Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive and well. The power management company also raised...
Category: Earnings
Alphabet and Tesla test Wall Street’s patience as AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony before Donald Trump is sworn in as the...
Wells Fargo did enough to remain in our portfolio. What we liked about earnings
The knee-jerk selling of Wells Fargo shares after a largely strong second-quarter earnings report made no sense. Tuesday’s results needed to shine following two quarters of...
Software stocks wrap up best month since 2001 as talk of ‘SaaSpocalypse’ subsides
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept. 30, 2025. NYSE The “SaaSpocalypse” may not be...