News

Inflation Was Softer in April, but Tariff Impacts Still Loom
The annual inflation rate ticked down in April as the impact of President Trump’s new tariffs remains muted—for now.
Experian’s Market Position in the Credit Bureau Business Gives the Firm a Wide Moat
Along with Equifax and TransUnion, Experian is one of the Big Three credit bureaus. Experian's US core credit bureau business is relatively mature and, as a result, the company has been expanding ...
FactSet’s Recurring Revenue Model Fares Well but Is Not Immune to Macroenvironment Volatility
In our view, FactSet’s risks are mitigated by the fact that client concentration remains relatively low. FactSet’s largest client accounts for about 3.5% of revenue. FactSet’s products are dependent ...
Humain Partners with U.S. Tech Companies to Build AI Infrastructure in Saudi Arabia — Update
Humain, the arm of Saudi Arabia's public investment fund focused on artificial intelligence, will partner with several U.S. tech companies to build out AI infrastructure in the country.
Economic Fallout From Tariffs Will Likely Delay TL Demand and Pricing Rebound for Landstar
Landstar pays a quarterly dividend that has consistently increased over the years. It has periodically returned excess cash to shareholders by way of special dividends as well. The company paid ...
Altria's US Cigarettes Should Still Generate Massive Cash Flow Even as It Lags in Reduced Risk
Although prudent on the surface, Altria's attempts to diversify from cigarettes have fallen flat. Its $1.8 billion investment into Canada cannabis licensed producer Cronos for a 41% stake and a $12.8 ...
STOXX Europe 600 Index Ends 0.12% Higher at 545.17 — Data Talk
The STOXX Europe 600 Index is up 0.68 point or 0.12% today to 545.17 --Largest four day point and percentage gain since Monday, May 5, 2025 ...
Elevance Health Down Nearly 8%, on Pace for Largest Percent Decrease Since October 2024 — Data Talk
Elevance Health Down Nearly 8%, on Pace for Largest Percent Decrease Since October 2024 — Data Talk Elevance Health, Inc. (ELV) is currently at $384.34, down $32.35 or 7.76% --Would be lowest close ...
Under Armour's stock drops as company skips annual guidance due to uncertainty around trade and the economy
Under Armour Inc.'s stock moved lower on Tuesday as the company posted a fourth-quarter loss and said uncertainty due to "evolving trade policies and the macroeconomic environment" is preventing it ...
FTSE 100 Index Ends Flat at 8602.92 — Data Talk
The FTSE 100 Index is down 2.06 points or 0.02% today to 8602.92 --Off 3.03% from its record close of 8871.31 hit Monday, March 3, 2025 --Up 35.73% since the pre-Brexit vote level of 6338.10 hit ...
Stock dividends could be at risk if trade wars and tariffs squeeze profit margins
Meanwhile, what are the warning signs that stock-dividend cuts could be in the offing? Companies pay dividends from free cash flow, and if that is declining, the payout could be in trouble. Are ...
As the Dow and S&P claw back their 2025 losses, they're setting up for an extremely rare comeback victory
Right now, the momentum certainly seems to favor the bulls. Since the S&P 500 fell to the cusp of bear-market territory on April 8, stocks have staged an impressive comeback, with the index rising ...