SPGI

Bond markets are whipping around, Treasury yields sit above 5%, and the old playbook for what counts as a “risk‑free” return suddenly feels out of date. That kind of shock can punish some shares while creating fresh openings for others, as money chases volatility instead of hiding from it. This article explains how that backdrop relates to three specific stocks that are exposed to the latest bond market storm. The three stocks below are only a sample. The full screen surfaced 48 more listed...

Yahoo · 8h ago

Dividend Kings are underperforming SPY in September, with a -4.22% average return versus SPY's marginal gain.

SeekingAlpha · 1d ago

S&P Global has seen its share price fall 21.3% year to date, which puts fresh attention on a simple question for investors: Is the current valuation still supported by the returns the business earns on the capital it puts to work? The year to date decline of 21.3% raises the issue of whether the recent share price slide has brought S&P Global closer to, or further away from, what its capital returns can justify over time. The agreement to acquire OpenZeppelin, a smart contract security...

Yahoo · 1d ago

A $10,000 holding in Twist Bioscience (TWST) a year ago is worth about $66,600 today. The same sum in the S&P 500 would be worth about $11,700. The company sells made-to-order DNA to drug makers and research labs. Its sales grow fast, but it still loses money. The price now counts on that growth lasting and the losses ending. How much has to go right for that price to hold.

Yahoo · 1d ago

Investing.com -- S&P Global Ratings has revised its outlook on the Czech Republic to positive from stable, signaling a potential sovereign credit rating upgrade over the next 12 to 24 months. The agency simultaneously affirmed the country's long- and short-term foreign currency sovereign credit ratings at ‘AA-/A-1+’ and its local currency ratings at ‘AA/A-1+’.

Yahoo · 1d ago

Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.

Yahoo · 1d ago

Kinross Gold (KGC) shares lost 27% in the past month, while the S&P 500 gained 0.5%. You may still think the business makes this a passing fall, since the miner keeps 52% of its sales as operating profit. That comfort needs two things: a business sturdier than before, and a stock that held up when markets fell.

Yahoo · 1d ago