The S&P 500 is trading at around record levels, and so too are many stocks. But that doesn't mean that valuations can't continue to go higher.
UBS recently revealed some of its top retail stock picks that could outperform the S&P 500 for 2025.
PEGA, MYRG, DAVE and FERG are standing out with strong relative price strength and bullish earnings revisions.
Earnings season has come and gone, and many prominent companies surprised analysts with impressive Q1 earnings strength. Despite unpredictable tariffs, a weakening dollar, and ISM survey comments that suggest Armageddon is imminent, the S&P 500 continues to chug along toward its February all-time high.
Lingotto Innovation's James Anderson and Morgan Samet favor companies with explosive growth potential and a focus on innovation.
The three market indexes fell Thursday morning as the S&P 500, down 0.2%, is on track to have its three-day winning streak end. The Nasdaq lost 0.5% and the Dow Jones Industrial Average dropped 119 points, or 0.2%, as Walmart's shares fell by 3% after the company warned of higher prices in response to tariffs, while UnitedHealth's shares plummeted 17%.
The market turbulence in 2025 has sent stocks zig-zagging up and down. Despite the unavoidable impact of political developments on share price performance, some companies have seen major gains based on a more traditional driver of motion: strong earnings reports.
The Trump administration just announced a massive trade deal between the United States and China, leaving markets elated. The United States agreed to lower its tariffs on China to 30% from 145% for 90 days.
Even with President Trump reaching a breakthrough trade deal with China, many companies haven't been able to avoid the sting of tariffs. One of the industries that has the most focus is automakers.
Wall Street has wavered massively since Trump's win, witnessing both boom and bust over the past six months. But trade deals and chances of tax cuts and deregulation could boost the U.S. market again.
U.S. ETFs have been beaten down massively this year while Europe ETFs have been hovering around a one-year high.
On this week's episode of ETF Prime, VettaFi's Head of Research Todd Rosenbluth shares highlights from the 2025 etf.com Awards. Later, Barry Ritholtz, chairman and CIO of Ritholtz Wealth Management, discusses the current market environment and his new book.