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Power generation provides the charge for Caterpillar
You probably know Caterpillar (NYSE: CAT) as the world’s biggest maker of construction machinery. But that business is suffering from high tariffs, and it’s power generation for data centers that is boosting the company now. As you’re no doubt aware, data centers are mushrooming around the world in a race to develop artificial intelligence. As […]
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Has Fair Isaac hit a boulder, or just a speed bump?
Fair Isaac (NYSE: FICO), the credit analytics juggernaut founded 70 years ago by engineer William Fair and mathematician Earl Isaac, has seen its stock hit the skids in recent weeks. But it’s unclear how much trouble the company itself faces. The stock has plunged 39% since May 19. On May 21, Federal Housing Finance Agency […]
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Hyatt’s move into franchise model is on the right track
Hyatt Hotels (NYSE: H) is continuing to transform how it does business, as the company enters its seventh decade. Its current strategy mirrors its larger competitors who have shifted some of the risk and financial responsibilities to their franchise owners. Hyatt has also shed some of its properties, while adding marquee names such as the […]
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Graham Holdings could divest assets to reap rewards
Unlike some other conglomerates, Graham Holdings (NYSE: GHC) is not a household name. But some of its assets, such as its television stations, are well known to both consumers and shareholders. In addition to several TV stations, the company’s portfolio includes eight auto dealerships. Some of those assets could be shed to generate more value […]
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Adobe’s stock has slumped, but its AI capabilities have potential
Adobe (NASDAQ: ADBE), the content creation company famous for its Photoshop and Acrobat products, is making a hard push into artificial intelligence. So far the stock market isn’t giving the company much credit for that. The stock has tumbled 36% over the past 12 months, despite buoyant earnings. Sales surged 11% to $5.87 billion in […]
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Spotify stumbles, but may come back strong
Spotify Technology (NYSE: SPOT) shares took a 12% dive Tuesday, after a disappointing earnings report for the world’s biggest music-streaming platform. But its future still appears bright, with plenty of room for Sweden-based Spotify to expand. The stock is still up 96% over the past 12 months and has rebounded 5.3% from Tuesday. As for […]
