Market News Feed

The Global Race to Crack China’s Battery Dominance

On the new season of Bloomberg Primer, see the frenzied contest in the US and elsewhere to catch up, and the new discoveries being made along the way.

Evolution Petroleum: Cashing In On Recent Acquisitions

Restrictions on obesity drug coverage force patients to pivot

Twelve million people lost coverage for Zepbound over the last year. The same number of people lost coverage for Wegovy, according to an analysis by GoodRx, a drug discount website.

Medicare vs. HSA: the costly mistake to avoid at 65

Americans approaching Medicare eligibility face a critical and often misunderstood decision: when to stop contributing to a health savings account (HSA). The issue has taken on greater urgency as more workers delay retirement, keep employer coverage past age 65 and rely on HSAs as a key ...

Cardinal Energy: Robust Fundamentals, Growth Prospects, Valuation Confirm A Buy

Billionaire investor files fraud lawsuit against Trump crypto venture and claims it’s on ‘verge of collapse’ | The Independent

submitted by /u/Next_Tower5452 [link] [comments]

United CEO Sidesteps Merger Topic, Says Assets of Interest

United Airlines Holdings Inc. Chief Executive Officer Scott Kirby sidestepped questions about a potential merger with American Airlines Group Inc. while acknowledging that the current climate of high costs and struggling rivals might offer opportunities for deals.

SunPower raises $41M through convertible notes offering

Syntax completes SAP transformation for Rio2

Anheuser-Busch invests in U.S. manufacturing as it retains its strong market share lead

‘This Is a Little Bit of a Middle Finger, Isn’t It?’: Ken Coleman Confronts Wife Hiding Debt From Her Husband

Apple: The CEO Transition Is A Multiple Compression Catalyst

GE Vernova stock soars 8% on strong quarter, guidance raise

Reckitt Benckiser Group plc (RBGLY) Q1 2026 Sales/Trading Call Transcript

S&P 500 Climbs on Ceasefire Extension, Tech Tailwinds amid Improving Sentiment

BrightSpire raised to Buy at BTIG on earnings, portfolio growth outlook

Beyond the desecrated statue: What truly demands our outrage

Destruction of a statue of Jesus in Lebanon is disturbing, but Israel’s genocide is what really demands our outrage.

Baird Small/Mid Cap Growth Q1 2026 Commentary

Municipal Market Quarterly Update - Opportunity Building In Municipal Bonds Amid Market Volatility

Broadcom expands collaboration with Google Cloud

Medicare delays GLP-1 coverage plan; interim program extended

Uzbekistan launches tax-free crypto mining hub to attract foreign investment

Uzbekistan's tax-free crypto mining hub could boost foreign investment, renewable energy use, and employment, reshaping its economic landscape. The post Uzbekistan launches tax-free crypto mining hub to attract foreign investment appeared first on Crypto Briefing.

Is TRV a diamond in the rough?

So I've been running stocks through a fundamental screen in my spare time, basically just looking for solid businesses that seem mispriced. Travelers popped up and honestly my first reaction was "boring, skip." Stuck with it anyway and I'm glad I did. Here's what stood out: ROIC: 19.6% (5yr avg was 11.9%, so it's trending up which is a good sign) FCF margin: 27.2% Net margin: 15.5% Revenue growing at about 9.8% a year over 5 years P/E: 9.1x My DCF puts fair value around $415, stock is sitting at ~$301 9.1x earnings for a business this consistent feels low to me. The gap between price and my fair value estimate is about 37%. Then they reported Q1 last Thursday and the numbers were actually pretty good. EPS of $7.71 vs consensus of $6.80. Revenue $11.92B vs $11.11B expected. They also bumped the dividend 14% and announced a $5B buyback. Stock did basically nothing after. Still hanging around $300. I get why insurance doesn't get a lot of love. Cat risk is real, one bad hurricane season can blow up a year of earnings, and there's a longer term question around whether climate change makes the whole underwriting model harder over time. Those are legitimate concerns. But like... this company has been around since 1853. They've priced risk through literally everything. Their combined ratio has been solid and consistent. At some point the valuation has to reflect that. Two things I'm still not totally sure about. The gross margin is 32.9% which looks low but I think that's just normal for P&C insurance and I want to make sure I'm not benchmarking it wrong. Also the ROIC jump from 11.9% average to 19.6% recently could mean genuine improvement or just a good underwriting cycle. That distinction matters for whether this holds up. Anyone here follow insurance closely? Curious how you're thinking about cat risk going into hurricane season and whether the dividend raise reads as confidence or just capital management. Would love to know what I'm missing. submitted by /u/HotDoor4125 [link] [comments]

Jobs to go as Simply Good Foods tackles costs