First Solar stands to benefit from US reindustrialization policies, despite potential tax credit cutbacks under the current administration. FSLR's mixed 4Q24 results were impacted by warranty charges and production issues, but management expects strong growth in 2025. Section 45X tax credits are crucial for FSLR's profitability. I believe potential cutbacks are unlikely, given the current administration's focus on bringing back manufacturing to the US.
Shares of new artificial intelligence (AI) winners Marvell Technologies (MRVL 2.67%), Credo Technologies (CRDO 7.57%), and Nebius Group (NBIS 4.07%) plunged in March, down 32.9%, 27.2%, and 35%, respectively, according to data from S&P Global Market Intelligence.
Inverse and volatility ETFs won in the worst week of Wall Street since 2020.
With some pharmaceutical stocks paying 4% and higher dividends, they may be the perfect total return idea for the rest of 2025.
European ETFs amassed hefty assets in Q1 2025. Here's why.
Investing in biotech can be highly rewarding but is fraught with risks; understanding past catalysts can help investors make informed decisions and minimize downside risk. CervoMed Inc. surged over 300% in Q1 2025 due to positive Phase 2b trial results for its lead drug candidate, neflamapimod despite earlier setbacks. Chimerix Inc. gained over 144% after announcing an acquisition by Jazz Pharmaceuticals and positive FDA feedback on its lead drug candidate, dordaviprone.
President Trump's auto tariffs are bad news for much of the auto industry—but not rental car companies.
For many businesses, advertising is absolutely essential to attracting new customers and growing. However, advertising can also be a massive expense.
The threat of tariffs has spooked the market but there will still be winners from President Donald Trump's trade policies.
Lincoln Educational Services has delivered a ~200% gain since 2022, driven by a consistently strong story and impressive performance amid challenging conditions. Initially a deep value play, LINC's valuation has expanded to about 9x EBITDA for 2025, reflecting its robust growth prospects. The demand for Lincoln graduates in skilled trades and nursing remains high, and the countercyclical nature of its business model is a key strength.
Emerging from the first earnings season of 2025, a picture of a cooling market has become increasingly clear. Companies across sectors signaled caution in their forward guidance, with 59% of S&P 500 companies issuing negative earnings per share (EPS) guidance for the current year as of March 7, 2025.
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.