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.

Walmart Dances Around Banking Sector

Wal-Mart Stores Inc. (NYSE: WMT) was previously denied access to having its own national bank subsidiary. It seems that this move by the retail giant could have bashed countless numbers of community banks by having the ability to set up its own bank in the thousands of stores nationwide.

Nokia, When Poor Earnings Are Good Enough

There were no big surprises in the second quarter earnings report from Nokia Corp. (NYSE: NOK) this morning. A month ago the company warned that quarterly revenues for its devices and services division would come in at or near the low end of its announced range, 6.7-7.2 billion Euros.

Burger King Adds Healthy Kid’s Breakfast

Burger King has announced today it will begin offering a kid’s breakfast meal, complete with a kid-sized muffin sandwich, accompanied with apple fries and calcium-fortified apple juice. The sandwich will consist of egg and a slice of American cheese, served on an English muffin.

Netflix Goes Global with Streaming in Canada

Soon, Netflix (NFLX) will be taking its booming business to Canada, and the movie company’s stock prices could be heading north as well.

Coke vs. Pepsi – Earnings Taste Test

Pepsi calls out high unemployment as a drag on consumer spending, Coke says only it plans to "remain cautious."

Apple Inc. Rumors and AAPL Stock News – ‘Magic Trackpad’ in the Works?

There’s all kind of Apple news today in anticipation of AAPL's financial report at market close, including reports of the FCC's approval of a brand new, unnamed Apple Bluetooth device, software updates for iTunes and iBooks, and word on whether or not Apple will charge iPad users for iOS 4 this fall.

Yahoo, Amazon Expected to Beat Estimates

After markets close today, Yahoo Inc. (YHOO) is expected to meet or beat the consensus EPS estimate of $0.14 and the revenue estimate of $1.16 billion. After Google Inc. (GOOG) reported lower-than-expected earnings on soft advertising rates, Yahoo, which depends on display ads for revenues, is expected to post solid profits even if revenues don't rise much.

Forget Inflation – Fed Fears a New Deflation Threat

The Labor Department announced on Thursday and Friday that June's Producer Price Index (PPI) and Consumer Price Index (CPI) fell 0.5% and 0.1%, respectively. Although lower food and energy prices are largely responsible, the CPI has now fallen three months in a row, making some FOMC members nervous.

China Growth ‘Slows’ to 10.3%

As the U.S. economy decelerates, China is increasingly becoming the primary economic engine driving the worldwide economy. China's second-quarter GDP grew at a 10.3% annual pace, down slightly from an 11.9% pace in the first quarter and reflecting a "soft landing" as Chinese inflation starts to moderate.

Playboy (PLA) Site Safe for Work

Playboy (PLA) launches TheSmokingJacket.com, a safe for work website -- but can it turn around the failing media company?

Railroad Stock Price Targets Indicate Big Upside for Sector

Railroad stocks and rail operators are seen as indicators for the broader economy, since more freight moves across America via freight trains as consumers buy more and businesses ship more. Leading railroad stocks include Union Pacific (UNP), CSX Corp. (CSX) and Norfolk Southern (NSC), but smaller rail operators are affected similarly.

Harley-Davidson (HOG) Roars Back

Since January, Harley-Davidson Inc. (HOG) shares have shifted from second gear to third gear and back again. The company reported a sales decline of about 80,000 bikes in 2009 compared with 2008, from 303,000 to 223,000. Forecast sales for 2010 were even lower, in a range of 201,000-212,000.

June Video Game Sales Slump Again

Just a few short weeks ago, the May reporting period from NPD Group painted a rather unhappy portrait of the videogame market in North America and stocks like Activision (ATVI) and Electronic Arts (ERTS). Total sales were down by 20% for the same period in 2009, with major players in the game software publishing business Activision, Electronic Arts, Ubisoft and others failing to make significant impressions on sales charts.

In-N-Out Burger Can Teach Fast Food Stocks a Lesson (MCD, BKC, WEN, YUM)

Fast-food heavyweights such as McDonald's (MCD), Burger King (BKC), Wendy's/Arby's Group (WEN) and Yum! Brands (YUM) stores Taco Bell and KFC have long made a practice of juicing earnings and sales with short-term promotions. But these restaurant stocks could learn a thing or two from In-N-Out Burger, a privately held West Coast fast-food chain with a rabid and almost cult-like following.

Did U.S. Wrongly Close Auto Dealers?

Did Uncle Sam hurt American workers by forcing the closure of auto dealerships at GM and Chrysler as part of their 2009 bankruptcies and bailouts?

Delta Profits Hit 10-year High, But Not Good Enough

Delta's miss on revenue is probably costing it more than its earnings beat is paying off.

Finding Safety in Asian Bonds

When the currency drops, so does the price of the country's bonds for a dollar-based buyer. That makes Asian bond funds a good low-risk play now.

Why Financial SPDR ETF Is a Buy – Bank Earnings Better Than You Think

Mega banks JPMorgan (JPM), Citigroup (C), and Bank of America (BAC) have all reported better than expected earnings results -- only to be knocked to the ground by unimpressed investors. But here are the reasons the XLF ETF is a buy.

3 Stocks Boosting Dividend Yields – PG, PPG, CMI

These high yield dividend stocks have increased their dividends in the last week: Procter and Gamble (PG), PPG and Cummins (CMI).