mbbirdy/E+ via Getty Images Large-cap growth stocks have staged an eye-catching comeback from their late-March lows, with investors rotating back into perennial favorites on the assumption that recovery from war-time economic strain will follow a similar path to the rebound seen during peak tariff-policy uncertainty. But according to Gina Martin Adams, Chief Market Strategist for HB Wealth, the st...
mbbirdy/E+ via Getty Images Large-cap growth stocks have staged an eye-catching comeback from their late-March lows, with investors rotating back into perennial favorites on the assumption that recovery from war-time economic strain will follow a similar path to the rebound seen during peak tariff-policy uncertainty. But according to Gina Martin Adams, Chief Market Strategist for HB Wealth, the strength beneath the surface may be more illusion than reality. The key problem, Adams argues, is breadth, or more precisely, the lack of it. The gains across large-cap growth have been almost entirely captured by the very biggest names, while the average growth stock remains in negative territory for the year. The divergence is starkest when comparing the S&P 500 Pure Growth and Russell 1000 Pure Growth indices. More than 60% of stocks in the S&P 500 version are trading back above their 200-day moving average, yet only 32% of growth stocks in the broader Russell 1000 have managed the same. "What appears to be a strong surge in growth stocks," Adams notes, "is actually quite a narrow recovery in the largest growth stocks among U.S. large caps." The duration of this breadth weakness is where the signal becomes harder to ignore, according to Adams. Fewer than half of Russell 1000 Pure Growth stocks have been above their 200-day moving average since January 8th, the longest such streak since 2022, and a pattern Adams identifies as consistent with a bear market in the growth style. She points to the corrections of 2018 and 2022 as the only comparable periods, both of which saw value stocks outperform and growth fall into a sustained bear market. Value, Adams argues, is doing what growth cannot right now: delivering broad participation. While the largest value stocks have lagged the wider gains seen across the rest of the value universe, that dynamic reflects a healthier and more evenly distributed rally, strength spread across the style rather than concentrated in a handful of me...
The United States market has remained flat over the last week but has experienced a significant 29% increase over the past year, with earnings forecasted to grow by 16% annually. In this environment, growth companies with high insider ownership can be particularly appealing as they may indicate strong confidence in the company's future prospects from those who know it best.
The United States market has remained flat over the last week but has experienced a significant 29% increase over the past year, with earnings forecasted to grow by 16% annually. In this environment, growth companies with high insider ownership can be particularly appealing as they may indicate strong confidence in the company's future prospects from those who know it best.
French driver struck animal while driving at 230 mph Peta says 40-year-old failed to show compassion for death French racing driver Romain Grosjean has angered animal rights group Peta for “flippant” comments after hitting a bird while testing for next month’s Indianapolis 500. The driver, who survived a fireball crash during the 2020 Formula One Bahrain GP, described the bird strike at around 230...
French driver struck animal while driving at 230 mph Peta says 40-year-old failed to show compassion for death French racing driver Romain Grosjean has angered animal rights group Peta for “flippant” comments after hitting a bird while testing for next month’s Indianapolis 500. The driver, who survived a fireball crash during the 2020 Formula One Bahrain GP, described the bird strike at around 230 mph in graphic terms this week. Continue reading...
The part of artificial intelligence that often gets overlooked lives inside data centers like CoreSite's sprawling complex just outside New York City. CEO Juan Font thinks of his company's facilities like shopping malls. "You have multiple stores sharing the same building, the same power, the same cooling, but in the digital sense, as opposed to having every company build their own data centers," ...
The part of artificial intelligence that often gets overlooked lives inside data centers like CoreSite's sprawling complex just outside New York City. CEO Juan Font thinks of his company's facilities like shopping malls. "You have multiple stores sharing the same building, the same power, the same cooling, but in the digital sense, as opposed to having every company build their own data centers," Font told CNBC during a recent tour of CoreSite's NY3 facility in Secaucus, New Jersey. Data centers like NY3 are popping up all around the country as technology companies crave more and more high-powered computing capacity to run their artificial intelligence workloads. They are the physical manifestation that enables the everyday tasks that we conduct on smartphones, computers, wearables, and connected cars. Big Tech — including portfolio names Amazon , Alphabet , Meta Platforms , and Microsoft — has already poured billions upon billions of dollars into data center buildouts. Collectively, these four companies are on track to spend at least $608 billion this year to keep in the AI arms race. That number may move even higher after all four companies report earnings after Wednesday's closing bell. On top of all that, newcomers OpenAI and Anthropic are also spending at furious clips ahead of their expected initial public offerings (IPOs), which could happen, at the earliest, near the end of this year. You have multiple stores sharing the same building, the same power, the same cooling, but in the digital sense. CoreSite CEO Juan Font For these complex, power-hungry data centers to operate, an ecosystem of technologies must come together. This new AI infrastructure gold rush is creating massive opportunities for Investing Club names tied to major parts of these facilities. To better understand how data centers are built and how some of our holdings — from top chipmakers Nvidia and Broadcom to leading energy generator GE Vernova — come into play, I took an in-depth tour of Cor...
The man charged with trying to storm the White House Correspondents’ Association dinner and kill US President Donald Trump took a picture of himself in his hotel room just minutes earlier, outfitted with an ammunition bag, a shoulder gun holster and a sheathed knife, authorities said on Wednesday in a new court filing. Cole Allen wore black pants, a black shirt and a red tie as he snapped the imag...
The man charged with trying to storm the White House Correspondents’ Association dinner and kill US President Donald Trump took a picture of himself in his hotel room just minutes earlier, outfitted with an ammunition bag, a shoulder gun holster and a sheathed knife, authorities said on Wednesday in a new court filing. Cole Allen wore black pants, a black shirt and a red tie as he snapped the image in his room at the Washington Hilton, where Trump and hundreds of journalists were meeting for a...
⚽️ Champions League updates from 8pm BST kick-off ⚽️ Football Daily | The Knowledge | Follow us on Bluesky This is the fourth meeting between Atletico and Arsenal. The first two came in the Europa League semi-final of 2017-18, when goals from Antoine Griezmann and Diego Costa put Atleti through 2-1 on aggregate. The other was in the league phase of this season’s competition, when Arsenal ran riot ...
⚽️ Champions League updates from 8pm BST kick-off ⚽️ Football Daily | The Knowledge | Follow us on Bluesky This is the fourth meeting between Atletico and Arsenal. The first two came in the Europa League semi-final of 2017-18, when goals from Antoine Griezmann and Diego Costa put Atleti through 2-1 on aggregate. The other was in the league phase of this season’s competition, when Arsenal ran riot in the second half. History is made! Or rather, it will be at 8pm BST tonight, when Mikel Arteta’s oft-maligned Arsenal play back-to-back Champions League semi-finals for the first time in the club’s history. It’ll count for little if they don’t win either the Premier League or Champions League this season, but it’s an undeniable marker of their progression from the 15th-best team in England to one Europe’s finest. Continue reading...
July arabica coffee (KCN26 ) today is down -0.20 (-0.07%), and July ICE robusta coffee (RMN26 ) is down -41 (-1.18%). Coffee prices are moving lower today, pressured by a stronger dollar. Losses in arabica coffee are limited amid a decline in coffee inventories after ICE arabica coffee inventories fell...
July arabica coffee (KCN26 ) today is down -0.20 (-0.07%), and July ICE robusta coffee (RMN26 ) is down -41 (-1.18%). Coffee prices are moving lower today, pressured by a stronger dollar. Losses in arabica coffee are limited amid a decline in coffee inventories after ICE arabica coffee inventories fell...
Fears that Salah had played last game for Reds have eased Injury sustained against Palace found to be minor Mohamed Salah is expected to play again for Liverpool before the end of his farewell season after being diagnosed with a minor muscle injury. Salah was substituted in the 59th minute of Liverpool’s 3-1 win over Crystal Palace on Saturday with a hamstring problem. The 33-year-old’s reaction a...
Fears that Salah had played last game for Reds have eased Injury sustained against Palace found to be minor Mohamed Salah is expected to play again for Liverpool before the end of his farewell season after being diagnosed with a minor muscle injury. Salah was substituted in the 59th minute of Liverpool’s 3-1 win over Crystal Palace on Saturday with a hamstring problem. The 33-year-old’s reaction at the time – applauding all four sides of Anfield before heading straight down the tunnel – raised concerns that he was facing a lengthy spell on the sidelines and might have played his final game for the club. Continue reading...
Earnings Call Insights: IDEX Corporation (IEX) Q1 2026 Management view "IDEX delivered a strong first quarter" with "organic sales growth of 5% and adjusted EBITDA margin of 26%" and "orders were better than expected, growing 10% organically year-over-year" (CEO, President & Director Eric Ashleman). "Strength was most pronounced in our Health & Science Technologies" and "the strong backlog build i...
Earnings Call Insights: IDEX Corporation (IEX) Q1 2026 Management view "IDEX delivered a strong first quarter" with "organic sales growth of 5% and adjusted EBITDA margin of 26%" and "orders were better than expected, growing 10% organically year-over-year" (CEO, President & Director Eric Ashleman). "Strength was most pronounced in our Health & Science Technologies" and "the strong backlog build in HST improves our visibility to deliver continued solid growth for the balance of the year and into 2027" (CEO, President & Director Ashleman). "We repurchased $76 million of IDEX shares in the first quarter and expect to maintain that pace throughout 2026" (CEO, President & Director Ashleman). "Adjusted gross margin declined 40 basis points year-over-year to 44.9%" and "free cash flow of $86 million declined $5 million versus last year, driven mostly by higher working capital investment due to higher growth" (Senior VP & CFO Sean Gillen). Outlook "For the second quarter of 2026, we expect ... adjusted EPS of $2.07 to $2.12" (Senior VP & CFO Gillen) vs. $2.09 (analysts’ estimate). "For the full year 2026, we now expect organic growth in the 3% to 4% range" and "we are increasing our adjusted EPS guidance for 2026 by $0.20 to $8.35 to $8.55" (Senior VP & CFO Gillen). "Adjusted EBITDA margin is expected to be in the 26.5% to 27% range in 2026, unchanged from our previous guidance" with headwinds as "volume decrementals in FMT and FSDP and mix influences keep our near-term margin expansion expectations unchanged" (Senior VP & CFO Gillen). On tariffs, "the IEEPA tariffs have been repealed" but "the administration has implemented new tariffs" and "we currently do not anticipate much of a net impact to our financial results"; the company has applied for refunds: "we have taken the requisite actions to apply for these" (Senior VP & CFO Gillen). Financial results "Organic revenue growth of 5%" and "adjusted EBITDA margin expanded 50 basis points year-over-year" while "adjusted EPS...
A Charles Schwab Modern Wealth Survey 2025 finding that 57% of Americans agree modern investment portfolios are more sophisticated and require more professional guidance sits at the center of a broader shift in how households manage retirement money. The figure spans age groups and aligns with measurable changes in product mix, account structures, and the ... 57% of Americans Say Their Portfolios ...
A Charles Schwab Modern Wealth Survey 2025 finding that 57% of Americans agree modern investment portfolios are more sophisticated and require more professional guidance sits at the center of a broader shift in how households manage retirement money. The figure spans age groups and aligns with measurable changes in product mix, account structures, and the ... 57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
Canonical's plan to add AI features to Ubuntu has some users asking for "a version of Ubuntu that does not include these features," while others say they'll stick with older versions of the Linux distro or even switch to a different one. After Canonical's announcement earlier this week that it's bringing AI features to Ubuntu, replies included requests for an AI "kill switch" or a way to disable t...
Canonical's plan to add AI features to Ubuntu has some users asking for "a version of Ubuntu that does not include these features," while others say they'll stick with older versions of the Linux distro or even switch to a different one. After Canonical's announcement earlier this week that it's bringing AI features to Ubuntu, replies included requests for an AI "kill switch" or a way to disable the upcoming features, and comparisons to Microsoft's addition of AI features into Windows 11. Canonical's VP of engineering, Jon Seager, responded on Tuesday , stating that Canonical isn't planning to add a "global AI kill switch," but users will be … Read the full story at The Verge.
CLDT, HST, PK and DRH enter earnings season as hotel demand, occupancy and RevPAR rise, setting up potential upside as investors hunt for positive surprises.
CLDT, HST, PK and DRH enter earnings season as hotel demand, occupancy and RevPAR rise, setting up potential upside as investors hunt for positive surprises.
Altman faces off against Musk, his OpenAI co-founder, in second day of high-stakes lawsuit After a dramatic first day of opening statements and testimony from Elon Musk in his case against Sam Altman and OpenAI, the trial continues on Wednesday with a cross examination of the Tesla CEO. OpenAI’s defense attorneys will get a chance to press the world’s richest man on his allegations, which yesterda...
Altman faces off against Musk, his OpenAI co-founder, in second day of high-stakes lawsuit After a dramatic first day of opening statements and testimony from Elon Musk in his case against Sam Altman and OpenAI, the trial continues on Wednesday with a cross examination of the Tesla CEO. OpenAI’s defense attorneys will get a chance to press the world’s richest man on his allegations, which yesterday included suggesting Altman “stole a charity” and would endanger humanity with AI. Musk is accusing his OpenAI co-founders Altman and Greg Brockman of breaking the founding agreement of the company to build AI to benefit humanity, instead shifting the non-profit to a for-profit structure and unjustly enriching themselves along the way. He is seeking the removal of Altman and Brockman, the undoing of the for-profit structure and $134bn in damages, which he wants redistributed to OpenAI’s non-profit arm. Continue reading...
In his second day on the stand in the trial he launched against OpenAI, Elon Musk said the AI start-up he'd helped found had strayed from its charitable mission. (Image credit: Godofredo A. Vásquez)
In his second day on the stand in the trial he launched against OpenAI, Elon Musk said the AI start-up he'd helped found had strayed from its charitable mission. (Image credit: Godofredo A. Vásquez)