WSJ Heard on the Street
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Heard on the Street
Hewlett Packard and Microsoft: Why Focus Is In, Scale Is Out
Downsizing at big tech companies is a cautionary tale that size doesn’t always win.
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Heard on the Street
Don’t Jump on This Chinese Peer-to-Peer Bandwagon
Shares in Chinese peer-to-peer lender Yirendai have more than tripled in a few months. But that just raises questions about the risks the company takes on.
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Heard on the Street
Why Chinese Steel Can’t Support Iron-Ore Prices
Steel and iron-ore prices are again on the slide. Any uplift from Chinese demand will be limited.
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Heard on the Street
Gilead: What the Stock Needs to Bounce Back
Gilead’s leadership refresh isn’t a cure-all for the stock’s troubles.
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Heard on the Street
Alibaba SEC Probe: The Red Flags Fly Higher
Alibaba’s revelation that it is being investigated for accounting practices hammers home for investors risks about the company.
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Ahead of the Tape
Dollar General: Why This Buck Goes a Long Way
Dollar General has more than held its own nearly a year after Dollar Tree completed its deal for Family Dollar.
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Heard on the Street
Marks and Spencer’s New Strategy: Don’t Expect Early Delivery
Britain’s largest clothing retailer may need more than a return to retail basics to reverse its multi-year decline.
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Heard on the Street
Greece and Europe: Why the Deal Is Good Enough for Now
The Eurogroup deal with Greece at least puts relations on a more normal footing, although it doesn’t provide a long-term solution.
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Heard on the Street
UniCredit Needs to Solve its Crisis of Confidence
Italian bank ousts Chief Executive Federico Ghizzoni but faces a struggle to plug its capital shortage.
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Heard on the Street
Virtual-Reality Dreams Won’t Erase HTC’s Problems
Shares of the once-mighty Taiwanese phone maker HTC have been on a tear, but hopes for virtual reality to revive the company seem misplaced.
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Heard on the Street
The Libor Mess: How It Will Hit Bank Profits
The threat of big settlements in Libor litigation may weigh on the earnings of J.P. Morgan, Citigroup and Bank of America.
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Heard on the Street
Applied Materials: Dialed In to the iPhone Rumor Mill
Future iPhone models may use OLED displays, which would boost demand for Applied Materials’ manufacturing tools.
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Ahead of the Tape
Williams-Sonoma Tidies Up Well
Even in an Amazon world, Williams-Sonoma, a beaten-down retail stock, could be due for a revival.
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Heard on the Street
Anthem and Cigna: What Worried Investors Have to Hear
Anthem’s deal for Cigna hinges more on antitrust concerns than on infighting.
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Heard on the Street
Sony Rattled but Not Rolled by Earthquake Disruption
Sony took a hit when its image sensor production was knocked out by a recent earthquake. The profit damage may not be as bad as it seems.
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Heard on the Street
For Bond Traders Things Can Only Get Better
These reasons mean a shocking first quarter should give way to a less bad year overall.
