Utilities: Sector Rally Losing Momentum Going Into 2025
We think investors should prepare for more pedestrian returns from utilities in 2025 and beyond. The rally in 2024 simply ...
Citigroup Earnings: Firm Remains in a Turnaround
Citigroup C ended the year with middling numbers, but its upbeat management guidance for 2025 and announcement of a $20 ...
Active ETFs’ Big Year: What Hit the Market and What’s on Our Radar
Active exchange-traded funds created a big buzz in 2024. Here’s a look at what has hit the market and Morningstar analysts’ ...
Morgan Stanley more bullish on M&A as equity and bond revenues climb
Among the standout numbers in the fourth quarter, Morgan Stanley's revenue in the institutional-securities business jumped 47.1% from a year ago to $7.27 billion, well above the FactSet consensus of ...
Gen Z is planning to invest conservatively in 2025. Here are some reasons why.
A survey found that Gen Z intends to invest in cash assets and bonds more than older generations. Traditional wisdom says that younger investors can afford to take on more risk with their portfolios ...
Marriott's Brand Demand Can Endure Under Existing Economic Conditions
Cyclicality and overbuilding in the industry present risks for shareholders. Typically, US lodging recoveries last five to nine years, but the upcycle ending in 2019 lasted 10 years.
Southwest's valuation is out of whack, Citi says in new 'sell' call
Southwest Airlines Co.'s stock fell 4% Thursday, after Citigroup downgraded the stock to sell from neutral, arguing that the valuation has risen while earnings quality and free-cash-flow conversion ...
Atara Shares Sink After FDA Stalls Cancer Treatment
Atara Biotherapeutics shares plunged after the FDA rejected its application to bring a blood cancer treatment to market. Shares of the biotechnology company were recently down 46.5% to $7.04. The ...
AMD gets another downgrade. Here's why analysts are souring on the stock.
Another analyst is casting doubt on Advanced Micro Devices Inc.'s growth potential in graphics processing units, leading to the latest downgrade of the semiconductor stock. Wolfe Research's Chris Caso ...
Demand for Hilton's Brands Remains Steadfast Despite Waning Savings Rates
Despite waning US savings rates, we see lasting demand for Hilton’s strong upper scale, lifestyle, and luxury presence, which is strengthening its brand intangible asset, the primary source of its ...
Treasury yields slip on 2025 rate-cut possibilities after Fed's Waller speaks
Yields on U.S. government bonds turned slightly lower Thursday morning, reversing direction from earlier in the day, after one key policymaker spoke about the possibility of multiple 2025 rate cuts by ...
Infosys Down Nearly 6%, on Pace for Largest Percent Decrease Since October 2023 — Data Talk
Down 6.33% at today's intraday low; largest intraday percent decrease since Aug. 5, 2024, when it fell as much as 6.38% ...