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.

Is Toyota the New Yugo? (TM, F, HMC)

Toyota (TM) can still stop the bleeding, but it won't be cheap, and it will affect the company's stock price for a fairly long time.

Sector Review – New 2010 Targets for Conglomerates (GE, UTX, MMM, HON, BRK-B)

Covered here are GE, UTX, MMM, HON and BRK-B, with analysis on where these conglomerates are valued in relation to each other and which stocks offer the most upside versus current 2010 targets.

Can Dell Follow H-P’s Lead? (HPQ, INTC, DELL, MSFT, IBM)

Intel earnings set expectations for both Hewlett-Packard (HPQ) and Dell (DELL) to beat estimates. HPQ earnings did just that, but Dell earnings are not likely to be as upbeat.

9 Market-Moving Stocks to Watch This Week (WFMI, DE, GENZ, AMAT, HPQ, LVS, WMT, DELL, FSLR)

There are several key market-moving earnings reports yet to come this week including Whole Foods, H-P, Las Vegas Sands, Wal-Mart and First Solar. Here's what you need to know.

Shares of Biotech Stock Cyclacel (CYCC) On the Move

Shares of biotech stock Cyclacel Pharmaceuticals (CYCC) are up nearly 13% this morning after a report that its seliciclib drug may potentially treat breast cancer cells resistant to hormone therapy.

Corporate Earnings – How China Will Bring Down the U.S. Market

Several of the bigger blue-chip stocks owe their earnings outcome to China's rapidly increasing demand, but this can no longer be counted on to carry U.S. companies.

Walgreen Gets a Bigger Piece of Big Apple Pie (WAG, CVS, RAD)

Walgreen (WAG) announced Wednesday it will acquire New York drugstore chain Duane Reade. But what does this $1 billion deal mean for competitors CVS/Caremark (CVS) and Rite Aid Corp. (RAD)?

Merck Earnings Boost Drug Makers (MRK, PFE, GSK, NVS, JNJ)

Today's good news on Merck earnings is raising the share prices of most drug makers in the sector.

Berkshire Joins S&P 500, What’s Next? (BRK-B, BRK-A, BNI, V)

Now that Berkshire Hathaway has joined the S&P 500 Index, profit-taking is very likely in the coming days.

Restaurant Earnings Roundup (BJRI, BWLD, CMG, CAKE, PNRA)

It was a full table for restaurant earnings after the closing bell on Thursday, but the results mostly revealed a suppressed consumer appetite.

Are More Utility Mergers On the Way? Dividend Investors Hopeful (AYE, FE, BRK-B, BNI, CEG, CPN, EIX, POM, PGE, NST)

Will FirstEnergy Corp.'s (FE) $4.7 billion takeover of Allegheny Energy (AYE) create a wave of mergers in the utility sector? Dividend investors are hoping so.

Consumer Spending is Taking Disney, McDonald’s For a Ride (DIS, MCD)

Flat revenues at Disney (DIS) and a drop in U.S. same-store sales for McDonald's (MCD) suggest that the slow down in consumer spending doesn't appear to be over.

Alcatel-Lucent Earnings Disappoint (ALU, CSCO, T, VZ, CHL)

Alcatel-Lucent (ALU) reported fourth-quarter 2009 revenue numbers that were nearly 20% lower than the year-ago period.

Suds, a Study and Stock Winners (TAP, BUD, SAM)

If you like to profit from health trends, check out these three beer stocks.

Can Sprint Win the Cell Phone Carrier Game of Musical Chairs? (S, VZ, T, DT)

Sprint earnings were short of expectations this morning, implying that Sprint's strategy to grab market share from competitors Verizon, AT&T and T-Mobile isn't working.

Housing Market – How the Government is Perpetuating the Broken Housing Market

All of Obama's horses, and all of Obama's men, can't put the housing market back together again -- but that won't stop them from spending your tax dollars in the name of doing so.

How Protected Are Nuclear Stocks? (URS, FLR, JEC, SHAW, CCJ, USU, NLR)

Nuclear stocks have enjoyed a brief renaissance over the last couple of weeks thanks to the 2011 White House Budget, which provides for $36 billion in new DOE and government loan guarantees for the construction of new nuclear plants.

Earnings Still Matter, Maybe More Than Last Week (HAS, ERTS, KO, DIS, BIDU, GOOG, S, CLWR, ATVI, PCLN, ALU, CSCO, LVS, WYNN, MPEL)

Earnings season is slowly winding down, but there still many key market-moving companies set to report this week. Here's what you need to know.

Will Online Gaming Spell the End for Video Game Makers? (ERTS, TTWO, GME, ATVI)

Video game maker Electronic Arts (ERTS) expects shipments of all video game industry packaged goods to fall by 3% in 2010 thanks to competition from online games.