Salesforce, Adobe, and ADP have collectively authorized $56 billion in software stock buybacks over the past five months, a coordinated signal from management that beaten-down share prices represent value, even as the broader AI disruption narrative continues to weigh on the sector. CompanyTickerBuyback Size% of Shares OutstandingConsensus RatingAvg. Price Target…

Marvell Technology earnings results were the clearest catalyst for a sharp end-of-month rally, with the stock going parabolic into its May 27 report and the broader market following tech higher to close out May on a strong note. MetricValue MRVL Q1 FY2027 Revenue$2.418B (+28% YoY) Non-GAAP EPS$0.80 per diluted share…

Synopsys analyst price targets moved higher after the company’s fiscal Q2 2026 earnings report, even as SNPS shares fell 8.6% on the session, creating one of the sharper post-earnings divergences in the EDA sector this year. The disconnect reflects a market that looked past the headline beats and focused squarely…

The Palomar Gray Surety acquisition closed February 2, 2026, and the combined business is already reshaping how investors read PLMR’s balance sheet after a quarter that saw gross written premiums jump 42% to $629.8 million. MetricQ1 2026Q1 2025 Gross Written Premiums$629.8M$442.2M Total Revenue (ex-interest)$278.9M$174.6M Adjusted Net Income$63.1M (+23%)~$51M GAAP Diluted…

The 737 MAX production rate at Boeing (NYSE: BA) cleared 47 jets per month this week, following FAA sign-off and a landmark 200-aircraft order from Chinese airlines, two catalysts that are reshaping the bull case for the stock. MetricValue Current 737 MAX rate (authorized)47/month Next rate target52/month (early 2027) China…

The Micron UBS price target raise from $535 to $1,625 on May 26 sent MU up nearly 20% the next session and pulled the entire semiconductor sector higher, but not every name dragged along deserves the ride. TickerEvent / MetricKey Number MUUBS price target raise$535 → $1,625 (+204%) MUMarket cap…

When the Pentagon decided it was done waiting for the missile supply chain to fix itself on a chilly January morning, L3Harris’s stock jumped more than eleven percent before the market even opened. This is unusual for a defense contractor. The transaction, which is valued at $1 billion in convertible…

In international finance, there is a certain type of silence that comes at a cost. The Tax Justice Network claims that this cost amounts to about $475 billion in corporate taxes lost between 2016 and 2021 as a result of what they characterize as a global gag order supported by…

There’s something almost quiet about the way Iran’s economy has come undone. Not sudden, not dramatic in the cinematic sense, but a slow grinding loss of footing that began long before any missile hit a Tehran rooftop. People who knew the country well saw it coming for years. They watched…

These days, department stores have a certain kind of silence that, once you hear it, you never forget. The racks are full, the lighting is bright, and hardly anyone is making purchases when you walk through the second floor of any sizable mall in a mid-sized American or European city.…

Bankers have been waiting for something that never seemed to come for the majority of the last 20 years. a wave of mergers within their own sector. Dealmakers on the upper floors of Manhattan towers created pitch books every year, but most of them were never used because of stricter…

Folded inside a proxy filing, surrounded by vesting tables and the meticulous, almost surgical language compensation committees prefer, the number arrived as these numbers always do. $13.6 million. Nine months of labor. The new CEO of Duke Energy, Harry Sideris, was seated in front of every reporter in the Carolinas…