A collapse in leveraged finance ended five straight quarters of beats, with high yield transaction revenue down 40%. Both EPS and revenue missed expectations, yet management reaffirmed full-year adjusted EPS guidance of $16.50 to $17.00 and kept buying back stock.
Latest Activity
A 4.07% move is outsized for a ratings giant that rarely jumps, adding roughly $3 billion of market cap in one session. Worth watching whether it holds into tomorrow's open.
MCO Coverage
Tired of K-1 Tax Forms? Buy These 3 High-Yield Pipeline Stocks Instead
K-1 forms arrive late, complicate tax returns, and can create UBTI headaches inside IRAs, but pipeline income does not require that tradeoff. Three C-corp midstream giants offer yields up to nearly 6%…
These 4 Dividend Stocks Turn Customer Loyalty Into Growing Income
Some businesses are so deeply embedded in daily operations that customers rarely bother to leave, and four companies have quietly built their dividends on exactly that kind of inertia. The question is…
Charlie Munger’s Only Outside Manager Just Sold a Bank to Buy the Companies That Rate Banks
Charlie Munger's only trusted outside manager just made a striking move in financial services, abandoning a position in one of America's biggest banks to load up on the companies that sit above…
AI CapEx May Hurt Hyperscaler Margins and Credit — Here’s Why That Doesn’t Matter
Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side of the ledger. One company has found a way to sidestep the…
A 15% “Dividend” ETF With Berkshire Stocks? Read This Before You Buy a Single Share
A new ETF promises a 15% annual yield built around Warren Buffett's own stock picks, solving the one problem Buffett himself never bothered to fix. But the mechanics behind that monthly check…
Warren Buffett Says He Now Likes “Four or Five” Businesses Berkshire Owns More than Alphabet. What Are They?
Warren Buffett rarely offers reservations about a $2 trillion tech giant. That’s why his commentary on CNBC on July 15, 2026 caught our attention. The Berkshire Hathaway chairman revealed he personally initiated…
Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway…
Warren Buffett Will Never Sell These 4 Favorite ‘Forever’ Dividend Giants
Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The…
Stock Market Live July 23: Japan Trade Deal News Drives S&P 500 (VOO) to New Highs
Live Updates Wednesday Wrap-up4:15pm ETThe Vanguard S&P 500 ETF closed Wednesday at a new all-time high of 582.93, up 0.7%. Otis Elevator Only Goes Down Today11:54am ETStill hungry for more earnings news?…
Stock Market Live May 19: US Debt Downgraded, S&P 500 (VOO) Falls
Live Updates Today's Number is 64:39pm ETThe Vanguard S&P 500 ETF closed Monday at 546.82, up 0.1%, it’s sixth straight trading day of gains. Bond Panic Moderates11:22am ETFollowing Moody’s downgrade of…
I Have Cash to Invest, But Where Should I Put It in This Market Downturn?
The tariff-driven stock market downturn may cause some to re-evaluate their equity exposure. If you can’t handle volatility or don’t have a time horizon that’s long enough to stick things out until…
Yale-Backed Billionaire Investor Is Bullish On These Stocks Right Now
You wouldn’t be alone if you aren’t familiar with the name Zhang Lei. Despite an estimated $3 billion net worth according to Forbes, the founder of Hillhouse Investment Management and HHLR Advisors,…
Big Time Investor Chris Hohn Made Big Changes to $42 Billion Fund
Chris Hohn is the founder of TCI Fund Management, a London-based hedge fund. It had $42.4 billion in U.S.-listed assets under management, according to its Q4 2024 13F holdings report. Overall, TCI…
AI Agents are Here and These Stocks Stand to Profit
As the AI ascendency moves further into the new year, new themes, surprises, breakthroughs, and perhaps market-moving shockers, like China’s recent DeepSeek AI model release, are to be expected. Undoubtedly, the field…
Billionaire Investor Trims Railway Holdings and Puts It All on This Magnificent 7 Stock
Most billionaire hedge fund investors covered by the North American financial media tend to be based in the U.S. However, many people living and working outside America are doing just fine. One…