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Articles by Sarah Min
Value investors retool their models to keep up with the AI stock market
Chris Grisanti, a value investor who started in the industry in the 1990s, disagrees with the idea that value-oriented investors can't also wade into technology companies. The chief market strategist at MAI Capital Management took a big position in Dell Technologies earlier this year, a bet that paid off when the server maker suddenly caught AI lightning in a bottle after earlier selling for just eight times earnings.
Stocks making the biggest moves midday: Lennar, Capri, Vicor, Amgen & more Original
Check out the companies making the biggest moves midday: Lennar — The homebuilder rose more than 4% after Berkshire Hathaway disclosed it purchased more than 2.7 million shares. Amgen — The biotech name gained more than 3% after announcing positive phase 3 trial results for dazodalibep, which aims to treat moderate-to-severe Sjögren's disease in adults.
Stocks making the biggest moves premarket: Alibaba, Quest Diagnostics, On Holding, GameStop & more Original
Check out the companies making headlines before the bell: Alibaba — Shares popped more than 3% after CEO Eddie Wu said at the company's Apsara Conference that Alibaba Cloud plans to operate more than 20 gigawatts of data centers globally by 2032, according to FactSet. He also launched the Zhenwu V900 chip.
Daily Stock Market Live
Traders work on the floor at the New York Stock Exchange in New York, Sept. 8, 2026. U.S. stocks rose on Monday as key technology names advanced and oil prices and Treasury yields slipped, with Wall Street looking to recover from a mostly lower week. The S&P 500 climbed 1.5%, while the Nasdaq Composite gained 2.1%. The Dow Jones Industrial Average added 341 points, or 0.7%. The broader market was supported by a rise in artificial intelligence-related stocks.
Daily Stock Market Live Original
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 15, 2026. Jeenah Moon | Reuters U.S. stock futures rose slightly on Sunday night after the Dow Jones Industrial Average posted a third straight losing week. Dow Jones Industrial Average futures rose by 129 points, or 0.25%. S&P 500 futures and Nasdaq-100 futures climbed 0.23% and 0.27%, respectively. Those moves come after the latest escalation in hostilities in the Middle East over the weekend.
Daily Stock Market Live
Traders work on the floor at the New York Stock Exchange in New York, Sept. 8, 2026. U.S. stocks rose on Monday as key technology names advanced and oil prices and Treasury yields slipped, with Wall Street looking to recover from a mostly lower week. The S&P 500 climbed 1.49% to end at 7,764.70, while the Nasdaq Composite gained 2.26% for a record close of 27,122.09 — its first since June. The Dow Jones Industrial Average added 366.19 points, or 0.71%, to settle at 52,048.83.
Stocks face a key hurdle in next week’s U.S.-China summit. Here’s what’s at stake
Investors have gotten past the latest Federal Reserve meeting relatively unscathed, but they are settling in for a higher-for-longer rate environment and anticipating market choppiness in the coming months. Next week's U.S.-China summit could be a potential wildcard. Stocks are on pace to cap off a mixed week Friday. The S & P 500 and Dow Jones Industrial Average were each heading for a losing week, after the Fed unanimously decided to raise rates for the first time since 2023.
Daily Stock Market Live
Traders work after a Federal Open Market Committee (FOMC) meeting on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Sept. 16, 2026. Michael Nagle | Bloomberg | Getty Images U.S. stock futures were little changed Thursday night, after the major averages rose following Wednesday's first Federal Reserve interest rate hike in three years. Dow Jones Industrial Average futures rose by 30 points, or 0.06%.
Investors react to Fed hike and market sell-off: Brace for 'higher for longer' rates
The Federal Reserve on Wednesday lifted interest rates as expected, but a unified stance among policymakers against inflation has investors settling in for a "higher for longer" environment — even as they remain constructive on equities. The Fed raised interest rates for the first time since 2023, increasing the fed funds rate by a quarter percentage point to the target range of 3.75% to 4.00%. The central bank also signaled one more hike will come this year.
The Fed has to walk a fine line Wednesday. How the stock market may react, according to JPMorgan Original
It's a fine line the Federal Reserve is going to have to walk on Wednesday. The Fed is widely expected to raise rates at its policy meeting that began Tuesday, a sharp departure from what investors were expecting just a few weeks ago when the central bank was anticipated to remain on hold. Fed funds futures were last pricing in a roughly 93% chance of a quarter point hike this week, up from a 33% likelihood one month ago, according to the CME FedWatch Tool. A hike seems inevitable to many traders.
Stocks making the biggest moves midday: Skyworks Solutions, Axon, Dave & Buster's, Revvity & more Original
Check out the companies making the biggest moves midday: Skyworks Solutions , Qorvo — The chipmakers popped, recovering from a sell-off in the previous session driven by safety concerns around artificial trade. Skyworks traded 10% higher, while Qorvo advanced 7%. Axon Enterprise — The Taser manufacturer slid 9% after announcing the sale of $1 billion in convertible senior notes. Revvity — The provider of equipment for life sciences research jumped 7% to hit a fresh 52-week high.
Stocks making the biggest moves premarket: Dave & Buster's, Enova, Etsy & more
Market Insider Stocks making the biggest moves premarket: Dave & Buster's, Enova, Etsy & more Published Tue, Sep 15 20267:36 AM EDT
The stock market could do something strange this week after the Fed decision
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 8, 2026. Brendan McDermid | Reuters This week, the stock market could do something unusual: rally on a rate hike. Wall Street is expecting that the Federal Reserve will raise rates this week after Chairman Kevin Warsh's tough speech against inflation at Jackson Hole last month was followed by a series of hot inflation reports, a spike in oil prices, and a surge in expectations for a quarter-point increase.
The stock market could do something strange this week after the Fed decision
Investing 6 hours ago Expect a stock ‘face-ripper rally’ soon, says senior analyst finbold.com - Paul L.
Dan Chung rebuilt a decimated Alger Management after 9/11. He's still finding the market's winners Original
Dan Chung Courtesy: Fred Alger Management Daniel Chung, the CEO and chief investment officer at investment firm Fred Alger Management, survived the Sept. 11 attacks on the World Trade Center by chance. That morning a quarter century ago, the then-tech analyst started his day at the Intercontinental Hotel in Midtown Manhattan, searching for answers on why a key stockholding hadn't been performing well. The company's chief executive was set to make a presentation that day.
A Fed hike next week seems certain after the latest inflation data. Here's what's ahead
By this point it seems certain that Federal Reserve Chairman Kevin Warsh will be held to his word next week, likely delivering a hike at Wednesday's policy meeting after the latest inflation data failed to soothe fears that pricing pressures will be coming down anytime soon. That may be exactly what the market wants.
Daily Stock Market Live
Traders work at the New York Stock Exchange on Aug. 25, 2026. NYSE Stocks dropped Thursday after U.S. oil prices topped $100 a barrel, amid growing fears of higher inflation from a prolonged war in the Middle East. The Dow Jones Industrial Average dropped 400 points, or 0.76%. The S&P 500 fell 0.65%, while the Nasdaq Composite slid 0.68% too. Higher oil prices continued to weigh on sentiment, as the war between the U.S. and Iran stretched into a seventh month.
Treasury yields hit multi-year highs as investors await key wholesale inflation data
Treasury yields hit multi-year highs on Thursday as traders await the release of U.S. wholesale inflation data later due later in the session The 10-year U.S. Treasury note yield — the key benchmark for mortgage borrowing, auto loans and credit card debt — was up more than 2 basis points at 4.867%. That's the highest level since November 2023.
Daily Stock Market Live
S&P 500 heads for 10th straight year with post-Labor Day losses Stocks are on track for another post-Labor Day slump. The S&P 500 declined 0.3% in Tuesday's session. If that holds through the closing bell, it would mark the 10th straight year of declines for the broad index in the session after the holiday, according to Bespoke Investment Group. Bespoke found that the S&P 500 usually goes on to slide for the remainder of September when looking at the last decade.
Next week will show how sustainable the AI trade is. Here's what's ahead, including a jobs report Original
Tech came back in a big way this week, but whether artificial intelligence can sustain its advance — especially as expectations of a rate hike grow — remains to be seen. Next week's jobs report should also give some clarity on the path for monetary policy, after the Federal Reserve Chairman Kevin Warsh doubled down on a stance against inflation even with growing pockets of weakness in the U.S. economy.
There's one metric that shows investors are being pickier about the stocks they buy
One measure of the stock market shows that investors are going to have to get more savvy about picking bets in the future. A metric called the three-month intra-stock correlation in the S & P 500 has moved to essentially zero, the lowest level in data going back to 1990, according to Truist Wealth. That shows that stocks in the broader index are now moving independently of one another, at a highly unusual level of dispersion.
SpaceX is 'attractively valued' after $100 billion Louisiana spaceport plan, Morgan Stanley says
Investors aren't appreciating the full scope of the ambition behind SpaceX's decision to build a $100 billion spaceport in Louisiana, according to Adam Jonas. The Morgan Stanley analyst reiterated an overweight rating on the stock, with a $300 price target implying more than 70% upside from Tuesday's close.
Stocks making the biggest moves midday: Dick's Sporting Goods, Marvell, AMD, Kura Oncology & more Original
Check out the companies making the biggest moves midday: Dick's Sporting Goods — Shares plunged more than 27% following a revenue disappointment out of the sports equipment retailer, which cited a "challenging" market for footwear. Dick's posted sales of $5.59 billion, lower than the $5.65 billion expected by analysts polled by LSEG. The stock was on pace for its worst day ever.
Stocks making the biggest moves premarket: Dick's Sporting Goods, Advanced Micro Devices, Kura Oncology & more
Market Insider Stocks making the biggest moves premarket: Dick's Sporting Goods, Advanced Micro Devices, Kura Oncology & more Published Tue, Aug 25 20267:38 AM EDT
Big week coming up with PCE, Nvidia earnings and then Jackson Hole. Here's what to expect
The summer may be winding down, but there's an awful lot of potentially market moving activity in store next week. Between Jackson Hole, Nvidia earnings and the Federal Reserve's preferred inflation report all coming in a five-day stretch, investors will have to stay on their toes navigating the cross currents — especially as turbulence in the bond market finally washes up to reach stocks.
How higher bond yields can prove a stumbling block for the stock market
Higher bond yields, even after the U.S. Treasury's pledge to buy back some longer-dated debt, could make the stock market more vulnerable to any coming shocks. Bond yields were higher Thursday , erasing the brief deline that followed Treasury Secretary Scott Bessent's announcement Wednesday that the department will more than double the size of its government debt repurchases. Bessent told CNBC Thursday that the debt buyback program could exceed the $4 billion upper limit referenced the day before.
Daily Stock Market Live
JPMorgan downgrades Cogent Communications JPMorgan downgraded Internet service provider Cogent Communications on Wednesday to undergweight from neutral on concerns about execution and increased leverage.
Daily Stock Market Live
Traders work on the floor of the New York Stock Exchange. NYSE U.S. stock futures were near the flatline on Tuesday night, after the major averages fell for a third straight session as a global bond rout and higher oil prices weighed on investor sentiment. Dow Jones Industrial Average futures rose by 3 points, or 0.01%. S&P 500 futures were flat, while Nasdaq 100 futures dipped 0.04%. Wall Street is coming off a losing session. The Dow shed 116 points, or 0.2%, while the S&P 500 slid 0.7%.
Stocks making the biggest moves after hours: Toll Brothers, Keysight Technologies, La-Z-Boy & more Original
Check out the companies making headlines after hours. Toll Brothers — Shares of the luxury homebuilder dipped 0.3%. Toll Brothers said it sees fourth quarter deliveries ranging from 3,450 to 3,550 versus the StreetAccount consensus estimate of 3,508. The company reported third quarter earnings of $2.97 per share on revenues of $2.65 billion. Analysts polled by LSEG had expected per-share earnings of $2.93 on revenues of $2.61 billion.
Stocks making the biggest moves midday: Meta, Amylyx, Baidu, Klarna, Coherent, Sandisk & more
Here are some of the companies making headlines in midday trading. Amylyx Pharmaceuticals – Shares surged 53% after the pharmaceutical company said its avexitide treatment met its primary endpoint, as well as all secondary endpoints in a Phase 3 trial. Avexitide is a GLP-1 receptor agonist to treat post-bariatric hypoglycemia. Meta Platforms – The Facebook parent slid 3%. A key trial kicked off on Tuesday in which a group of states are suing Meta over alleged harm to children and teens .
Widely followed investor survey shows extreme bullishness with little worry about rate hikes or AI spending
A widely followed investor survey is showing extreme bullishness in the stock market, in spite of ongoing concerns around an interest rate hike and artificial intelligence credit concerns. The latest global fund manager survey from Bank of America Securities showed investor sentiment is at its third most bullish level going back to 2022, and already shaping portfolios.
Stocks making the biggest moves premarket: Home Depot, Tesla, Fabrinet, Duolingo & more Original
Check out the companies making headlines before the bell: Home Depot — Shares gained 1.5% after the home improvement retailer posted fiscal second-quarter results that beat expectations on the top and bottom lines , and reaffirmed its full fiscal year guidance. Adjusted earnings of $4.92 per share topped the $4.73 expected by analysts polled by LSEG. Revenue of $47.86 billion exceeded the forecast $47.27 billion. Tesla — Shares dipped 1.2%.
Daily Stock Market Live
How the market is faring this month The major averages were lower in afternoon trading on Monday, heading for back-to-back negative sessions. Still, the major averages are higher across the board so far in August. The Dow is on track for its fifth straight positive month, while the S&P 500 and Nasdaq Composite are on pace for their first positive month in three. Six of the 11 S&P 500 sectors are higher month to date.
Chart analyst says it's time to hedge. The typical midterm election year turbulence starts this week
This is not the time to get lulled into a false sense of security, according to BTIG. The S & P 500 is up more than 13% for the year, having notched fresh records just last week. The equal-weight S & P 500 has gained roughly 16% over the same time period, itself hitting all-time highs. On top of that, just about every single sector in the broader index is now in positive territory for the year.
Daily Stock Market Live
Traders work on the floor of the New York Stock Exchange. NYSE U.S. stock futures were little changed Sunday night, after the S&P 500 climbed for a third straight week though it ended Friday lower. Dow Jones Industrial Average futures were flat. S&P 500 futures and Nasdaq 100 futures climbed 0.1% and 0.2%, respectively.
Retail earnings next week could shed light on the health of consumer spending. Here's what's ahead
Retail earnings next week could shed light on how consumers are faring amid some signs that the economy may be weaker than expected. Next week brings reports from some of the country's largest retailers, including consumer bellwether Walmart , as well as Target , Home Depot , Lowe's and TJX . Companies that rely on consumers' discretionary spending have come under pressure this year amid stubbornly high inflation and gasoline prices about $1 per gallon higher than before the Iran war.
Everything is going right for the financials sector. Why that is
Suddenly, it seems like everything is going right for financials. After underperforming for much of this year, financial stocks are now running away as a group, with just about every corner of the sprawling industry offering something compelling for investors. Over the past three months, the State Street Financial Select Sector SPDR ETF (XLF) jumped more than 13%, while the State Street SPDR S & P Bank ETF (KBE) climbed 13%.
Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more Original
Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of the optical retail company tumbled 6% after full-year guidance failed to impress Wall Street. National Vision sees adjusted earnings in a range of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion.
Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Coherent & more Original
Check out the companies making the biggest moves premarket: Super Micro Computer — The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents per share.
Daily Stock Market Live
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., Aug. 5, 2026. Jeenah Moon | Reuters U.S. stock futures were little changed Tuesday night, as traders looked ahead to an important inflation report that will likely determine the near-term direction for interest rates. Dow Jones Industrial Average futures rose by 26 points, or 0.05%. S&P 500 futures and Nasdaq 100 futures climbed 0.1% and 0.09%, respectively.
Stocks making the biggest moves after hours: Super Micro Computer, CoreWeave, H&R Block and more Original
Check out the companies making headlines after hours. Super Micro Computer — The data center infrastructure stock rallied more than 8% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents.
JPMorgan is the latest to raise its S&P 500 target, this time to 8,000. Here's why Original
JPMorgan is the latest Wall Street firm to raise its year-end S & P 500 target, now that the bulk of corporate earnings have been reported and appear to confirm a key tenet of the bull case — that the largest technology companies' massive investments in artificial intelligence spending is justified. On Monday, JPM global head of market strategy Dubravko Lakos-Bujas said he expects the S & P 500 will end the year at 8,000, raising his target from 7,800 previously.
The stakes for next week's inflation data just got higher. Here's what's ahead
The stakes for next week's inflation data just got higher, now that Friday's jobs report introduced a new wrinkle to the interest rate outlook. Stocks were higher Friday, capping off a strong start to the month after the latest nonfarm payrolls report showed a surprising loss of jobs in July. Nonfarm payrolls fell by a seasonally adjusted 23,000 last month, while the unemployment rate edged lower to 4.1%, the Bureau of Labor Statistics reported.
Daily Stock Market Live
A trader works on the floor of the New York Stock Exchange. NYSE S&P 500 futures were little changed on Thursday night as traders awaited the release of the July jobs report. S&P 500 futures gained 0.04%, while Dow Jones Industrial Average futures lost 17 points, or 0.03%. Nasdaq 100 futures climbed 0.3%. In extended trading, Airbnb shares rallied 9% after the vacation rental company posted a beat on the top and bottom lines.
Stocks making the biggest moves after hours: Twilio, Airbnb, DraftKings, Trade Desk and more Original
Check out the companies making headlines after hours. Airbnb — Shares of the vacation rental company surged about 7% after Airbnb posted second quarter earnings of $1.37 per share on revenues of $3.61 billion. That outpaced the earnings of $1.25 on revenues of $3.58 billion forecasted by analysts, according to LSEG. Lyft — The ride-hailing company was marginally higher after posting second quarter revenues of $1.84 billion, beating the LSEG consensus estimate of $1.81 billion.
CFRA gets more bullish, hikes S&P 500 year-end target to 8,050
CFRA just got more bullish on the stock market, joining other firms raising their targets in recent weeks. The Wall Street firm hiked its S & P 500 year-end target to 8,050, up from 7,400 originally, meaning the broader index can rise roughly 4% from Wednesday's close. For the full year, that would mean the broader index climbs 17.6%. .SPX YTD mountain S & P 500 in 2026 CFRA also expects the S & P 500 can surge to 8,650 next year, suggesting almost 12% upside from Wednesday's close.
The earnings boom is only getting stronger. Here's what that means
A strong earnings backdrop that was already underpinning the bull case for many investors this year has gotten positively explosive, thanks to the AI boom. The S & P 500 is now on track to deliver second-quarter earnings growth of 47% on a yearly basis, up from around 20% prior to the start of the season, according to FactSet data. The blistering pace is unusual in that it's usually reserved for recoveries from recessions or other disastrous circumstances.
The stock market soars. 5 reasons behind the big surge Tuesday Original
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., July 24, 2026. Brendan Mcdermid | Reuters Wall Street sent stocks soaring to records on Tuesday as a multitude of factors combined to form a broad rally. The Dow Jones Industrial Average surged more than 900 points for its best day in nearly two months. The S&P 500 jumped nearly 2% to a new all-time high in what became one of its biggest single-day advances of the year.
The stock market soars. 5 reasons behind the big surge Tuesday
LGBTQ+ Community 6 hours ago “Irretrievably broken”: WNBA star Brittney Griner files for divorce LGBTQ Nation - Molly Sprayregen • 6h Cherelle Griner became known in 2022 for her constant pressure on the Biden Administration to negotiate her wife’s release from a Russian prison.
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