Berkshire Shares Hit Record as Buffett Successor Ramps Up $28B Capital Push
Earnings James Calloway

Berkshire Shares Hit Record as Buffett Successor Ramps Up $28B Capital Push

Berkshire Hathaway (BRK.B) shares surged to an all-time high after Q2 operating earnings jumped 16.3% and new CEO Greg Abel deployed $28 billion in capital.

BRK.B GOOGL AAPL
Global Stocks Outperform US in 2026, Trading at 32% Valuation Discount
Analysis Daniel Marsh

Global Stocks Outperform US in 2026, Trading at 32% Valuation Discount

VXUS outperforms VTI in 2026 with a 15.99% return vs 14.59%, while trading at a 32% lower P/E. Global diversification adds minimal cost.

VTI
Energy Rally Offsets Chip Slump as Wall Street Holds Near Highs
Markets Daniel Marsh

Energy Rally Offsets Chip Slump as Wall Street Holds Near Highs

U.S. stocks were mixed on Monday as a surge in energy shares, driven by rising oil prices, offset a decline in chipmakers. The S&P 500 edged higher, while the Dow and Nasdaq slipped, with benchmarks trading near record highs.

SPY QQQ DIA IWM XLE SMH AAPL INTC NVDA MSFT AMZN BRK.B JPM CRWV CSCO AMAT
MarineMax Jumps 46% on $53/Share Safe Harbor Takeover Deal
Markets Daniel Marsh

MarineMax Jumps 46% on $53/Share Safe Harbor Takeover Deal

MarineMax (HZO) soars 46% after Safe Harbor agrees to buy the company for $53 per share in cash, a 48.5% premium to Friday's close. The deal spread narrows to 1.75%.

HZO
Microsoft Shares Climb as Bernstein Boosts Price Target on Disciplined Data-Center Spending
Analysis Daniel Marsh

Microsoft Shares Climb as Bernstein Boosts Price Target on Disciplined Data-Center Spending

Microsoft shares advanced Monday after Bernstein raised its price target to $660, citing disciplined data-center growth and strong backlog, even as free cash flow declined.

MSFT NVDA GOOGL AMZN META
Embraer Soars 5.7% on Record Q2 Revenue, Tax Relief Drives Margin Outlook
Earnings James Calloway

Embraer Soars 5.7% on Record Q2 Revenue, Tax Relief Drives Margin Outlook

Embraer (EMBJ) climbed 5.7% after record Q2 revenue and an improved 2026 outlook, with tax and tariff relief accounting for 96% of the EBIT guidance increase.

EVEX
Walmart's Q2 Margin Expansion Faces Investor Scrutiny
Earnings James Calloway

Walmart's Q2 Margin Expansion Faces Investor Scrutiny

Walmart heads into its Aug. 20 earnings with a growth-stock valuation, but margin expansion and e-commerce profitability will be key tests.

WMT COST TGT KR
S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap
Markets Daniel Marsh

S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap

U.S. stocks held near record highs Monday as oil jumped on Hormuz concerns, but a funding divide emerged between cash-rich firms and those issuing new equity.

SPY BRK.B INTC JPM HPE AAPL AMAT CSCO CRWV USO GLD
Varex Imaging Soars 48% on Teledyne's $1.1B Cash Acquisition Offer
Markets Daniel Marsh

Varex Imaging Soars 48% on Teledyne's $1.1B Cash Acquisition Offer

Varex Imaging (VREX) surged 48% in premarket trading after Teledyne (TDY) announced a $1.1 billion cash acquisition at $18.90 per share, a 52% premium.

VREX TDY
Intel's $15B Share Sale to Fund Capex, Dilute Stock by ~3%
Markets Daniel Marsh

Intel's $15B Share Sale to Fund Capex, Dilute Stock by ~3%

Intel (INTC) announced a $15 billion stock offering, diluting shares by ~3% to fund capital spending. Shares fell 3% premarket.

INTC TSM
CoreWeave Stock Surges 26% as Earnings Test Looms
Earnings James Calloway

CoreWeave Stock Surges 26% as Earnings Test Looms

CoreWeave (NASDAQ:CRWV) shares jump 26% this week as investors await Q2 earnings. The company faces margin pressure and high leverage, with options pricing a 13% move.

CRWV NBIS LITE AMAT
Palantir Deal: USA TODAY's Data Bet Faces Tough Test
Analysis Daniel Marsh

Palantir Deal: USA TODAY's Data Bet Faces Tough Test

USA TODAY's new Palantir partnership aims to turn data into dollars, but a 12% audience slump and heavy debt make it a high-stakes gamble.

TDAY PLTR FDS