Software is eating the world, and virtually no business is left untouched by it. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 26.2% return has topped the S&P 500 by 17.2 percentage points.
1 Healthcare Stock to Hold Forever and 2 to Ignore
Personal health and wellness is one of the many secular tailwinds for healthcare companies. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have harmed the industry’s returns - over the past six months, healthcare stocks have collectively shed 1.7%. This performance is a noticeable divergence from the S&P 500’s 8.9% return.
2 Healthcare Stocks with Big Upside and 1 to Skip
Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. But financial performance has lagged recently as players offloaded surplus COVID inventories in 2023 and 2024, a headwind for overall demand. The result? Over the past six months, the industry has tumbled by 1.7% over the last six months. This drawdown is a stark contrast from the S&P 500’s 9% gain.
1 Consumer Stock to Buy in 2025 and 2 to Snub
Retailers are overhauling their operations as technology redefines the shopping experience. Still, secular trends are working against their favor as e-commerce continues to take share from brick and mortars. This puts retail stocks in a tough spot, and over the past six months, the industry’s returns were flat while the S&P 500 gained 9%.
Wall Street Is Selling ETFs That Mimic the Private Equity Boom
(Bloomberg) -- Wall Street is still awaiting regulatory approval for the first full-blown private-asset ETFs, but for now opportunistic issuers are continuing to churn out products that claim to replicate the booming asset class — and stretching the definition of “liquid private equity.”Most Read from BloombergTrump to Halt NY Congestion Pricing by Terminating ApprovalTrump Targets $128 Billion California High-Speed Rail ProjectAirbnb Billionaire Offers Pre-Fab Homes for LA Fire VictimsSorry, Ki
Wall Street Pushes Back on Tough Margin Rule for Zero-Day Options
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Carvana’s stock takes a hit on ‘vague’ guidance, but CFO Mark Jenkins explains why the turnaround is on track
Jenkins is focused on three big goals for 2025.
Booking Holdings Stock Rises on Strong Q4, Dividend Hike, $20B Buyback Plan
Shares of Booking Holdings rose in premarket trading on Friday after its fourth-quarter results topped expectations.
Singapore rolls out tax rebates, $3.7 billion program to boost stock market
SINGAPORE (Reuters) -Singapore announced on Friday a set of measures to rejuvenate its equities market, including a 20% tax rebate for primary listings and a S$5 billion ($3.74 billion) program that focuses on investing in domestic stocks. The statement offers more details on measures Singapore's equities market review group announced on February 13 to revive its stock market that has come under pressure from a dearth of mega listings and softer trading liquidity. "We aim to have these measures lay the foundations for a sustainable and well functioning equities market, and we think if we take the proposed measures together, they will hopefully make an impact," Singapore's second finance minister Chee Hong Tat said in a briefing on Friday.
Markets Are Complacent on Euro as German Vote Raises Parity Risk
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