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Hormuz closure strands almost 1,200 cargo ships with $125bn worth of goods
‘Unprecedented’ blockade of the strait raises concerns about the future of global maritime trade, sa...
Why the Next Billion Barrels of Oil Demand Could Come From Storage
The closure of the Strait of Hormuz and the stranding of more than 10 million barrels per day (bpd) ...
Nasdaq closes down more than 2% as global tech sell-off deepens
Global stocks extended losses on Tuesday in a sell-off driven by chipmakers and other tech companies...
BXSL Q1 2026 Earnings Transcript
Brad Marshall: Thank you, and good morning. Looking at the leveraged loan index, spreads widened roughly 50 basis points and returns were down 55 basis points during the quarter. Despite private cre ...
Zoetis Is Today’s Worst S&P 500 Stock. Why the Quarter Is ‘Worse Than It Seems.’
Shares of Zoetis plummeted Thursday, after the animal-health company’s results missed Wall Street expectations and cut its full-year guidance. Zoetis stock sank 20% to $88.94 on Thursday, making i ...
The number of people getting unemployment checks just fell to a 2½-year low. Here’s why.
Is it getting easier to find a job? Maybe. A sluggish U.S. labor market appears to be coming out of its torpor.
BYND slips on soft guidance amid continued plant-based demand weakness
Arm has a ton of chip demand. There’s just one problem.
Arm’s stock was falling, with analysts noting the company hasn’t yet secured manufacturing capacity for all its fresh CPU demand.
Americans are behaving like they’re in a recession, Whirlpool warns
Whirlpool’s stock is sinking as customers dramatically cut back on discretionary appliance purchases.
Sarepta Stock Slumps. Why an Earnings Beat Wasn’t Enough for the S&P 500 Loser.
Sarepta Therapeutics is seeing lower demand for its flagship gene therapy, Elevidys, following a regulatory crackdown.
Here’s Why Aristotle Value Equity Strategy Sold Coterra Energy (CTRA) in Q1
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first ...
TripAdvisor Non-GAAP EPS of -$0.11 misses by $0.04, revenue of $382.4M misses by $2.29M
Saga Partners’ Analysis on The Trade Desk (TTD)
Investment management company Saga Partners recently released its Q1 2026 investor letter. A copy of the letter is available to download here. The portfolio declined 23.0% net of fees in Q1 2026 compa ...
Traders point to suspicious activity in the oil market on Wednesday
Oil contracts worth $1.7 billion changed hands in the hour before an Axios report sent oil prices lower Wednesday. Some experts are calling the spike in activity suspicious.
Multiple Catalysts Prompted Aristotle Value Equity Strategy’s Purchase of Motorola Solutions (MSI)
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first ...