The U.S. stock market has delivered surprisingly strong returns in 2025, but history and Wall Street say the index will trade sideways in the remaining months of the year.
Shares of residential solar energy company Sunrun (NASDAQ:RUN) jumped 10.2% in the afternoon session after the stock rebounded following several positive analyst actions and favorable sector-wide news. RBC Capital upgraded the stock to "Outperform" from "Sector Perform," and Wells Fargo raised its price target, with both citing increased clarity on long-term opportunities following recent U.S. Treasury guidance. GLJ Research also upgraded its rating on the company. This guidance appears to be a key factor, with analysts noting it's favorable for the residential solar sector. Adding to the positive sentiment for renewable energy, India announced it was more than halving its goods and services tax on related equipment, including solar panels, from 12% to 5%, shoring up the industry.
Shares of scientific instruments company Waters Corporation (NYSE:WAT)
jumped 1.9% in the morning session after the company provided an optimistic business update at the Wells Fargo 20th Annual Healthcare Conference.
Shares of medical device company ICU Medical (NASDAQ:ICUI)
jumped 1.5% in the morning session after the company presented at the Wells Fargo 20th Annual Healthcare Conference, highlighting its strategic growth initiatives and robust performance.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats.
However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
Shares of health insurance provider Elevance Health (NYSE:EVH)
fell 3.5% in the afternoon session after the company's CFO flagged potentially elevated medical costs and weakening margins at an investor conference.
Shares of medical device company DexCom (NASDAQ:DXCM)
jumped 3.3% in the afternoon session after company executives provided an optimistic outlook at the Wells Fargo Healthcare Conference on Wednesday.
Elizabeth Warren (D-Mass.), Bernie Sanders (I-Vt.), and Richard Blumenthal (D-Conn.), have written to major banks, seeking clarification on the potential impact of the Trump administration's rollback of a financial regulation.
Shares of semiconductor testing company FormFactor (NASDAQ:FORM) fell 3.6% in the afternoon session after Wells Fargo reiterated its 'Hold' rating on the stock, citing concerns over the company's ability to improve its profit margins.
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A significant sector rotation is currently underway in equity markets, shifting investor capital away from the mega-cap technology stocks that dominated recent years towards more traditional value and cyclical segments. This trend, gaining significant momentum in 2025, sees sectors such as financial services, basic materials, healthcare, energy, and industrials outperforming,
The financial world is abuzz with the strong likelihood of impending interest rate cuts by the Federal Reserve, a significant pivot in monetary policy that has sent ripples across global markets. Following Federal Reserve Chair Jerome Powell's recent address at the annual Jackson Hole Economic Symposium, Wall Street has largely
The brokerage noted that as developers reconsider panel choices due to retroactive tariffs, they may pivot to non-impacted imports or First Solar modules.
The Federal Reserve finds itself at a critical juncture, navigating a treacherous path between aggressive market demands for interest rate cuts and the persistent realities of an economy that defies easy categorization. While financial markets have been consistently pricing in a series of rate reductions, the central bank is grappling
The financial markets are currently navigating a significant bifurcation, characterized by soaring valuations in a handful of mega-cap growth stocks, particularly in the technology sector, while vast segments of value and small-cap companies trade at historically attractive discounts. This widening chasm presents both a conundrum and a compelling opportunity for
Shares of multinational media and entertainment corporation Paramount (NASDAQ:PARA)
fell 4.1% in the afternoon session after continued weakness as reports surfaced that the newly merged company with Skydance is preparing for a significant wave of layoffs.
The financial world is abuzz with anticipation as the Federal Reserve signals a strong likelihood of an interest rate cut in September 2025. This potential move, heavily influenced by recent remarks from Federal Reserve Chair Jerome Powell, has already sent ripples through global markets, sparking optimism among investors and prompting
