While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
While savings accounts offer safety and liquidity, experts warn that historically low interest rates are silently eroding purchasing power. We examine the risks of idle cash and explore strategies to protect—and grow—your nest egg.
Ford Motor Company and Chinese tech giant Xiaomi have both denied a Financial Times report claiming preliminary discussions about producing Xiaomi's electric vehicles in the United States, as the auto industry navigates steep new tariffs on Chinese imports.
REV Group shares have skyrocketed nearly 7x over five years, leaving investors to grapple with a critical question: has the rally run its course, or does the specialty vehicle manufacturer still offer value at current levels? We examine the valuation debate through multiple lenses.
Shares of oil and gas producer Ovintiv (OVV) have posted robust gains over recent months, reigniting the debate over its true worth. While some models suggest a significant discount to fair value, its premium valuation multiples tell a more complex story.
Two Harbors Investment Corp. (NYSE: TWO) finds itself at a crossroads following a sharp single-day sell-off. While the mortgage REIT shows a significant discount to peers on a price-to-sales basis, underlying financials and conflicting valuation models leave investors questioning its true worth.
Klaviyo's shares have tumbled over 50% in the past year, raising questions about whether the sell-off presents a buying opportunity or signals deeper challenges. A closer look reveals a valuation puzzle, with different analytical frameworks painting conflicting pictures.
As Michael Fiddelke steps into the CEO role, Target confronts a prolonged sales decline, intense competition, and escalating political tensions in its Minneapolis home base.
Citing a global rocket shortage and industry-wide bottlenecks, Amazon has formally requested the FCC to push back a key deployment deadline for its Kuiper satellite internet constellation by two years, highlighting the logistical challenges of competing with SpaceX's Starlink.
Amid a sluggish housing sector, Installed Building Products (IBP) has demonstrated remarkable resilience, becoming a standout performer in Giverny Capital's portfolio. The insulation specialist's shares have surged over 50% in the past year, bucking broader market trends.
Despite a challenging 2025, Giverny Capital's latest investor letter highlights Charles Schwab as a key portfolio contributor, projecting sustained growth for the financial giant as market dynamics evolve.
Revvity (NYSE: RVTY) surged past fourth-quarter expectations and issued an upbeat 2026 outlook, driven by robust demand in its diagnostics division. The medical equipment maker's performance highlights a sector-wide resilience despite ongoing softness in academic research funding.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
Tyson Foods reported stronger-than-expected fourth-quarter revenue and profit, driven by strategic pricing and operational execution. However, analysts remain cautious as the meatpacking giant continues to navigate stagnant sales volumes and a challenging path to meaningful expansion.
Napco Security Technologies reported better-than-expected fourth-quarter results for CY2025, driven by robust growth in its high-margin recurring service revenue and sustained demand for its physical security products.
Retirement shifts the financial focus from accumulation to strategic decumulation. We explore key strategies—from bucket approaches to risk management—to help retirees sustain their lifestyle over a potentially decades-long horizon.
The Walt Disney Company (NYSE:DIS) reported stronger-than-expected fourth-quarter revenue of $25.98 billion, a 5.2% year-over-year increase, with adjusted earnings per share also surpassing analyst estimates. The results highlight resilience in its Experiences and Entertainment segments amid ongoing industry challenges.
Palantir Technologies faces a critical earnings report as its shares, down 29% from their November peak, grapple with intense scrutiny over its sky-high valuation and shifting investor sentiment in the AI sector. The software firm must deliver strong guidance to prove its premium is warranted.
For those on a fixed income, inflation isn't just an economic indicator—it's a direct assault on financial security. Experts warn that failing to plan for rising costs can halve a retiree's purchasing power over decades. Here’s a strategic guide to building a resilient portfolio.
The European Commission has granted regulatory approval, concluding the acquisition of iconic Italian motorsports brand Dainese by asset management firms Arcmont and HPS Investment Partners, effectively placing ownership under major institutional investors.
