Upsizing screens has worked for Samsung and Apple before, but the cost of staying competitive keeps going up.
Posts Tagged ‘Markets’
There are plenty of warning signs in today’s market, but earnings growth isn’t one of them.
New high-price drugs look reasonably priced compared with peers.
Lululemon’s historically rich valuation finally looks compelling enough ahead of Wednesday’s earnings results.
Shares of the home-furnishings company formerly named Restoration Hardware surged after its earnings report, but evidence of a turnaround is still in short supply.
The Trump administration has the power to enact substantial bank deregulation on its own without legislation.
The Chinese tech giant’s $1.8 billion stake in the U.S. electric-vehicle company looks wasteful.
The U.K. has been in a curious position: in the EU but with a much weaker currency that reflects the market’s judgment of its prospects outside the single market. Now the clock is ticking on Brexit.
Tencent’s purchase of a 5% stake in Tesla makes skeptics’ case against the electric-car pioneer tougher.
Facebook’s ability to encroach on Snap’s turf raises questions about the depth of Snap’s competitive moat.
Bonds normally provide a countervailing cushion when stocks fall. But a big bond rally faces challenges of its own.
SoftBank’s $6 billion investment in Didi Chuxing would have been enough to buy all of the Chinese ride hailing app two years ago, around the time Softbank made its earlier investment into the company.
Getting in early on a surge in foreign-currency financed Chinese acquisitions such as soccer club AC Milan might be a smart move for hedge fund Elliott Management.
Auto-financing penetration numbers aren’t startling compared to the developed world. The pace of growth however, is.
Carnival shares are at records, having fully recovered from last year’s Zika-related concerns, and appear to have more upside if bookings hold up and international growth remains strong.
Any investors who think the failure of health-care reform was somehow a positive because it cleared the way for tax reform may be about to be rapidly disabused of that notion.
U.K. stress tests this year will measure how banks will weather a pound crisis and sharply higher interest rates. That should give a clear view of the risks in U.K. lenders’ recent rush into unsecured consumer lending, which has kept the U.K. economy humming since the Brexit vote.
Forward guidance was a useful tool to reassure markets that rates would stay low for a long time. But now policy is tightening, the potential for market confusion has risen.
Bank owned by big insurer Ping An is exposed to the plunge in China Huishan Dairy’s shares.
In a market that has churned higher since the election without much getting in the way, investors shouldn’t be fazed by the first sign of volatility. The problem is, they usually are.
In late 2013, oil was range trading, U.S. drillers were ramping up and China was entering a tightening cycle—much like today. Six months later, the oil market collapsed.
Banks haven’t felt pressure to raise deposit rates in response to Federal Reserve interest-rate increases, but that will eventually change.
The demise of the American Health Care act should please investors for now. However, the risks of changing health policy have shifted rather than evaporated.
Software maker PTC has said its shift to a subscription model is attracting new customers, but its numbers look different from others that have undergone similar transitions.
OPEC and its oil exporting ally Russia could feel pressure to extend or deepen output cuts now that most of the post-November gains have faded.
Investors should spare a thought for the conventional wisdom that dominated the market in 2010 when the Affordable Care Act was up for debate.
Something unusual in Credit Suisse’s earnings deserves investors’ attention.
GameStop hopes new consoles will attract more people to its stores, but the retailer must grapple with an increasing shift to digital downloads and gamers buying fewer titles.
Reading the label isn’t enough for picking funds. You may need to go into the ingredients list, too.
Europe is still a collection of “what-if” scenarios for investors in terms of politics. But the question investors need to weigh up is: what if the eurozone economy is really motoring?