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RKT beats Q1 estimates on AI & synergies, but Q2 guidance dips. Valuation at $13.94.
MSFT's moat & cash flow align with Buffett's value investing. Despite a YTD dip, it shows dividend growth & buybacks.
Global markets were roiled on Monday by a toxic combination of surging oil prices, rising bond yields and deepening geopolitical strains from the Iran war
HHH beats EPS 70% on strong land sales, but revenue misses. Valuation conservative, Vantage deal on track.
Berkshire bets $2.65B on Delta, a 10x P/E stock. High margins & loyalty drive growth, but fuel costs loom.
CARG revenue meets estimates, but margins dip on AI investment. Buy signal?
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