Intuitively, it may seem that for the long-term investor, the best companies are those that consistently make money by selling basic necessities to people, whether the economy is growing or declining. However, a recent<a href="https://www.nber.org/papers/w34402"> article</a> published by the U.S. National Bureau of Economic Research shows that the market is taking a toll on that psychological comfort. Issuers whose businesses are more dependent on the state of the economy have historically generated higher returns than securities of companies with stable earnings.

How crises affect stock returns: cyclical and defensive securities

Ramaco Resources, Inc.

MP Materials Corp.

The initial rating is 'buy' on metallurgical coal producer Ramaco Resources

Baird initiates on new U.S. rare-earth player as investors seek China alternatives

SoundHound AI, Inc.

Unity Software Inc.

Opendoor Technologies Inc.

"OpenDoor Technologies' meme stock has soared more than 280% since the end of July

Shares of unprofitable companies are growing faster than those of profitable companies. Is this dangerous for the market?

Micron Technology, Inc.

Seagate Technology Holdings plc

Western Digital Corporation

In 2025, the unexpected favorites of the US stock market are the "old" technology companies - Seagate, Western Digital and Micron, whose shares soared by at least 90% amid the hype around AI. Their products - hard disks and memory - although they look boring to investors, are critical for training large language models that require huge amounts of data. Now these securities remain relatively undervalued by multiples, and Wall Street is generally optimistic about them, although the growth rate of quotations is ahead of analysts' forecasts. At the same time, some experts advise to fix profits and warn of risks: the rally, according to them, may be a reflection of market overheating and a possible bubble.

"Boring" IT stocks have suddenly become growth leaders. Why is the advice to sell sounding?

Chevron Corporation

International Business Machines Corporation

Wolfe Research unveiled a new strategy for selecting stocks with sustainable dividend payouts and high growth potential

"Dividend Turdaken": Wolfe Research names 12 high-yielding stocks

Waste Management, Inc.

Visa Inc.

Duke Energy Corporation

Investors rushed into the riskiest segments of the market amid the S&P 500 rally

Growth Stocks