Wall Street Isn't Giving Up on CVS Health -- and Its Valuation Looks Stronger Than Investors Think
There are concerns about margin pressure on its Pharmacy Benefits Manager business.
Trading
Soybeans Rallying with Product Strength
Soybeans are trading with Friday gains of 17 to 20 cents at midday. The cmdtyView national average Cash Bean price is up 19 cents at $12.51. Soymeal futures are $8 to $8.20 higher on the day, with Soy Oil back up 230 to…
Dollar Strength and Increased Middle East Oil Flows Weigh on Crude Prices
Crude oil and gasoline prices settled mixed on Friday. Crude prices posted modest losses on Friday after the dollar index ($DXY) rallied to a 2-week high. Also, signs of larger crude supplies transiting through the Stra…
Billionaire Stanley Druckenmiller Sold Broadcom and Bought These Artificial Intelligence (AI) Giants Instead
Stanley Druckenmiller was early to spot the potential for some of the biggest AI chipmakers in the market. He bought Nvidia (NASDAQ: NVDA) for his Duquesne Family Office portfolio in late 2022. He ultimately made hundre…
Here's the Maximum Social Security Increase You Could Get From a 3.6% 2027 COLA
The maximum 2027 Social Security benefit increase will be $187, assuming a 3.6% COLA.
Better Growth Stock ETF: Vanguard's Large-Cap VUG vs. Invesco's Small-Cap RZG
The Vanguard Morningstar Growth ETF offers a significantly lower expense ratio of 0.03% compared to the 0.35% charged by the Invesco S&P SmallCap 600 Revenue ETF.
Wheat Rallying into the Weekend
The wheat complex is trading with the three exchanges extending gains on Friday. Chicago SRW contracts are showing 22 to 23 cent gains so far on Friday. KC HRW futures are showing 25 to 26 cent gains on the day. MPLS sp…
Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income
There are technology stocks that pay dividends, and I own some. But it is a competitive industry with fast-changing trends. If you are looking for a great dividend stock to buy and hold, you'll be better off building yo…
Chevron's Microsoft Data Center Deal Was a Bigger Story Than Its Earnings. Here's Why.
Chevron entered a 20-year power purchase agreement to supply electricity for a new data center in Texas.
Why Tesla's Optimus Robot Might Have a Hollywood "Problem"
Hollywood portrays robots in homes, but real adoption starts in industry, where they are already in extensive use.
Nebius: Massive Billion-Dollar AI Deals Raise Critical Stakes
Nebius (NASDAQ: NBIS) is turning extraordinary demand for AI infrastructure into billion-dollar contracts, rapid revenue growth, and additional capacity. Its latest quarter provides powerful evidence that commercial mom…
Everus Construction Director Sparby Buys 1,000 Shares at $144.95
This transaction was executed as a direct acquisition of common stock; Sparby maintains no reported indirect holdings.
SEC Filings Just Revealed the Smart Money Is Overweight SpaceX. Should You Buy It Now?
Recently released quarterly filings show large stakes in SpaceX among institutional investors.
These 2 Expenses Might Eat Up More of Your 2027 Social Security COLA Than Expected
Medicare Part B premiums and Social Security benefit taxes might consume some or all of your COLA.
IonQ's Massive Shift: Vertical Integration Raises High-Stakes Execution
IonQ (NYSE: IONQ) is evolving from a quantum computing specialist into a broader strategic technology platform. Record growth, vertical integration, and an ambitious hardware roadmap could strengthen its position in the…
Sugar Prices Erase Early Gains as Real Strength Spurs Long Liquidation
October NY world sugar #11 (SBV26) is down -0.64 (-3.52%) today, and October London ICE white sugar #5 (SWV26) is down -13.20 (-2.52%).
Berkshire Hathaway Roughly Tripled $10,000 in a Decade. Did It Beat the Market?
The same $10,000 in an S&P 500 index fund, with dividends reinvested, grew to about $41,300.
What Happens When You Invest Just $100 a Month in the S&P 500 for 20 Years?
Over the past 100 years, the S&P 500 has generated an average annual return of around 10%.
Nebius Stock Surged 200% in Just 1 Year. Is It Still a Buy?
Nebius Group's (NASDAQ: NBIS) stock has surged after the artificial intelligence infrastructure company delivered a blockbuster second quarter.
I Wouldn't Touch This Hydrogen Stock Yet -- Here's the One Number I'm Waiting On
Bloom Energy's product backlog is expanding rapidly, but its services backlog is much larger.
Falling ICE Inventories Boost Arabica Coffee Prices
December arabica coffee (KCZ26) closed up +3.20 (+1.03%) on Friday, and November ICE robusta coffee (RMX26) closed down -26 (-0.73%).
Affirm Stock: Follow Now and Buy Later or Buy Right Now?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing…
Bill Ackman Just Bought Visa, Mastercard, and S&P Global Stock. Each One Collects a Toll on Somebody Else's Sale.
Pershing Square disclosed new stakes of about $1.1 billion each in Visa, Mastercard, and S&P Global as of June 30.
Sugar Prices Erase Early Gains as Real Strength Spurs Long Liquidation
October NY world sugar #11 (SBV26) is down -0.64 (-3.52%) today, and October London ICE white sugar #5 (SWV26) is down -13.20 (-2.52%).