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Avoiding this one sector has been the key to gains for stock investors so far in 2025

Tech has been the play to avoid in 2025, Societe Generale says. Here’s what its strategists are recommending instead.

Tracking Trump: his economic promises and where they stand today

As President Donald Trump prepares to give his first big speech to Congress tonight since starting his second term, here’s a look at the status of his key economic moves.

Why markets are missing risks of a Trump government shutdown

The “DOGE” blitz on the federal bureaucracy could complicate negotiations.

Yum Brands reveals Taco Bell growth target as its same-store sales shine

Taco Bell’s same-store sales are expected to rise 8% in the first quarter.

Nordstrom posts better-than-expected earnings ahead of going-private transaction

The company is not offering guidance for 2025 or hosting an earnings call, as it prepares to go private.

Target’s stock reverses lower as tariff talk overshadows upbeat profit outlook

Target’s profit will be pressured in the first quarter due to tariff uncertainty and bad weather, but will then see improvement the rest of the year

AutoZone’s stock slips on fourth straight revenue miss despite strength in the U.S.

AutoZone’s international business continued to deliver strong results, and “remains encouraging,” the company said.

Trump’s speech to Congress: President likely to address tariffs, energy and immigration, but not these topics

President Trump is due to give a State-of-the-Union-style address on Tuesday night, in which he’s expected to talk up his handling of the country’s economy, even as one gauge for the economic outlook — the U.S. stock market — has been losing steam.

Honeywell beefs up energy security offerings with $2 billion Sundyne deal

Conglomerate adds pump-maker business to its Energy and Sustainability Solutions (ESS) unit.

Nvidia’s stock is doing things not seen in nearly a decade — and that’s good news

A Bernstein analyst looks at several valuation metrics that are near 10-year lows and deemed Nvidia’s stock “increasingly attractive.”

Oil prices extend drop sparked by OPEC+ plan to boost output

Oil futures fell Tuesday, building on losses seen the previous session after the Organization of the Petroleum Exporting Countries and its allies said they would proceed with plans to unwind some production curbs in April.

The U.S. dollar is still the world’s currency — but maybe not for much longer 

Concerns are rising about the sustainability of U.S. government debt and spending.
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