Core Viewpoint - Amazon.com is the worst-performing member of the "Magnificent Seven" in 2025, with a stock gain of less than 6% compared to the ETF tracking the group, which has increased by over 22% [1] Performance Comparison - Since the end of 2020, Amazon's stock has risen 42.5%, underperforming the S&P 500 index, which has advanced by 83.9% during the same period [1] - The Roundhill Magnificent Seven ETF has experienced a significant increase of 172% since its inception on April 11, 2023 [1]

With a market cap of $9 billion, Henry Schein, Inc. (HSIC) is a global provider of healthcare products and services for office-based dental and medical practitioners, as well as alternate sites of care worldwide. The company offers a comprehensive range of dental and medical supplies, equipment, pharmaceuticals, and technology solutions, including practice management software and digital services. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and Henry Schein fit ...

"History suggests Nvidia should modestly beat Eli Lilly over the next roughly two months,†notes a DataTrek analyst — but there are some caveats ...

Core Viewpoint - RTX has shown significant stock performance over the past year and five years, outperforming the S&P 500 index, but it has underperformed compared to GE Aerospace, prompting investors to consider key factors before making investment decisions [1][2]. Performance Comparison - RTX's returns over different periods are as follows: 49% for 1 year, 77% for 3 years, and 137% for 5 years, while GE Aerospace achieved 65% for 1 year, 457% for 5 years, and the S&P 500 had returns of 13% for 1 year, 74% for 3 years, and 86% for 5 years [2]. Recent Issues - In 2023, RTX faced a contamination issue in powder coating used at Pratt & Whitney, affecting engines on the Airbus A320 neo family, which impacted earnings and cash flow, contributing to its underperformance relative to GE Aerospace [3]. Market Dynamics - Both RTX and GE Aerospace have benefited from the recovery in commercial aircraft departures post-lockdowns, but RTX has faced challenges in restoring engine production due to supply chain issues [5][6]. Defense Segment Challenges - RTX's significant exposure to the defense sector, particularly through its Raytheon segment, has led to difficulties in delivering on fixed-price development programs, resulting in a reported 9% increase in operating profit for 2024 compared to 2023, from $2.379 billion to $2.594 billion [8]. Financial Adjustments - The 2024 operating profit figure was positively impacted by a $375 million gain from a business sale, while a $575 million charge was reported due to the termination of a fixed-price development program with a foreign government, indicating potential ongoing issues in the defense sector [9]. Industry Outlook - The defense industry may be entering a phase of lower margins as governments negotiate more aggressively over complex and costly technology, which could affect RTX's future performance [10]. Investment Considerations - Despite RTX's stock outperforming the S&P 500 index, investors might have achieved better returns by focusing on companies with greater exposure to commercial aerospace, such as GE Aerospace [12].

Darden Restaurants, Inc. (DRI), headquartered in Orlando, Florida, stands as a prominent operator of multi-brand casual and upscale dining establishments throughout North America. The company oversees well-known chains such as Olive Garden, LongHorn Steakhouse, and The Capital Grille, delivering diverse Italian, steakhouse, and fine-dining options to millions of patrons each year. The company has a market capitalization of $20.83 billion, which classifies it as a “large-cap” stock. Darden’s stock had rea ...

American Electric Power Company, Inc. (AEP), headquartered in Columbus, Ohio, is a prominent electric utility serving customers across multiple states. The company's operations focus on generating electricity from a mix of coal, natural gas, nuclear, and renewable energy sources. The company has a market capitalization of $62.78 billion, which classifies it as a “large-cap” stock. AEP also manages one of the nation’s largest transmission networks, alongside an extensive distribution system. Its subsidiari ...

With a market cap of $43.8 billion, Delta Air Lines, Inc. (DAL) is one of the largest U.S. airlines, providing passenger and cargo air transportation across a broad global network spanning hundreds of destinations on six continents. Headquartered in Atlanta, Georgia, Delta operates multiple hubs and employs roughly 100,000 people. Companies valued at more than $10 billion are generally considered “large-cap” stocks, and Delta Air Lines fits this criterion perfectly. In addition to commercial flights, the ...

Core Insights - Baker Hughes Company (BKR) is a leading energy technology provider with a market capitalization of $49.82 billion, classified as a "large-cap" stock [2] Financial Performance - In Q3 2025, Baker Hughes reported revenues of $7.01 billion, a 1% year-over-year increase, exceeding analyst expectations of $6.83 billion [5] - The adjusted EPS for the same quarter was $0.68, up 3% annually, surpassing the expected $0.61 [5] - Despite strong quarterly results, the stock dropped 3.3% intraday following the earnings report [5] Stock Performance - Baker Hughes shares reached a 52-week high of $51.12 on December 4, down only 1% from that level [3] - Over the past three months, the stock has gained 9.3%, but underperformed compared to the SPDR S&P Oil & Gas Equipment & Services ETF (XES), which increased by 23.3% [3] - In the longer term, the stock has gained 35.7% over the past six months, while the ETF gained 39.3% [4] - Over the past 52 weeks, Baker Hughes' shares rose 18.9%, outperforming the ETF's increase of 3.5% [4] Order Growth - Baker Hughes reported $8.21 billion in orders for Q3, a 23% year-over-year increase, driven by rapid growth in its Industrial & Energy Technology (IET) segment [6] - Notably, the company secured an award from Aramco to expand its integrated underbalanced coiled tubing drilling fleet in Saudi Arabia [6]

Company Overview - Illinois Tool Works Inc. (ITW) is headquartered in Glenview, Illinois, and manufactures engineered fasteners, components, equipment, consumables, and specialty products for diverse industries [1] - The company operates in automotive OEM, welding, food equipment, test and measurement, polymers and fluids, construction products, and specialty segments across more than 50 countries [1] - ITW has a market capitalization of $72.32 billion, classifying it as a "large-cap" stock [1] Stock Performance - ITW's stock reached a 52-week low of $214.66 in April but has increased by 16.1% since then [2] - Over the past three months, the stock has declined by 6.2% due to weaker-than-expected topline results, while the Industrial Select Sector SPDR Fund (XLI) has gained marginally [2] - The stock has underperformed over the longer term, declining by 9.7% over the past 52 weeks but gaining 2.2% over the past six months, compared to the Industrial Select Sector ETF which gained 7.3% and 7.8% over the same periods [3] Financial Results - On October 24, ITW reported mixed third-quarter 2025 results, with operating revenue growing modestly by 2.3% year-over-year (YOY) to $4.06 billion, missing the $4.08 billion estimate from Wall Street analysts [4] - The company's net income per share dropped 28.1% annually to $2.81, although this exceeded the Wall Street analysts' estimate of $2.69 [5] - Excluding divestiture gains from the prior year's period of $1.26, EPS grew 6% YOY [5] Comparative Analysis - ITW's performance is compared with Emerson Electric Co. (EMR), which has seen a marginal increase over the past 52 weeks and an 11.4% gain over the past six months, indicating that ITW has underperformed Emerson Electric during these periods [6] Analyst Sentiment - Wall Street analysts have a consensus rating of "Hold" for ITW's stock, with a mean price target of $263 indicating a 5.5% upside compared to current levels [7] - The highest price target from analysts is $287, suggesting a 15.1% upside [7]

Core Insights - S&P Global Inc. (SPGI) has a market capitalization of $149.6 billion and is a prominent provider of credit ratings, benchmarks, analytics, and workflow solutions across various markets [1] - The company operates through five segments: Market Intelligence, Ratings, Energy, Mobility, and S&P Dow Jones Indices [1] Company Performance - SPGI shares have declined 14.4% from their 52-week high of $579.05 and decreased 10.3% over the past three months, underperforming the Dow Jones Industrials Average, which rose by 4.4% during the same period [3] - Year-to-date, SPGI stock is down slightly, lagging behind the Dow Jones Industrials Average's gain of 11.5% [4] - Over the past 52 weeks, SPGI shares have dipped 5.1%, while the Dow Jones Industrials Average increased by 5.7% [4] - The stock has been trading below its 50-day and 200-day moving averages since mid-September [4] Recent Financial Results - On October 30, SPGI shares rose 3.9% after reporting Q3 2025 adjusted EPS of $4.73 and revenue of $3.89 billion [5] - The Ratings segment revenue surged by 12%, driven by strong bond issuance [5] - The company raised its full-year outlook to 7% - 8% revenue growth and adjusted EPS of $17.60 - $17.85 [5] Market Comparison - Rival Berkshire Hathaway Inc. (BRK.B) has outperformed SPGI, with BRK.B stock returning 12.8% year-to-date and 6.8% over the past 52 weeks [6] - Despite SPGI's underperformance, analysts maintain a "Strong Buy" consensus rating, with a mean price target of $610.43, representing a 23.2% premium to current levels [6]