Anthropic's latest AI tool, designed to perform specialized professional tasks, has triggered a massive sell-off in legacy software stocks and intensified the debate over AI's threat to traditional office roles, with its own employees expressing unease.
Despite Wall Street's bullish price targets for Levi's, Churchill Downs, and Cogent Communications, a closer look reveals potential red flags in their valuations and business outlooks that investors should scrutinize.
As fourth-quarter earnings season concludes, regional banks present a tale of resilience and divergence. While the group broadly met revenue expectations, individual performances—from First Citizens BancShares' robust results to The Bancorp's significant miss—highlight the varied challenges and strategies shaping the industry's path forward.
Space infrastructure firm Redwire has been awarded a position on a critical U.S. Missile Defense Agency contract vehicle, even as its largest private equity backer significantly reduces its holding. The dual developments underscore the company's strategic positioning at the intersection of space and defense, while raising questions about its evolving investor base.
Venture capital firm Westcap has taken a stake in Fit Foods, a major Canadian producer of sports supplements, signaling strong investor confidence in the growing health and performance nutrition sector.
With graduate hiring slowing and application numbers soaring, securing a coveted internship at major firms now has lower odds than some lotteries. This report follows the journeys of high-achieving students navigating a system where stellar grades are no longer a guarantee.
As Bitcoin and Ethereum plunge to yearly lows, BitMine's aggressive 'ETH treasury' strategy has resulted in massive unrealized losses. Fundstrat's Tom Lee remains a staunch defender, arguing it's a paper loss that will be erased in the next bull cycle, while the company leans into staking revenue and infrastructure development.
Valley National Bank's Q4 earnings beat fueled a stock rally, but the real story emerged during the analyst Q&A. We delve into the critical inquiries on deposit sustainability, loan book health, and the true payoff of tech investments that management had to field.
Comcast's latest earnings call revealed a company in transition, with leadership touting early wins from simplified broadband plans and surging wireless additions. Yet, analyst questions cut to the chase on the sustainability of growth, Peacock's profitability, and the long-term payoff of heavy content investments.
Investment bank Evercore (EVR) smashed Wall Street estimates for Q4 2025, with revenue soaring 32% year-over-year to $1.3 billion. Strong performance across advisory, underwriting, and alternative businesses underscores a resilient strategy in a recovering M&A landscape.
Investment bank Moelis & Company outperformed analyst expectations for Q4 2025, reporting an 11.2% year-over-year revenue increase to $487.9 million. The firm credits robust dealmaking, a record capital markets year, and strategic hiring for its momentum.
CME Group met revenue expectations in Q4 2025, driven by broad-based growth across asset classes and a significant push into retail and cryptocurrency markets. The exchange operator is now setting its sights on new initiatives like securities clearing and round-the-clock crypto trading.
Frost Bank's fourth-quarter earnings surpassed non-GAAP estimates, fueled by its Texas expansion and robust customer growth. While the headline figures met expectations, analysts probed deeper into the sustainability of its strategy and future profitability drivers.
Boot Barn Holdings, Inc. reported a robust 16% year-over-year sales increase to $705.6 million for its fiscal fourth quarter, meeting analyst expectations. The retailer's growth is powered by strategic store expansion and the rising contribution of its higher-margin exclusive brands.
The subprime auto lender's strong quarterly performance, driven by dealer network expansion and tech investments, sets the stage for a pivotal year under new leadership. Analysts are keenly watching the execution of its digital transformation.
Snap Inc. reported a pivotal quarter, posting its first net income profit in years as its strategic pivot toward subscriptions and higher-margin advertising gains traction. While user growth faces near-term headwinds, the company is betting on its 2026 consumer launch of Specs to fuel its next chapter.
Amid escalating trade tensions and geopolitical friction, European investors are quietly reassessing their massive holdings of U.S. debt. While a full-scale 'fire sale' remains a distant prospect, the mere discussion signals a fraying of transatlantic trust with potential to destabilize global markets.
What begins as a simple effort to protect goods is creating a cascade of hidden costs—from squeezed profit margins and logistical headaches to environmental damage and consumer backlash. As scrutiny intensifies, businesses are finding that less is often more.
Moelis & Co's stock has faced significant headwinds over the past year, declining over 7%. While its long-term performance remains robust, recent weakness prompts a closer look at its valuation through multiple lenses—from excess returns to P/E ratios—to determine if the market has overcorrected.
Former President Donald Trump has reversed course, stating he will not involve himself in the fierce bidding battle between Netflix and the Paramount Skydance consortium for key Warner Bros. Discovery assets, leaving the decision to regulatory bodies.
