Over the past few years, the sluggish U.S. housing market has weighed heavily on home improvement retail, and Lowe’s hasn’t been immune. After weak sales growth in 2025, the home-improvement retail chain has recently expanded its deals and services to win back customers. As these changes roll out, Lowe’s has noticed a concerning shift in
Take-Two Interactive (TTWO) just delivered one of the cleanest earnings beats the company has posted in years, and Morgan Stanley isn’t changing its tune. The Wall Street firm maintained its Overweight rating and $280 price target on TTWO after Take-Two’s fiscal fourth quarter results, which landed on May 21. Bookings beat estimates by 3%, and
For decades, Berkshire Hathaway’s quarterly stock filings have been treated like a roadmap into Warren Buffett’s thinking. However, the latest one feels very special. Berkshire Hathaway (BRK.A) (BRK.B) unveiled a wide-ranging portfolio overhaul in its latest 13F filing, adding a big new stake in Delta Air Lines (DAL), increasing its stake in Alphabet (GOOGL) (GOOG),
After months of market expectations of rate cuts this year, Federal Reserve Governor Christopher J. Waller signaled a major hawkish shift and warned that the U.S. central bank may need to raise interest rates due to the inflation risks from the Iran War. The central bank’s current “wait-and-see” approach to holding rates steady is appropriate
Most people think of Airbnb the same way they thought of Amazon in 1999 — a useful but narrowly defined platform. Amazon sold books. Airbnb rents homes. Both descriptions were accurate. Both turned out to be wildly incomplete. Brian Chesky wants you to rethink what Airbnb is becoming. The CEO sat down with CNBC recently
Unless your name is Tesla, the U.S. EV market has been a minefield for original equipment manufacturers. There were dangerous cracks even as customers set a record sales pace through the first three quarters of 2025. U.S. consumers flocked to dealerships to buy EVs last year, right up until September 30, when the $7,500 EV
Gold has always been the asset investors run to when they stop believing in everything else. It is the trade that pays off when central banks lose credibility, when currencies wobble, when geopolitics get loud, and when the rest of the stock market finally cracks. For most of the past three years, that playbook worked
Vanguard’s new research suggests that the comfort of holding extra cash carries a measurable long-term cost for U.S. households. The investment firm released a May 2026 paper that examines how American households manage short-term cash, and the findings challenge common assumptions about where your savings belong. The typical U.S. checking account yielded just 0.07%, and
Analog Devices (ADI) is plugged directly into the infrastructure powering the AI wave. Today, the company’s AI story has shifted from vague thematic exposure to concrete, measurable demand. Hyperscalers are building at a record pace, and ADI’s optical and power components are foundational to that buildout. Analog Devices’ CEO, Vincent Roche, had a strong message
Wall Street keeps a private list of records that almost never move. The biggest bank failure. The longest bull market. The most expensive IPO of all time. Most of those records are decades old. Saudi Aramco’s 2019 listing still holds the crown for the largest initial public offering on record, raising $35.4 billion at a