Two of the most important qualities of a winning investment are growth and market share gains. This is one of the key philosophies of investing legend Peter Lynch. In the consumer finance space, the last decade has been marked by disruption. The next should prove the same, if not more so, as mobile and technology-enhanced financial tools proliferate worldwide. Two stocks taking advantage of this trend are Nu Holdings (NYSE: NU) and SoFi Technologies (NASDAQ: SOFI). Here's why these are my two top financi ...

Yeti Holdings (NYSE: YETI) reported earnings today, but that isn't really the reason the stock is crashing. Shares of the maker of the popular, high-quality, durable coolers and drinkware shed as much as 13% after its latest earnings report. The results weren't really the problem as sales momentum increased through year-end. Management also expects that to continue into 2026. But a strong run in the stock over the last six months led investors to take profits anyway. Shares remained down by 12.2% as of 11: ...

Core Insights - Wall Street is shifting focus from AI tech giants to infrastructure companies that will benefit from AI capital spending as investor enthusiasm for AI heavyweights wanes [1][2] Group 1: Market Performance - Shares in AI tech giants like Alphabet and Amazon have seen significant declines due to concerns over whether returns from their AI investments will justify their high valuations [2] - Infrastructure-related stocks such as Caterpillar, Lumentum, and Western Digital have experienced double-digit gains this year, contrasting with the S&P 500's return of 0.52% and the Roundhill Magnificent 7 ETF's loss of 7.3% [3] Group 2: New Investment Products - ETF providers like BlackRock, VistaShares, and Impax Asset Management are launching new products focused on AI infrastructure, reflecting a growing interest in niche investment opportunities [4] - VistaShares' Artificial Intelligence Supercycle ETF, launched in December 2024, gained 58.4% in 2025 and is up 16.87% this year, indicating strong performance in the AI infrastructure sector [5] Group 3: Fund Allocations - BlackRock's iShares A.I. Innovation and Tech Active ETF has increased its investment in AI infrastructure plays to 74% of its $8.8 billion in assets, up from 59% a year ago, highlighting a strategic pivot towards revenue-generating sectors [7] - The BlackRock fund has attracted $7.9 billion in new capital over the past year, driven by healthy returns from holdings like Fabrinet and Monolithic Power Systems, which have contributed to a 3.2% return this year [8]

Blue Owl Capital Inc. will restrict withdrawals from one of its retail-focused private credit funds, Blue Owl Capital Corp II, reversing a previous plan to resume redemptions this quarter. Silas Brown reports. ...

Car rental company Avis Budget Group (NASDAQ: CAR) stock tumbled 21% through 10:40 a.m. ET Thursday after missing badly on its Q4 earnings report last night. Heading into the report, analysts already weren't optimistic, expecting Avis to lose $0.19 per share on sales of $2.7 billion -- but the actual news was much worse. Avis reported a loss per share of $21.25, and on sales of less than $2.7 billion. Will AI create the world's first trillionaire? Our team just released a report on the one little-known com ...

American Airlines Group (AAL) is the world's largest airline by passengers carried and flights operated. As the parent of American Airlines and regional partners like Envoy, Piedmont, and PSA, it flies nearly 6,800 daily flights to 350+ destinations. It focuses on premium cabins, loyalty programs like AAdvantage, and innovations like Wi-Fi and lounges for better travel experiences. Formed in 2013 through the merger of AMR Corporation and US Airways Group, it's headquartered in Fort Worth, Texas. American ...

Australia’s peak accounting and self-managed super fund (SMSF) bodies have lodged a joint submission to the Treasury’s consultation on professional indemnity insurance (PII) in the context of the Compensation Scheme of Last Resort (CSLR). In the submission, Chartered Accountants Australia and New Zealand (CA ANZ), CPA Australia, the Institute of Public Accountants and the SMSF Association urged Treasury to lift transparency and strengthen data collection on PII claims. In a statement, CA ANZ said robust ...

Costco's (NASDAQ: COST) stock has rallied nearly 180% over the past five years. The world's largest warehouse club retailer repeatedly impressed investors with robust sales and membership growth, high renewal rates, and new store openings. However, Costco's stock still trades below Wall Street's average price target of $1,062 and its top price target of $1,205. Let's see what it might take for Costco's stock to rise more than 20% and top $1,200. Image source: Getty Images. Where to invest $1,000 right now? ...

Kimberly Orlando: Reconciliations to the most comparable GAAP financial measures are included in the earnings release and in the appendix of the presentation. Reconciliations of certain forward-looking non-GAAP financial measures to comparable GAAP financial measures are not provided because certain items required for such reconciliations are outside of our control and cannot be reasonably predicted or provided without unreasonable effort. Any reference to EBITDA in our discussions today means adjusted EBIT ...

There’s little doubt that artificial intelligence will transform the workforce—but the jury is still out on what that transformation will look like in the near term. While some companies have used AI as justification for sweeping job cuts, Walmart is betting on its existing workforce. The retail giant has just announced that its 1.6 million workforce will be provided free AI training. Both frontline and corporate staff in the U.S. and Canada will have access to an eight-hour course on the fundamentals ...