AI-driven revenue surge, record Q4 results, strong FY2026 guidance, and a cheaper forward P/E. Click here to read my analysis ...
GM's share price performance since Q3 reflects a reassessment of cash-flow durability rather than expectations of near-term ...
Deja vu all over again. Fifteen years ago, private homebuilders last faced an operating and selling environment this unforgiving. Back then, the housing crash was a single, seismic event. Today, it’s ...
I have had several conversations with builders recently about the trade-offs between pricing to margin and targeting velocity. While one could argue it is a mix of both or a matter of business ...
Leveraged positions in the stock market jumped 18% in one month and topped $1 trillion for the first time. Increasing use of debt to invest can tell us a lot about investors' attitudes. And while this ...
Fifteen years ago, margin funding was a different world—brokers could decide margins at their discretion. Today, every ...
Based on consensus estimates among analysts polled by FactSet, Nvidia's gross profit margin is expected to narrow for a third straight quarter. But its operating margin is expected to come in at 65.87 ...
Owens Corning Inc. (NYSE:OC) shares are trading lower on Wednesday after the company reported its first-quarter 2025 results. The company reported a 25% year-over-year growth in first-quarter net ...
The dollars that investors borrow to buy stocks has jumped, a risk to the market. With what’s commonly called margin debt, an investor buys $100 worth of stock by borrowing $50 from the broker, for ...
In his 2023 letter to shareholders, Warren Buffett reminded Berkshire Hathaway investors that major market panics "won't happen often -- but they will happen." They are a fact of life in markets ...