The demise of Spirit Airlines means higher costs for consumers, but also opportunities for investors.
Long Read
Many companies are benefiting from the feedback loop being created by AI demand. Just don’t call it “parabolic.”
Long Read
Conagra, Kraft Heinz, General Mills, and Campbell’s look most vulnerable to payout cuts, while names such as Tyson and Utz seem in better shape. Plus, a harsh reality for psychedelic stocks.
3 minute read
Three companies involved in the trend are valued at close to $6 billion.
2 minute read
The wool shoe pioneer is pivoting to artificial intelligence. What happens next depends on whether it achieves critical meme-stock mass.
3 minute read
Instead of empty promises, software makers need to show that they can use AI to deliver growth. Why names such as Microsoft, Oracle, and Snowflake deserve more respect.
Long Read
From Micron and GM to Fiserv and Charter Communications, the companies on our list reflect the trends shaping corporate America.
Long Read
Corporate profits have been wonderful, but they seem puffed up by an accounting quirk and more.
Long Read
There’s good money to made in the movement to replace artificial dyes with natural ones. Sensient Technologies is poised to cash in.
Long Read
We look at investment opportunities in U.S. air travel, both in airlines and in aircraft manufacturers and suppliers.
Long Read
Car stocks are taking a drubbing as oil prices soar. But it’s too soon to count them out.
Long Read
UBS calls the contrast between its rapturous Nvidia earnings estimates and the stock’s discount valuation “seemingly unsustainable.”
Long Read
The fighting could have far-reaching financial effects, from the federal deficit to stock reshuffling. Here’s how to play it.
Long Read
It can seem like a nothing-to-buy market. But there are solid stocks out there. We find six of them, from pizza to jelly to oil and car parts.
Long Read
Suddenly, tech stocks are struggling and a variety of out-of-favor sectors--value, small-caps, overseas, dividends, manufacturing—are hot. Why trying to do everything at once is so difficult.
Long Read
Deutsche Bank scored its Buy-rated software stocks on “barriers to exit” for customers and “the ability to adapt to the gen-AI era.”
Long Read
Ranchers in Texas protected one another from livestock theft and other crimes in the 1800s. They’re still doing it today.
2 minute read
Steak and hamburgers, American staples, are becoming luxury items.
Long Read
Bob Iger succeeded at Disney in the golden age of cable. His successor, a theme park veteran, struggled from cable’s decline, Covid, and the rise of streaming. Now the stock is relatively cheap, and Splash Mountain has taken over the income statement and the company.
Long Read
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