Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.
Fifth Third Bancorp has finalized its acquisition of Comerica in under four months, a swift consolidation that underscores a new era of accelerated bank mergers driven by regulatory shifts and the relentless pursuit of scale.
Target's Michael Fiddelke and Walmart's John Furner step into the CEO role, outlining priorities to reinvigorate growth and customer loyalty amid operational and social challenges.
Wells Fargo's board has approved a 28% compensation increase for CEO Charlie Scharf, bringing his total package to $40 million for the past year. The move comes as the bank marks a pivotal turnaround, with major federal penalties lifted and its transformation under Scharf's leadership cited as justification for the raise.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
Tyson Foods reported a 6.2% increase in Q1 2026 sales to $14.3 billion, driven by robust demand for protein. While the Chicken and Prepared Foods segments showed strength, the company is restructuring its Beef operations, closing one plant and scaling back another, to align with a constrained cattle supply outlook.
As United Parcel Service executes a strategic overhaul focused on profitability over volume, its financials reveal a nascent but promising trend, leading some investors to see a potential rebound on the horizon despite recent stock declines.
SoFi Technologies' record loan originations in Q4 2026 are just the beginning. With a foothold in personal, student, and home loans, the fintech giant is poised to capture a massive share of multi-trillion-dollar markets, driven by refinancing demand and cross-selling to its growing member base.
Tesla's sales decline in Europe continues despite new lower-cost models, while industry buzz swirls around a hotly denied report of potential Ford-Xiaomi collaboration. Meanwhile, U.S. dealers show surprising pragmatism toward the EV transition.
After years of share price weakness, Immunocore Holdings (IMCR) appears significantly undervalued by traditional metrics. But does the market know something the models don't? We examine the DCF and P/S analyses, the company's unique T-cell receptor platform, and the risks that have kept investors wary.
Alibaba Group is making a massive, multi-billion yuan bet to integrate its Qwen AI assistant across its ecosystem and develop its own AI chips, signaling a strategic pivot to reduce foreign dependency and deepen user engagement amid intense competition.
Floor & Decor Holdings (FND) shares have retreated over 7% this week, sparking debate among investors. While the home improvement retailer posts solid revenue of $4.66 billion, its premium valuation and aggressive expansion plans face a cooling housing market test.
Specialty insurer Kinsale Capital Group continues to outpace broader industry growth in key metrics, driven by its focus on underserved, higher-risk markets. However, its premium valuation and recent stock volatility have intensified debate among investors about its long-term sustainability.
Despite a sharp sell-off in its shares, HubSpot reports a surge in new contract signings and projects an expanding free cash flow margin, signaling underlying operational strength even as investors remain wary.
Shares of clinical-stage biotech Scholar Rock (NASDAQ: SRRK) have surged nearly 60% in three months, closing at $44.34. This rally, backed by promising clinical progress, has investors weighing its premium valuation against its long-term potential in treating serious diseases.
Conagra Brands launches its protein-packed Banquet MEGA Breakfast Bowls, a direct challenge to rivals in the frozen aisle. While the move aligns with consumer trends, analysts question if it's enough to offset broader financial pressures facing the packaged food giant.
Lucid Air Grand Touring secures the top spot in a grueling Nordic winter range test, providing a much-needed technical validation for the luxury EV maker amidst a challenging market climate.
While investors flock to mass-market and electric vehicle stocks, Ferrari's unique strategy of cultivating scarcity and brand prestige has delivered enviable margins and pricing power. With shares well off their highs, analysts debate if now is the time to buy into this iconic automaker for the long haul.
Despite a modest price target reduction, Morgan Stanley reaffirms its Overweight rating on Wingstop, citing the chicken wing chain's robust unit expansion and system-wide sales momentum as key drivers for its 2026 outlook.
BMO Capital maintains its Outperform rating on Primo Brands Corporation (PRMB) despite lowering its price target, citing strong premium brand growth and a long-term recovery path for its direct-to-consumer segment.
