Tag: research

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S&P 500 Outperformers Break From Tech Dominance at Start of 2025

Nearly half of S&P 500 companies are beating the index in 2025, indicating broader market leadership. Tech stocks like Meta and Nvidia have underperformed, while Financials, Materials, and Energy sectors lead gains.

Santander to invest $2 billion in Mexico over three years

Spanish banking giant Santander announces over $2 billion USD in investments for Mexico over the next three years to further expand their digital banking presence and support the country's growth.

Trump Tariffs May Dampen Corporate Capital Spending

New tariffs under the Trump administration may cause companies to reconsider long-term capital investments in property, plants, and equipment. Goldman Sachs found that S&P 1500 companies increased capital expenditure expectations by 5%, but only 2% for companies with exposure to tariffs. Mentions of tariffs on earnings calls have increased, and companies with greater tariff exposure raised inflation expectations disproportionately. The administration has implemented tariffs on steel, Chinese imports, and is considering further tariffs on EU autos and critical imports. While the markets have shrugged off tariff concerns, executives are becoming cautious as uncertainty clouds planning and costs rise.

Homebuilder Sentiment Drops to Five-Month Low on Tariffs, Rates, and Costs

The NAHB/Wells Fargo Housing Market Index fell five points to 42 in February, indicating builders are less optimistic about the market amid rising costs and interest rates.

Intel Acquisition Rumors Send Shares Soaring

Intel shares jump on report of Broadcom, TSMC acquisition interest

Credit Counselors See Year-Round Debt Distress as Americans Struggle with Car Loans and Credit Card Debt

Digging out of debt used to be a new year tradition, but that trend may be disappearing as borrowers struggle with pricey car loans and ballooning card debt year-round. Household debt climbed to a new high of $18.04 trillion, with credit card balances increasing by almost 4% to a record $1.21 trillion. Serious delinquency rates for auto loans and credit cards are at 14-year highs, and credit counselors are seeing individuals paying up to 21%-22% of their income toward car payments. With credit card rates averaging north of 20%, the strain could get worse, and economists warn that tariffs could lead to higher consumer prices.

Trump's Second Term: Potential Impacts on Stocks in Various Sectors

Listen to Yahoo Finance's Stocks in Translation podcast to hear experts discuss the potential impact of President Trump's second term on various sectors, including tech, energy, and insurance.

Asia Stocks Advance, Hong Kong Outperforming on China Support

Asian stocks rally after China's Xi Jinping raises optimism for private sector support, with Hong Kong gauges outperforming.

Sany Heavy Industry Plans Hong Kong Listing for Up to $1.5 Billion

Chinese manufacturer Sany Heavy Industry plans to list in Hong Kong, in a move that could raise up to $1.5 billion.

Tennant (TNC) Exceeds Q4 Expectations But Full-Year Sales Guidance Misses Estimates

Tennant Company (TNC) exceeded revenue expectations in Q4 2024, but guidance for 2025 fell short, missing estimates. Despite a strong finish to 2024, analysts anticipate a decline in EPS and revenue growth going forward. Find out more in our comprehensive research report.