Defense contractors Lockheed Martin and RTX report beat-and-raise Q2 2026 results, driving shares up 10% and 7% respectively amid broader market decline. Lockheed Martin and RTX shares jumped 10% to $567.71 and 7% to $208.48, respectively, after both companies reported str
The acquisition marks Brookfield's entry into North America's battery storage market with a 6.5GW portfolio and 20GW pipeline. Brookfield will acquire Aypa Power from Blackstone Energy Transition Partners for an enterprise value of $7bn, including $3bn in equity. The deal
Google just revealed it holds about $94 billion of SpaceX stock. The win came from one bet it made back in 2015 That sounds like a giant new investment, but it is not. Google made this bet more than ten years ago, long before SpaceX got big. How Google's SpaceX Bet
AXP benefits from premium fees and elevated spending despite holding only 10% of purchase volume, per CNBC analysis. American Express Company (NYSE:AXP) stands out due to its high-margin annual fee structure and affluent cardholder base, which drives significantly higher s
Comfort Systems USA and Vertiv Holdings gain as AI-driven data center expansion boosts demand for power and cooling infrastructure. Comfort Systems USA (FIX) and Vertiv Holdings (VRT) have surged 214% and 131%, respectively, over the past year, driven by demand for AI-rela
Zoetis joins Moon Capital’s portfolio as shares trade near $74.19 after a 51% annual decline despite S&P 500 gains. Moon Capital Management added Zoetis Inc. (ZTS) to its equity portfolio in Q2 2026, purchasing shares at an average price of $73.20. The animal health compan
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, w
Quick Read - Broadcom's Hock Tan guided Q3 AI chip revenue to $16 billion, up over 200% year-over-year, while TSMC guided full-year 2026 revenue growth above 40%. - Laffont's five holdings form a closed AI infrastructure loop spanning power, fabrication, tools, and custom...
Quick Read - NVDA posted $81.6B and AMD $10.3B in quarterly revenue, with OpenAI and Meta signing AI infrastructure deals with both simultaneously. - No single supplier can meet AI infrastructure demand, making NVDA's $119B supply commitments and AMD's MI450 pipeline... mp
Quest Diagnostics (DGX) shares climbed about 11% on Thursday after the diagnostic testing company reported second-quarter results that topped Wall Street estimates and lifted its full-year 2026 guidance above consensus. The company posted adjusted earnings of $3.12 per sha
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