For 2025 Q4, total S&P 500 earnings are currently expected to be up +6.9% from the same period last year on +7.7% higher revenues. This would follow +13.9% earnings growth in 2025 Q3 on +7.8% revenue ...

Amazon's AMZN unprecedented datacenter expansion is emerging as the company's most powerful growth catalyst, with AWS infrastructure investments reaching historic levels that position the stock for ...

Hospital and health system CEOs are eyeing multiple initiatives to spur growth in 2026. At the forefront of their efforts is expanding access to care, strengthening services and investing in ...

Caterpillar is evolving from a cyclical industrial company to a quality compounder, driven by infrastructure investments, the energy transition, and data center growth. Construction Industries ...

It's clear that Nvidia (NASDAQ: NVDA) has been the biggest winner of the artificial intelligence (AI) infrastructure boom. Its graphics processing units (GPUs) have become the go-to chips for running ...

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy ...

Small-cap tech stocks like Blackbaud are outperforming expectations, with BLKB rallying after a Q2 beat-and-raise. Despite the post-earnings surge, I remain skeptical about the sustainability of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The benefits of AI are no longer reserved for big ...

Not a subscriber? Apply online today. Calling these “interesting times” in the freight rail and intermodal markets may actually be an understatement. Year-to-date volumes are showing some improvement, ...