Alex Rosenberg, NBR, CNBC.com’s Posts

The titans of tech buybacks have not been cutting it this earnings season. Apple and Microsoft fell on their earnings reports, while more growth-oriented tech companies that don’t lean on share repurchases, like Google and Netflix, have surged. To some, that divergence serves as yet another sign that investor predilections are changing. “I think growth …

Energy stocks had another tough start Monday, falling more than 1 percent even after the sector concluded its 13th straight losing week. But the real bad news is that even after such a plunge, the sector’s valuation suggests energy stocks continue to be overvalued—leading some traders to see even more downside ahead. Based on the …

Call it the pancake effect. With the first half of S&P 500 companies having reported second-quarter earnings, profits are now slated to rise by just 0.8 percent compared with the second quarter of 2014, according to Thomson Reuters. That’s a blended number that combines the earnings that have already reported with analyst expectation for those …

It’s now been more than a year since crude oil began its vertigo-inducing plunge. Yet S&P 500 Index earnings continue to remind one of the classic joke that references the assassination of America’s 16th president: “Other than that, how was the play, Mrs. Lincoln?” Based on a mix between the reported earnings and the expectations …

Google shares surged at the opening of Friday trading a day after the company reported earnings, adding a total of $52 billion in market capitalization in the largest single-day gain ever, according to S&P Dow Jones Indices. Google’s gain is having an outsized effect on the S&P 500 as well, adding 7 points at the …

With the crisis in Greece fast becoming the center of investors’ attention, interest in Greek stocks has blossomed. But the claim that betting on Greek stocks resembles buying a lottery ticket would be even more accurate than the critics of such a strategy may know. In a fascinating if perhaps flip comment, Yale professor of …

Hospital and medical equipment stocks are jumping on Thursday’s Supreme Court decision to uphold federal subsidies under the Affordable Care Act. Plaintiffs in the case, King v. Burwell, argued that the federal tax credits were not allowed under the specific letter of the law. A ruling in their favor would likely have meant that nearly …

Apple shares have remained relatively quiet over the past four months, trading in a 10 percent range from low to high. By comparison, Apple shares traded in a 25 percent range in the four months prior, and a 15 percent range in the four months prior to that. And according to Rich Ross of Evercore …

A polite brouhaha has broken out after the Treasury Department said it plans to put a woman on the $10 bill. Former Federal Reserve Chair Ben Bernanke has joined many others in recommending that Andrew Jackson be booted off the $20 note for a woman, rather than Alexander Hamilton off of the $10. Bernanke argued …

The Federal Reserve is set to release its latest policy statement Wednesday, and it’s sure to leave investors hunting eagerly for clues about when the central bank will raise short-term interest rates. And if the central bank strikes a surprisingly hawkish tone, high-dividend stocks with expensive valuations could be the hardest hit. The Fed has …

Shares of chicken wing purveyor Wingstop jumped 61 percent in their Friday debut, making the fast food company just the latest restaurant name to surge since unveiling shares. And that has led to the observation that the fast food space may currently be marked by a good deal of momentum-driven sentiment. “I think you have …

All of the sudden, the market appears to have the right stuff. After a year in which the defensive utilities led the pack, classical bull-market sectors like consumer discretionary, information technology and more recently the financials have begun to show some strength. This could be an indication that recent allocation to stocks is being driven …

Bond yields have risen sharply in the first few sessions of June, in a move that stocks have largely shrugged off. But if rates keep rising, two sectors could run into particular trouble. The first is that classic rate-sensitive sector, the utilities, which are famous for their high dividend yields. Utilities are “viewed as bond …

Financial stocks have been leading the market lately, rising nearly 1 percent in June to handily beat every other sector. And technical and fundamental traders see reasons for the run to continue. Fundamentally, David Seaburg of Cowen says that financial stocks have been outperforming due to the expectation that the Federal Reserve is preparing to …

The U.S. dollar index is finding upside again after taking a 2½-month break from its big rally. And technical analyst Craig Johnson says he expects big gains for the greenback. “Ultimately what I see happening with a little bit of weakness over the last several weeks here is really just a pullback in what we …