CNBC's Jim Cramer offered a blunt assessment of Dillard's Inc. (NYSE: DDS) when pressed by a viewer, stating he lacks sufficient knowledge of the department store chain to recommend it, highlighting the challenges facing traditional retailers.
A lawsuit filed by Churchill Downs Inc. challenges Maine's new law granting exclusive online casino rights to Native American tribes, accusing the state of creating a 'race-based monopoly.' The legal action reveals the company's contradictory stance: opposing iGaming expansion while demanding a license should it proceed.
Despite recent share price weakness driven by concerns over slowing earnings growth, a deep dive into Zoetis Inc.'s fundamentals reveals a resilient business with a strong pipeline, manageable debt, and significant upside potential based on conservative valuation models.
While Symbotic Inc. is celebrated for its warehouse automation robotics, a deeper look reveals a potentially transformative—and undervalued—bet on the warehouse-as-a-service model through its GreenBox joint venture with SoftBank.
CNBC's Jim Cramer singled out Intuit Inc. as a standout in the S&P 500, noting its resilience while broader software valuations face pressure. The commentary comes as investors scrutinize technical signals and sector business models.
Investors eyeing Blackstone Inc.'s upcoming dividend have just days to act, but deeper analysis reveals a payout ratio that raises sustainability questions despite strong earnings growth.
Nutex Health Inc. (NUTX), a microhospital operator, is drawing investor attention for its unique, cost-efficient model and robust financials. Despite navigating regulatory headwinds from the No Surprise Act, the company has demonstrated impressive revenue recovery. This analysis explores the investment thesis, potential risks, and why some see significant undervaluation.
Amidst streaming wars and a skeptical Wall Street, SiriusXM Holdings Inc. (SIRI) presents a compelling investment thesis built on resilient cash flows, upgraded guidance, and a loyal subscriber base. We analyze the numbers and the narrative.
Alphabet Inc. (GOOGL) has transformed from an AI observer to the indispensable infrastructure backbone of the industry. With blockbuster Q3 results and a solved 'Innovator's Dilemma,' the tech giant is leveraging its unique scale to fuel sustained growth.
Spire Inc. posted a sharp rise in fiscal first-quarter earnings, driven by higher natural gas rates and improved utility performance. The company reaffirmed its full-year outlook, signaling confidence amid regulatory adjustments and evolving energy market dynamics.
Confluent, Inc. (NASDAQ: CFLT) is demonstrating robust growth and improving profitability, driven by strong demand for its core data streaming platform and effective execution of its go-to-market strategy. Recent quarterly results exceeded expectations, highlighting the company's resilience and competitive edge.
Yum! Brands Inc. (NYSE: YUM) edged past Wall Street forecasts for its fourth quarter, fueled by robust same-store sales at Taco Bell and record KFC expansion. While revenue climbed 6% to $2.51 billion, the market reaction was muted as investors weigh the fast-food giant's growth trajectory against a challenging consumer environment.
Maple Leaf Foods Inc. (TSE:MFI) sees its top executive's holdings increase in value following a weekly share price gain, highlighting significant insider ownership and its implications for corporate governance and investor sentiment.
IAC closed a 'solid' year with digital revenue growth at its People Inc. division, even as core web traffic declines. Executives outlined a strategic pivot towards off-platform distribution and brand extensions to counter AI-driven search disruption, while increasing its stake in MGM and halting quarterly guidance.
PayPal Holdings has named board chair and former HP Inc. chief Enrique Lores as its new CEO, replacing Alex Chriss after just over two years. The leadership shakeup follows disappointing earnings, heightened competition, and board concerns over the pace of execution.
DaVita Inc. reported third-quarter earnings in line with expectations, detailing its response to major hurricane disruptions and providing updates on supply chain challenges and the upcoming CMS 2025 payment rule. The company reaffirmed its full-year guidance while outlining potential headwinds and tailwinds for 2025.
Investment bank Evercore Inc. reported its strongest financial year on record for 2025, fueled by a global M&A rebound and diversified business lines. Executives express optimism for continued growth in 2026, citing robust backlogs and strategic investments in talent and technology.
Shares of USA Rare Earth Inc. (NASDAQ:USAR) jumped sharply Tuesday following the announcement of a new federal plan to create a strategic inventory of over 50 critical minerals, a move seen as reducing U.S. reliance on foreign supplies.
Investment bank Goldman Sachs has raised its price target on manufacturing solutions provider Jabil Inc., highlighting sustained data center demand as a key growth driver, following the company's recent strategic acquisition in the power management sector.
Industrial components maker Kadant Inc. (KAI) has finalized a €157 million deal to acquire Austrian precision parts manufacturer voestalpine BÖHLER Profil, a key supplier for over three decades. While the acquisition strengthens Kadant's consumables-focused strategy and secures critical patented technology, executives caution that accounting complexities and existing inventory will dilute earnings through much of 2026 before margin benefits materialize.
