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: sempra energy’s stock lower premarket after revenue falls short of estimates
Sempra Energy Inc.’s stock SRE fell 3% early Friday, after the energy infrastructure company posted better-than-expected third-quarter profit but re...
November 4, 2023, 4:59 pm
Is microsoft, amazon, or alphabet the best stock in this $1.5 trillion industry?
Microsoft has the most momentum of the three leaders in the cloud space. Amazon's AWS is struggling, but bette...
November 4, 2023, 1:00 pm
Thinking of buying amazon stock? this e-commerce juggernaut is a better choice
Amazon's growth rate has slowed in recent years, and its performance has resembled the market average. MercadoLibre is operating with a similar playbo...
November 4, 2023, 11:30 am
Xli: diversified cyclicals looking better on valuation, bullish seasonal tailwinds (rating upgrade)
The Industrials sector in the S&P 500 is diverse, featuring both conglomerates and niche firms. The Industrial Select Sector SPDR Fund ETF is recommen...
November 4, 2023, 10:53 am
Nie: discounted but not a bargain
The Virtus Equity & Convertible Income Fund is benefiting from its heavy exposure to mega-cap tech stocks, leading to a solid performance in 2023. The...
November 4, 2023, 9:45 am
Biden's ai executive order: it's about understanding this technology, the risks, says c3.ai ceo
President Biden signed into action a sweeping executive order to promote innovation in artificial intelligence while also seeking to enforce effective...
November 4, 2023, 9:00 am
3 top publicly traded companies leading the ai revolution
Better-than-expected labor productivity data for the U.S. economy reported on Nov. 2 was the reason behind the huge stock market rally that day. “No...
November 4, 2023, 9:00 am
British american tobacco: improved performance and market multiples (rating upgrade)
British American Tobacco has experienced a 23% decline in stock price YTD, but coupled with its improved earnings performance in H1 2023, its market m...
November 4, 2023, 8:33 am
Wip: not my favored inflation play
SPDR FTSE International Government Inflation-Protected Bond ETF has an underperformed other inflation protected products historically. WIP is a comple...
November 4, 2023, 2:10 am
Eur/usd – a very good jobs report for the federal reserve, pmis fall again
The Federal Reserve could not realistically have hoped for a better jobs report today but it will need ...
November 3, 2023, 7:44 pm
Did barron's nail the peak in yields?
The old adage is that magazine covers are a jinx. That's particularly true with The Economist but Barron's has had some doozies, including making the ...
November 3, 2023, 7:35 pm
European equities didn't rinish as strongly as you'd hope
Closing changes:Stoxx 600 +0.2%German DAX +0.3%UK FTSE 100 -0.6%French CAC -0.1%Italy MIB +0.7%Spain IBEX +0.4%On the week:Stoxx 600 +3.4%German DAX +...
November 3, 2023, 6:07 pm
Eur/usd – a very good jobs report for the federal reserve, pmis fall again
Wage growth slows to 0.2% on a monthly basis in October The Federal Reserve could not realistically have hoped for a...
November 3, 2023, 6:07 pm
Baker hughes us oil rig count 496 vs 504 prior
Oil rigs -8Gas rigs +1The response to the recent oil price bump has been muted. That might reflect the calendar more than sentiment but we will get a<...
November 3, 2023, 5:23 pm
Rvt's 8.3% yield beats ryld's 15.5%
RYLD, a covered call writing fund, has performed poorly and has a sub 2% annual total return since inception. We explain why that has happened and why...
November 3, 2023, 3:48 pm
Fed's barkin: it was welcome to see lessening pressure in the jobs data
The Fed blackout is over, so here we go with the talking heads.The labor market is in better balance no...
November 3, 2023, 2:21 pm
Weekly focus – halloween did not spook markets
Markets were not spooked by Halloween as equities climbed significantly higher while rates and the index of fear (the VIX) declined during the week. T...
November 3, 2023, 2:20 pm
Ventas' (vtr) q3 ffo beat on shop noi growth, '23 view revised
Ventas's (VTR) Q3 earnings outshine estimates on better-than-anticipated revenues. The same-store cash NOI rises year over year on strong performance ...
November 3, 2023, 2:17 pm
Why funko stock is soaring today
Funko is making gains on the heels of better-than-expected Q3 results. But there are still big questions about the company's long-term staying power....
November 3, 2023, 1:55 pm
Alnylam (alny) swings to earnings in q3 on collaboration revenues
Alnylam (ALNY) reports better-than-expected third-quarter 2023 results, beating both earnings and sales estimates on the back of higher collaboration ...
November 3, 2023, 1:32 pm