Teresa Rivas

Shares of giant retailers are outperforming the S&P 500. Shares of smaller peers are slumping, but this could change with a gradual growth in consumption.

Excluding Tesla, analysts have increased their first-quarter earnings-per-share estimates for the Magnificent Seven by more than 10%.

Timken is a dominant global player in highly engineered ball bearings and other components that are essential to an array of machinery, from agriculture to aerospace. Or put another way, Timken literally helps the world go round. “Bearings are in nearly every man-made item with a moving part,” D.A. Davidson analyst Michael Shlisky explains.

Once a cash cow for traditional broadcasters, live sports games continue to shift increasingly to streaming platforms instead. “It seems like sports is naturally gravitating toward large technology companies that are bundling sports with other content,” KeyBanc Capital Markets analysts Brandon Nispel and Justin Patterson write in their latest survey of the media landscape. Separately, Disney also has a stand-alone ESPN streaming service in the works.

Should shares of artificial-intelligence bellwether Nvidia slip, researchers suggest First Solar and Check Point Software as offering diversification with exposure to growth.

The Federal Trade Commission is suing to stop Tapestry from acquiring rival Capri Holdings. One of the two stocks looks especially promising.

Microsoft and Alphabet triggered a strong finish for stocks this week, but two earnings reports can’t undo the market’s other worries.

For long-term investors, it’s hard to underestimate the value of dividends. Luckily, companies may be more generous with their payouts in 2024. The year has already brought good news for yield-hungry investors, as two major players— Facebook parent Meta and Google parent Alphabet —announced they would start paying dividends.

The owned brand is a way to further cultivate shopper loyalty, and exclusive flavors set it apart from more basic brand offerings.

STOCKSTOWATCHTODAY BLOG More consumers are shopping at off-price retailers; investors should be snapping up the shares, too. Discount retailers like TJ Maxx parent TJX Cos. have been gobbling up market share for years.