The U.S. rig count saw a marginal increase this week, yet remains significantly below last year's levels as crude production dips and completions activity sends conflicting signals.
Three decades on, Warren Buffett's 1994 shareholder letter, featuring his iconic 'Hope Diamond' analogy, continues to offer a masterclass in capital allocation, challenging the modern obsession with control and highlighting the power of partial ownership in exceptional businesses.
Campbell Soup Company will shutter its Hyannis, Massachusetts facility, the original home of Cape Cod Potato Chips, citing economic inefficiency. The closure, affecting 49 jobs, marks a strategic shift of production to larger plants as the snack giant consolidates its network.
Advocate Health, the nation's third-largest nonprofit health system, is investing over $800 million in enhanced compensation and benefits for its 165,000+ employees, raising its minimum wage and expanding tuition aid, mental health support, and paid volunteer time.
Oshkosh Corporation topped revenue expectations in its latest quarter, but profit fell short as tariffs and cost pressures squeezed margins. The specialty vehicle maker's 2026 outlook balances targeted growth in some segments against persistent challenges in construction markets.
Robust cash generation is a hallmark of financial health, but it doesn't guarantee future performance. We examine three companies with strong free cash flow margins whose underlying challenges—from competitive pressures to growth concerns—suggest investors should look closer before buying.
Mid-cap companies offer a compelling blend of established operations and growth runway, but they navigate a perilous landscape between industry titans and agile disruptors. We examine three stocks where investor optimism may be overlooking critical challenges.
While the allure of finding the next undervalued gem is strong, some stocks trading at low multiples may be cheap for a reason. We examine three companies where fundamental challenges could outweigh their seemingly attractive valuations.
The fourth-quarter earnings season for diversified banks revealed a tale of divergence. While PNC Financial surprised to the upside, industry titan Citigroup fell short of expectations, highlighting the uneven pressures facing the sector.
As earnings season winds down, the construction and maintenance services sector showed resilience. Great Lakes Dredge & Dock posted solid results despite a revenue miss, while peers like Primoris soared. We analyze the key drivers and what's next for these industrial players.
KeyBanc Capital Markets has upgraded LivaNova PLC (LIVN) from Sector Weight to Overweight, setting an $81 price target. The move reflects a broader positive shift in analyst sentiment towards the medical technology sector as valuation premiums ease.
Goldman Sachs and Evercore ISI analysts have raised price targets for GE HealthCare Technologies (GEHC), citing a projected market recovery and strong capital expenditure trends by 2026. The medical devices firm is highlighted as a top hedge fund pick.
DexCom Inc. (DXCM) has released preliminary Q4 figures that exceeded expectations and provided robust long-term guidance, reinforcing its position as a favored pick among analysts and hedge funds in the medical devices sector.
Wall Street analysts are raising price targets on Edwards Lifesciences, citing a renewed growth cycle driven by TAVR expansion and a strong product pipeline, positioning the medical device maker as a favored pick.
A recent physician survey on renal denervation procedure volumes has prompted analysts to adopt a more measured view of Medtronic's near-term growth potential, even as the medical device giant remains a favored long-term holding.
The world's largest payment networks are taking a measured approach to stablecoins for everyday consumer transactions, citing a lack of clear demand in developed markets and emphasizing their role as infrastructure providers rather than disruptors.
While Bitcoin's sharp correction to nine-month lows triggered massive liquidations and ETF outflows, a deeper look reveals sustained corporate accumulation, state-level adoption proposals, and expanding bank services—painting a picture of a maturing asset class weathering short-term volatility.
A pivotal week for prediction markets saw Coinbase partner with Kalshi to offer event contracts nationwide, while the CFTC moved to establish clearer regulatory standards. Meanwhile, traders sharply increased bets on a potential U.S. government shutdown.
Arabica and robusta coffee futures tumbled sharply on Monday, pressured by forecasts of beneficial rains in Brazil's key growing region and expectations of ample global supplies, with arabica hitting a 5.5-month low.
A.O. Smith's Q4 2025 earnings reveal a tale of two stories: revenue that missed expectations but profits that beat them. The water technology leader is leaning into commercial strength and operational discipline to expand margins, even as it braces for a challenging 2026 marked by input cost inflation and persistent softness in its China business.
