Earnings Eaton jumps as its earnings and outlook signal hope for the AI buildout Finance News Aug 1, 2026 Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive… Read More...
Earnings Linde’s post-earnings slide is a buying opportunity. Here’s why Finance News Jul 31, 2026 Shares of industrial gas giant Linde dropped Friday despite reporting better-than-expected profits and sales. Linde… Read More...
Earnings Here’s a closer look at our decision to change course on P&G Finance News Jul 29, 2026 Procter & Gamble's soft earnings report Wednesday morning motivated us to take decisive action and move on from… Read More...
Earnings We’re upgrading our Boeing rating as Ortberg’s turnaround bears fruit Finance News Jul 28, 2026 Boeing on Tuesday delivered encouraging second-quarter results, strengthening our conviction in CEO Kelly Ortberg's… Read More...
Earnings We’re ready to move on from Dover after the industrial’s weak quarter Finance News Jul 25, 2026 Shares of Dover Corporation are plummeting on Thursday after the industrial conglomerate delivered disappointing… Read More...
Earnings We’re raising our Honeywell Technologies price target on post-spinoff Finance News Jul 24, 2026 Honeywell Technologies shares rallied Thursday, bucking a broader market selloff after the industrial automation… Read More...
Politics Intel’s turnaround under CEO Lip-Bu Tan gains steam with another strong Finance News Jul 24, 2026 Shares of Intel moved higher after the chipmaker reported strong quarterly results and provided an upbeat… Read More...
Politics Why we’re sticking with Alphabet despite an imperfect quarter and more AI Finance News Jul 22, 2026 Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results.… Read More...
Earnings GE Vernova sellers blinded by an earnings miss should focus on strong Finance News Jul 22, 2026 GE Vernova shares were being punished on Wednesday for an earnings miss. While we understand that a miss is a miss,… Read More...
Earnings Wells Fargo did enough to remain in our portfolio. What we liked about Finance News Jul 18, 2026 The knee-jerk selling of Wells Fargo shares after a largely strong second-quarter earnings report made no sense.… Read More...