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Stock Market

Equities, indices, earnings, IPOs, and trading news.

FeaturedStock Market

Moon Capital Q2 2026 Letter

The S&P 500 posted a strong quarterly gain in the second quarter, bringing the index's year-to-date return to 9.6%. The stocks in our equity portfolio increased approximately 4% in the first half of the year. We exited our position in DaVita and added Zoetis to the portfo…

Why it matters

The article discusses the market's reaction to the conflict in Iran and the impact of artificial intelligence on the economy. It highlights the importance of understanding the long-term implications of short-term market swings and the potential risks of investing in AI-related capital projects.

Jul 17·seekingalpha.com
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Warren Buffett Says "Gambling" Is Going on in Today's Market. Here's What History Says Happens Next.
Stock Market

Warren Buffett Says "Gambling" Is Going on in Today's Market. Here's What History Says Happens Next.

The article highlights Warren Buffett's concern that current market behavior, driven by excitement around AI and high valuations, resembles gambling rather than sound investing. It draws parallels to historical market peaks, specifically the dot-com bubble, suggesting a potential decline based on the S&P 500's Shiller CAPE ratio.

Jul 17·fool.com
Stock Market

2026 Already Near All-Time IPO Raise Record

The surge in 2026 IPO capital raised on Nasdaq is driven by record-breaking IPOs from SPCX and SKHY, which have propelled 2026 IPO capital raised to $140 billion, nearly matching the 2021 record, with strong cyclical momentum.

Jul 17·seekingalpha.com
Stock Market

China Semiconductor ETF: Investors Overlooking A Key Component In Global AI Supply Chain?

China's domestic semiconductor industry is gaining momentum due to US chip export restrictions, with investors overlooking a key component in the global AI supply chain.

Jul 17·seekingalpha.com
Stock Market

Netflix: Mr. Market's No-Growth Assumption Is A Buying Opportunity (Q2 Review)

Netflix's Q2 print shows strong underlying fundamentals, but the stock's decline reflects sentiment around disclosure changes, regional deceleration, and content-spend seasonality. The market is effectively pricing NFLX as a no-growth company, but reverse DCF math and long-term FCF visibility point to a materially undervalued, high-quality asset.

Jul 17·seekingalpha.com

Latest

Updated as new stories ingest

Stock Market

J.B. Hunt Transport Stock: The Recovery Is Real, But Valuation Has Caught Up

J.B. Hunt Transport Services delivered strong Q2 2026 results, with accelerating intermodal volume and profit growth outpacing revenue gains. The IM segment EBIT soared 58% on 10% volume growth, demonstrating operating leverage and network efficiency before a major pricin…

Jul 17·seekingalpha.com
Stock Market

Historic High Yield - Winners 6.7% To 4% Dividend Yield

The article advocates for value investing in dividend stocks with historically high yields, suggesting this approach can lead to both capital gains and income, especially when yields surpass the 10-year Treasury.

Jul 17·seekingalpha.com
  • Stock Market

    Parnassus Growth Equity Fund Q2 2026 Portfolio Activity

    Jul 17·seekingalpha.com
  • Stock Market

    3 High-Yield Dividend Stocks to Buy and Hold

    Jul 17·fool.com
  • Stock Market

    D-Wave Quantum Says 2 Protocols Are Better Than One, And I Agree: Strong Buy

    Jul 16·seekingalpha.com
  • Stock Market

    Citizens Financial Group, Inc. (CFG) Q2 2026 Earnings Call Transcript

    Jul 16·seekingalpha.com
  • Stock Market

    Tesla Delivered 480,126 Vehicles Last Quarter. Here's Why the Stock Didn't Rally.

    Jul 16·fool.com
  • Stock Market

    Iovance: The Worst May Be Behind This TIL Pioneer (Upgrading To Buy)

    Jul 16·seekingalpha.com
  • Stock Market

    Winmark: A Very Stable Business, But A Slightly Overvalued One

    Jul 16·seekingalpha.com
  • Stock Market

    Xenon Pharmaceuticals: Azetukalner Has Shifted From Binary Science To Commercial Execution

    Jul 16·seekingalpha.com
  • Stock Market

    BlackRock Earnings: Market Dominance, Strong Inflows, And An Extreme Tail Risk

    Jul 16·seekingalpha.com
  • Stock Market

    Social Security Retirees Just Got Bad News About the 2027 COLA, but There Is a Silver Lining

    Jul 16·fool.com

Trending

View all
  1. 01
    Stock Market

    2026 Already Near All-Time IPO Raise Record

    Jul 17·seekingalpha.com
  2. 02
    Stock Market

    Warren Buffett Says "Gambling" Is Going on in Today's Market. Here's What History Says Happens Next.

    Jul 17·fool.com
  3. 03
    Stock Market

    J.B. Hunt Transport Stock: The Recovery Is Real, But Valuation Has Caught Up

    Jul 17·seekingalpha.com
  4. 04
    Stock Market

    Moon Capital Q2 2026 Letter

    Jul 17·seekingalpha.com
  5. 05
    Stock Market

    China Semiconductor ETF: Investors Overlooking A Key Component In Global AI Supply Chain?

    Jul 17·seekingalpha.com

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