Stock News & Analysis

Nvidia and Micron have been two of the best artificial intelligence (AI) semiconductor stocks to own, but the easy gains may be over.

Underwriting discipline and capital returns show how the bank prioritizes profitability over growth.

Operational discipline just turned the cash flow positive after years of burn, reshaping how investors should view the company's path forward.

Mortgage lending isn't just fee income; it's how the bank locks in high-quality deposit relationships and capital flexibility.

These three dividend ETFs are great individually but even better together.

Automation and cost discipline are unlocking capital for both reinvestment and shareholder returns.

David Gardner is looking for the kind of company whose customers may never notice the AI at all.

Before becoming the new CEO, Abel spent over 25 years working under the great Warren Buffett.

The bank is prioritizing credit discipline over loan volume, a stance that protects long-term returns even as competitors chase growth.

Institutional investors are pairing listed and private infrastructure to gain flexibility and market access.

Robotic surgery is growing, procedures are climbing, and da Vinci 5 is rolling out. Is Intuitive Surgical's premium valuation worth paying?

The third habit of a Rule Breaker investor -- Invest. For At Least Three Years. -- sets three years as the bare minimum for holding a stock, and we'd happily hold our best companies for decades.

Fee-based revenue compounds as advisory capabilities expand across wealth management and corporate finance, positioning the firm for durable growth.

Fixed-rate debt and floating-rate assets create a structural advantage that expands margins as rates rise.

The latest inflation data suggests another rate hike this month.

A $10.8 million backlog with most deliveries expected in fiscal 2028 gives long-term investors rare visibility into revenue growth beyond this year.

I've been writing about Netflix as an investor since it went public in 2002. I like what I see here.

Structural cost cuts are funding expansion in higher-return businesses, signaling a shift toward disciplined growth.

Anchor customer contracts and expanding utility backlogs are shortening the path to profitability on new plants.

Arm commands premium valuations on its dominant licensing model, while Lumentum trades cheaper despite explosive growth, but faces customer concentration risks.