The ‘smart money’ on Wall Street hates these bonds — but they may be a golden buying opportunity for you

Three important — and potentially useful — things leap out of the latest BofA fund-manager survey.
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Micron’s stock gains officially carry the company into an exclusive club

Micron joins only 15 other S&P 500 components that are worth $500 billion or more.
Lululemon reports weak guidance as proxy battle, tariffs weigh on bottom line
Lululemon topped fourth-quarter estimates but gave weaker-than-expected sales and earnings forecasts for 2026.
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How CoreWeave’s ‘situationship’ with Big Tech could cause a 30% stock drop

Bernstein analysts say CoreWeave’s business could be cannibalized as Big Tech customers build their own data-center infrastructure.
Delta, American raise revenue guidance, citing growth in demand
CEO Ed Bastian told CNBC’s Phil LeBeau that Delta had taken a $400 million hit so far for the fourth quarter, but that demand has been “really, really great.”
Veteran strategist highlights how China is coming out on top of the Iranian war

China’s alliance with Tehran is helping its cargoes of crude to clear Hormuz, its economic data are improvig and Xi holds the cards in negotiations with Trump.
Moody’s says a recession will be hard to avoid if oil prices stay elevated for even a few more weeks

The outlook for the U.S. economy will continue to darken as long as the Strait of Hormuz remains effectively closed to oil-tanker traffic, even though the U.S. now produces about as much oil and natural gas as it consumes.
This biotech is working on a GLP-1 pill that could be better than the Wegovy version

This experimental pill helped people lose about 16% of their body weight after about a year of treatment



