Sectors

Read our take on the stock market through a sector lens.

Q3 Bank Earnings Preview: Profit Path Uncertain

Big banks begin reporting Tuesday and are expected to benefit from a steeper yield curve, strong trading, and investment banking demand. The profit path ahead is less certain.

The S&P 600: An Often-Overlooked Small-Cap Index

Funds that track the S&P 600 can provide investors exposure to the growth potential of small-cap stocks, with a profitability screen to weed out struggling companies.

Rate Cut Coming? Sectors to Watch

Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.

Nvidia Earnings Ahead with China, AI Spend in Focus

Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.

Health Care Sector Struggles as Pharma Tariffs Loom

U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.

Q2 Retail Earnings Preview: Demand in Question

Major retailers preparing to report are still facing uncertainty around tariffs' impact on prices and shopper demand. Fresh worries arose after disappointing July jobs data.

Back-to-School Stocks for Your Portfolio

September means back-to-school time, which could mean shopping for your student and a portfolio of stock investments.

Q2 Tech Earnings Preview: Strength Seen Continuing

Tech earnings strength has lifted S&P 500 earnings growth in recent quarters and could again as major firms like Apple, Microsoft, and Intel gear up to report in coming weeks.

Easy Money? Rate Cuts May Not Ease Borrowing Costs

Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.

'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.