Big Tech firms like Nvidia, Apple, and Microsoft lead in shareholder value creation. Stocks with a wide economic moat can be a good long-term investment. But only Microsoft, Alphabet, and UnitedHealth Group are rated undervalued by Morningstar. Past performance does not guarantee future success; it’s a line frequently used for investing advice. That’s because stocks…
Bill Smead warns of a potential market downturn, urging a shift to value stocks. Smead cites rapid market momentum and persistent inflation as key concerns for investors. His Smead Value Fund has outperformed 97% of its peers over the last 15 years. Investors have enjoyed sunny days over the last two-and-a-half years thanks to a…
The 4-day “Hong Kong Holiday & Travel Expo 2025” concluded successfullytoday, with attendance reaching a new record high. HONG KONG, Feb 24, 2025 – (ACN Newswire) – The “Hong Kong Holiday & Travel Expo 2025,” a premier travel carnival, concluded today with resounding success, which marks a significant 27% increase in attendance compared to the expo…
Albert Edwards warns declining analyst optimism for US tech stocks could mean trouble. Historically, souring analyst optimism has led to poor stock-market performance. Tech-stock capitalization now exceeds dot-com bubble levels, leaving the market vulnerable, he said. Societe Generale strategist Albert Edwards has long been skeptical that AI stocks in the US could live up to…
UnitedHealth Group stock fell as much as 13% after the WSJ reported an investigation by the DOJ. The probe focuses on United’s Medicare billing practices. UnitedHealth faces multiple investigations, including antitrust issues and a blocked buyout. The move: UnitedHealth Group stock tumbled as much as 13% to $438.50, exceeding the lows reached in December following…
Morgan Stanley’s CIO said bond yields had surpassed levels that support high stock valuations. Investors should focus on a select few sectors in the market, Mike Wilson says. The bank said it favored key sectors with strong earnings, like financials and media. The bond market is sending investors a clear signal about where to invest…
The S&P 500 may be trading near records, but investors aren’t feeling totally at ease. A sense of complacency in markets may be magnifying risks, a strategist said. A crisis in China’s economy and Big Tech valuations “running on fumes” are also threats to the market. Even with the S&P 500 trading near record highs,…
Bank of America warns of a bubble in US growth stocks echoing the “Nifty Fifty” and “dot-com” eras. Concentration in US stocks is significantly above historical norms, BofA said. Investors should consider diversifying and focusing on quality stocks to mitigate risks, BofA said. If you listen closely enough, amid all the investors cheering on AI,…
Traders sees the 10-year Treasury rate hitting 5% within five weeks, Bloomberg reported. Yields this high have historically triggered a stock sell-off. The rate has reached higher amid US debt fears and growing inflation concern under Trump. An options bet that puts the 10-year Treasury yield at 5% in the coming weeks is getting attention,…
HONG KONG/SHANGHAI – Fear of missing out on China’s homegrown artificial intelligence boom after the emergence of startup DeepSeek is reviving investor appetite for Chinese tech stocks, helping offset concerns over weak domestic demand and U.S. tariffs. As of Wednesday’s close, Hong Kong’s benchmark Hang Seng Index, which includes tech heavyweights like Tencent Holdings and…