Market Insight

Markets rarely move at random. InvestorPlace’s leading analysts break down macro trends, sector dynamics, and recurring market patterns to help investors understand what is changing, what matters most, and where opportunities may emerge.

Why Dell Inc. Could Be Dead Money for Another Decade

In a time when consumer spending is down, it seems that computer maker Dell Inc. (NASDAQ: DELL) is taking a particularly hard hit. Year-to-date, Dell’s stock has dropped -19.3%, and is currently trading at $11.65. The company famous for building PCs and laptops is a shell of its former self; down over -68% since this time in 2005.

Apple Inc. Takes Over the Office With Corporate Sales

Apple Inc. (NASDAQ: AAPL) has always catered to hip, independent consumers looking for edgy gadgets. Just look at the Mac vs. PC ads that pit…

Krispy Kreme Growing Again After Fall From Grace

The first of a proposed 14 new Dominican Republic Krispy Kreme (NYSE: KKD) doughnut shops opened its doors in Santo Domingo on Tuesday. For investors, this KKD stock move may be a sign not only of global expansion but of a perhaps slow and marked return to the former glory days at Krispy Kreme.

Microsoft’s Gates, Wind Icon Pickens Speak Out on Energy

Bill Gates, co-founder of Microsoft Corp. (NASDAQ: MSFT), thinks the US should develop a more rational energy policy, invest more in energy research and development, and get lucky. The phrase Gates uses does not refer to luck, though. He prefers "energy miracles," by which he means a technological breakthrough that would reduce the amount of carbon emitted.

Costco Makes Move into Mall Retail Space

If Costco has its way, the mob scene taking place at its cavernous stores will soon be on the move – ideally to the oversized mall spaces known as “anchor” positions, which have long been the turf of big box retailers and department stores.

Apple Inc. Rumors – iTV Launch Set for Sept., 7-Inch iPad Confirmed

A report from Bloomberg sheds new light on the Apple TV re-launch, including details on rental pricing. Speaking of new AAPL devices, a Taiwanese paper that rightly predicted the announcement of the original iPad is reconfirming the 7-inch iPad 2 for fall 2010.

Reasons for the Tech Buyout Frenzy – And Who’s Next

Wall Street has been abuzz with buyout news. Thursday’s announcement that Intel (NASDAQ: INTC) will buy McAfee (NYSE: MFE) for nearly $8 billion in cash made a huge splash last week – and Monday’s move from tech giant Hewlett-Packard (NYSE: HPQ) to outbid Dell (NASDAQ: DELL) for small-cap data storage firm 3Par (NYSE: PAR) really threw the tech sector for a loop.

List of 52-Week Lows Hints at Market Mayhem to Come

A brutal housing report this morning sent the market into a tailspin, and the Dow Jones pushed below 10,000 for the first time in six weeks. But after investors digested the news of a gut-wrenching -27% drop in existing home sales, the sell-off softened. The broader markets still finished down, but the Dow reclaimed five figures by the closing bell.

McDonald’s, BK Move Towards Higher Prices

In what’s being seen as a smart but a somewhat risky move, McDonald’s (NYSE: MCD) today announced the newest foray into premium pricing with its $5 Smokehouse Deluxe burger at a time when consumers are downgrading from casual dining restaurants to more fast-food fare.

Gasoline Prices Falling on Less Driving, More Ethanol

The US pump price for a gallon of gasoline has hit an eight-month low of just below $2.71/gallon. This is good news for consumers, of course, but it underscores the continuing weakness in the US economy.

Why Bigger Stocks Are Better than Small-Caps

In the past six months there has appeared to be a disconnect between the strength of stocks in the S&P 500 and all other companies, both public and private. Indeed, earnings growth has been much more impressive among large companies than small companies, which is a fairly rare event.

China Automaker and Buffett Stock BYD Faces Rough Road

In February, Warren Buffett's Berkshire Hathaway, Inc. (NYSE: BRK-B) reported ownership of 225 million shares of Chinese battery and auto maker BYD Company Ltd. (OTC: BYDDF). Berkshire Hathaway paid $232 million for a 10% stake in the company in 2008. That stake was worth $1.986 billion in February, for a tidy gain of more than 800%.

7 Health Care Penny Stocks to Buy

Here are 7 penny stocks in the health care sector each trading at under $2 a share as of this writing. Although these health care stocks may not be industry giants, they have shown long-term return potential for investors with strong year to date market performances.

T-Bonds Won’t Run Out of Gas Anytime Soon

The doomsayers of the U.S. Treasury bond market miss a fundamental point.

Merger ETF is Your Best Way to Play Acquisition Surge

Today we received news of even more M&A action, as PC maker Hewlett-Packard (NYSE: HPQ) made a $1.6 billion bid for data-storage firm 3PAR (NYSE: PAR), a +30% premium over last week’s offer from Dell (NASDAQ: DELL)

Visa, Bank of America Test Smartphone Payments

Starting this fall, smartphone users will be able to use their handheld devices to pay for purchases at retail checkout counters across the country.

Apple Inc. (AAPL) News –Gov’t Mac Sales Soar

Word is out that a Verizon (NYSE: VZ) iPhone might be further off than we thought. Meanwhile, AAPL hardware is a huge hit with business and government agencies, and the News Corp. (NASDAQ: NWS) iPad news service gains steam.

BHP-Potash Talks Show Strength of Fertilizer Stocks

Among agriculture stocks, the perennial rumor for a takeover candidate has always been AG pick Mosaic (NYSE: MOS) with its number-two position in the potash sector.

Where All That ‘Sidelines Cash’ is Heading Next

Standard & Poor's reported this week that the non-financial companies in the S&P 500 have accumulated a record-high $837 billion in cash as of March 31, 2010, the latest quarterly accounting period available. That's up 25.8% from a year earlier and up 221% from the end of 1999.