Good morning. CEOs and CFOs are clearly focused on AI—it is the most-used term in S&P 500 earnings calls this year. FactSet examined conference call transcripts for all S&P 500 companies that held earnings calls from September 15 through December 4 and found that the term “AI” was cited on 306 calls. This is the highest number of S&P 500 earnings calls on which “AI” has been cited over the past 10 years; the previous record was 292 in Q2 2025, according to John Butters, VP and senior earnings analyst at F ...

Snap-on Incorporated (SNA), based in Kenosha, Wisconsin, builds and sells professional tools, equipment, diagnostics, and repair solutions. With a market cap of nearly $18.3 billion, well above the $10 billion “large-cap” line, the company serves automotive, aerospace, energy, and transportation markets through direct, distributor, and mobile channels. SNA stock currently trades about 4.1% below its January high of $365.78. Over the past three months, the stock has gained 5.2%, outpacing the State Street ...

With a market cap of $19.8 billion, NiSource Inc. (NI) operates as a regulated natural gas and electric utility through its Columbia Operations and NIPSCO Operations segments. The company delivers natural gas to approximately 2.4 million customers across several states using an extensive network of distribution and transmission pipelines. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and NiSource fits this criterion perfectly. NiSource also generates, transmits, ...

Talen Energy said on Monday that Cole Muller will succeed Terry Nutt as chief financial officer, effective immediately. ...

All right, let's talk about the change in retail investor sentiment when it comes to the Mag 7. So, right now they're driving about a third of the action, a third of the volume when it comes to the Mag 7, but you say that's down quite a bit from the levels that we were at last year and the year before. What does that say about the thoughts that this is a bubble. What does that say about retail investor confidence in the AI trade.>> Well, we're we're still only like, you know, one 2% off all-time highs. So, ...

Brazilian petrochemical producer Braskem said on Monday that conglomerate Novonor has signed an agreement to sell its controlling stake in the company to private equity firm IG4 Capital. ...

A year ago, the narrative was simple: OpenAI would eat Google's lunch. ChatGPT was the future of search, and Alphabet (NASDAQ:GOOGL) was a lumbering giant about to be disrupted. ...

Core Viewpoint - The content emphasizes the importance of conducting personal research and due diligence before making any financial decisions, particularly in the context of complex financial instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information does not constitute a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are advised to consult competent advisors [1]. Group 2 - The content highlights the high risk associated with cryptocurrencies and CFDs, indicating that they are complex instruments that can lead to significant financial losses [1]. - Users are encouraged to understand how these instruments work and assess their ability to take on such risks before investing [1].

Micron Technology ( MU ) is in the process of refocusing its portfolio more heavily on high-margin Cloud Memory operations as the market remains robust with increasing investment outlays for compute capacity across the major cloud services providers. With Micron beingMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a dec ...

Core Viewpoint - Micron Technology is shifting its focus towards high-margin Cloud Memory operations due to robust market conditions and increasing investments in compute capacity by major cloud service providers [1] Group 1: Company Strategy - Micron Technology is refocusing its portfolio to emphasize high-margin Cloud Memory operations [1] - The company is responding to a strong market characterized by rising investment outlays for compute capacity [1] Group 2: Market Context - Major cloud services providers are increasing their investments, which is beneficial for Micron's Cloud Memory operations [1]