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.

If Microsoft Gets Well Will the PC Hardware Industry Follow? (MSFT, INTC, STX, WDC, AMD)

Microsoft's (MSFT) quarterly results came in higher than expected with Windows 7 accounting for a 60% rise in profits. But what does the news mean for the PC hardware market?

Unlimited Corporate Political Spending to Boost Media Stocks (CBS, NWS, CCO, LAMR, IPG, OMC)

The Supreme Court's decision that the government may not ban corporate political spending in elections could mean a big boost for these media stocks.

Sales and Profits Rise at Procter & Gamble, Colgate-Palmolive (PG, CL)

Today's earnings reports from Procter & Gamble (PG) and Colgate Palmolive (CL) give testimony again to the power of brands.

Tempur-Pedic (TPX) Isn’t Sleeping Too Well

By all accounts, memory foam mattress maker Tempur-Pedic International (TPX) should be sleeping well right now. Unfortunately, someone forgot to tell Wall Street.

Airlines Outline 2010 Fuel Hedging Strategies (UAUA, DAL, LUV)

United (UAUA), Delta (DAL) and Southwest (LUV) have outlined their fuel hedging strategies for 2010, and the differences are interesting and instructive.

Will Berkshire Hathaway Become a Dow Component?

Warren Buffett's Berkshire Hathaway will replace BNSF in the S&P indexes, but will Berkshire be added as a Dow component?

Caterpillar Inc. (CAT) Pinning Its 2010 Hopes on China

Caterpillar Inc. (CAT) reported today that revenue was down nearly $19 billion (37%) and were earnings down 75% for full-year 2009.

Palm and RIM Face a Surging Apple

Unlike Apple (AAPL), RIM (RIMM) and Palm (PALM) present investors with special risks because they are essentially single product line companies.

WARNING: Big Correction Ahead

The odds are in favor of a severe sell-off, and it's very likely the market will move at least 10% lower before the year ends.

Verizon Grabs New Users, Loses a Bundle

Despite adding 2.2 million customers in the fourth quarter of 2009, Verizon (VZ) came in a penny short of analysts' expectations.

Will a Healthier Product Line Fatten Sara Lee (SLE) Shares?

According to an article in Barron's, shares of Sara Lee (SLE) could run up 40% or more after its push into healthier products.

Will Apple (AAPL) Earnings Take a Back Seat to iSlate Tablet and iPhone Carrier Rumors?

Apple Inc. (AAPL) is on deck to report earnings today after the bell, but what everyone is likely to focus on is the upcoming launch of the iSlate tablet.

Renewed Interest in Natural Gas is Key for Halliburton (HAL)

According to Halliburton (HAL), a recovery in natural gas demand could result from increasing industrial demand and draw-downs in storage.

Harley-Davidson is Today’s Road Kill (HOG)

Lower sales, lower margins, higher restructuring costs and a dwindling customer adds up to a pretty grim outlook for Harley-Davidson (HOG) in 2010.

GE Beats Low Expectations

General Electric (GE) reported a 19% drop in earnings for Q4 2009, compared with the same period in 2008. Still, that beat analysts' estimates by $0.02 per share.

Health Care Stocks Love Scott Brown

Wall Street certainly seems to think the new Massachusetts Senator will derail health care reform, which should send health insurers and big pharma stocks higher.

Williams Partners Stepping Up to the Big League

Williams Companies plans to transfer it gas pipeline business and other assets to Williams Partners in a move that will put the MLP on the playing field with the big boys.

Banks Digging Themselves a Deeper Hole?

Citibank reported a big loss today, like JPMorgan before it. Here's why the other big banks are likely to follow suit.

Starbucks Bringing Heat Back to the Coffee Wars (SBUX, MCD, GMCR, PEET, CBOU)

Starbucks Corp. is getting its wings clipped along with the market today ahead of earnings. What will be more interesting than Starbucks' actual earnings report is how this impacts the other coffee-trade stocks.