An analyst who has been neutral on Zillow's stock for years just turned bullish after the recent selloff, saying it now offers potential 20% upside. ...

Core Insights - Expensive stocks are becoming more expensive, indicating a trend where high valuation companies are gaining more investor interest [1] - Conversely, cheaper stocks are being neglected, suggesting a divergence in market performance based on valuation [1] Summary by Category Market Trends - The current market environment shows a clear preference for high-priced stocks, which are experiencing increased demand and higher valuations [1] - In contrast, lower-priced stocks are not attracting the same level of interest, leading to a potential widening gap in performance between these two categories [1]

Core Insights - Employment contracted in September for the fourth consecutive month according to the Institute for Supply Management [1] Employment Trends - The contraction in employment indicates a continuing trend of job losses in the sector [1]

Semiconductor stocks have been impacted this year by evolving U.S. rules governing the sale of chips to China. Applied Materials just called out a fresh set of challenges. ...

Core Viewpoint - The bull market for stocks does not cause concern for the company, but there is an expectation of a reckoning for the winners and losers in AI technology [1] Group 1 - The current stock market is characterized as a bull market, which is not a source of anxiety for the company [1] - There is an anticipation of a significant evaluation process ahead for companies involved in AI technology, indicating potential shifts in market dynamics [1]

In his weekly Flow Show update, Bank of America chief strategist Michael Hartnett remains reluctant to call a top in markets ...

Core Insights - Wall Street's technology sector is experiencing a decline in performance in 2025, with traditional tech giants losing their competitive edge [1] - A new class of large-cap companies, specifically Broadcom, Oracle, and Palantir, is emerging as leaders in the S&P 500, indicating a shift in market dynamics [1] - These companies are driving the next phase of the AI boom, suggesting a significant transformation in investment focus within the technology sector [1] Company Analysis - Broadcom is highlighted as one of the key players reshaping the S&P 500 landscape, indicating its growing influence and market capitalization [1] - Oracle's performance is also noted, suggesting that it is gaining traction and relevance in the current market environment [1] - Palantir is recognized for its role in the AI sector, emphasizing its potential for growth and investment opportunities [1]

From Salesforce to Duolingo, some of the biggest AI losers of the year are quietly building powerful comeback stories. Here's why their stocks deserve a second look. ...

Cracker Barrel Old Country Store Inc. on Thursday said it would stop working with the consultancy that advised it on a logo change and restaurant overhaul that backfired over the summer, raising further questions about the Americana-themed restaurant chain's path forward. ...

Group 1 - Humana's stock experienced a significant increase following the disclosure of findings from the government's Star Ratings for its 2026 Medicare Advantage plans [1]