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 ...

Weighed down by soft same-store sales (SSS), shares of Wingstop (WING) have lost more than 30% of their value over the last six months, a development that Citi Research believes presents a buying ...

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.

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.

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.

We maintain a positive but cautious risk posture; the war in Iran is a disruption within a mid-cycle expansion, not a catalyst for US economic contraction.

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.

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 ...