Market Moves
A New Tech Bubble Is Poised to Pop, Warns Bernstein
Profitless companies with soaring stocks, like Pinterest and Snap, are flirting with trouble, the firm’s analysts say.
Tag: Amazon
Market Moves
Ned Davis: Tech Titans Could Fall 20% This Year
If Treasury yields keep rising, and the 10-year Treasury hits 2%, it’s bad news for the Nasdaq 100, the research firm warns.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Market Moves
Einhorn: The Tech Bubble Has Already Popped
To hedge fund impresario, crazed IPO issuance, overvalued stocks, and nutty post-split advances speak of a peak: September 2.
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.
Market Moves
Nasdaq 100 Is Just Halfway Through Its Plunge, Says Morgan Stanley
The firm’s Michael Wilson sees a further reckoning for the home of the biggest tech names.
Market Moves
Dimon: Get Staffers Back in the Office, Remote-Work Productivity Stinks
In a corporate split, some bosses and workers agree with the JPM chief, but others really, really don’t.
Overvalued Stocks: What Would Make Sky-High Multiples Drop?
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
Market Moves
Schwarzman Dodges Bullet: Boosts Warehouses, Dumps Hotels, Malls
His Blackstone Group’s real estate arm manages to avoid bad trends and embrace good ones.
Market Moves
Market Is 2nd Most Overvalued, after 1999’s, David Tepper Says
Comparison to dot-com bubble year helps send current stocks down for the day.
Market Moves
Rogers, Gabelli, Miller Tout Value Investing, With an Exception
Devotees of bargain buys have doubts about legacy retail’s viability.
Asset Allocation
Bad Breadth: 5 Giants’ Market Dominance Is a Grim Sign, Goldman Says
History shows that the lofty status of Microsoft and its tech peers could lead to a deep market rout, the firm warns.
Market Moves
Bill Miller: Why Now Is a Great Time to Buy Value Stocks
The famed investor, who just bought Boeing stock, says beaten-down gems are on sale.
Newsmakers
Norway’s KLP Pressures Agribusiness, Investors to Save the Amazon
$80 billion fund seeks action to end ‘devastating environmental damage.’
The Malls Get Mauled: Will Retail Real Estate Recover?
While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment.