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u.s. manufacturers grew in april for the fourth straight month — the longest streak in four years. the sector is showing some resilience despite the iran war pushing up oil prices and inflation. the recovery is still early-stage and fragile. rising energy costs and higher inflation are new headwinds that
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fundstrat's tom lee says software stocks are finally cheap enough to buy. he argues investors are underestimating how well these companies will adapt to ai. lee is buying into the sector now, betting the pessimism has gone too far. source: marketwatch_top sentiment: +0.60 · impact: 0.50
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twilio's stock jumped 20% after the company reported "unprecedented demand" for one of its ai features. the software firm credited the function directly for the surge, offering a rare bright spot in a sector that's been weighed down by ai skepticism lately. the rally
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berkshire hathaway's stock has lagged since warren buffett stepped back, but that might be a sign the transition is working. new ceo greg abel has the biggest investment shoes to fill in finance, according to the piece. the argument is that the stock's underperformance reflects abel
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veeva systems will join the s&p 500, and its stock jumped on the news. the cloud software company, which focuses on life sciences, has been flying under the radar for most investors. it replaces a company being acquired, though the exact name wasn't given. veeva'
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alphabet added $421 billion to its market cap in a single session — a record for the company. the jump came after earnings showed massive cloud growth and continued ai momentum. shares surged, putting alphabet within striking distance of nvidia's market value. the cloud business was the standout. google
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western digital shares slid even after the company beat earnings estimates. sandisk, which recently split from western digital, also reported strong numbers. but investors weren't impressed — both stocks had already rallied hard over the past year, and the market seems to think the good news was priced in.
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spacex, anthropic and openai are reportedly preparing for ipos, and s&p dow jones indices is considering rule changes that could make it easier for them to join the s&p 500. the proposed changes include a "fast-track" entry process and looser profitability requirements. currently, companies
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gold just wrapped up its worst two-month stretch on record, based on the price of heavily-traded futures contracts. the drop was cemented thursday. despite the slide, some analysts see room for the price to double over the next five years. no specific catalyst was cited in the outlook — just the
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powell's decision to stay as fed chair might deepen tensions with the white house, according to one analyst. "i think there's a point where standing up to trump moves into poking the bear with a sharp stick," they said. the comment comes as powell
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the s&p 500 and nasdaq composite just had their best month since 2020, which is also their best january in six years. this caught the bears off guard, especially those who were focused on oil prices after the iran shock. the rally pushed the s&p 500
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oil hit $125 a barrel this week — the highest in nearly four years. that's making life difficult for traders trying to figure out what comes next. the surge is big enough to throw off positioning across energy markets, with options and futures pricing suddenly looking stale. the last