The opening weeks of 2026 have witnessed a tectonic shift in global capital markets, marking what analysts are calling the "Great Sector Rotation." After three years of relentless dominance by artificial intelligence and cloud computing giants, the tide has abruptly turned. Investors are staging a massive exodus from high-multiple Software-as-a-Service
GE Vernova (NYSE: GEV) today announced that its Board of Directors has declared a $0.50 per share quarterly dividend. The quarterly dividend will be payable on April 14, 2026, to shareholders of record as of March 17, 2026.
In a move that significantly recalibrates the geopolitical and economic landscape of the Pacific, the United States and Taiwan finalized a sweeping trade agreement on February 13, 2026. This "U.S.–Taiwan Agreement on Reciprocal Trade" (ART) marks a transformative shift in bilateral relations, centering on a massive exchange: the
NEW YORK — In a resounding signal that the American industrial heartland has finally shaken off its post-pandemic lethargy, the U.S. manufacturing sector roared back into expansion territory in January 2026. The Institute for Supply Management (ISM) reported on February 2nd that its Manufacturing PMI rose to 52.6 last
GE Vernova’s 28.4% return over the past six months has outpaced the S&P 500 by 22.5%, and its stock price has climbed to $802.45 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 27% return over the past six months has topped the S&P 500 by 17.9 percentage points.
In a stunning reversal of a year-long industrial malaise, the U.S. manufacturing sector roared back to life this week as the Institute for Supply Management (ISM) released its latest Purchasing Managers' Index (PMI) data. The report, made public on February 6, 2026, showed the manufacturing PMI climbing to a
A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.
As of February 6, 2026, the dominant narrative on Wall Street has shifted from the virtual to the tangible. After years of dominance by Silicon Valley’s software giants, a powerful "Great Rotation" is underway, with institutional capital aggressively migrating toward the backbone of the physical economy. Investors are increasingly
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 21% return over the past six months has topped the S&P 500 by 12.5 percentage points.
Meta Platforms (NASDAQ: META) has fundamentally rewritten the playbook for Big Tech growth, pivoting from its celebrated "Year of Efficiency" into a massive "Scaling Phase" defined by unprecedented capital expenditure. Following a blockbuster Q4 2025 earnings report that saw revenue climb 24% to $59.9 billion, the company stunned Wall
In a move that has sent shockwaves through global commodities markets, rare earth and critical materials stocks suffered a sharp sell-off this week following the U.S. administration's announcement of a "tariff floor" policy. The new regulatory framework, unveiled by Vice President J.D. Vance during a Critical Minerals Ministerial
