While the healthcare sector has surged 17.4% in six months, outpacing the S&P 500, regulatory headwinds and valuation concerns demand a selective approach. We examine one stock with a durable edge and two facing significant challenges.
The business services sector has outperformed, riding a wave of corporate demand for efficiency. But with economic sensitivity looming, we analyze two companies with robust models and one where caution may be warranted.
The financial services sector, a traditional engine of economic growth, is underperforming the S&P 500 amid economic uncertainty. We examine three specific stocks—Invesco, Enova International, and Sixth Street Specialty Lending—that investors may want to approach with heightened caution.
A mixed third-quarter earnings season for therapeutics stocks reveals divergent paths, with United Therapeutics missing estimates while peers like Halozyme and Biogen post strong beats. Sector-wide revenue growth and positive stock reactions suggest underlying investor confidence despite regulatory and pricing headwinds.
The fourth-quarter earnings season for diversified banks revealed a tale of divergence. While PNC Financial surprised to the upside, industry titan Citigroup fell short of expectations, highlighting the uneven pressures facing the sector.
As earnings season winds down, the construction and maintenance services sector showed resilience. Great Lakes Dredge & Dock posted solid results despite a revenue miss, while peers like Primoris soared. We analyze the key drivers and what's next for these industrial players.
The third-quarter earnings season reveals a tale of two strategies in the property services sector. While Opendoor stumbles amid a major strategic shift, peers like Howard Hughes Holdings post surprising strength, highlighting the industry's uneven adaptation to a higher-rate environment.
Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.
Charles Schwab announces a strategic reorganization, merging its wealth advisory and banking divisions into a single unit led by long-time executive Neesha Hathi, alongside other key leadership changes.
Official figures reveal a sharp 26% increase in the annual cost of public sector pensions, now reaching £39bn, with taxpayers covering the bulk of the expense as employer contribution rates rise.
Bank of America has raised its price target for clinical-stage biopharma firm Xencor (XNCR), highlighting a cautiously improving landscape for the sector driven by data catalysts, M&A, and capital access.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
SAP SE's stock plunged to a yearly low following a cautious sector outlook from JPMorgan, which highlighted AI's potential to disrupt traditional SaaS business models, despite the company reporting robust annual earnings.
For the second year running, a Chicago financial institution has become the nation's first bank failure. Regulators shuttered Metropolitan Capital Bank & Trust on Friday, citing unsafe practices and depleted capital. The FDIC facilitated a swift takeover by Detroit's First Independence Bank, ensuring depositors are protected.
Amazon's latest round of layoffs will eliminate over 2,200 corporate positions in the Seattle region, part of a broader 16,000-person global workforce reduction. The cuts, effective from late April, add to a wave of job losses hitting Washington's tech sector.
The rapid adoption of algorithmic decision-making in UK banks has created a critical lag in oversight and accountability structures, leaving institutions exposed to risks that traditional governance models are ill-equipped to manage.
Regional banks like Fifth Third are betting on a historic profit surge if Kevin Warsh reshapes the Fed. But Wall Street warns his ambitious plan to slash rates and shrink the balance sheet faces fierce internal and political headwinds, threatening market stability.
Amid a flurry of bank mergers and acquisitions reshaping Texas, San Antonio-based Frost Bank is doubling down on its organic growth strategy. CEO Phil Green asserts the bank has "zero interest" in M&A, positioning itself to win customers dislocated by industry upheaval.
Fifth Third Bancorp has finalized its acquisition of Comerica in under four months, a swift consolidation that underscores a new era of accelerated bank mergers driven by regulatory shifts and the relentless pursuit of scale.
Needham raises Nova Ltd. (NVMI) to Buy with a $500 price target, citing improving industry conditions and the company's strategic position in China's memory market. The upgrade follows a similar bullish move by Bank of America earlier in January.
