Investment bank Goldman Sachs has raised its price target on manufacturing solutions provider Jabil Inc., highlighting sustained data center demand as a key growth driver, following the company's recent strategic acquisition in the power management sector.
AMD's stock fell sharply post-earnings despite beating Q4 estimates, as its Q1 guidance failed to meet lofty market expectations. The sell-off highlights the punishing standards for AI-focused tech giants and raises questions about stretched valuations across the sector.
The private sector added a mere 22,000 jobs to start 2026, signaling a persistent slowdown and raising concerns about broader economic resilience as key sectors continue to shed positions.
While mega-cap tech stocks dominate headlines, savvy investors are finding compelling value in overlooked sectors. Ally Financial, a leader in digital banking, presents a case study in durable growth and market resilience.
U.S. private sector job growth fell significantly short of forecasts last month, signaling a cautious start to 2026 and heightening anticipation for delayed federal employment data.
Performance Food Group (NYSE: PFGC) reported fourth-quarter revenue in line with analyst forecasts, yet shares fell sharply as profit missed estimates and forward guidance underwhelmed, raising questions about growth momentum in the competitive food distribution sector.
The first snapshot of the U.S. labor market in 2025 reveals a sharp deceleration, with private-sector job growth falling far short of forecasts and continuing a multi-year downtrend, even as wage pressures persist.
January saw a wave of layoff announcements across the packaging sector, with plastics specialists and diversified giants like International Paper and Dow outlining significant workforce and facility reductions in the coming months, signaling a broader industry realignment.
A product delay at Rigetti Computing and a strategic acquisition by IonQ are highlighting the starkly different execution strategies and risk profiles within the competitive quantum computing sector, forcing investors to reassess valuations.
Investment firm Immersion Investment Partners projects strong profitability targets for PAR Technology, citing its cloud-based solutions for the restaurant sector, despite recent stock volatility and broader AI investment concerns.
TD Cowen raises its price target for Primerica (PRI) to $326, citing strength in its investment segment despite challenges in term life sales. The adjustment comes amid a cautiously optimistic preview of the life insurance sector.
Shareholders in South African hospitality group Tsogo Sun have seen a 21% total return decline over three years, underperforming the broader market's 65% gain. The slump highlights challenges in the sector and raises questions about the company's recovery prospects.
Cantor Fitzgerald raises its price target on RenaissanceRe Holdings (RNR) to $282, while Wells Fargo trims its target, highlighting divergent views on the reinsurer's near-term fundamentals and the broader insurance sector's trajectory.
Cantor Fitzgerald and Wells Fargo have raised their price targets on The Hartford following better-than-expected fourth-quarter results, citing disciplined expense management and a resilient growth trajectory despite sector headwinds.
As Bitcoin retreated toward $73,000, Cathie Wood's ARK Invest executed a strategic buying spree across six key crypto-linked equities, signaling continued conviction in the sector's long-term prospects despite recent volatility.
A dramatic shift in investor sentiment has rocked markets, as the realization sinks in that AI's efficiency gains may come at the cost of eroding the very business models that have long powered the tech sector's growth.
In a major shift for Africa's mining sector, Glencore sells a significant stake in its Congolese copper and cobalt operations to a U.S.-backed consortium, marking a strategic move by Washington to secure supply chains and counter Chinese influence.
Wall Street grapples with a pronounced sector rotation out of high-flying technology names, driving volatility across major indices. Amid the shift, analyst calls highlight potential value in energy, consumer discretionary, and select fintech stocks for February 4, 2026.
Facing a prolonged freight recession, logistics giant ArcBest is offsetting weak demand in core sectors by onboarding new LTL clients. However, this strategic shift towards heavier freight is pressuring key profitability metrics, even as executives express confidence in their adaptable business model.
A fresh wave of selling hit European software, data, and advertising firms Wednesday, driven by mounting investor concerns over the disruptive potential of next-generation AI tools. The selloff highlights a broader market pivot towards traditional industrial sectors.
