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Investment Analysis

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Broadcom Slips as Bullish Analyst Calls and Split EPS Views Set Up March 5 Earnings

Analysts point to accelerating AI plus hyperscaler demand to justify roughly $450 price targets.

USA Rare Earth Taps Fluor and WSP to Accelerate Texas Rare-Earth Project as Shares Surge

Citizens Financial Beats Forecasts as Stock Hits Record and Analysts Raise Targets

Abbott Sales Miss and Soft Q1 Outlook Send Shares to a 52-Week Low

Vulcan Value Partners' Q4 Letter Reports Gains, Deep Discounts and Portfolio Changes

GE Aerospace Beats Q4, Raises 2026 Outlook as Orders Surge and Backlog Nears $190 Billion

Prologis Sets 2026 FFO Outlook After Record 2025 Leasing and Bigger Data-Center Pipeline

Halliburton Beats Q4 Forecasts on International Strength as New Deals and Cash Returns Lift Shares

Bristol Myers Gains Analyst Support as 2026 Catalysts Offset Patent-Cliff Worries

Buffett’s 2026 Investing Test: Stay Within Your Circle of Competence

Travelers Tops Q4 Estimates on Strong Underwriting and Investment Income

GSK to Acquire Rapt Therapeutics for $2.2 Billion to Add Anti‑IgE Food‑Allergy Drug

Palantir Falls 17% From High as Wall Street Divides on Next Moves

Buffett Steps Down as Berkshire CEO, Greg Abel Takes the Helm

BRC Group Soars After Profit Swing on Q3 Results

Oracle’s AI Spending Plans Face Investor Scrutiny as Some Funds Trim Stakes

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen

Roblox Jumps 10.5% After Viral Hit ‘Escape Tsunami For Brainrots’ Lifts Engagement

Citi Upgrades Palantir to Buy as Volatile Rally Tests Sky-High Valuation

Heartland Advisors' Q4 Letters Detail Value Repositioning, New Stakes in WESCO and MarketAxess