Heard on the Street
Salesforce.com, named as one of the Dow’s latest entrants, posted strong results for its fiscal second quarter despite reports of corporate customers cutting back their tech budgets as they cope with the coronavirus pandemic.
Heard on the Street
Possible FDA approval of a new Alzheimer’s disease drug in 2021 should drive shares higher.
Overheard
This year has proven a challenging one for the footloose and fancy free. For well-off nomads stuck in China, however, opportunities to roam are plentiful.
Heard on the Street
Chinese financial-technology company Ant Group may sound small, but it could ride China’s technology-investment wave to grow into a market behemoth.
Heard on the Street
Nordstrom was all about accentuating the bottom line, after some unflattering top-line results.
HEARD ON THE STREET
This year’s pandemic has understandably overshadowed the risks associated with Britain’s Brexit process. But that may change as a crucial year-end deadline approaches. Bellwether stocks like Lloyds Banking Group look exposed.
Heard on the Street
Industrial metals are benefiting from China’s economic recovery—and the weak dollar—but aluminum in particular is enjoying some tailwinds it hasn’t seen in a while.
Heard on the Street
Best Buy was able to maintain decent sales while stores were closed, but a revenue surge following store reopenings highlights how important bricks and mortar still is for the company.
Heard on the Street
New smartwatches and fitness tracker come as Google buyout remains up in the air.
Overheard
Videoconferencing app Zoom, whose stock has become a bestseller during the pandemic, experienced a lengthy outage just as teleconferencing came under fire.
Heard on the Street
Builders aren’t the only ones that benefit from a homebuying wave, and private insurers such as MGIC may not be quite as risky as they seem.
Heard on the Street
Tech fever has spread to the once-staid warehousing industry. It is hard to see how European real-estate investment trust Segro can live up to the hype.
Heard on the Street
Investors punished Pinduoduo and rewarded Alibaba and JD after their quarterly results. Chinese e-commerce companies need to deliver growth to meet rising expectations.
Heard on the Street
Auto and home insurers have seen a lower frequency of incidents as people stay at home. But policy rates may keep adjusting lower to reflect that.
Overheard
Of the recent five best-performing stocks in an index of large Canadian companies, three are timber companies.
Heard on the Street
Real-estate investment trusts that specialize in the category look like a relatively safe bet in the battered lodging sector.
Heard on the Street
Investors who think Vail Resorts’ business will be anything close to normal in the coming ski season risk mistaking a mountain of trouble for a molehill.
Heard on the Street
B&G Foods has been soaring as the coronavirus crisis juices its sales. There is plenty of room for further gains.
Heard on the Street
Rémy Cointreau sailed through the 2009 financial crisis, but hopes that the French cognac maker will do the same in this slump might leave a hangover.
Heard on the Street
As China’s car market grows for the first time in years, its top homegrown auto brand—planning to merge with Volvo Cars—stands to benefit.
