Heard on the Street
Zoom Video Communications answered one very big question with its latest results. It also raised a few.
Heard on the Street
Analysts are now anticipating a potential ‘hard market’ for insurance industry pricing, with rates on reinsurance possibly rising at the fastest pace since just after 9/11.
Overheard
A new advertisement for the road to nowhere from Booking’s Kayak shows just how low the travel industry is flying amid the coronavirus.
Heard on the Street
Exor is sometimes seen as the European Berkshire Hathaway. The comparison is imprecise, but the investment vehicle of Italy’s Agnelli family still seems a bright spot in the global car industry.
Heard on the Street
The U.S. can, perhaps, stay ahead—but only if Americans, and their government, are willing to pay up to remain the world’s technology leader.
Overheard
The company that owns much of London’s Covent Garden has bought a stake in a neighbor at a 45% discount to book value.
Heard on the Street
A surprise cancer-drug failure will sting, but not as much as investors expect.
Heard on the Street
China’s apparent recovery from the coronavirus shutdowns is allowing the country to project strength abroad, but a closer look at its labor market raises some questions over that progress.
Heard on the Street
Meal-kit services are booming now that consumers are stuck at home and preparing their own food. Hanging on to the gains as lockdown rules are lifted is their next challenge.
Heard on the Street
The headline price/earnings ratio can be misleading, but a plunge in earnings and a recovery that will take time really does make American stocks pricey.
Heard on the Street
Online real-estate platforms are reporting increased buyer demand as remote-work culture spreads, but whether they will find sellers remains an open question.
Overheard
Casinos in America’s original gambling mecca will be allowed to reopen next week after adopting social-distancing precautions. But some Nevada industries are easier to reopen than others.
Heard on the Street
With more businesses starting to reopen, consumer spending looks as if it is starting to dig its way out of the hole caused by the coronavirus crisis. But the hole is very deep.
Heard on the Street
President Trump may not succeed in ending social media as we know it, but he can certainly rain on the sector’s latest socially distant parade.
Heard on the Street
Online sales weren’t enough to protect Nordstrom from a precipitous revenue drop, but the clothing retailer seems to have what it takes to come out of the crisis in decent shape.
Heard on the Street
Americans eat at home more than ever, but the coronavirus boost is fading for some brands.
Heard on the Street
The European Union’s newfound love of industrial planning may actually cement the dominance of rich countries at the expense of the periphery.
Heard on the Street
HBO Max’s dispute with Roku and Amazon risks sowing confusing in an already crowded streaming marketplace.
Heard on the Street
Trip.com reported a steep drop in first-quarter earnings. And that isn’t even the bad news:
Heard on the Street
Coronavirus stockpiling wasn’t enough to pull Dollar Tree’s sales growth up to Dollar General’s, but it was enough to pick up its downtrodden share prices.
