Double down on the HALO trade: Goldman says asset-heavy companies will keep beating the market
Goldman Sachs says that one of the market’s hottest trades is entering a new phase—and investors might not be ready to take advantage.
In a note, Goldman Analyst Guillaume Jaisson examined the HALO trade, a term coined by Ritholtz Wealth Management CEO Josh Brown that’s short for “heavy assets, low obsolescence,”
Read MoreWhy Sandisk Stock Just Crashed
Afte starting the week strong, Sandisk (SNDK 10.19%) stock hit a pothole on Tuesday, plummeting 9.8% through 10:05 a.m. ET.
Blame Samsung for that.
Image source: Getty Images.
Korea sends the semi market south
South Korean technology giant Samsung reported its Q2 2026 earnings last night.
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Read MoreWhy Sweetgreen Stock Soared 30% in the First Half of 2026
Key Points
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Sweetgreen has struggled over the past few years, and it may have hit rock bottom in the first quarter, with a large comps decline and operating loss.
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It recently rolled out wraps on its menu, which opens up its addressable market.
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Read MoreWill the US Dollar Rally Continue?
Key Takeaways
- The rally so far in 2026 marks a recovery from the US dollar’s sharp declines in 2025, as investors now expect interest rate rises from the Fed.
- Analysts argue that the “de-dollarization” trend may be overstated, with the reserve status of the US dollar likely to remain intact.
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Read MoreDo Options Traders Know Something About BrightView Stock We Don’t?
Investors in BrightView Holdings, Inc. BV need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 15, 2027 $7.50 Call had some of the highest …
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Read MoreThe Burst
I Finally Found an 8% Yielder
Real estate, REITs, dividend stocks, you name it. I’m always looking for new ways to make my money work while I sleep. And one stock I found that’s super interesting for passive income is Main Street Capital (NASDAQ: MAIN).
It has the hallmarks of being one of the best passive income machines I’ve seen,
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Read MoreThe Ivy
Why Bitcoin’s Path to $1 Million May Be More Realistic Than You Think
With a market cap north of $2.2 trillion, more than half the value of every cryptocurrency combined, Bitcoin is a financial phenomenon.
But one of its most outspoken champions, Strategy co-founder Michael Saylor, doesn’t think Bitcoin’s story has even started. In fact, his latest forecast makes today’s price tag look like pocket change.
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Read MoreThe Spotlight
Up 94% Will This Semi Stock Keep Soaring?
Semiconductor and data infrastructure company Marvell Technology (NASDAQ:MRVL) absolutely trounced the market last year by a factor of over 3x, delivering a trailing 12-month return of almost 94%.
While the stock was rising gradually all year, the company’s shares soared in early December and finished the year extremely strong.
Why are Marvell shares rising,
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