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Bessent Hints at Big Boeing Order From China. It Isn’t Helping the Stock.
Barrons.com94d agoneutral
Bessent Hints at Big Boeing Order From China. It Isn’t Helping the Stock.

Shares of the commercial aircraft maker were up in early trading, but faded after the open. On Thursday, U.S. Treasury Secretary Scott Bessent told CNBC that he expects “large Boeing orders” from China during President Trump’s state visit to Beijing. Boeing stock was up 1.5% in premarket trading, but gains faded after the open, leaving shares at $233.71, down 2.9%, while the and were up 0.4% and 0.6%, respectively.

How Low Can Lowe’s Stock Go?
Trefis94d agoneutral
How Low Can Lowe’s Stock Go?

Every seasoned investor knows that market shocks are inevitable, but few are prepared for the specific depth of the hit. Historically, across 15 major crises, Lowe's (NYSE: LOW) absorbs an average drawdown of 18% compared to the S&P 500’s average decline of 16%. While the stock often tracks the broader market, certain economic fractures trigger a much steeper trapdoor effect that catches retail investors off guard.

Darling Ingredients (DAR) Surged on Continued Momentum Ahead of RVO
Insider Monkey94d agobullish
Darling Ingredients (DAR) Surged on Continued Momentum Ahead of RVO

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index […]

What Makes Coherent (COHR) a Lucrative Investment?
Insider Monkey94d agoneutral
What Makes Coherent (COHR) a Lucrative Investment?

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index […]

Boston Scientific (BSX) Fell Amid Concerns Over Growth Durability
Insider Monkey94d agoneutral
Boston Scientific (BSX) Fell Amid Concerns Over Growth Durability

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index […]

US Natural Gas Rally Lifted Antero Resources Corporation (AR) in Q1
Insider Monkey94d agobullish
US Natural Gas Rally Lifted Antero Resources Corporation (AR) in Q1

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index […]

Here’s Why Aristotle Core Equity Fund Bets on Tempus AI (TEM), a Healthcare Technology Company
Insider Monkey94d agoneutral
Here’s Why Aristotle Core Equity Fund Bets on Tempus AI (TEM), a Healthcare Technology Company

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index […]

Dow Surges Back Above 50,000
Barrons.com94d agobullish
Dow Surges Back Above 50,000

Stocks opened higher after a pair of healthy economic reports, with the Dow getting a boost to 50,000 from Cisco’s strong earnings. The Dow was up 0.8%, to trade at 50,080.30. The picture for the U.S. economy is positive, with retail sales coming in healthy and jobless claims showing the labor market continues to hum.

CME Group (CME) Gained from Higher Trading Volume
Insider Monkey94d agoneutral
CME Group (CME) Gained from Higher Trading Volume

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

What Makes MSCI (MSCI) a Fundamentally Strong Company?
Insider Monkey94d agoneutral
What Makes MSCI (MSCI) a Fundamentally Strong Company?

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

Amazon.com (AMZN) Plugged After $200 billion Projected Capital Expenditures
Insider Monkey94d agoneutral
Amazon.com (AMZN) Plugged After $200 billion Projected Capital Expenditures

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]