big picture
Coterra shifts its view on oil, again. Here are our 3 takeaways as investors in the stock
Albert Wagner
Coterra Energy is refocusing on oil. CEO Thomas Jorden shared the company’s decision not to reduce its oil rig count ...
6 portfolio names pledged to make big U.S. investments since Trump 2.0
Craig Fedirighi
Many of the biggest U.S. companies have pledged to invest trillions of dollars in the United States since President Donald ...
Nvidia, tariffs make for a confusing market. Here’s my advice for investors
Lawrence Booth
“My pathway led by confusion boats / mutiny from stern to bow.” That phrase, from Bob Dylan’s 1964 classic, “My ...
Apple, Microsoft valuations get a pass. Nvidia does not but should
Lawrence Booth
We don’t care at which price Apple trades. When it was at $165 per share not that long ago, we ...
