Heard on the Street
Covid-19 has many ways to hurt property-and-casualty insurers, but when people shelter at home, it helps them a lot, too.
Heard on the Street
Leading oil-field-services companies Halliburton, Baker Hughes and Schlumberger have done themselves a favor by quickly confronting their new reality and ruthlessly cutting costs.
Overheard
Amex says card holders are still spending money to rack up travel points, possibly planning trips for when the coronavirus pandemic is under control.
Heard on the Street
Schools adopting online or even hybrid models will make it impossible for millions of parents to work.
Heard on the Street
Investors bid up shares of Twitter after the company said user growth soared in the second quarter, but that very growth could compound risks for an already vulnerable platform.
Heard on the Street
Rural lifestyle retailer Tractor Supply posted impressive growth last quarter, but its share prices are also getting precariously high.
Heard on the Street
Given the renewed slowdown in air travel, American Airlines’ decision to scale back its aggressive strategy in August should come as a relief.
Heard on the Street
There are potentially more Americans now out of work than there were in June. The economy’s ability to recover may depend on whether they can stay afloat.
Overheard
A personal-care company has signed the celebrity couple and would like to go public quickly.
Heard on the Street
Unilever is playing a poor hand well. A big food service business and exposure to emerging markets will remain a problem, but the company showed new strengths in its second quarter.
Heard on the Street
America is still top dog—at least when it comes to providing a bolt-hole for panicked financiers during a crisis.
Heard on the Street
Tesla shares are flying high as ever. Underlying business performance hardly suggests a smooth landing is in store.
Overheard
Despite the tech company winning its appeal against the European Union, billions of euros in disputed back taxes may need to stay in a loss-making escrow fund a while longer.
Heard on the Street
While a range of figures from metal prices to trade hint at a stronger rebound than elsewhere, there are still reasons—structural and otherwise—to be skeptical of the scale of China’s second-quarter growth.
Heard on the Street
This year’s back-to-school season is unpredictable for retailers in more ways than one.
Heard on the Street
Cardholders are borrowing less, and banks like Capital One aren’t earning the big yields associated with card loans.
Heard on the Street
Snap’s shares fell after it said revenue growth slowed in the second quarter, but its competitors may bear even more shade from investors.
Heard on the Street
The beverage company has been slammed by the coronavirus pandemic. It remains far from clear how quickly it can get back on track.
Overheard
Do the environmentally minded really want to know how green their bank is?
Heard on the Street
Lockheed Martin’s second-quarter results show why it is a great company to own during a pandemic.
