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O’Reilly Lifts Sales Outlook and Accelerates Store Openings, Eyes Canada in 2026

Analysts question heavy buybacks funded with higher debt in a high-rate environment.

ClearBridge Trims Oracle, Holds Broadcom as AI-Led Market Concentration Weighs on Results

Diamond Hill Mid Cap Strategy Details Q3 2025 Miss and Portfolio Moves in New Letter

Nebius Rebounds on Analyst Calls Fueling AI Neocloud Rally

TSMC Pushes Into 2nm as AI Demand Lifts Results and Spending Targets

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

LRT Capital’s Q3 Letter Reports -8% September and Reasserts Moat-Focused Picks

Kratos to Unveil Mighty Hornet IV With Taiwan’s NCSIST After U.S. Export Shift Lifts Shares