3 Resilient Defense Stocks to Buy Now
Defense primes are doing what they were built to do: compound through political noise. With the FY2027 Department of War budget request landing at $1.45 trillion, a $440.9 billion or 44% increase from the…
Defense primes are doing what they were built to do: compound through political noise. With the FY2027 Department of War budget request landing at $1.45 trillion, a $440.9 billion or 44% increase from the…
Wall Street had Lowe’s pegged as the next dividend story to wobble. Rising rates, a softer housing turnover backdrop, and a sluggish DIY consumer set up a narrative where management would have to choose…
Mid-year is when analysts sharpen their pencils. With Q1 2026 earnings season behind us and fresh full-year models in hand, June has produced a cleaner read on where institutional conviction is building. The pattern…
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most important AI…
Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation noise, and…
Berkshire Hathaway’s Q1 2026 13F filing, dated May 15, 2026, covering positions held as of March 31, 2026, offers the cleanest read yet on how Greg Abel is steering Berkshire’s $300+ billion equity book.…
Income investors heading into the back half of 2026 face a familiar tension: stretched broad-market multiples versus a shrinking pool of stocks that actually grow their dividends through cycles. The classic Dividend Aristocrat screen,…
Crude oil has whipsawed investors all year. WTI spiked to $112.25 per barrel in mid-May as the Iran conflict rattled supply lanes, then drifted back to $84.65 by June 15. For income investors, that…
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14…
CEO Mary Barra dropped a number on General Motors (NYSE:GM | GM Price Prediction) Q1 2026 earnings call that should make every investor in the autonomous vehicle race pay attention. “Today, nearly 90% of…
Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who becomes CEO…
Jensen Huang is taking a hard stance. At GTC 2026 and on the All-In Podcast on March 16, the CEO of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) took direct aim at the loudest narrative…
For two decades, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) was an advertising company that happened to own a cloud business. On the Q1 2026 earnings call, CEO Sundar Pichai reframed the story in one…
Mark Zuckerberg opened Meta Platforms (NASDAQ:META | META Price Prediction)‘s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We’re on track to deliver personal superintelligence…
Elon Musk spent much of Tesla’s Q1 2026 earnings call doing something he rarely does: lowering expectations. The CEO of Tesla (NASDAQ:TSLA | TSLA Price Prediction) repeatedly invoked manufacturing physics rather than moonshot timelines,…
JPMorgan Chase (NYSE:JPM | JPM Price Prediction) reported Q1 2026 net income of $16.5 billion, with EPS of $5.94, up 17% from a year earlier. Revenue hit $49.836 billion. Markets revenue set a record…
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,” with a…
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: stepping back to ask which businesses have already produced multi-decade compounding, and…
Jim Cramer used his June 16 Mad Money Mad Dash segment to make the case that CoreWeave’s contracted revenue pipeline could be even larger than what the Street currently models. “It’s got the best…
Amazon CEO Andy Jassy used the Q1 2026 earnings call to declare AI’s adoption speed has no precedent. “We’ve never seen a technology grow as rapidly as AI. In the first three years of…