RBA

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?

NextEra eyes Dominion for $66B deal, forming a $400B utility titan. Traders watch valuation.