All Stock News
Federal Agricultural Mortgage: Staying The Course And Adding To My (Preferred) Position
Federal Agricultural Mortgage remains a long-term buy despite weak Q4 results driven by higher loan loss provisions. AGM's net interest income grew over 10% YoY, and the loan portfolio quality remains...
Warren Buffett Is ‘A Very Hard Act to Follow,' Says Berkshire's New CEO. He Wants to Make Berkshire ‘Even Stronger.
Warren Buffett's successor Greg Abel wants Berkshire Hathaway investors to know he'll be able to build on the legendary investor's legacy. But can he convince them?
Nvidia: The Panic Buying Opportunity That I've Been Waiting
Nvidia is now upgraded to Strong Buy, as recent earnings and guidance demonstrate exceptional growth and profitability despite market profit-taking. NVDA posted over 70% revenue growth in Q4, guided f...
Warren Buffett resisted a last-gasp shopping spree in his final weeks as Berkshire Hathaway CEO
Warren Buffett held tight to the purse strings in his final quarter as Berkshire Hathaway CEO. Berkshire's cash pile grew to a record $373 billion as it sold stocks and refrained from buybacks.
NFTY: Comparatively Better, Structurally Weak
First Trust India NIFTY 50 Equal Weight ETF offers exposure to Indian equities via an equal-weight strategy, but faces significant currency headwinds for USD investors. The equal-weight index tracked ...
GCM Grosvenor: Low Carry Could Signal Latent Growth On PE Thaw
GCM Grosvenor remains attractively valued, trading at a 2.6% EV/AUM versus peers like Partners Group at 15%. Fundraising is at record levels, driven by successful cross-selling and a strong hedge fund...
Ventas: An Investment-Grade Senior And Outpatient Care REIT That Just Keeps Growing
Ventas (VTR) is rated a buy, supported by robust senior housing demand, portfolio growth, and recent dividend hike. VTR's global expansion, especially into Canada and the UK, enhances its competitive ...
Ferrovial SE (FER) Q4 2025 Earnings Call Transcript
Ferrovial SE (FER) Q4 2025 Earnings Call Transcript
Climb: A Structural Transformation Still Trading Like A Traditional Distributor
Climb Global Solutions has structurally repositioned itself into a high-touch, niche software distributor, delivering strong revenue and EPS growth since its 2020 pivot. CLMB focuses on selective, inn...
Berkshire shareholder letter: What to expect from new CEO Greg Abel.
New Berkshire Hathaway CEO Greg Abel to deliver first shareholder letter since Warren Buffett's retirement. Here's why this analyst thinks Greg Abel won't have as much rein as Buffett.
Fickle Sentiment, High Yields: Why We Are Buying The BDC Panic
First, it was "First Brands" risk; now it's "AI software" risk. Market narratives shift monthly, but the cash keeps flowing. Ares Capital quality: Non-accruals remain low at 1.2% of fair value, and th...
Software Stocks Crumble (And These 3 Dividends Are Here For It)
There's one critical takeaway for us as AI flits through the market, whacking sector after sector as it does:
This could be Nvidia's next big move, with the stock in search of a positive catalyst
The Wall Street Journal reported late on Friday that the company is soon planning to debut an inference-oriented chip platform that brings in technology designs from Groq, the startup that Nvidia NVDA...
Block Eliminates Bloat To Deliver Ambitious 2028 Target - Wait For Correction
Block's drastic 40% headcount cut is expected to drive higher revenue per employee, with the leaner operations also implying their improved operating efficiency. Combined with the FQ4'25 outperformanc...
Berkshire Hathaway shrinks cash pile in Buffett's last act as CEO. Here's how successor Greg Abel is now looking to spend.
Company's cash hoard at end of 2025 — which Abel noted was not a sign of an investment retreat — was down 2.1% from September to $373.3 billion.
Greg Abel hails Warren Buffett as a 'very hard act to follow' in his first letter as Berkshire Hathaway CEO
Greg Abel paid homage to Warren Buffett in his first shareholder letter as Berkshire Hathaway CEO. Abel pledged to abide by core Buffett values such as capital discipline and integrity.
High-Yield Cannabis REITs to Watch in March 2026
The cannabis sector continues to evolve in early 2026. However, volatility remains a defining feature. Multi-state operators still face pricing pressure. At the same time, capital remains tight across...
Emergent BioSolutions Earnings: Revenue, Margins, And GAAP Losses Paint A Mixed Picture
Emergent BioSolutions faces a sharp reset in 2026 guidance, with revenue projected at $720–$760 million, well below prior expectations. 2025 profitability was buoyed by favorable mix, cost controls, a...
Miami International Holdings, Inc. (MIAX) Q4 2025 Earnings Call Transcript
Miami International Holdings, Inc. (MIAX) Q4 2025 Earnings Call Transcript
Xiaomi launches flagship smartphone as memory price surge threatens sales
The Xiaomi 17 and 17 Ultra represent the Chinese technology giant's top tier devices aimed at challenging the likes of Samsung and Apple in the high-end segment of the market. The Xiaomi 17 starts at ...
GigaCloud Proves The Bears Wrong - Compelling Risk/Reward After A Dip (Upgrade)
GigaCloud proves the bears wrong by reporting a resilient double-digit growth profile in the EU, with it mitigating the softer demand profile and tariff risks in the US. The same has been observed in ...
AI Bottlenecks Addressed in NVDA Earnings and Ways for Tech to Navigate
Nvidia (NVDA) "owns" the AI trade as it transitions from training to inference, says David Fetherstonhaugh. The company's earnings on Wednesday demonstrated strong de-risking in AI demand, though Davi...
Berkshire CEO Greg Abel vows to keep Buffett's culture of disciplined investing in first annual letter
Berkshire Hathaway's Greg Abel released his first annual shareholder letter as chief executive.
Energy Fuels: Big Gains But Stretched Valuations
Energy Fuels Inc. has surged nearly 400% since last April, outperforming uranium and rare earth peers. Despite continued positives for it, however, its stretched valuations diminish the stock's attrac...
Verisk Analytics Offers An Opportunity Amid Current Challenges
Verisk Analytics remains a buy with a $257.44 one-year price target, reflecting a 27.1% upside from current levels. VRSK's recent slump aligns with an industry-wide downturn, not company-specific issu...
Strike Energy Limited (STKKF) Q2 2026 Earnings Call Transcript
Strike Energy Limited (STKKF) Q2 2026 Earnings Call Transcript
2 BDCs To Buy For Stress-Free Retirement Cash Flow
The business development company, or BDC, sector faces aggressive bearish sentiment, with the market pricing in severe SaaS credit risks. Currently, we are definitely in a cyclical low, which could be...
BeOne Medicines: Guidance Weighs But Multiple Catalysts In 2026
BeOne Medicines remains a strong buy despite a modest 2026 guidance miss, with a $410/share 12-month price target. Brukinsa's 49% YoY growth to $3.93B in 2025 and best-in-class CLL data underpin ONC's...
SPYD Just Did The Unthinkable: Matching SPY In A Growth Market
SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has outperformed SPY since June last year, challenging assumptions about yield-focused strategies. SPYD's equal weighting, sector diversification, and i...
Acadia Pharmaceuticals: Undervalued Despite Robust Revenues From Approved Drugs, With Pipeline Kicker
Acadia Pharmaceuticals' two approved drugs, NUPLAZID and DAYBUE, are guided to continue their strong growth trajectories. These two drugs alone support a "buy" thesis for Acadia. Learning from previou...
Airbus Needs Production Stability After A Soft Delivery Start
Airbus has faced challenges meeting ambitious delivery targets, with 2026 guidance seen as underwhelming. January orders were strong at 49 jets, dominated by single-aisle models, but delivery volume d...
Goldman Sachs' Physical Gold ETF Offers Advantages
With the Supreme Court overturning the current administration's tariffs and the subsequent hasty implementation of a different set of tariffs, uncertainty has boosted the appeal of gold. This week, si...
DiamondRock Hospitality Company: Set To Shine
DiamondRock Hospitality offers a compelling investment with a strong, flexible balance sheet and consistent dividend growth, currently rated as a 'Buy.' DRH's diversified, predominantly third-party ma...
Berkshire Hathaway Earnings Slip on Decline in Insurance Results
The December quarter marked Warren Buffett's last as CEO, a role now occupied by longtime deputy Greg Abel.
Berkshire Hathaway operating earnings fell nearly 30% in Warren Buffett's final quarter as CEO
Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period.
Berkshire Hathaway profit falls on writedowns, lower insurance income
Berkshire Hathaway on Saturday said operating profit fell in the fourth quarter, as it wrote down investments in Kraft Heinz and Occidental Petroleum while income from its insurance businesses decline...
SPYI Continues To Deliver Double Digit Yields With Capital Appreciation
NEOS S&P 500 High Income ETF offers a compelling blend of high monthly income and potential equity appreciation, outperforming risk-free assets as yields decline. SPYI has delivered 42 consecutive mon...
Amphastar: Higher Costs, Lower Growth, And A 'Value Trap' Label
Amphastar Pharmaceuticals remains a 'Hold' as growth and margin headwinds persist amid its transition from generics to a proprietary pipeline. AMPH's legacy generics are declining, branded products fa...
QQQI: Buying The Nasdaq-100, But More Cautiously
QQQI is a NEOS fund offering a 14.30% dividend yield, designed to capture Nasdaq-100 upside while providing downside protection through option premium offsets. This article analyzes the AI stress test...
Autodesk: With Refocus On Sales Optimization, Clouds Are Lifting (Rating Upgrade)
Autodesk delivered strong Q4 billings and a robust FY27 outlook, defying broader SaaS pessimism and prompting a post-earnings share price jump. ADSK's CAD software is seen as highly AI-resistant, with...
Buy The Dip? Assessing Top-Tier BDCs Amid The SaaSpocalypse
Market sentiment appears overly defensive in certain areas, suggesting potential mispricing in risk assets. The analysis highlights top-tier BDCs, focusing on dividend yields, price/NAV, leverage, and...
10 Best CEFs This Month: Average Yield Of 9.7% (February 2026)
The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 9.7% yield and -10% NAV discount. Selections emphasize sector diversifica...
How the 'K-shaped' economy is showing up at two big U.S. gyms
Life Time and Planet Fitness both reported strong growth, but their results highlighted a widening divide in consumer spending habits. Life Time's revenue jumped 12% as higher-income members paid high...
Google wants Intrinsic to be 'Android of robotics' as it pushes into physical AI
In folding its Intrinsic project into the main company this week and out of "Other Bets," Google is aiming to mimic its Android strategy for robots. "We're trying to make it accessible for anyone," In...
Growth Slows As Margin-Focused Sunrun Falls Short Of Operating Break-Even
Sunrun remains a sell, as persistent reliance on non-controlling interests and mounting debt overshadow recent margin improvements. RUN's operating losses are shrinking, but growth is slowing sharply,...
Marsh & McLennan Companies: New Name, Same Great Company
Marsh is a leading insurance broker, combining organic growth and strategic acquisitions to consolidate a fragmented industry. MRSH posted strong Q4 2025 results: 8.7% revenue growth, 9.8% adjusted EP...
Duolingo: This High-Quality Business Remains Deeply Misunderstood By The Market
Duolingo trades at its lowest valuation since IPO, with a 10% free cash flow yield and over $1B net cash. AI disruption fears are overstated; DUOL's behavioral engagement and proprietary data position...
Omnicom Group: Value Hiding In Plain Sight At Under 8x Earnings With Accelerated Buybacks
Omnicom Group offers compelling value at under 8x earnings, with a well-covered 3.5% yield and significant upside potential. OMC's recent IPG acquisition, $5B buyback, and cost synergies ($1.5B target...
LandBridge: I'm Betting My Reputation On This One
LandBridge remains a core holding, with a bullish outlook supported by robust earnings, superior margins, and a compelling land-based royalty model. LB's 2026 EBITDA guidance of $205-$225M exceeds pri...
These fintech stocks are loved by analysts and could bounce back in a big way
Shares of PayPal and Block are both cheap relative to historic levels, but only one of them commands heavy enthusiasm from analysts.
Engie SA (ENGIY) Q4 2025 Earnings Call Transcript
Engie SA (ENGIY) Q4 2025 Earnings Call Transcript
QQQI Vs. QQQ: The Most Dangerous Bet In Mega-Cap Tech Right Now
QQQI is outperforming QQQ, but the real story is far more complicated. A major shift in the AI narrative could completely reshape tech returns. We discuss the best way to invest moving forward.
Diageo: Sooner-Than-Expected Dividend Cut Fast-Tracks This Premium Leader's Recovery
Diageo plc remains a buy as the new CEO accelerates turnaround steps, enhancing financial flexibility and positioning for premiumization trends. DEO's dividend cut and reduced outlook triggered a stoc...
Any chance the Fed cuts rates this year is ‘evaporating before our very eyes' as Iran tensions raise oil prices
With oil prices rising in response to growing tensions with Iran, the rationale for additional interest-rate cuts by the Federal Reserve is disappearing.
Oddity Tech: Contrarian 'Buy' After Meta's Shock Craters Investors' Sentiment
Oddity is a digital-first DTC beauty platform with IL MAKIAGE, SpoiledChild, and others. They're also expanding into teledermatology via MethodIQ and a New Ventures incubator. However, ODD stock is no...
On Wall Street, even the losers are winners in the battle for Warner Bros. Discovery
Paramount Skydance is set to gain control over Warner Bros. Discovery after Netflix withdrew.
UBS plans to keep Ermotti on as CEO for longer, NZZ reports
The board of directors of Swiss banking giant UBS plans to keep Chief Executive Sergio Ermotti on for longer than originally planned, Swiss newspaper Neue Zuercher Zeitung reported on Saturday.
IQVIA Holdings: Still Exceeding Expectations As A Stealth Compounder
IQVIA Holdings delivered strong Q4 and full-year 2025 results, confirming its leadership in data, analytics, and clinical execution. Despite macro headwinds and cautious biotech spending, IQV maintain...
Crane NXT, Co. (CXT) Analyst/Investor Day Transcript
Crane NXT, Co. (CXT) Analyst/Investor Day Transcript
He's Reese's Biggest Advocate—and Hershey's Biggest Headache
Reese's peanut-butter cups haven't been made by a Reese since 1963. That hasn't stopped Brad Reese from championing the candy, or bashing the owner.
All the Ways Netflix Actually Won Even Though It Lost Warner
The king of streaming preserves its business model, while Paramount Skydance will have to deal with a massive postmerger debt load.
Yancoal Australia Ltd (YACAF) Q4 2025 Earnings Call Transcript
Yancoal Australia Ltd (YACAF) Q4 2025 Earnings Call Transcript
NVIDIA: I'm Buying Post Earnings
NVIDIA remains a Strong Buy as it cements its role as the indispensable AI infrastructure gatekeeper, delivering robust earnings and guidance. NVDA's data center segment now drives 91.5% of revenue, w...
Nomad Foods' Pricing And Share Cycle Starts To Offer A Cautious Buy Opportunity
Nomad Foods faces cyclical margin and market share pressure, with 2026 guidance indicating further declines in sales and earnings. NOMD trades at 7–8x adjusted earnings, reflecting both cyclical downs...
VTv Therapeutics: Cadisegliatin's Phase 3 CATT1 Readout Is The Next Catalyst
I think VTVT is a largely underfollowed T1D catalyst story, with Phase 3 CATT1 cadisegliatin topline expected in 2H2026. Cadisegliatin's Phase 2 SimpliciT-1 showed HbA1c improvement, fewer severe hypo...
Tenaga Nasional Berhad (TNABY) Q4 2025 Earnings Call Transcript
Tenaga Nasional Berhad (TNABY) Q4 2025 Earnings Call Transcript
OPEC+ may consider larger oil output boost, sources say after Iran strike
OPEC+ will likely consider a larger oil output increase, two sources familiar with OPEC+ thinking said on Saturday, after the U.S. and Israel launched military strikes on Iran.
DIVI: The New Strategy Still Has To Prove Itself
The Franklin International Core Dividend Tilt Index ETF offers above-average yield in developed markets ex-North America, with a 0.09% expense ratio. DIVI's August 2022 strategy overhaul renders prior...
The J. M. Smucker Company (SJM) Q3 2026 Earnings Call Prepared Remarks Transcript
The J. M. Smucker Company (SJM) Q3 2026 Earnings Call Prepared Remarks Transcript
Melrose Industries PLC (MLSPF) Q4 2025 Earnings Call Transcript
Melrose Industries PLC (MLSPF) Q4 2025 Earnings Call Transcript
LSB Industries: Strong 2025 And Massive NOLs Lead To Poison Pill Defense
LSB Industries is upgraded to buy after strong FY25 results, robust NOL carryforwards, and an optimistic 2026 outlook. LXU reported FY25 revenues up 22.3% YoY and EPS of $0.22, beating estimates, with...
Sezzle: Small But Mighty, Buy With Earnings On Tap
Sezzle Inc. offers a BNPL platform targeting millennial and Gen-Z consumers, showing robust growth and profitability despite recent stock volatility. SEZL's Q3 2025 revenue surged nearly 3x YoY to $11...
Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München (MURGY) Q4 2025 Earnings Call Transcript
Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München (MURGY) Q4 2025 Earnings Call Transcript
Alphabet: Google Cloud Is On Fire - Reiterate Buy
Alphabet remains a buy as fundamentals strengthen, with accelerating revenue growth and standout performance in Google Cloud. Their Q4 saw 18% YoY revenue growth and a 48% surge in Google Cloud. Opera...
Iberdrola: Improving Revenue Visibility Could Minimize Downside Risk
Iberdrola is a global renewable utility leader, with 65% of business outside Spain and ~86% of generation from renewables. Despite a premium valuation (P/E 32.4, PEG 3.99), IBDRY remains a buy due to ...
AXA SA (AXA:CA) Q4 2025 Press Conference Call Transcript
AXA SA (AXA:CA) Q4 2025 Press Conference Call Transcript
ECH: Recent Pullback May Be A Sign Of Things To Come
The iShares MSCI Chile ETF is rated hold due to high risk and insufficient clarity on Chile's 2026 growth outlook. Momentum and liquidity support ECH, but above-average expenses and below-average yiel...
Terex Corporation: Strategic Shift Driving Sustainable Growth And Margin Expansion
Terex Corporation is rated Buy, driven by a strategic pivot to less cyclical, replacement-driven markets and a robust backlog. TEX's FY2026 revenue is projected at $7.5–$8.1 billion, with pro forma EB...
HubSpot: Finally A Bargain
HubSpot offers an attractive entry point after a 62% share price correction, with resilient revenue growth and expanding profitability. HUBS outpaces market growth, gains share from competitors like S...
Diageo: Reset Underway, Valuation Attractive Despite Near-Term U.S. Weakness
Diageo remains a buy despite a 40% drawdown, with shares trading at an attractive 10.5x P/E. The new CEO is executing a turnaround with cost controls, portfolio rebalancing, and a renewed price ladder...
Urban Outfitters, Inc. (URBN) Q4 2026 Earnings Call Transcript
Urban Outfitters, Inc. (URBN) Q4 2026 Earnings Call Transcript
Colgate-Palmolive Among 10 Companies To Announce Dividend Increases In March
Colgate-Palmolive (CL) is set to announce its 63rd consecutive annual dividend increase, with a predicted 2.9–4.8% boost to an annualized $2.14–$2.18. CL's recent restructuring has driven double-digit...
Vaalco Energy: The Worst Is Likely Over
The joint venture of VAALCO Energy and Canadian Natural Resources has completed major FPSO repairs. The FPSO's return signals an end to the possibility of significant excess expenditures. Field produc...
Golar LNG: The Base Is Priced, The Upside Is Not
Golar LNG has transformed into a focused FLNG platform, anchored by long-term, take-or-pay contracts with minimal commodity exposure. GLNG's valuation is supported by visible, contracted EBITDA from v...
Hikma Pharmaceuticals PLC (HKMPY) Q4 2025 Earnings Call Prepared Remarks Transcript
Hikma Pharmaceuticals PLC (HKMPY) Q4 2025 Earnings Call Prepared Remarks Transcript
Ashland: Still A Buy Despite Recent Strength
Ashland's portfolio changes in recent years have been sensible, though some relatively cyclical exposure remains. An impressive variety of growth opportunities exists for the increasingly coherent ove...
Melrose Industries Sell-Off Looks Overdone After Strong Results
Melrose Industries remains a strong buy despite a 12.5% post-earnings selloff and underwhelming 2026 guidance. MLSPF delivered 8% sales growth, 23% operating profit growth, and significant margin expa...
Rathbones Group Plc (RTBBF) Q4 2025 Earnings Call Transcript
Rathbones Group Plc (RTBBF) Q4 2025 Earnings Call Transcript
Ensurge Micropower ASA (ENMPY) Q4 2025 Earnings Call Prepared Remarks Transcript
Ensurge Micropower ASA (ENMPY) Q4 2025 Earnings Call Prepared Remarks Transcript
Banks Meeting Data Center Demand With Billions In Credit Facilities, Bonds
Big banks are benefiting from the boom in data center construction, as they can accommodate the capital needs of hyperscalers and have investment banking arms that can run securitization offerings. Sm...
UCB SA (UCBJY) Q4 2025 Earnings Call Transcript
UCB SA (UCBJY) Q4 2025 Earnings Call Transcript
Red Cat Holdings, Inc. (RCAT) Discusses Innovation Day With Focus on Corporate Updates, Growth Strategy and Product Demonstrations Transcript
Red Cat Holdings, Inc. (RCAT) Discusses Innovation Day With Focus on Corporate Updates, Growth Strategy and Product Demonstrations Transcript
Mama's Creations, Inc. (MAMA) Analyst/Investor Day Transcript
Mama's Creations, Inc. (MAMA) Analyst/Investor Day Transcript