Sectors

Read our take on the stock market through a sector lens.

Nvidia Earnings Ahead with China, AI Spend in Focus

Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.

Health Care Sector Struggles as Pharma Tariffs Loom

U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.

Q2 Retail Earnings Preview: Demand in Question

Major retailers preparing to report are still facing uncertainty around tariffs' impact on prices and shopper demand. Fresh worries arose after disappointing July jobs data.

Back-to-School Stocks for Your Portfolio

September means back-to-school time, which could mean shopping for your student and a portfolio of stock investments.

Q2 Tech Earnings Preview: Strength Seen Continuing

Tech earnings strength has lifted S&P 500 earnings growth in recent quarters and could again as major firms like Apple, Microsoft, and Intel gear up to report in coming weeks.

Q2 Bank Earnings Preview: A Dimmer Light?

After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.

Easy Money? Rate Cuts May Not Ease Borrowing Costs

Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.

"Yen-Carry" Anniversary Nears, but Worries Fade

Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?