Heard on the Street
Investors rushing to ride Disney on the hope of pandemic recovery could be in for a long and uncomfortable wait.
Heard on the Street
Surging e-commerce sales at Target during the coronavirus pandemic should translate into a lasting advantage.
Heard on the Street
Traditionally seen as recession-proof, utilities have been underperforming the broader U.S. market in the current economic downturn. That may present a buying opportunity for investors harboring doubts about the latest bull market.
Heard on the Street
For some developing economies, income from tourism is the difference between running a current-account deficit and a surplus, and depressed travel volumes put them at greater risk of financial shocks.
Heard on the Street
Sales at consumer-staples companies like Nestlé and Unilever have benefited during lockdowns. But their out-of-home businesses will be an eyesore from now on.
Heard on the Street
Continued job growth in July doesn’t change the need for stimulus.
Overheard
A body representing homeowners associations calls out the Berkshire Hathaway unit for an ad poking fun at the groups.
Heard on the Street
Intesa Sanpaolo’s successful pursuit of Italian peer UBI shows that local consolidation is possible, and barriers to cross-border deals may be slipping too.
Heard on the Street
Commercial real-estate loans to fund malls, offices and the like could end up performing worse than expected.
Heard on the Street
The coronavirus pandemic weighed on luxury consignment marketplace The RealReal’s profitability, but other numbers point to a bright future ahead.
Heard on the Street
Rebounding oil prices have the potential to show the cracks that already exist in the delicate cooperation between the powerful oil-producing nations
Heard on the Street
The Trump administration’s latest moves against China could have profound impacts. But the winners and losers might not be who they seem.
Heard on the Street
Uber’s results show how a prolonged pandemic could threaten overall profitability target.
Overheard
The paper-based CFA exam is ending, and candidates won’t miss it.
Heard on the Street
Discount-seeking tourists will revive passenger numbers but not airline profits, particularly for full-service carriers.
Heard on the Street
Nintendo’s latest quarter easily beat the most bullish forecasts, but its share price is lagging behind those of many rivals.
Heard on the Street
The company’s first direct foray into streaming has been an undeniable hit. Even the Magic Kingdom might be hard-pressed to keep the spell going.
Heard on the Street
Investors buying into the IPO of Rocket Companies, long known by its Quicken Loans brand, must account for a likely slowdown in extraordinary mortgage activity.
Heard on the Street
The U.S. pursued cash-focused support for newly unemployed workers, while other countries tried to keep employment relationships going. In the long term, the two have opposite risks.
Heard on the Street
Compared with some of its brick-and-mortar peers, the e-commerce used-car seller Carvana faces an enviable problem: It has so much demand.
