The bill for a quieter, safer financial system is arriving, and it is bigger than most institutions expected. There is a cost building inside the global financial system that rarely makes headlines on its own but shows up everywhere: in compliance budgets, in licensing timelines, in the engineering hours spent integrating with new regulatory requirements.
Well, no one saw that coming. A hike in interest rates may not be imminent but the tea leaves from this week’s Federal Open Market Committee meeting indicate that surging energy prices from the Iran War is on the radar of some of its 12 members. Scott Pike, senior portfolio manager at Income Research +
Qualcomm Incorporated (QCOM) added roughly $15 billion in market value as investors embraced a story that reaches beyond any handset rebound. The stock jumped 12% on evidence that new growth drivers are moving into measurable execution. The stock still trades with heavy exposure to smartphone cycles, but that’s starting to shift as automotive scales, custom
Pfizer has spent the past few years trying to convince investors that its post-pandemic business can stand on its own, and Goldman Sachs appears to be asking for more proof before getting more bullish on the stock. Goldman Sachs analyst Asad Haider maintained a hold rating on Pfizer and lowered his price target to $26,
Celestica (CLS) just erased nearly $10 billion in market value in a single day, sending shares down about 16% after earnings. On the surface, this reaction seems confusing as the company beat first-quarter expectations, raised its full-year outlook, and delivered guidance that came in ahead of Wall Street estimates for the second quarter. The stock
SoFi Technologies enters its next earnings report with something many fintech companies would like to have: a clear growth story, improving profitability and a larger base of customers using more of its financial products. That strong setup also creates a tougher bar for the company when it reports first-quarter results on Wednesday, April 29. SoFi
Marcus Lemonis has never been a quiet operator. Since taking over as CEO of Bed Bath & Beyond on Jan. 1, he has been on a buying spree, snapping up struggling home brands and piecing them together into something far bigger than a housewares retailer. The question investors are asking: Is this a visionary reinvention,
SanDisk has been one of the most extraordinary stock stories of 2026. Up nearly 295% year to date, the memory chip company has ridden a NAND pricing supercycle into territory that would have seemed impossible a year ago. Now Morgan Stanley has reset its forecast on SanDisk in a way that says the firm believes
The next arms race is not playing out in submarines or stealth jets. It is happening in the sky above your local stadium. And the weapons at the center of it cost less than a used car. Drones have moved from a military curiosity to a mainstream security threat faster than governments could write rules
Nobody announced a sweeping retirement overhaul. There was no single bill that changed everything overnight. But piece by piece, the policy landscape for American retirees is shifting in ways that will matter for years to come. Some of the changes help. Others carry risks that have not yet fully shown up in retirement accounts. And