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Monster Beverage (MNST) just earned another vote of confidence from Wall Street, and the reasoning behind it tells investors more than the new price tag does. Morgan Stanley lifted its target on the energy drink giant and kept its bullish rating in place. The size of the increase is small. The argument supporting it is […]

While Yum Brands has been pursuing a sale of the Pizza Hut Brand, the struggling pizza purveyor has been sued by one of its largest franchise operators. Chaac Pizza Northeast, which operates more than 110 Pizza Hut locations across New York, New Jersey, Maryland, Pennsylvania and Washington, D.C., has sued Yum Brands for $100 million

As if flying weren’t expensive enough, American Airlines’ recent policy change might feel like adding fuel to the fire for certain passengers.  Earlier this year, the major U.S. air carrier joined other airlines in raising baggage fees by roughly $10 due to skyrocketing fuel prices. But why raise bag fees instead of base ticket fares

Salesforce (CRM) gave investors plenty to cheer in its latest quarter, then handed the doubters something, too. The software giant cleared its earnings bar with room to spare, kept its artificial intelligence story moving, and watched its stock recover ground after a brutal year. One Wall Street firm still isn’t sold. Its warning hangs over

At some point in retirement, you look at your wallet and wonder why you still have so many credit cards. If you are not using them, closing them feels like the responsible move. Sometimes it is. Sometimes not. “I’ve worked with retirees for over 20 years, and the ones who close old credit cards almost

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O’Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how AI workloads

Apple rarely invents a market. It waits. The company lets someone else take the risk, watches a category mature, then walks through the front door and takes the customers. By the time the incumbents understand what is happening, the fight is already over. Look at what happened to the wristwatch. When Apple shipped the first

Most traditional finance companies treat crypto as a side project. They run a pilot, publish a press release, and move on. Mastercard (MA) has spent the past two months doing something harder. First, it spent up to $1.8 billion to buy a stablecoin firm. Then it got licensed to handle digital assets in New York,

Broadcom reports fiscal second-quarter earnings on June 3. The bar is high. The stock is up 80% over the past year and trades at 37 times forward earnings. One of the most respected semiconductor analysts on Wall Street just looked at all of that and said the company is likely to clear it anyway. His

As inflation continues to pressure household budgets, dining out has become increasingly expensive for many customers. What was once a routine family outing is now often viewed as a discretionary expense, forcing restaurants to compete harder for every visit. The restaurant industry is facing a challenging environment marked by softer consumer spending, rising labor and