Jack Hough

UnitedHealth generates triple the free cash flow of CVS, whose pharmacies and MinuteClinics didn’t deliver the hoped-for profit bonanza.

PepsiCo and other snack stocks are suffering as households cut costs. Why tiny Utz Brands looks like a better buy.

The manager of the Global Select Equity Strategy looks for high margins, cash generation, competitive advantages, and a long runway of growth.

AppLovin has a funny name, it hasn’t been around very long, and its stock has soared $100 in a month. And its AI is getting smarter, which has allowed it to begin dipping its toes into e-commerce.

The chip maker gets 75% of its revenue through smartphones, a big if mature market. To boost its multiple, Qualcomm has to convince investors that it can bring more AI to the devices through so-called edge computing. That’s a tough sell.

Intel might have just taken the lead. With the sudden departure this week of CEO Pat Gelsinger, and shares down 52% year to date, the company is an early favorite for Ugliest Turnaround Attempt of 2024.

Intel might have just taken the lead. With the sudden departure this week of CEO Pat Gelsinger, and shares down 52% year to date, the company is an early favorite for Ugliest Turnaround Attempt of 2024.

Google introduced a new quantum computing chip this week that is faster than a supercomputer by the age of the universe. It may be the next big thing, so you need at least to know a few key concepts.

Nike stepped in something, and it stinks. After decades of stellar sales and stock performance, the company has slipped into decline, and shares, which peaked above $175 just over three years ago, have collapsed to $77. “ Nike second derivative deterioration is a negative,” writes UBS analyst Jay Sole.

Nike stepped in something, and it stinks. After decades of stellar sales and stock performance, the company has slipped into decline, and shares, which peaked above $175 just over three years ago, have collapsed to $77. “ Nike second derivative deterioration is a negative,” writes UBS analyst Jay Sole.