Steve Eisman said on a recent podcast: "I'm sort of bewildered, given that there's a war going on, why people would be selling defense stocks." The reason that bewilderment matters to your portfolio is sitting on top of a wall of capital nobody is talking about. Peter Arme
The retailer raised its full-year revenue outlook to $7.03 billion-$7.13 billion after exceeding first-quarter earnings estimates. Victoria's Secret reported stronger-than-expected first-quarter earnings, prompting an upward revision of its full-year sales guidance. The co
Ten thousand dollars dropped into the YieldMax AMD Option Income Strategy ETF (NYSEARCA:AMDY) on the last trading day of 2025 was worth about $20,144 by the close on May 29, 2026. The same ten thousand parked in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was worth about $11,093
Hewlett Packard Enterprise reported record quarterly revenue of $10.7 billion in its fiscal second quarter, up 40% from a year ago, as demand for AI infrastructure drove results well past Wall Street expectations. Non-GAAP earnings per share came in at $0.79, above the com
The US regulator adds experts to its 13-member panel advising on investor protection and market integrity initiatives. The Securities and Exchange Commission appointed four new members to its Investor Advisory Committee, increasing total membership to 13. Three appointees
PM lowers adjusted EPS guidance for 2026 to $8.31-$8.46, citing a $500 million impairment charge and currency headwinds. Philip Morris International reduced its 2026 adjusted earnings-per-share forecast to $8.31-$8.46, down from the prior $8.36-$8.51 range. The revision re
Alphabet’s $80 billion capital raise to expand AI infrastructure lifts Broadcom, a key supplier of custom AI chips for Google. Broadcom shares surged over 6% in premarket trading after Alphabet announced an $80 billion equity capital raise to bolster its artificial intelli
Quarterly revenue reached $1.6 billion, beating estimates as comparable sales rose 13 percent under new leadership. Victoria’s Secret reported a 15 percent jump in first-quarter sales to $1.6 billion, exceeding the 12.7 percent growth analysts expected. Comparable sales cl
Investors weigh rising capital demands for AI infrastructure after Alphabet announces an $80 billion stock offering to expand capacity. Oracle shares fell 4.2% in premarket trading Tuesday as investors reassessed the financial impact of escalating AI infrastructure costs.
Berkshire's first major acquisition under CEO Greg Abel signals long-term confidence in housing despite weak near-term data. Berkshire Hathaway agreed to acquire homebuilder Taylor Morrison for $72.50 per share in a $6.8 billion cash deal, valuing the company at $8.5 billi
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