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Argus has increased its price target for Albemarle Corp. to $230 from $185, while maintaining a Buy rating, based on an expected recovery in lithium pricing and earnings over the next two years. The company's shares have outperformed the S&P 500, gaining 23% in the last three months, driven by the s

Wynn Resorts reported strong Q1 2026 results with increased revenue and net income, alongside a reaffirmed quarterly dividend. The company is also undertaking significant growth projects, including "The Enclave" tower in Macau and continued investment in Wynn Al Marjan Island in the UAE. These

RTX is investing $26.5 million to expand its Florida facility to accelerate the production of upgraded commercial aviation radars. This investment is part of a larger $438 million FAA contract awarded to RTX subsidiary Collins Aerospace, aiming to replace over 600 outdated air traffic control

Swiss Life Asset Management Ltd significantly increased its stake in Edison International (NYSE:EIX) by 275.2%, purchasing 479,959 additional shares, bringing its total to 654,359 shares valued at $39.3 million. This comes as Edison International reported better-than-expected quarterly earnings

Generali Asset Management SPA SGR significantly increased its stake in Truist Financial Corporation, boosting its holdings by 70.1% to 103,315 shares valued at approximately $5.08 million. This increase follows Truist Financial's strong quarterly results, which surpassed analyst expectations for

Becton Dickinson has released its latest quarterly results, reporting approximately $4.7 billion in revenue and adjusted earnings per share of $2.10 for the quarter ended March 31, 2026. The company reiterated its full fiscal year 2026 revenue guidance with

Oppenheimer Asset Management Inc. significantly increased its stake in Equifax by 39.9% in the fourth quarter, holding 34,056 shares valued at $7.39 million. This move comes as Equifax reported strong Q1 2026 earnings, beating analyst estimates for EPS and revenue, and provided optimistic guidance f

Christine Messmer PC adds 62,082 Verizon shares (14th largest holding). Despite insider sales, analysts keep a Moderate Buy; Q1 EPS beat and positive FY2026 guidance. Institutions hold a large stake; insider sentiment varies.

Principal Financial Group Inc. increased its stake in Delta Air Lines (NYSE:DAL) by 2.5% in the fourth quarter, holding 720,421 shares valued at approximately $50 million. Other hedge funds also adjusted their positions, with institutional investors now owning almost 70% of Delta's shares. The

ONEOK Inc. shares are trading around $86 after a strong Q1 2026 earnings report showed significant revenue growth. Analyst sentiment is mixed, with some reiterating "outperform" ratings and raising price targets, while others have downgraded the stock due to valuation concerns, despite solid

Gateway Investment Advisers LLC significantly reduced its stake in TopBuild Corp. (NYSE:BLD) by 59.7% in the fourth quarter, selling 9,399 shares and retaining 6,336 shares valued at $2.64 million. Despite the institutional selling, TopBuild reported strong Q1 results, with EPS of $3.75 and

Georgia Power has filed an RFP for 2,000MW – 6,000MW of new dispatchable capacity resources, including thermal generation, energy storage, and battery storage-plus-renewables, to meet projected needs for 2032-2033. The utility is also seeking approval for an additional 385MW of supplemental solar re

Fastenal Co. reported mixed first-quarter 2026 results, beating earnings expectations but showing only modest top-line growth. The industrial distributor's stock fell due to investor concerns about margin pressure and a cautious industrial outlook for the remainder of 2026. Despite this, the

PFA Pension Forsikringsaktieselskab has made a new significant investment in Otis Worldwide Corporation (NYSE:OTIS) during the fourth quarter, purchasing 557,404 shares valued at approximately $49 million. This investment makes PFA Pension Forsikringsaktieselskab the owner of 0.14% of Otis Worldwide

Mountain Hill Investment Partners Corp. reduced its stake in NVIDIA Corporation (NASDAQ:NVDA) by 11.8% in the fourth quarter, selling 6,250 shares and retaining 46,660 shares valued at $8.7 million. Despite this sale, NVIDIA remains a significant holding for the firm, constituting about 6.2% of

Texas AG Paxton wins a ruling finding Live Nation and Ticketmaster liable for monopolizing ticketing and live-entertainment markets; remedies and penalties are pending, with Texas seeking restitution and breakup to restore competition.
Abstract: This item reports that Attorney General Ken Paxton announced a major legal victory by obtaining a New York federal court finding that Live Nation Entertainment Inc. and its Ticketmaster subsidiary violated antitrust laws by monopolizing the ticketing and live entertainment markets. The 2024 suit, brought as part of a multistate coalition, contends that the merged entity used its post-merger dominance to suppress competition, reduce consumer choice, and impose inflated fees. Remedies and penalties have not yet been determined; Texas is pursuing restitution and structural remedies intended to unwind monopolistic power and benefit consumers.

National Health Investors (NHI) reported strong Q1 2026 results with higher sales, revenue, and earnings, and declared a $0.92 dividend. The company is actively reshaping its portfolio by selling skilled nursing assets and investing in private-pay senior housing, which could significantly alter its

Delta Air Lines is facing criticism for its "show your credit card" policy, which requires passengers to present the physical credit card used for booking at the check-in counter. This rule recently caused frustration for a passenger whose spouse, for whom the flight was booked, could not check in b

CenterPoint Energy and Entergy reported minimal power outages in the Houston area on Monday after overnight thunderstorms. CenterPoint stated 97.5% of its customers maintained power, with early reports showing fewer than 6,000 outages, primarily in Cypress. Crews were pre-positioned to respond

Applied Materials stock nears record highs on AI-driven demand for semiconductor equipment; Morgan Stanley raises target to $454 on AI infra momentum and higher margins; May 14 earnings will show if the rally continues.
The analysis notes AI-driven demand for semiconductor manufacturing equipment pushing AMAT stock higher, with Morgan Stanley lifting its price target to $454 on momentum and potential margin gains; the May 14 earnings report will indicate whether the rally is sustainable.