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US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell

Locking in outperformance following growth rally and restoring barbell amid a more fairly valued market

How Will Mega-IPOs Change the Face of the US Stock Market?

The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once.

5 Stocks to Sell in June

Plus, a look at last month’s stock market winners and losers.

Best- and Worst-Performing Stocks

Micron and Dell rank among the best stocks in May 2026, while the worst include AutoZone and Zoetis.

Markets Brief: The AI Rally Is Also Lifting Dividend Stocks

Plus: Fidelity’s Chisholm on why higher rates aren’t bothering stocks. And are munis attractive?

Weekly Market Update: Stocks Gain 1.5% as Technology Rises and Energy Falls

Dell and Snowflake are the top performers, while Zscaler and Boston Scientific did the worst.

What’s Happening in the Markets This Week

The May Employment Situation Report is slated for release, and Macy’s and Lululemon will report earnings.

The Biggest Threat to Your Retirement Isn’t a Bear Market

The inventor of the 4% rule offers advice on how retirees can preserve their capital.

Smart Investor: Undervalued Earnings Crushers, Moat Rating Changes, and Where to Invest in Stocks Now

We wrap up our coverage of the markets and the week.

Weekly Market Update: Stocks Gain 1.1% as Utilities Rise and Consumer Defensives Fall

Arm, Birkenstock, and Blackberry rise, while Intuit and electric vehicle manufacturers underperform.

What’s Happening in the Markets This Week

April PCE inflation data is due, and Costco and Salesforce will report earnings.

Is the Stock Market Open Today?

Use this calendar to keep up with all the stock market holidays for 2026.

US Stock Market Outlook: It’s Time to Reallocate from Growth to Value

The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.

Markets Brief: Echoes of 1999 in the Latest AI Stock Rally?

Plus, why bonds are selling off, and what to watch when Nvidia reports.

Smart Investor: Red-Hot AI IPOs, a Top Managers’ Patient Buy, and Wide-Moat Woes.

We wrap up our coverage of the markets and the week.

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