026 guidance including expected GAAP revenue growth, diluted EPS and operating margin expansion. This combination of deeper private markets coverage and AI‑enabled workflows means users can manage the full private investment lifecycle...

Its five-year correlation to the market is low, and that buys a different kind of risk rather than less of it.

This optical supplier retains behavior of its own next to the broad market, and its swings run far wider than the index's.

Management has just raised the peak-sales estimate, and a large slice of it belongs to a drug still running Phase III trials.

After a fall from its highs, this telecom giant's stock looks like a deep discount, but the market's verdict could be a warning in disguise.

Itʻs not often that S&P Global stock is in negative territory.

US home sales in July logged their strongest annual gain for the year, though certain key indicators

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.