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24,698 signal articles · 235 in last 24h · 117,672 total before filter · latest 26m ago
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Elevance Stock Falls on Medicaid Concerns
The Wall Street Journal34d agobearish
Elevance Stock Falls on Medicaid Concerns

Skittish investors pushed Elevance shares down, as they focused on worries about its Medicaid business. CEO Gail Boudreaux said the insurer’s Medicaid results were roughly what it expected, but the company is leaving the District of Columbia’s Medicaid market and plans to exit others over the next year to 18 months.

Inflation Pressure Strengthens FirstCash (FCFS)
Insider Monkey34d agoneutral
Inflation Pressure Strengthens FirstCash (FCFS)

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for the “Heartland Value Plus Fund”. A copy of the letter can be downloaded here. Small-cap stocks rose in the second quarter, with the Russell 2000® Index increasing 21.49%, outpacing the 15.20% gain for the S&P 500 Index. The artificial intelligence trade continues […]

Johnson & Johnson beats Q2 estimates, raises full-year 2026 guidance
Proactive34d agobullish
Johnson & Johnson beats Q2 estimates, raises full-year 2026 guidance

Johnson & Johnson (NYSE:JNJ) reported better-than-expected second quarter results and raised its full-year 2026 outlook, as strong pharmaceutical sales helped offset headwinds from products facing patent competition. The healthcare company posted adjusted earnings per share of $2.90 for...

Goldman Sachs sends a confident signal
TheStreet34d agoneutral
Goldman Sachs sends a confident signal

A dividend is one of the few promises a company cannot quietly fake. Guidance gets walked back. Buybacks get paused the moment a quarter turns ugly. But a cash payment wired to shareholders every 90 days is a firm putting real money behind its own story, quarter after quarter, with nowhere to hide. ...

Five cloud business groups urge EU interim measures against Broadcom
Reuters34d agoneutral
Five cloud business groups urge EU interim measures against Broadcom

The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other ‌trade groups to urge EU antitrust regulators to suspend some ‌business practices of U.S. chipmaker Broadcom, according to a joint letter seen by Reuters. CISPE , which ​has nearly 50 members across Europe and counts Microsoft and Amazon as associate members,  in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which ‌it acquired in 2023.

California sends Tesla a message with its new EV rebate
TheStreet34d agoneutral
California sends Tesla a message with its new EV rebate

Every incentive comes with a message. There's the money, the part that shows up in your bank account. And there's the meaning underneath it, the quiet signal about who a government wants to help and who it would rather push to the back of the line. Electric vehicles have had a rough year. ...

Morgan Stanley Q2 Earnings Call Highlights
MarketBeat34d agoneutral
Morgan Stanley Q2 Earnings Call Highlights

Morgan Stanley (NYSE:MS) reported record second-quarter 2026 results, with executives citing strong client activity across institutional securities, wealth management and investment management, as well as continued benefits from the firm’s integrated business model. Chairman and Chief Executive Off

Johnson & Johnson Q2 Earnings Call Highlights
MarketBeat34d agoneutral
Johnson & Johnson Q2 Earnings Call Highlights

Johnson & Johnson (NYSE:JNJ) raised its full-year 2026 outlook after reporting second-quarter sales growth that management said was supported by strength in Innovative Medicine, new product launches and a broad portfolio that helped offset continued pressure from STELARA biosimilar competition.

Morgan Stanley Mulls Acquisitions
The Wall Street Journal34d agoneutral
Morgan Stanley Mulls Acquisitions

Morgan Stanley is mulling using its pile of excess capital for acquisitions. “Are we seeing opportunities come across the transom that are interesting? We are. Are we potentially looking at stuff that could bolt on to the strategy? We are, but I would tell you right now, the bias continues to be to go organic,” said CEO Ted Pick, referring to organically growing the firm, during a call with analysts.

Morgan Stanley’s Wealth Division Got a Boost From Big IPOs, Too
The Wall Street Journal34d agoneutral
Morgan Stanley’s Wealth Division Got a Boost From Big IPOs, Too

The historic SpaceX initial public offering was good for Morgan Stanley’s investment banking division. The firm’s wealth division also got a boost from IPOs. Morgan Stanley’s wealth division raked in $148 billion in net new assets in the second quarter, over half of which the firm said was related to IPOs of companies that use the firm’s workplace investing platform.