Your Pulse On America: Live And Unfiltered
Something unusual is happening in a market long dominated by index funds. Active management is staging a comeback. Take the action in equity exchange-traded funds two weeks ago. Amid more whipsaw action in stocks that has typified 2025 trading, there was a net outflow from equity ETFs. But in a surprise, the selling was mostly…
The crowd reacts during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC OMAHA, Neb. — Berkshire Hathaway shareholders who came from around the world to Omaha for the conglomerate’s annual meeting this weekend had no idea how historic this year’s event would be. Warren Buffett, the billionaire and CEO…
After “a period of restriction,” JPMorgan is bullish again on Qualcomm . Analyst Samik Chatterjee reinstated his outlook on Qualcomm with an overweight rating. His price target of $185 per share suggests 25.3% upside potential from Monday’s close. JPMorgan previously held a not-rated designation on the company. “There are near-term concerns around the pull-forward of…
For many investors, it’s always a good time for dividend stocks, with the income component coming to shareholders from the cash flow of corporations providing peace of mind regardless of short-term ups and downs in stock prices. But now, as the stock and bond markets both see sharp spikes in volatility, dividend stocks may appeal…
Spurring European deregulation and economic growth was a powerful theme that emerged as an answer to challenges raised by the U.S. tariff campaign and questions about American “exceptionalism” at the International Monetary Fund’s annual spring meeting in Washington last week. European officials pointed to the idea of regulatory “simplification” as a way to boost business after…
More than three weeks after the calamitous April 2 “reciprocal tariffs” announcement threw the stock market into chaos, investors are trying to make sense of a world in which higher tariffs are likely here to stay — and one in which the U.S. may have lost its edge. Stocks have been stuck in a wide…
The S & P 500 could drop as low as 3,700 even in a mild recession, according to Wolfe Research. Chris Senyek, the firm’s chief investment strategist, said the S & P 500 could fall to between 3,700 and 4,100 in an economic slowdown. That represents declines of 37% and 30% for the broader index,…
Wall Street analysts are even more confident in telecommunications company AT & T after its latest earnings report. AT & T is a safe haven, high-yielding play that has already outperformed this year, rallying more than 19% even as the S & P 500 has fallen 8%. Over the past 12 months, AT & T…
Wall Street is underestimating the near-term pressures on Amazon’s earnings, according to Raymond James. The firm downgraded the stock to outperform from strong buy in a Monday note. It also lowered its price target to $195 from $275, suggesting 13% upside potential from Thursday’s close. Analyst Josh Beck cited headwinds from tariffs and macro uncertainties…
Wall Street may be past the worst of the tariff headlines two weeks after the initial April 2 announcement — as President Donald Trump endeavors to accomplish enormous trade deals during his 90-day pause — but volatility will continue to be a mainstay of the stock market for the foreseeable future. Investors wrapped up yet…