Heard on the Street
Facebook appears to be particularly damaging to teens, even compared with other social networks. That could benefit its rivals.
Heard on the Street
The loss of the Five9 deal raises questions about future expansion options as growth keeps slowing.
Heard on the Street
A peak in the Delta wave coincided with an uptick in consumer spending, though it might not be smooth sailing as temperatures drop.
Heard on the Street
The strong data for Merck’s experimental Covid-19 antiviral treatment has rejuvenated the company’s stock price and could jump-start the moribund biotech sector.
Heard on the Street
The payoff for Amazon from its growing lineup of devices is likely significant, though financial details have never been reported.
Heard on the Street
Designer brands that are doing brisk business in the U.S. offer a hedge against the risk of slowing growth in a more egalitarian China.
Heard on the Street
Rising natural gas prices could put pressure on politicians to limit exports—but curbs have the potential to backfire.
Heard on the Street
CarMax’s revenue growth is still in the fast lane, though pressure on profits is concerning investors.
HEARD ON THE STREET
The cleaner-burning fuel is at the heart of the energy transition, but its price volatility is likely to only get worse.
Heard on the Street
Third-quarter earnings reports are expected to be buoyant, but the good times are probably ending soon for companies that were able to pass along higher costs to consumers.
Heard on the Street
Wide-scale power cuts in China are already pushing up costs for downstream industries and prices for end-users.
Heard on the Street
The chip maker’s disappointing projection still leaves some questions as to the health of the memory market.
HEARD ON THE STREET
Financial markets have been debating whether a consumer boom or an uncomfortable bout of “stagflation” is more likely in a post-pandemic world. Whatever the outcome, it might not mark the end of easy money.
Heard on the Street
One factor behind surging natural gas prices is China’s crackdown on coal, but the country could soon reach its economic pain threshold and embrace the fuel again as winter looms.
Heard on the Street
Higher labor and food costs, coupled with rising cases of the Delta variant, have created an attractive backdrop for restaurant stock prices.
Heard on the Street
It is increasingly difficult and expensive to buy a home in the U.S. Some blame iBuyers like Zillow or investment firms like Blackstone, but the deep-pocketed buyers also play a helpful role in the housing market.
Heard on the Street
German housing landlord Vonovia seems likely to get its $22 billion deal for sector peer Deutsche Wohnen away, but at the risk of confirming the sector’s reputation for weak shareholder protections.
Heard on the Street
Property developers that partied the hardest during China’s housing boom are naturally set for a more painful hangover. China Evergrande is the most salient example. Investors fear that Sunac China could be another.
Heard on the Street
Investors seem to prefer major U.S. oil companies’ energy-transition plans compared with their European peers. The jury is still out.
Heard on the Street
Spending on capital goods is rising quickly, but companies are getting less machinery less quickly than they need to meet demand.
