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Market News
Latest financial news and analysis from global markets
NVDA
Another billionaire dumps mega-cap stock for AI bet
Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...
XAU/USD
Gold slips to 1-1/2-month low as Middle East tensions lift oil, cloud rate outlook
May 18 (Reuters) - Gold prices fell on Monday to their lowest point in more than a month, as Middle East tensions pushed oil prices higher, fuelling inflation fears and reinforcing expectations of
CRM
Is It Time To Reconsider Salesforce (CRM) After This Year’s 32% Share Price Slide?
If you are wondering whether Salesforce at around US$173.51 is starting to look attractive or still feels expensive, the next sections will walk through the numbers in plain language. The stock has been under pressure recently, with the share price down 4.6% over the last week, 4.7% over the last month and 31.6% year to date, contributing to a 40.0% decline over the past year. These moves sit against a backdrop of continued attention on large software platforms and how they fit into broader...
JNJ
Is It Time To Reassess Johnson & Johnson (JNJ) After Its 54% One Year Rally?
If you are wondering whether Johnson & Johnson at around US$226.71 is still a strong long term holding or starting to look stretched, the answer starts with understanding what you are really paying for today. The stock is up 2.4% over the past week, down 3.2% over the past month, and sits on a 9.3% year to date return, with a 54.0% one year return, 56.0% over three years, and 52.7% over five years. This gives you a wide range of recent price behaviour to put under the microscope. Recent...
HD
How Do DuraSack’s Store Rollout and Privacy Activism Reframe Home Depot’s (HD) Risk‑Reward Story?
Earlier this month, DuraSack announced that its reusable Moving Bags would roll out to more than 1,900 Home Depot stores nationwide, while investors and activists pressed the company on data privacy, social policy risk reporting, and customer surveillance practices ahead of its May 19 first‑quarter earnings release. Together, the expanded product assortment, activist campaigns on privacy and social issues, and upcoming earnings have sharpened attention on how Home Depot balances growth with...
MSFT
Kenya Setback Tests Microsoft Azure Growth Plans And Valuation Story
Microsoft's planned geothermal powered Azure data center project in Kenya has stalled after talks with the Kenyan government broke down over payment guarantees. The East Africa build out, tied to Microsoft's cloud partnership with G42, is now uncertain as the company reassesses its approach to expanding Azure in emerging markets. The project had been framed as a way to extend cloud access across East Africa using renewable energy and new regional infrastructure. For investors tracking...
REGN
3 Reasons to Sell REGN and 1 Stock to Buy Instead
Regeneron has been treading water for the past six months, recording a small return of 3.4% while holding steady at $717.22. The stock also fell short of the S&P 500’s 9.9% gain during that period.
AAPL
Apple Is Making Hit Products and High Profits From Imperfect Chips
The company’s popular, $599 Neo laptop is just one of dozens of Apple devices that use lower-performing processors.
COST
How Investors Are Reacting To Costco Wholesale (COST) Double‑Digit April Sales, Florida Expansion And Jury Verdict
In recent weeks, Costco Wholesale has reported April net sales of US$23.92 billion, up 13.0% year on year, expanded its footprint with a US$55 million, 55‑acre land purchase in Fort Myers, Florida, and faced a US federal jury verdict awarding US$200,000 to a former employee in a disability discrimination case that may also carry significant attorneys’ fees. Together, this mix of rapid sales growth, large‑scale expansion and legal scrutiny highlights how Costco’s membership-led warehouse...
INTC
Intel (INTC) Valuation Check After A Volatile Month And Mixed Fundamental Signals
Intel stock performance snapshot Intel (INTC) has been on many investors’ radar after a period of mixed share performance, with the stock down 6.2% over the past day but up 58.8% over the past month. See our latest analysis for Intel. Despite the recent 6.2% single day share price decline and a 12.9% drop over the past week, Intel’s 30 day share price return of 58.8% and very large 1 year total shareholder return suggest momentum has been strong, even if short term sentiment looks more...
JNJ
Johnson & Johnson Lung Cancer Data Adds Dimension To Oncology Valuation Story
Johnson & Johnson (NYSE:JNJ) presented early clinical data on JNJ-1900 (NBTXR3) for inoperable non-small cell lung cancer at the 2026 ESTRO Annual Meeting. The company shared positive Phase 2 feasibility and safety results for this nanoradioenhancer candidate in a high unmet medical need setting. The update highlights progress in Johnson & Johnson's late-stage oncology portfolio and adds a new element to its cancer care pipeline. Johnson & Johnson, known for its diversified healthcare...
AMZN
U.S. Bancorp Amazon Card Deal Adds New Angle To Valuation Story
U.S. Bancorp (NYSE:USB) has partnered with Amazon and Mastercard to issue new Amazon Prime Business and Amazon Business credit cards for business customers. The cards are designed to integrate Amazon Business tools, U.S. Bank Spend Management features, and Mastercard's global acceptance and security capabilities. U.S. Bancorp, trading at $53.12, sits in the middle of the large U.S. banking group and already has a presence in payments and commercial banking. The stock is up 23.3% over the...