Jack Hough

The slumping airline has an activist investor and a new CEO, with plans to cut costs and expand premium service. Wall Street has given it a second look. The problems: Competition is fierce, and profitability will take time.

Why J.P. Morgan is bullish on Royal Caribbean but wary on Six Flags. Plus, Walt Disney’s mixed outlook.

Fresh from a great run at Chipotle, Niccol now faces the daunting task of speeding up service at Starbucks. Success may already be priced into the stock.

Pot businesses are confined to within their states, can’t get stock listings, and are heavily taxed. The result, in some states: state-approved pot shops in a sea of thriving illegal ones.

Sallie Mae deals strictly in private student loans, which have traditional underwriting disciplines and whose loss rates are generally lower than credit cards. BofA Securities thinks the stock could rise 24% over the coming year.

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.