Jacob Sonenshine

Healthcare stocks have jumped into pricey territory. The exchange-traded fund, home to health insurers, pharmaceuticals and medical device makers, has gained 6% to $155 from a low point in early August. Money has poured into the sector as markets have grown concerned about the economy, particularly with growth slowing in retail and manufacturing.

Returns for the pricer tech stocks such as Nvidia may prove underwhelming. So investors should look for names that now look too cheap for the growth they could post.

Shares fell after earnings despite signs that the company is monetizing its artificial-intelligence offerings.

STOCKSTOWATCHTODAY BLOG Nvidia stock has dropped over the past few months. Investors should hang on—tight. Shares have fallen to $116, a 14% decline from their record close around $135, hit in June.

Teradyne and Cohu shares look like cheaper ways to play the high-bandwidth memory market, rather than with Micron stock.

Emerging market revenues are forecast to grow at an 8% clip over the coming two years. If profit margins can improve as well, that would provide a big boost to EM stocks.

Fears that GLP-1 obesity drugs would reduce demand for ResMed’s various CPAP airflow machines have proven unfounded..

Dealmaking is up this year and doesn’t look like it will slow down in 2025. Merck is an example of a company that could easily buy a smaller one.

A resilient economy—and an unusually strong September—bode well for the rest of the year. Why the S&P 500 could hit a new record.

Third-quarter earnings reports are around the corner, and stocks of select companies are primed to take off after they disclose their results.