Investing.com -- Legacy media stocks may offer modest upside this earnings season, but investor focus is likely to center more on strategic breakups and deal-making than on quarterly fundamentals, according to Barclays. The investment bank says the risk/reward across the sector “appears to favor the sector into earnings,” as ad spending remained resilient in the quarter, particularly in sports ...
Investing.com -- Bernstein sees opportunity in select U.S. retail names as 2025’s tariff-driven volatility gives way to clearer consumer trends and operational differentiation in the second half of the year. The firm’s analysts said in a note to clients this week that they believe the shift in macro environment has prompted a “flight to value,” with Dollar General (NYSE:DG) and Dollar ...
Investing.com -- UBS expects U.S. corporate credit spreads to widen in the second half of the year, cautioning that markets are underpricing the risks from slowing labor markets, potential trade tariffs, and upcoming Federal Reserve rate cuts. The brokerage laid out 10 themes for positioning in the third quarter, arguing that the sharp tightening in spreads seen in early July likely reflects ...
(Reuters) -Online spending soared $24.1 billion across U.S. retailers during the stretch from July 8 to 11 – dubbed "Black Friday in Summer", outpacing Adobe (NASDAQ:ADBE) Analytics’ prior forecast, as eager shoppers rushed to snap up deep discounts on back-to-school essentials. Retailers recorded online sales growth of 30.3% during events that included Amazon Prime Day, Adobe said on Saturday ...