In a defining moment for the managed care industry, UnitedHealth Group (NYSE: UNH) has signaled a fundamental pivot in its operational philosophy, choosing to prioritize profit margins over its long-held dominance in membership growth. This strategic retrenchment comes as the company prepares for what analysts are calling a "regulatory earthquake"
May ICE NY cocoa (CCK26 ) today is up +18 (+0.59%), and March ICE London cocoa #7 (CAH26 ) is down -16 (-0.74%). Cocoa prices are mixed today as they consolidate recent losses. On Tuesday, May NY cocoa posted a contract low, and Mar London cocoa pos...
As of February 26, 2026, the global PC market stands at a critical juncture, caught between a massive corporate hardware upgrade cycle and a crippling supply chain squeeze. HP Inc. (NYSE:HPQ) recently reported its first-quarter fiscal 2026 results, revealing a "beat and lower" performance that perfectly illustrates the current
The recent fourth-quarter fiscal 2026 financial results from Workday, Inc. (NASDAQ: WDAY) have sent a complex signal to the technology sector, serving as a definitive bellwether for the state of enterprise software spending in 2026. While the company exceeded analyst expectations for both revenue and profitability in the quarter ending
WASHINGTON, D.C. — CoStar Group (NASDAQ:CSGP), the undisputed heavyweight of commercial real estate data, has sent a powerful signal to Wall Street this week. Following a fourth-quarter earnings report that handily beat analyst expectations, the company announced a massive $700 million share buyback program for 2026. The move marks
The transition of power at the Federal Reserve has historically been a period of market adjustment, but the shift occurring in February 2026 has introduced a volatility not seen in decades. As the market digests the nomination of Kevin Warsh to succeed Jerome Powell, the "Yield Curve Twist" has become
As the final week of February 2026 draws to a close, the financial markets have emerged from what analysts are calling the most consequential “Heavyweight Week” of the post-pandemic era. The triple-threat earnings reports from Alphabet Inc. (NASDAQ: GOOGL), Qualcomm Inc. (NASDAQ: QCOM), and Eli Lilly and Company (NYSE: LLY)
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
As the first quarter of 2026 unfolds, all eyes on Wall Street are turning toward Amazon.com Inc. (NASDAQ:AMZN), which stands at a pivotal crossroads following a year of massive capital investment and structural reorganization. After trailing its "Magnificent 7" peers for much of 2025, the e-commerce and cloud
In a season where many global technology giants have struggled to maintain double-digit growth, Mercado Libre (NASDAQ: MELI) has delivered a definitive statement of strength. Reporting its fourth-quarter and full-year 2025 results in late February 2026, the Latin American e-commerce and fintech leader posted a staggering 45% year-over-year revenue increase,
May arabica coffee (KCK26 ) today is down -2.75 (-0.97%), and May ICE robusta coffee (RMK26 ) is down -68 (-1.84%). Coffee prices are moving lower today amid an outlook for higher global coffee output. Rabobank said Wednesday that global coffee prod...
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 4.3% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 4.5% in the morning session after the company reported fourth quarter results and provided optimistic full-year EBITDA guidance, which blew past analysts' expectations.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA)
fell 4.3% in the morning session after it reversed initial post-earnings gains as investors digested its stellar fourth-quarter report.
Axon Enterprise (NASDAQ:AXON) has solidified its position as the undisputed leader of the public safety technology sector, reporting a massive 39% year-over-year revenue beat for the fourth quarter of 2025. The company announced on February 24, 2026, that quarterly revenue reached $797 million, significantly outpacing Wall Street’s consensus
In a move that solidifies a new standard of care for a high-risk patient population, the U.S. Food and Drug Administration (FDA) has granted full approval to Pfizer Inc. (NYSE: PFE) for its BRAFTOVI (encorafenib) combination as a first-line treatment for metastatic colorectal cancer (mCRC) harboring the BRAF V600E
The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February
Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 3.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 6.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 5.5% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 6% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Here are three key reasons why international investors could have a field day, while investors who stay invested only in U.S. stocks could underperform.
As of late February 2026, a massive wave of liquidity is washing over the American economy. Following the landmark passage of the One Big Beautiful Bill Act (OBBBA)—officially Public Law 119-21—in the summer of 2025, U.S. consumer bank accounts are now seeing the first major influx of
Strong demand, the rapid expansion of AI applications across industries, and long-term supply agreements together create a solid base for Nvidia’s continued growth.
In a move that has sent shockwaves through both Silicon Valley and Wall Street, Electronic Arts (NASDAQ:EA) is nearing the completion of a historic $55 billion take-private acquisition. Led by a powerhouse consortium including Saudi Arabia’s Public Investment Fund (PIF) and the technology-focused private equity giant Silver Lake,
The financial landscape of early 2026 has been defined by a definitive "Great Rotation," as investors aggressively pivot away from the mega-cap technology giants that dominated the previous decade in favor of long-neglected small-cap stocks. In a dramatic reversal of the "Magnificent Seven" era, the Russell 2000 Index (NYSE: IWM)
The managed care sector is reeling from what analysts are calling the "Medicare Advantage Rate Shock," a seismic regulatory shift that has wiped out hundreds of billions of dollars in market capitalization in a matter of weeks. On the morning of January 26, 2026, the Centers for Medicare & Medicaid Services
The final week of January 2026 marked a watershed moment for the technology sector, as the long-anticipated "AI reckoning" finally arrived for the market’s biggest players. On January 28, 2026, two of the world's most influential companies, Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT), reported quarterly earnings that
April WTI crude oil (CLJ26 ) today is up +1.01 (+1.54%), and April RBOB gasoline (RBJ26 ) is up +0.0256 (+1.14%). Crude oil and gasoline prices recovered from early losses and whipsawed higher on signs that talks between the US and Iran remain tense,...
As of February 26, 2026, the S&P 500 has solidified its position in a new era of corporate prosperity, marking its fifth consecutive quarter of double-digit earnings growth. The index is currently tracking a blended growth rate of 13.2% for the final quarter of 2025, a figure that
