Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. FINALLY. The Return of the Stock Picker’s Market The U.S. equity market may look steady on the surface but rising dispersion and falling correlations among S&P 500 stocks reveal a far more dynamic environment beneath.

(Bloomberg) — It’s been nearly 20 years since Apple Inc. was this untethered from its tech peers, giving investors an appealing alternative to the artificial intelligence-fueled volatility that has gripped most other corners of the stock market in recent weeks. Apple’s 40-day correlation to the Nasdaq 100 Index tumbled to 0.21 last week, the lowest

For most of the time since the pandemic, large-cap stocks have outperformed their smaller counterparts in the US stock market. That is, the LargeCap S&P 500 index has outperformed the MidCap S&P 400 and SmallCap S&P 600, collectively the “SMidCaps.” That started to change late last year as investors increasingly concluded that the former’s earnings outlook had become riskier and its

Could the largest U.S. tax increase as a percentage of GDP in 33 years affect the stock market? Yes. Open your pocketbooks. You’re about to pay up for President Trump’s tariffs this year. That’s the overriding message from a recent report published by the Tax Foundation, a nonpartisan organization focused on tax policy. The impact

The rapid acceleration in this company’s revenue growth can make this AI stock a multibagger. Nebius Group (NBIS 0.55%) is an important player in the artificial intelligence (AI) ecosystem, supplying the much-needed computing capacity to companies looking to train and deploy AI models and applications in the cloud. Nebius operates dedicated AI data centers equipped

Will stock markets tip over amid fears of Fed dithering on rate cuts? FOMC meeting minutes are in focus. Wall Street looks soggy despite upbeat results for the Q4 earnings season Markets pressing for more rate cuts after mixed US jobs and inflation data January FOMC meeting minutes may send stocks lower as the Fed

Image source: Getty Images To earn a stable £1,667 monthly income from the stock market you would need roughly £500,000 invested. This is based on the recommended 4% withdrawal rule, eyeing a potential 30-year-long retirement. Half-a-million’s a big number. But with steady saving, ISA tax benefits, and the miracle of compounding returns, it’s not as

Each of these offers something different for your portfolio. New technology is the driving force behind most of the disruptive upstarts that go on to change the world. That makes tech stocks a surefire part of a growth portfolio, but it also makes them riskier than other stocks; while some of these exciting stocks have

The luxury EV maker still has a lot to prove. Lucid‘s (LCID 3.50%) stock has declined more than 70% over the past 12 months. The luxury EV maker, which went public through a 2021 merger with a special purpose acquisition company (SPAC), disappointed investors with sluggish deliveries and steep losses. Let’s see if it can

2026-02-17T18:14:17.392Z Share Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. AI disruption fears led

These high-yield stocks have been paying dividends for half a century or more. Many top consumer goods companies are paying above-average yields right now. These are rock-solid companies that have been paying dividends for decades, suggesting the market may be undervaluing their prospects. Here are two standout dividend stocks that offer high yields and can

More than half of Pershing Square Capital Management’s portfolio is now invested in high-profile artificial intelligence (AI) stocks. This is, arguably, the most important week of data releases for the entire quarter on Wall Street — and it has nothing to do with earnings reports. Today, Feb. 17, marks the deadline for institutional investors with

Gold prices fall and — surprise! — so does Coeur Mining stock. Up one day and down the next, Coeur Mining (CDE 4.08%) stock must be driving investors bonkers — but it’s pretty easy to explain. Coeur mines gold after all (Coeur also mines silver, zinc, and lead). When the price of gold rises, Coeur

The Morning Bull – US Market Morning Update Tuesday, Feb, 17 2026 US stock futures are slightly weaker this morning, with E-mini S&P 500 contracts down about 0.25% and Nasdaq futures off around 0.6%, as investors weigh softer inflation against a cooling growth pulse. The US 10 year Treasury yield is sitting near a 2

The energy company tumbled over the past month as regulators discussed emergency auctions and capacity-market price collars in one of its key markets. Constellation Energy (CEG +3.80%) is a utility with a massive nuclear fleet and has been one of the top companies hyperscalers turn to for their growing energy needs. The stock surged over

The market might be overreacting to AI-driven fears about software stocks. The slump in software stocks has become one of the biggest investment trends of 2026. The tech-heavy Nasdaq-100 index is down about 3% year to date, underperforming the S&P 500 index, which is little changed. But major software-as-a-service (SaaS) stocks are getting punished. So

Both of these fintech enterprises are finding monster success. Investing at the crossroads of financial services and technology can introduce some exciting opportunities. This is precisely the case with digital banks like SoFi Technologies (SOFI +1.55%) and Nu Holdings (NU 1.29%). The former’s shares have surged 261% in the past three years (as of Feb.