Sectors
Read our take on the stock market through a sector lens.
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Q3 Tech Earnings Preview: Can AI Save the Day?
Here's what to watch as the Magnificent Seven report earnings, from AI monetization and spending plans to headwinds from persistent inflation and rising Treasury yields.
Q3 Bank Earnings: Muddier Waters to Navigate
Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.
Q2 Tech Earnings Preview: Chips, Memory, Software
Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.
Sector Pulse: Staples Defying "Haven" Reputation
During geopolitical strife, some investors seek possible stability in consumer staples. Despite their reputation, staples underperformed the broader market after the Iran war began.
Earnings on Speed Dial: Why Quarterly Calls Matter
A company's earnings call gives investors a ringside seat, providing insights and perspective that go beyond the numbers. Here's how they work and what to listen for.
Less Magnificent: Why Mega-Caps Limp Post-Results
Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.
Utilities Lose Defensive Touch as AI Ignites Rally
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
Are Transports Losing Their Barometer Status?
Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?