Category: Business

Beating analyst expectations should send a stock higher. Casey’s General Stores did exactly that this week, posting a profit well above market forecasts and generating more revenue than the consensus expected. The stock fell anyway. Understanding why requires looking past the headline numbers and into how premium valuations process even positive information. A senior financial...

Snowflake and Palantir were among the best-performing software stocks in the most recent trading week, recovering from significant losses accumulated in the first half of 2026. Salesforce also participated in the rebound. The recovery in these names came as NVIDIA’s blockbuster quarter validated broad AI demand and lifted the entire technology stack, including software platforms...

Marathon Petroleum shares recently hit $381.15, a level not seen since June 2011, as the energy sector extended its position as the best-performing segment of the US market in 2026. Energy is the only sector in the S&P 500 that is up more than 40 percent for the year, while consumer discretionary is the only...

Most quarterly earnings reports are read as backward-looking documents. NVIDIA’s most recent quarter was different. The actual revenue figures, as strong as they were, quickly took a back seat to what management said about where the business is heading. A single forward-looking number, the company’s projection for its next full fiscal year’s growth rate, set...

Eurozone consumer prices accelerated to 3.3 percent in August from 2.9 percent in July, according to data from the EU’s statistics office, Eurostat. Energy was the primary driver, with that component of inflation jumping to 14.3 percent from 10.3 percent in the prior reading. The acceleration was large enough to lock in expectations that the...

Brazilian stocks surged this week, with the iShares MSCI Brazil ETF jumping nearly 4 percent in a single session and trading more than 6.8 percent higher over the week. The move put the fund on pace for its best daily performance in roughly five months. The jump coincided with market attention on the country’s political...

The software sector has been recovering selectively in 2026, and this week added a sharp new data point to that narrative. GitLab shares surged 20 percent in premarket trading after the company delivered second-quarter results well above market expectations on both profit and revenue. That size of a single-session move on earnings is not routine...

UK 10-year government bond yields climbed to 5.2501 percent recently, their highest level since the height of the Global Financial Crisis in 2008. The 30-year Gilt yield also surged to 5.8909 percent, a level not reached since March 1998. Those are not abstract numbers for equity investors. Yields at those levels change the valuation math...

A pattern has emerged at Lululemon Athletica that investors can no longer dismiss as a temporary rough patch. The athletic apparel company has now trimmed its annual revenue target three separate times within a single calendar year. Each revision followed the same pattern: a quarterly profit figure that exceeded expectations, paired with a top-line result...

Nike shares recently hit $38.07, a level not seen in more than two decades, as the athletic retailer joined a growing list of consumer names trading at multi-year lows. The decline reflects more than one bad quarter. Nike has reported several consecutive periods of declining US sales as the brand navigates the same competitive and...