News

1 Semiconductor Stock with All-Star Potential and 2 to Skip

Semiconductors are the picks and shovels of modern technology. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months, the industry has shed 7.5%. This drawdown is a stark contrast from the S&P 500’s 9% gain.

1 Healthcare Stock Primed for Growth and 2 to Snub

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. 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 drop is a stark contrast from the S&P 500’s 9% gain.

Analysis-Ukraine ceasefire hopes offer Europe's markets a tailwind in the shadow of tariffs

A ceasefire deal between Russia and Ukraine would take the sting out of heightened U.S. trade tensions and ease pressure on energy prices and the euro, markets bet, while expectations for defence spending have already sent stocks in the sector surging. President Donald Trump last week ordered U.S. officials to begin talks on ending the war and Secretary of State Marco Rubio arrived in Saudi Arabia on Monday for discussians with Russian officials. However, neither Ukraine nor European nations are expected to be present at the talks.