Insurance Sector Diverges: Old Republic Slips, Mercury General Holds Steady
Earnings James Calloway

Insurance Sector Diverges: Old Republic Slips, Mercury General Holds Steady

Old Republic International (ORI) saw its stock fall 9.4% after Q1 revenue missed estimates, while Mercury General (MCY) beat earnings but shares stayed flat. The P&C sector faces headwinds from climate losses and social inflation.

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Realty Income Dips as Dividend Yield Attracts Amid Rate Uncertainty
Markets Daniel Marsh

Realty Income Dips as Dividend Yield Attracts Amid Rate Uncertainty

Realty Income closed at $61.28, down from $62.02, as property stocks lagged. The REIT's 5.3% dividend yield remains attractive, but investors await the May jobs report and Fed rate clues.

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Oklo Shares Cool After DOE Advances Plutonium Fuel Talks
Markets Daniel Marsh

Oklo Shares Cool After DOE Advances Plutonium Fuel Talks

Oklo shares eased to $66.88 Friday after the DOE selected the company for advanced plutonium fuel talks. The nuclear startup reported a quarterly net loss of $33.1 million.

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Cameco Rebounds After Restarting Key Mines; Output Forecast Unchanged
Commodities Rebecca Torres

Cameco Rebounds After Restarting Key Mines; Output Forecast Unchanged

Cameco shares rose 7.1% last week after resuming full production at McArthur River and Key Lake. The company left its 2026 output guidance unchanged, supporting investor confidence.

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Philip Morris Shares Slide 6% in Short Week Amid Zyn, FDA, CEO Webcast Focus
Markets Daniel Marsh

Philip Morris Shares Slide 6% in Short Week Amid Zyn, FDA, CEO Webcast Focus

Philip Morris shares dropped 6.14% in a holiday-shortened week, closing at $177.38, as the market awaits CEO Jacek Olczak's webcast and FDA policy changes on nicotine products.

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3M Faces $1.4 Billion Australian PFAS Lawsuit Over Defense Site Contamination
Regulation James Calloway

3M Faces $1.4 Billion Australian PFAS Lawsuit Over Defense Site Contamination

Australia filed a lawsuit seeking over A$2 billion ($1.43 billion) from 3M over PFAS contamination at 28 defense sites. 3M shares fell 1.5% on the news but closed the week at $153.13, up 0.5%.

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Exxon Warns of $160 Oil as Hormuz Talks Stall, Shareholders Back Texas Move
Commodities Rebecca Torres

Exxon Warns of $160 Oil as Hormuz Talks Stall, Shareholders Back Texas Move

Exxon Mobil warned crude could spike to $150-$160 a barrel as global inventories near minimums. Shareholders approved moving legal home to Texas.

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Vistra Ends Holiday Week Higher as AI Power Demand Dominates
Markets Daniel Marsh

Vistra Ends Holiday Week Higher as AI Power Demand Dominates

Vistra Corp. ended the holiday week with a 2.5% gain, closing at $160.23, as AI-driven power demand remained in focus. Q1 net income reached $1.03 billion.

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Texas Instruments Stock Retreats After AI-Fueled Surge, Analysts Eye Growth
Markets Daniel Marsh

Texas Instruments Stock Retreats After AI-Fueled Surge, Analysts Eye Growth

Texas Instruments shares dropped 3.25% on Friday, pulling back from a 52-week high as analysts highlight AI data-center power chip demand and improving industrial and auto markets.

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Axon's AI Drone Surge Drives 16% Weekly Gain, Analyst Targets Diverge
Technology Sarah Chen

Axon's AI Drone Surge Drives 16% Weekly Gain, Analyst Targets Diverge

Axon Enterprise shares surged 16.5% in a week, boosted by a 34% Q1 revenue jump and over 700% growth in AI product revenue. Wall Street remains divided with analyst targets ranging from $440 to $662.

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NextEra Energy Aims to Rebound as Dominion Deal and AI-Driven Demand Shape Outlook
Markets Daniel Marsh

NextEra Energy Aims to Rebound as Dominion Deal and AI-Driven Demand Shape Outlook

NextEra Energy (NEE) ended the week at $87.01, down 0.28%, as its $66.8B acquisition of Dominion Energy remains pending. The deal, which would expand NextEra's PJM footprint, is driven by surging AI-related electricity demand.

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Amphenol Shares Surge 12.65% in Holiday Week; AI Demand and Analyst Upgrade Fuel Optimism
Markets Daniel Marsh

Amphenol Shares Surge 12.65% in Holiday Week; AI Demand and Analyst Upgrade Fuel Optimism

Amphenol shares surged 12.65% last week, closing at $148.76. BNP Paribas Exane raised its target to $200, and Q1 sales soared 58% to $7.6 billion, fueled by AI infrastructure spending.

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