Earlier in the week, we looked at the upcoming DuPont electronics business spinoff and what investors are getting with the new Qnity Electronics, which has a strong foothold in the semiconductor industry. Now, here is a look at what will be left of the new DuPont after the planned Nov. …
Wall Street ended a busy week of earnings, economic data and policy decisions with a thud, as a weak jobs report renewed concerns about the health of the U.S. economy in the face of President Donald Trump’s ever-shifting tariff policy. In the week ahead, investors will look to the latest …
It was a dizzying week on Wall Street. The S & P 500 closed this past Monday at a record high and then went on a four-session losing streak. Friday was particularly unsettling as terrible jobs data slammed the market and triggered President Donald Trump . Trump started the day …
When is a beat and raise not a beat and raise? That’s a question that has frustrated us this earnings season. Case in point: How about Honeywell ‘s beat and raise last week? Here’s a conglomerate splitting into three different companies, which also has a quantum computing business that’s probably …
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, ran through all 30 holdings in the portfolio during the June Monthly Meeting on Wednesday. Here’s a rapid fire update on each stock, starting with those that Jim and Jeff said investors should consider trimming — or that the …
The AI industrial trade has regained its momentum following months of market volatility and fears of a slowdown in artificial intelligence spending. Our newest Club holding is outflanking its peers in the run higher. GE Vernova shares closed at an all-time high Tuesday for the sixth session in a row, …
Sometimes you have to play defense. The stock market has been rocked with uncertainty in 2025, with many of the perennial megacap winners falling out of favor and defensive names stepping up. For months, Wall Street has ruminated on whether President Donald Trump ‘s tariffs will cause a recession and …
Could the rallying S & P 500 go for 10 in a row? The S & P 500 on Friday extended its winning streak to nine straight sessions. That incredible run, not seen for 20 years, wiped out all the losses since President Donald Trump announced his “reciprocal” tariffs on …
Shares of Club name Dover climbed higher Thursday after the industrial conglomerate reported mixed first-quarter results. Although the company lowered its full-year outlook, the market quickly caught on to management’s conservatism, allowing the stock to rally. Revenue in the first quarter dipped 1% year over year to $1.86 billion, slightly …
The stock market heads into Monday on a streak of volatility it just can’t seem to shake. What had been shaping up as a positive holiday-shortened week turned on a dime Wednesday when Federal Reserve Chairman Jerome Powell signaled concern that President Donald Trump ‘s tariffs could increase inflation and …