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The Federal Reserve is signaling that interest rates may stay higher for longer, which keeps pressure on richly priced growth stories and makes dependable cash generation more valuable. When borrowing stays expensive, businesses with solid cash flows but muted share prices can attract fresh attention from investors hunting for value gaps. This article highlights three stocks that our cash flow discount screen flags as potentially mispriced opportunities. The three stocks discussed next are...

The Federal Reserve’s recent rate hike has pushed bond yields higher, so investors now face better income from cash and bonds but more uncertainty over what to own next. That shift can leave strong, cash rich businesses trading at modest valuations as attention swings to fixed income. This article highlights three such quality stocks that still appear overlooked on our value screen. The stocks highlighted below are just a starting sample, as the same process surfaced 27 more businesses with...

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here. Global equities rebounded sharply in Q2 2026, recovering from March lows as resilient economic data, strong corporate earnings, and continued AI investment improved investor sentiment despite inflation concerns, delayed rate cuts, and […]

KBR's $1.1B NOAA weather contract expands its federal civilian role, boosts long-term visibility and supports National Weather Service forecasting.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

MAS' Q2 earnings beat estimates as tariff refunds lift margins, but weaker North American volumes cause a sales miss and a 6.7% premarket drop.

VMC's second-quarter 2026 earnings and revenues beat estimates as pricing gains, higher aggregates volumes and cost control help offset energy inflation.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after the CPI report showed 4.2% annual inflation, the highest in three years, with markets fully pricing a December Fed rate hike.

Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.

The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.

RTX builds a $271B backlog on defense demand and recovering air travel, but tariffs and supply-chain issues cloud growth.

Shares of HVAC and electrical contractor Comfort Systems (NYSE:FIX) fell 3.5% in the afternoon session after April CPI came in hot at 3.8% year-over-year, pushing the 10-year Treasury yield to 4.43% and effectively sealing higher-for-longer mortgage rates.

Federal Agricultural Mortgage Corporation supports rural lenders with secondary market access and loan securitization solutions.