Goldman Sachs Group (GS) has approved a significant dividend increase and projects a robust earnings outlook for Corporate America, fueling debate over whether its strong share price momentum has outpaced its fundamental valuation.
Norfolk Southern has inaugurated its new 'East Edge' double-stack corridor, a decades-in-the-making infrastructure project linking Chicago to New England. The move is set to bolster intermodal capacity in the Northeast and could sharpen the railroad's competitive edge and investor appeal.
Eastern Bankshares (EBC) has delivered impressive multi-year returns for shareholders, but a closer look reveals a complex valuation picture. While one model suggests deep undervaluation, traditional metrics paint a different story, leaving investors to weigh competing signals.
Nvidia's landmark plan to invest up to $100 billion in OpenAI has stalled, with executives questioning the deal's structure and OpenAI's financial discipline amid a fiercely competitive AI landscape.
Amid a challenging year where mega-cap tech dominated, investment firm Giverny Capital outlines its contrarian stance, highlighting specialty insurer Kinsale Capital Group as a core holding despite recent underperformance.
Tax professionals warn that routine oversights in retirement planning, side income reporting, and credit claims are eroding the financial health of middle-income households, with new rules making a review more urgent than ever.
A deep-dive valuation analysis using a two-stage discounted cash flow model indicates The Kroger Co.'s shares may be trading at a substantial discount to their estimated intrinsic value, presenting a potential opportunity for investors.
Vistra Corp's impressive 23% return on equity stands out in the renewable energy sector, but a deeper look reveals a capital structure heavily reliant on debt, prompting analysts to weigh stellar returns against underlying financial risk.
A stark financial analysis reveals homeowners who refinanced their mortgages during the historic low rates of 2016 are saving a staggering $165,000 or more in interest compared to those who didn't, highlighting a costly missed opportunity for many.
With a commanding 84% institutional ownership, American Electric Power (AEP) finds its fate closely tied to major financial players. While such heavy institutional backing often signals stability, it also introduces unique market risks that retail investors should watch closely.
A 15-day carriage dispute that pulled ESPN and other Disney channels from YouTube TV has resulted in a significant financial hit, the company revealed in its latest earnings report, highlighting the fragile economics of the streaming era.
In a significant policy pivot, new CFTC Chairman Michael Selig is moving to establish clearer federal oversight for crypto-linked prediction markets, withdrawing restrictive proposals and signaling closer collaboration with the SEC. Analysts see this as a potential 'greenfield' opportunity for major platforms.
With the new tax year underway, parents and guardians are reviewing the best ways to build a nest egg for the next generation. We break down the latest Junior ISA rates, explain how these tax-free accounts work, and highlight the key considerations for long-term saving.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
Fintech startup Jelou has raised $10 million in Series A funding to scale its AI-driven conversational banking platform, Brain, from Latin America to the U.S., enabling payments, verification, and credit services directly within messaging apps.
A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.
Barrell Craft Spirits has sold a contract bottling plant in Jeffersontown, Kentucky, consolidating operations back to its Louisville site amid shifting consumer demand and a broader slowdown in the US whiskey category.
The Walt Disney Company has placed a $30 billion valuation on ESPN as part of its newly finalized strategic partnership with the National Football League, which includes complex future equity options and a major integration of NFL media assets.
