Population is the most seductive number in business. It looks like a customer list before anyone has spent a dollar. For most of the past 15 years, that logic decided where American technology companies planted flags. Find the countries with the most people and the youngest median age, arrive early, and wait for incomes to
Aon’s largest-ever acquisition adds $17 billion in borrowed funds, and the deal’s earnings payoff is not immediate. Shareholders who had counted on steady buybacks and predictable earnings growth are now facing a very different capital allocation picture. Aon confirmed on August 31, 2026, that it will acquire USI Insurance Services from private equity firm KKR
The dividend ETF world has its usual suspects. If you ask investors to name a dividend ETF, chances are you will hear the same handful of tickers. VIG, VYM, DGRO, and SCHD have earned their place as household names. But familiar does not always mean best. The Schwab US Dividend Equity ETF (SCHD), the one
Eli Lilly (LLY) has spent the last two years as the company everyone points to when they talk about weight-loss drugs. That reputation made it the most valuable pharmaceutical company in the world. It also created a problem the company now seems eager to solve. On August 31, Lilly agreed to buy Merida Biosciences for
Stocks have had a run that has made even seasoned investors a little giddy. Now one of Wall Street’s most closely watched voices is telling everyone to temper expectations before the next 12 months unfold. Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer has built a reputation for calls that age well. His latest one
There was a time when you couldn’t walk through an airport, a grocery aisle, or a high-end gym without seeing the brand’s iconic logo. Lululemon Athletica Inc. (LULU) didn’t just sell activewear; it sold an aspirational uniform that seemed entirely immune to the laws of retail gravity. Lululemon once traded like a company that could
The S&P 500 has delivered double-digit gains in 2026, and the rally has outlasted every warning thrown at it so far. One of Wall Street’s most closely tracked positioning gauges is now flashing a different signal. Bank of America’s proprietary Bull & Bear Indicator has remained in sell-signal territory since May 2026, with July weekly
One crazy thing I have learned from technology companies is that the first narrative is rarely the final one. Cybersecurity has proved that. When AI took the podium and every headline, the fear was that it would eat into the very businesses built to defend against increasingly sophisticated threats. For a while, it looked like
ProShares S&P 500 Dividend Aristocrats ETF (NOBL), barely moved on September 1 while the broader market sold off hard. Wall Street’s first trading day of September turned into a rout, and the fund’s calm stood out against it. The selling followed a fresh escalation between the United States and Iran that pushed oil prices sharply
Wall Street’s most recognizable stock commentator just made a call. He wants a company to announce the biggest share repurchase in corporate history. That company is already buying back tens of billions of its own stock. Jim Cramer made the case on “Mad Money” on Sept. 1. He argued that Nvidia should begin a $500