This once defensive stalwart has been a roller coaster in 2026. The charts are now improving
Shares have tumbled over 60% from their November 2024 highs driven by fundamentals but also marked by an unthinkable shock.
Shares have tumbled over 60% from their November 2024 highs driven by fundamentals but also marked by an unthinkable shock.
The chatter is about a potential merger with SpaceX, Elon Musk’s breakout rocket company that is set to go public later this year at a valuation approaching $2 trillion.
The Iran war sent the stock-bond correlation to its highest level in two years, says BlackRock.
Instead of focusing on those numbers, investors are spooked by signs of a softening property insurance market, with competition increasing and rates declining.
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Qorvo and Skyworks Solutions should see their shares rise due to the first foldable iPhone, which is expected to debut later this year, per Barclays.
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Signals on energy storage, autonomous driving and robotaxis are top of mind for investors
On Wednesday’s “Halftime Report” show, investor Stephen Weiss also made the bull case for UnitedHealth Group stock.
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The bank quantified the impact on individual stocks of the Iran war using a scoring system. Some companies stand to be ceasefire winners.
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Stocks such as Target and CVS Health could help steady portfolios in the current period of geopolitical volatility, Jefferies said.
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Topping expectations in at least one key performance indicator could drive up shares of Datadog, Draftkings and others, according to Morgan Stanley.