A wave of panic selling has engulfed the software sector, with even giants like Microsoft not spared. Investors are fleeing on fears that artificial intelligence will erode pricing power, competitive advantages, and long-term growth, creating what traders are calling a 'SaaSpocalypse'.
CNBC's Jim Cramer has spotlighted healthcare distributor McKesson Corp., noting its history of post-earnings rallies. However, the 'Mad Money' host cautions that aggressive regulatory rhetoric from the White House could unsettle the entire sector.
A sharp rebound in the U.S. manufacturing sector to its highest level in over three years is dividing crypto analysts, with some seeing it as a bullish macro tailwind for Bitcoin and others warning it could delay Federal Reserve rate cuts.
As major indices rally, investors are turning to dividend-paying stocks for a blend of income and stability. We analyze three financial sector picks offering yields between 3.4% and 4.1%, assessing their value and reliability in the current climate.
NXP Semiconductors surpasses Q4 expectations and projects strong first-quarter guidance, though shares dip as analysts debate the pace of the chip sector's recovery.
Two prominent breakfast-focused restaurant groups, a Denny's franchisee in Florida and Taste of Belgium in Ohio, have filed for Chapter 11 bankruptcy, highlighting broader pressures on the casual dining sector as consumer spending tightens.
After lagging the market, the energy sector is surging in 2026. We analyze three leading ETFs offering robust yields and distinct strategies for investors seeking exposure.
Shares of Master Drilling Group (JSE:MDI) have climbed 17% in three months. A deeper look reveals a robust Return on Equity that outpaces the industry, fueling earnings growth even as the broader sector contracts. But how much of the rally is sustainable?
Defense and logistics firm V2X Inc. partners with Amazon to integrate advanced warehouse automation and computer-vision AI into government supply chains, aiming to boost efficiency amid a sector-wide push for modernization.
An analysis of Skyline Builders Group Holding Limited's financial health reveals its Return on Equity significantly trails the construction sector average, prompting investor scrutiny over its high-debt approach to growth.
Corporate insiders at FTAI Infrastructure Inc. have invested over $2.7 million in the company's stock over the past year, a notable vote of confidence as the firm navigates the competitive infrastructure sector.
KeyBanc Capital Markets has upgraded Watts Water Technologies (NYSE: WTS) from Sector Weight to Overweight, setting a $340 price target. The firm cites a robust 2026 growth trajectory, strategic acquisitions, and what it views as a market undervaluation of the water infrastructure specialist's prospects.
Baird upgrades Pool Corp to Outperform, citing cyclical recovery and resilient discretionary spending in the pool and outdoor living sector, with a price target of $320.
As consumer sentiment sours, investors are pivoting to sectors like financial technology and home construction, anticipating policy moves from Washington aimed at easing cost-of-living pressures before the November elections.
Morgan Stanley has increased its price target for Edison International (EIX) to $61, citing the utility's progress on debt reduction and wildfire cost securitization, even as it maintains a cautious Underweight rating. The move comes alongside a broader reassessment of the North American utilities sector.
Despite a wave of bearish sentiment engulfing the liquefied natural gas sector, Cheniere Energy (NYSE: LNG) has received consecutive analyst upgrades. Jefferies and Wolfe Research argue the market has overcorrected, seeing value in the leading U.S. LNG exporter ahead of its Q4 earnings.
S&P 500 and Nasdaq futures edged higher Tuesday morning, buoyed by a stronger-than-expected reading on U.S. manufacturing activity. The January ISM PMI reading of 52.6 suggests the sector is expanding, though steady Treasury yields near 4.27% remind markets that the Federal Reserve's higher-for-longer rate stance remains a headwind for some sectors.
While the broader market has surged, shareholders of American States Water (NYSE:AWR) have seen their investment decline by 26% over the past three years. Despite underlying revenue growth, the stock's performance raises questions about valuation and sector headwinds.
A major consolidation is underway in New Jersey's regional banking sector, with Columbia Financial set to acquire Northfield Bancorp. The deal will create the state's third-largest regional bank but raises questions about branch closures and community impact.
Coherent Corp. is set to report its fiscal fourth-quarter results after Wednesday's closing bell. With a strong track record of surpassing estimates, investors are watching for signs of sustained growth in the materials and photonics sector amid mixed peer performance.
