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Top Bank of America strategist says the long bond is nearing the key line in the sand
MarketWatch· 2026-01-29 11:43
Core Viewpoint - The U.S. Treasury must prevent the 30-year bond yield from exceeding 5% to maintain economic stability [1] Group 1 - The chief investment strategist at Bank of America emphasizes the importance of keeping the 30-year bond yield below 5% [1]
Gundlach says keep betting on weak dollar and ‘real' things over ‘hype'
MarketWatch· 2026-01-29 11:31
DoubleLine's Jeffrey Gundlach is so convinced of his weak dollar view that he used his own money to buy gold miners and land last summer. ...
‘I'm worried about cash flow': I'm 71 with a $2.7 million IRA and $470K in stocks. Why can't I relax?
MarketWatch· 2026-01-29 10:22
Core Insights - The property in question has an estimated value of $700,000, indicating a significant asset for the owner [1] Group 1 - The home is fully paid off, suggesting no outstanding mortgage liabilities [1]
SAP shares get punished for slight miss on backlog
MarketWatch· 2026-01-29 08:58
Core Viewpoint - SAP's shares experienced a significant decline due to slower-than-expected backlog growth in Q4 and a forecast indicating slight deceleration for the current year [1] Group 1 - SAP reported slower backlog growth than anticipated in the fourth quarter [1] - The company provided guidance for a slight deceleration in growth for the upcoming year [1]
York Space tests the market's hunger for satellite stocks as it upsizes its IPO
MarketWatch· 2026-01-29 01:49
Core Viewpoint - A smaller satellite company is preparing for an IPO ahead of the anticipated SpaceX IPO later this year [1] Company Summary - The smaller satellite company is set to enter public markets, indicating a growing interest in satellite technology and investment opportunities in this sector [1] Industry Summary - The satellite industry is experiencing increased activity as companies prepare for public offerings, highlighting a trend towards commercialization and investment in space technology [1]
Why Microsoft's stock is getting punished after earnings
MarketWatch· 2026-01-29 00:39
Core Insights - Investors are seeking a better balance between AI spending and AI revenue, particularly looking for stronger performance from Microsoft's cloud business in the latest quarter [1] Company Focus - The emphasis is on Microsoft's cloud business performance, indicating that investors are not satisfied with the current returns from AI investments [1]
ServiceNow says AI is ‘really kicking in' — but it's not enough to help the stock
MarketWatch· 2026-01-28 22:46
Core Insights - Software stocks have experienced significant declines recently, raising concerns about the impact of artificial intelligence on traditional companies in the sector [1] - There is a prevailing uncertainty regarding the performance of chip companies, which are integral to the software industry's growth and innovation [1] Group 1: Software Industry - The recent downturn in software stocks reflects skepticism about the role of artificial intelligence in benefiting or harming established players [1] - The market is questioning the sustainability of growth in the software sector amid evolving technological trends [1] Group 2: Chip Companies - Chip companies are facing scrutiny as their performance is closely tied to the software industry's future [1] - The overall sentiment in the market indicates a cautious outlook for chip manufacturers, which could impact their stock performance [1]
Southwest says assigned seats will make it more profitable this year, as stock rallies
MarketWatch· 2026-01-28 21:54
Southwest's five-decade era of open seating ended on Tuesday. ...
10,000 flights canceled, a $200 million hit from the storm and a plunging stock: American Airlines' bad week
MarketWatch· 2026-01-28 21:05
American "is not in a position of strength as a business†to weather the reputational hit, which may further weaken customer preference for the airline, at least in the short term. ...
Investors are ready for the Supreme Court to strike down Trump's tariffs. Now it's up to the economy to pick up.
MarketWatch· 2026-01-28 18:33
Vivien Lou ChenVivien Lou Chen is a Markets Reporter for MarketWatch. You can follow her on Twitter @vivienlouchen. ...