Articles

Can Broadcom’s stock break the software curse after earnings? Here’s what Wall Street is saying.

Best known for its chip business, Broadcom has seen its stock get weighed down by concerns over exposure to software sales.

Get ready for Trump to chicken out on Iran as markets fall and gas prices rise

Financial markets are now pricing in months of higher gasoline prices, and panic is spreading.

Why Blue Owl’s private-credit shocker has investors seeing shadows of Bear Stearns

This is not yet a repeat of 2008. But dismissing it as a nonevent would be a mistake.

Trump says when he’s done with Iran, oil prices will drop even lower than they were before

High oil prices can be expected for “a little while,” President Donald Trump said Tuesday, as he predicted a significant fall for crude when the U.S. operation against Iran ends.

Energy investors go stock picking, benefiting Chevron over Exxon

Disruption to global energy supplies and the prospect of an ever-widening conflict in the Middle East has sent crude-oil and natural-gas futures higher — and exposed subtle differences on how investors treat the stocks of different energy companies.

Pinterest’s stock is rising. Here’s why investors are cheering a big boost to the buyback program.

Pinterest’s new share-repurchase authorization represents nearly a third of the company’s market cap and signals to one analyst that an activist is satisfied with the company’s strategic vision.

Micron and other memory stocks see outsized losses. What’s behind the big moves?

Analysts don’t see any negative shift in fundamentals for memory-chip stocks — and UBS offers a new highly upbeat earnings forecast for Micron specifically.

Investors are now learning a painful lesson: Buying a dip driven by geopolitics isn’t a slam dunk.

Investors rushed to buy U.S. stocks on Monday after the U.S. and Israeli bombardment of Iran helped inspire a global selloff. That may have been short-sighted.

These S&P 500 stocks are falling the hardest on Tuesday

Stocks of gold miners and computer-memory makers were hit especially hard, while Best Buy led the S&P 500 with a gain after its earnings report.

Cigna’s longtime CEO to step down as health insurers face growing scrutiny

Cigna names company veteran Brian Evanko as CEO to succeed David Cordani, who has been in charge for 27 years.

Why Best Buy’s stock is soaring, even as sales and full-year outlook disappoint

Best Buy’s earnings beat was enough to please investors, who had low expectations ahead of the retailer’s quarterly results.

Forget the oil spike — the Iran conflict could unlock a generational Middle East peace dividend

America’s attack supports the case for U.S. assets. It’s also bullish for Iran.
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