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...
Earnings J&J falls despite a beat-and-raise quarter. Why we’re raising our price Finance News Jul 17, 2026 Johnson & Johnson shares fell Tuesday despite a mostly strong second-quarter earnings report and an increase to… Read More...
Earnings We’re raising our price target on Goldman Sachs after a blowout quarter Finance News Jul 14, 2026 Goldman Sachs reported a blowout quarter Tuesday, fueled by booming activity on Wall Street, sending shares to fresh… Read More...
Earnings After a soft Nike quarter, we have a big decision to make on the stock Finance News Jul 1, 2026 Nike shares slipped Tuesday evening despite the company posting better-than-expected quarterly results. Our patience… Read More...
Earnings Why FedEx is down after a strong quarter — and its impact on our rating Finance News Jun 29, 2026 FedEx delivered a strong quarter on Tuesday, but shares of the delivery company are sliding in after-hours trading —… Read More...
Earnings Micron says the AI party is far from over, but not all are celebrating Finance News Jun 27, 2026 The bears may be ready for bed, but the AI party doesn't look to be ending anytime soon, as evidenced by Micron's… Read More...
Earnings FedEx Freight takes a step forward in its independent journey. Here’s why Finance News Jun 26, 2026 FedEx Freight reported better-than-expected segmented results on Thursday, as previously released by FedEx… Read More...
Earnings Salesforce’s beat fails to convince market that software can survive AI Finance News Jun 9, 2026 Salesforce on Wednesday evening delivered better-than-expected quarterly results, but it wasn't enough to convince… Read More...