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Companies that consistently increase their dividends outperform those that do not, and S&P Global is an excellent example of one such stock that has delivered for investors.
Johnson & Johnson (JNJ) stock returned 59.9% over the past year, against 21.1% for the S&P 500. The company has a clean story for it. The biosimilar hit it had been bracing for arrived and was absorbed, and its talc litigation now has a proposed ending. Both are real. The first does not explain a move that size, and the second is not finished.
The FTSE 100 index closed down 0.43 of a point at 10,831.09 on Friday, contributing to a 0.4% increase for the week.
A Goldman Sachs strategist revealed the market returns investors can realistically expect in the next 12 months.
(Updates with index/price moves, macroeconomic data and company news from the first paragraph.) U
Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.
UNH's 39% six-month rally reflects improving medical costs, stronger earnings estimates and a sharper focus on profitable businesses.
The Dow Jones Industrial Average, S&P 500 and Nasdaq edged lower today as a strong August jobs report provided another datapoint for Federal Reserve policy expectations. Also, diesel prices hit a record high, and another retail brand, Lululemon Athletica, took an earnings hit.
GE Vernova and Quanta Services will easily weather the next market downturn.
You can't go wrong with either, but one has a key difference that gives it the edge.
Circle Internet Group, Inc. (CRCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Southwest Gas (SWX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Steris (STE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) jumped Friday even as a surprisingly strong jobs report sent Treasury yields higher and revived the case for a Federal Reserve rate hike. Micron rose 5% and SanDisk 8% in early trading,...
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S. equities rebounded strongly in the second quarter, recovering from an earlier selloff due to geopolitical tensions, primarily with Iran. The easing of these tensions caused crude oil prices to drop significantly, […]
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S. equities rebounded strongly in the second quarter, recovering from an earlier selloff due to geopolitical tensions, primarily with Iran. The easing of these tensions caused crude oil prices to drop significantly, […]
Memory and storage names are catching a strong bid Friday morning even as the broader market softens. The Roundhill Memory ETF (CBOE:DRAM) is up 4% to $58.45, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.45% to $769.66. This puts the memory/storage segment in a lonely leadership spot on a tape that’s otherwise […]
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a strong recovery in Q2 2026, driven by improved sentiment following de-escalation of geopolitical tensions and retreating energy prices. S&P 500 companies reported first-quarter profit growth above expectations, bolstering […]
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a strong recovery in Q2 2026, driven by improved sentiment following de-escalation of geopolitical tensions and retreating energy prices. S&P 500 companies reported first-quarter profit growth above expectations, bolstering […]
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a strong recovery in Q2 2026, driven by improved sentiment following de-escalation of geopolitical tensions and retreating energy prices. S&P 500 companies reported first-quarter profit growth above expectations, bolstering […]
The long-awaited public launch of the Cybercab has finally arrived but Tesla stock dropped after the company’s invite-only event on Thursday. Tesla teased a Cybercab event weeks ago, signaling the introduction of its purpose-built robo-taxis with no pedals or steering wheel. The launch took place and Tesla said Cybercab rides open to the public after the closing bell on Friday.
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into profits. […]
MCD trades below the restaurant industry's average P/E as U.S. weakness weighs on shares, while global growth and new initiatives offer hope.
Assurant's embedded protection businesses, technology investments and strong cash generation support recurring growth and higher 2026 earnings expectations.
Should EME be a buy as record RPOs, strong construction demand and a raised 2026 outlook boost its growth prospects?
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