UnitedHealth's aggressive cost-cutting, AI investments, and strategic focus are expected to drive margin expansion. See why ...

Humana, UnitedHealth, lead gains. SpaceX details IPO schedule; demand expected to break records. Amazon reduces its reliance ...

Microsoft Corporation stock is down 31% and trades at its lowest valuation in years. Click for why AI competition may keep MSFT lagging and consider GOOG/AMZN.

Navan is on watch after Bank of America initiated coverage with a Buy rating on its view that the company's strong AI-driven product is taking market share from legacy ...

BWX Technologies said it notified the US Nuclear Regulatory Commission of plans to apply for a uranium enrichment license for a new facility to be built in Erwin, Tennessee.

BigBear.ai pivots to platform AI for government clients; recap boosts liquidity despite revenue drop and dilution. Click for this latest analysis of BBAI stock.

Encompass Health Corporation gains from CMS FY 2027's 2.4% payment hike but faces new rules and uncertainty. Click for more on EHC stock prospects.

LMT, RTX, and LHX stocks face structural risks as drone warfare shifts defense spending toward lower-cost solutions. Read why I avoid overvalued defense contractors.

Investors remain on edge ahead of the US ultimatum deadline, which is in the Asia Pacific session today. There are mixed reports on how close the two sides are to a deal. The dollar is mostly narrowly ...

Compare KMPB vs ATHS junior subordinated notes amid rising rates: ATHS offers higher yield and stronger credit; KMPB may reset higher. Click for more.

The first quarter demonstrated the benefits of convertible securities; as equity markets fell, convertibles provided access to growth while dampening downside volatility. Read more here.

Since I rated Energy Transfer a buy in late 2024, total return has been nearly double that of the S&P 500. Energy Transfer has returned to growth, and debt is well covered by expanding revenues and ...