AIG Brawl Could Leave Investors Bruised
Carl Icahn’s battle with AIG’s management have pushed the insurance giants shares higher. Investors should beware of turbulence ahead.
Barclays Likely to Test Investors' Stress Levels
The U.K. stress tests have a focus on emerging markets, but investors may have overlooked the potential corporate credit woes.
Japanese Workers' Wallets Are Fatter Than They Seem
Official data is understating the growth in Japanese workers’ compensation.
Oil-Price Fight: Saudis vs. Strippers
Oil strippers, an important but little-studied part of U.S. energy output, are more vulnerable than the frackers to being permanently sidelined by today’s low prices.
Exchange-Rate Swings Zoom In on Rates
Exchange rates have become hypersensitive to interest-rate expectations, HSBC calculates. More big swings could lie ahead.
Commodities Slump Defies Miners' Cuts
Cuts to output of base metals like copper and zinc haven’t prevented further slumps in prices. More fundamental change is required to underpin recovery.
For Apple and Venmo, China Shows What Lies Ahead
As Apple Pay enters China, the country’s lead in mobile payments provides a road map of sorts.
Cheap Energy Bestows a Holiday Bonus
Low heating bills and inexpensive gasoline prices should benefit holiday spending.
Why HP Needs to Keep the Ink Flowing
A sharp slowdown in printer supplies poses a growing problem for the new HP.
U.K. Cracks Public-Finance Riddle--For Now
Rosy forecasts have helped George Osborne’s budget numbers add up.
Investors Should Stay Plugged in for These Power Assets
After Li Ka-shing’s deal defeat, investors should start anticipating a new prize for Power Assets’ shares.
More Capital Punishment for Big Banks
Raising the ‘stress test’ capital bar puts even more pressure on giant banks to shrink.
What Will Keep Palo Alto Networks Secure
Most favored among cybersecurity firms, Palo Alto Networks can’t afford to slow down.
China Takes a Smoother Path to Currency Devaluation
Unlike when it engineered a yuan plunge that scrambled world markets over the summer, Beijing is letting the air out just a little bit at a time.
It Isn't Deere's Season Quite Yet -- Ahead of the Tape
Falling farm incomes and the depressed agricultural-equipment industry don’t bode well for Deere’s quarterly results.
Germany's Economic Resilience Should Reassure Investors
Fears about German growth due to global conditions have been much overstated. German consumers are in a strong position.
Pfizer and Allergan: How the Deal Adds Up
The $155 billion combination of Pfizer and Allergan will face some hurdles. Price doesn’t seem to be one of them
Is GameStop's Future Played Out?
Digital downloads are putting more pressure on the game retailer as it races to diversify
Don't Get Scalded by Campbell Soup
Slowing sales and a chunky valuation suggest Campbell needs to cool off before investors take another spoonful.
What Elliott Is Up to at Alcoa
Activist investor Elliott Management is used to shaking things up but that might not be why it has disclosed a stake in Alcoa
Noble Group's Big Capital Plans Aren't Big Enough
Troubled commodities trader Noble Group needs to exceed expectations when it comes to raising fresh cash.
Junk Bonds Join the Monetary-Policy Battle
It has been a tough 2015 for high-yield bonds. Next year could bring even more tests as monetary policy starts moving.
Big Banks' New Burden: What Lurks in Debt Rules?
The Fed’s proposal to require banks to hold more long-term debt contains some unexpected twists.
The Fed's Inflation Expectations Game
People have come to expect less inflation than they used to, making it harder for the Federal Reserve to reach its target.
GameStop Is Running Out of Lives
Those betting against GameStop may finally be vindicated as a shift to digital sales accelerates.
Pfizer-Allergan Deal: It's About More Than Taxes
The debate about tax inversions obscures the benefits on hand from a potential Pfizer-Allergan combination.
Bulging Natural-Gas Storage Should Terrify Energy Investors
U.S. natural-gas inventories are at an all-time high and that isn’t the only bad news for producers of the fuel heading into winter.
Intel's Outlook: Inside the Rebooted Growth Plan
Chip-maker Intel thinks it can still grow in a PC slump. That means its data-center business can’t miss.
Russian Corporate Bonds' Unlikely Winning Ways
Russian corporate bonds have proved a surprising winner in emerging markets this year.
How GlaxoSmithKline Can Revive Its Share Price
GlaxoSmithKline has made its strategic pitch to investors and showcased its pipeline. It still hasn’t overcome skepticism that it can deliver the goods.
Why Square Has to Get Out of the Payments Circle
The future of Square isn’t payments. The company needs to grow its small-business-services unit to prosper.
China's Central Bank Picks New Target, but Old Problems Remain
The People’s Bank of China is laying the groundwork for a new policy target, a welcome move, even if it won’t have much short-term effect.
Yahoo: Time to Bring the Curtain Down
Starboard’s plan for Yahoo to sell its core business makes sense given management’s failure to turn the business around.
Why UnitedHealth Took a Sick Day
UnitedHealth’s Affordable Care Act stumble needn’t cause broader concern about its business
There Is No Holding Back the Greenback
It is tempting to take your chips off the table after a winning bet. But when it comes to the sustained resilience of the greenback, doubling down looks pretty good.
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