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…
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…
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…
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…
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…
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…
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…
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…
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…
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…