Friday, September 5, 2025

Broadcom's soaring stock is getting cheaper. Here's the math on how that's possible

The most sustainable type of stock rallies are those rooted in upwards earnings revisions. Broadcom has just that.

Thursday, September 4, 2025

Record numbers of retirement savers are now 401(k) or IRA millionaires

Helped by consistent savings efforts and market gains, average 401(k) balances reached fresh highs in the second quarter, according to a Fidelity report.

Wednesday, September 3, 2025

Starbucks takes another step in turnaround, and our wish list for Salesforce earnings

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Stephen Miran, Trump's Fed governor nominee, pledges central bank independence

"Independence of monetary policy is a critical element for its success," Miran said in a prepared statement to the Senate Banking Committee.

Tuesday, September 2, 2025

Airplane leasing world shrinks with $7.4 billion takeover of Air Lease

A group of investors led by Sumitomo Corp and SMBC Aviation Capital are taking Air Lease, founded by aviation mogul Steven Udvar-Házy, private for $7.4 billion.

OpenAI acquires Statsig for $1.1 billion, brings on CEO as applications executive

Statsig will continue to operate independently and serve customers out of its Seattle office, OpenAI said.

Goldman adds Walmart to September ‘conviction list.’ Here’s who else made the cut

The stocks are included in the investment bank's "Conviction List - Directors' Cut" group of buy-rated companies.

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