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Equity Strategy
Stocks Are Heading For Their Best Performance This Century — But Their Rich Valuation Has Some Investors and Operators Sitting This One Out
The S&P 500 nears a record year, but high valuations driven by Big Tech and cooling share buybacks have investors signaling caution.
Electoral Finance
Supply Logistics
Market Sentiment
61.7% of Readers Feel Bullish Heading Into November, with Optimism Extending to 2025
Despite a slight pullback in October, investor sentiment remains bullish as market optimism builds for a strong performance through 2025.
Digital Monopoly
Corporate Turnaround
Optimistic Investors, Improving Earnings, and a New CEO Could Mark a Big Moment in Peloton’s Long Turnaround
Peloton shares are rallying as the fitness company reports improving earnings, raises profit guidance, and appoints a new CEO.
Corporate Governance
Super Micro’s Auditor Resigns After Short Seller Report Delays Earnings, Prompts Justice Department Investigation
Super Micro Computer faces a crisis as its auditor resigns and the DOJ launches a probe into its accounting practices.
Market Polarisation
Platform Monetization
Reddit Drums Up Surprise Profit Thanks To Fast-Growing Ad Revenue, AI Licensing Deals
Reddit shares soared 42% after the social media firm reported surprise profits, strong ad sales, and new AI licensing revenue.
Enterprise Innovation
