An early projection suggests a smaller cost-of-living adjustment for 2027, renewing concerns about benefits keeping pace with retirees' actual expenses.
As the S&P 500 hovers near record highs, a confluence of factors—stretched valuations, the economic impact of tariffs, and the uncertainty of midterm elections—points to heightened volatility and potential downturns in 2026, historical analysis suggests.
As investors navigate a complex economic landscape, Costco Wholesale continues to demonstrate remarkable resilience. However, its lofty valuation relative to peers prompts a critical question about its current investment appeal.
Healthcare distribution giant McKesson reported robust fiscal third-quarter results, with double-digit growth in revenue and earnings. The company raised its full-year guidance, citing strength in its oncology services and the booming distribution of GLP-1 medications.
LATAM Airlines Group capped off a robust 2025 with record profitability and passenger numbers, driven by premium offerings and network expansion. Management projects continued growth for 2026, backed by a healthy balance sheet and a fleet renewal strategy.
Johnson Controls International (JCI) reported a robust first quarter, exceeding expectations and raising its full-year earnings guidance. The company cited record order growth, particularly in data center and life sciences segments, alongside significant margin expansion. Executives highlighted a record $18 billion backlog but noted timing challenges for near-term revenue conversion.
IDEX Corporation capped off fiscal 2025 with stronger-than-anticipated fourth-quarter results, propelled by a record-setting order surge in its Health & Science Technologies unit linked to data center and AI infrastructure. While management expressed confidence in its strategic evolution, it offered a measured outlook for the coming year amid a mixed industrial landscape.
Horace Mann Educators Corporation (HMN) reported its highest-ever annual earnings for 2025, fueled by strong premium growth and favorable weather. The company provided a confident outlook for 2026, targeting nearly 10% growth in normalized earnings while continuing to invest in its specialized distribution network and operational efficiency.
Infineon Technologies AG is ramping up capital expenditure, earmarking an additional €500 million to boost semiconductor production for AI data centers, EVs, and industrial tech. While this sharpens its AI narrative, the move also concentrates execution risks and raises questions about valuation amid modest near-term profitability.
JTEKT Corporation reports stronger nine-month earnings and upgrades its full-year forecast, buoyed by margin improvements and a favorable yen. Simultaneously, the board explores selling its entire stake in Toyota Industries, a move that could reshape its balance sheet and strategic focus.
Cipher Mining's strategic shift from Bitcoin mining to building AI data centers for Amazon, funded by a $2 billion debt offering, has triggered a sharp sell-off as markets weigh the long-term contracts against new financial risks.
Analysts have slightly lowered Wix.com's fair value estimate while nudging up long-term revenue expectations, signaling a nuanced view that balances the company's AI-driven potential against rising costs and execution risks.
Three Chinese legislators with senior roles in the defense, aerospace, and nuclear sectors have been removed from their posts, state media announced. The move follows a high-profile investigation into a top general and comes as Beijing intensifies its military modernization campaign.
Silver prices tumbled over 9%, wiping out two days of gains amid a broad market pullback. The sell-off extended to gold, tech stocks, and cryptocurrencies as a stronger dollar and sector rotation prompted investors to reassess risk.
On-chain data reveals the Royal Government of Bhutan has transferred over 184 Bitcoin to trading desks and exchanges as prices tumbled, marking its first significant wallet activity in months and raising questions about sovereign digital asset strategies during volatile conditions.
Cambodian Prime Minister Hun Manet has formally requested France to provide historical maps and documents from its colonial administration to help mediate a protracted and occasionally violent border conflict with neighboring Thailand.
The final pillar of U.S.-Russia nuclear arms control collapsed Thursday as the New START treaty expired, leaving the world's two largest atomic arsenals without verifiable limits for the first time in decades and stoking fears of a destabilizing new arms race.
A challenging year for the restaurant sector revealed Chipotle's operational strength and strategic discipline, shifting the investment narrative from hyper-growth to sustainable compounding.
A recently restored angel fresco in a historic Roman church, which drew controversy for its striking likeness to Prime Minister Giorgia Meloni, has been altered overnight following a directive from Vatican officials. The incident ignited a debate over the intersection of art, politics, and sacred spaces.
Moscow reaffirms its commitment to supply oil to Havana, countering Washington's recent sanctions and threats aimed at choking off the island's energy imports.
