5:51 a.m. July 20, 2020
- By Mark DeCambre
Is the ‘great rotation’ in the stock market under way as coronavirus cases surge? Or is it a false dawn? Here’s what experts think The S&P 500 just enjoyed its greatest weekly outperformance against the tech-heavy Nasdaq Composite in four yearsThe conclusion of last week’s trade on Friday highlighted some softness in the uptrend for megacapitalization tech names, raising questions about whether a rotation from out of those highflying leaders and into less-loved, economically sensitive sectors, like manufacturers, energy companies, financials and industrials, is afoot.
1:25 p.m. June 24, 2020
- By Wallace Witkowski
Dell, VMware stocks rally as resolution to ownership ‘soap opera’ gets a new teaser trailer Analysts argue that Dell’s 81% stake acts as overhang to VMware stockShares of Dell Technologies Inc. and VMware Inc. stand out like tiny green islands in a sea of red Wednesday as analysts chime in on the seemingly neverending ownership “soap opera” between the two companies following a report that a strategic shakeup was in the works.
4:55 a.m. June 5, 2020
- By Steve Goldstein
This contrarian strategist recommends chasing bears in these hard-hit sectorsOne strategist explains why he likes the sectors that bearish investors are betting against.
4:01 a.m. May 16, 2020
- By Barbara Kollmeyer
To survive the next few months, you only need two assets, says this money managerA money manager who says it is vital to keep things simple right now, which he does by trading just two instruments.