XLI vs XLF diverge in 2026 as AI/data-center capex boosts industrials while financials lag on credit and AI fears.

GF Securities analyst Jeff Pu is expecting some significant announcements from Nvidia, including the launch of a Language Processing Unit, or LPU, following its $20B deal to license Groq's technology ...

Sunrun's operating losses are shrinking, but growth is slowing sharply, with direct sales rising modestly. Find out why I have a sell rating for RUN stock.

Mixed weekly economic indicators: falling mortgage rates, weak housing demand, shifting tax/wage signals and recession risks. Click for more.

Omnicom Group offers compelling value at under 8x earnings, with a well-covered 3.5% yield and significant upside potential.

REITs can stay resilient in volatile markets, but some are risky. Read about REITs that could cut their dividend.

Diageo's dividend cut and reduced outlook triggered a stock drop, but these moves support balance sheet strengthening. Read my analysis on DEO here.

Fidus Investment trades at a discount to NAV with resilient earnings and a $0.43 dividend covered by NII. See here for an ...

Track junk bond yields and spreads as leading signals for equity risk. Currently, junk bond yields (VWEHX ~6.18%) are below ...

Confluent shows strong streaming data growth but remains unprofitable; breakeven eyed for 2027. Read here for an analysis of CFLT stock.

Q4 2025 Earnings Call February 26, 2026 10:00 PM ESTCompany ParticipantsEdwin NgMegat Bin Megat Hassan - President, CEO ...

The J. M. Smucker Company ( SJM) Q3 2026 Earnings Call February 25, 2026 7:00 PM EST Crystal Beiting - Vice President of Investor Relations and FP&A Mark Smucker - CEO, President & Chairman Tucker ...