Despite outperforming the broader market over the past year, Regions Financial Corporation continues to face cautious ...
Alluvial Fund reported a record 41.2% net return for 2025. Read the full Q4 2025 partner letter for detailed portfolio ...
M&A activity across the filtration, separation and water sectors remained strong in 2025, with strategic acquisitions ...
“In times of market stress, the S&P tends to outperform the more high-beta Nasdaq. The S&P clearly has more so-called stodgy ...
From billion-dollar megadeals to targeted regional bolt-ons, 2025 was another busy year for mergers and acquisitions across ...
Western Digital has substantially outperformed the broader market over the past year, and analysts continue to express strong ...
In a recent research note, Bridgewater's Greg Jensen drew parallels between AI today and electrification in the 1920s and the internet boom of the late 1990s.
Coca-Cola and PepsiCo are expected to announce modest 3–5% dividend increases in early February, reflecting flat or low EPS ...
The optimistic case is straightforward: If AI drives productivity improvements that show up as revenue-per-employee gains, operating leverage and margin expansion, and if hyperscaler capex converts ...
Broadcom (AVGO) reported in its most recent quarter that AI contributed more than half of its semiconductor revenues, with the company securing over $10 billion in AI rack orders. That kind of ...
Investors have had little reason to look away from Western Digital (WDC) in recent times. The company has staged an impressive rally to fresh 52-week highs as investors continue to feel positive about ...
Tesla’s (TSLA) bold claims about driverless robotaxis in Austin have come under scrutiny. Reports suggest the vehicles still ...