General Investing

CoreWeave stock fell 25% last week to $61 as its 2032 bonds traded near 79.5 cents. Its Q2 interest bill of $640 million already dwarfs operating income.

Cognizant stock rose 12% last week to $66 without a fresh earnings update. At 10.87x earnings, it still trades 22% below its average since 2023.

Bumble stock jumped 134% in two sessions on a $6.05 cash bid. With the vote already locked by written consent, about 2% is all the upside left now.

Apple’s robot HomeView is a year behind its 2024 plan, and it lands in a segment that has shrunk three years running. Price will decide whether it matters.

Fair Isaac stock jumped 16% in a week without a clear fresh catalyst. Analysts kept cutting targets anyway, and the model says the easy upside is gone.

Can high yield offset slowing growth? PepsiCo and Philip Morris go head-to-head for the top 20-year dividend spot.

Circle is pushing into about 40 emerging markets as stablecoin use grows. See what the expansion means for Circle stock and USDC.

EU regulators back Eli Lilly’s Foundayo weight-loss pill. See what it means for Eli Lilly stock as it races Novo Nordisk in obesity drugs.

CoreWeave’s CEO has sold nearly $1B in stock since the IPO. See what it means for CoreWeave stock as debt and spending worries grow.

The FAA may approve the Boeing 737 MAX 10 next week. See what it means for Boeing stock, its cash flow and the recovery still ahead.

SpaceX’s spectrum deal is a big step toward Starlink Mobile, but a true rival to AT&T, Verizon and T-Mobile will take billions more.

Berkshire Hathaway now has over $900M in Bending Spoons after a new $330M stake. See what it means for Berkshire Hathaway stock and its cash plans.

Blue Origin is expanding Florida launch pads to rival SpaceX. See what the challenge means for SpaceX stock and its lead in launch.

iPhone Duo preorders sold out fast, with deliveries slipping into January. See what the demand surge could mean for Apple stock and iPhone revenue.

U.S. officials pressed China on market access for Mastercard and Citigroup. See what it could mean for Mastercard stock and its China plans.

ExxonMobil signals a $4.5B refining profit boost for Q3. See what higher margins and weaker upstream earnings mean for ExxonMobil stock.

Boeing sales chief Brad McMullen retires in December. See what the leadership change means for Boeing stock amid its commercial recovery.

A US appeals court tossed the class action over Tesla’s self-driving claims. See what it means for Tesla stock as the lawsuit stays open.

Taiwan Semiconductor stock faces a supply crunch as AI chip demand outpaces capacity. See what Q3 results and fab plans mean for investors.

Will steady monthly payouts beat booming oil profits over a 20-year hold? Chevron and Realty Income go head-to-head.

Is higher yield worth the risk when cash flow stays flat? Compare Verizon and PepsiCo to see which dividend stock wins for the long haul.

Kraft Heinz edges out Pfizer for a 10-year holding period by offering a higher 7.2% yield backed by stronger free cash flow coverage.

PepsiCo pays $470 a year on $10,000 today, and Chevron pays $340. Over 20 years, the size of the check is only half the question.

Boeing’s top jet salesman is retiring as about $27.5 billion of 737 and 787 costs sit on its balance sheet. CFO Jay Malave says those balances start leveling off next year, while the 777X keeps absorbing cash until 2029.

Duke pays more now, but over 20 years Coca-Cola’s dividend growth catches up around 2044 and wins on balance sheet strength.

Kinder Morgan’s dividend has more coverage, but Realty Income starts bigger and grows faster.

Target’s dividend has more room behind it, but PepsiCo’s bigger check starts so far ahead that it takes until about 2039 for Target to catch up.

AbbVie raises its dividend faster, but over 10 years Altria’s bigger check pays more than twice as much.