We’re upping our price target on Costco after another steady quarter fortifies our thesis

The retailer’s fourth-quarter results were mixed, but we have more conviction in Costco’s appeal to shoppers.

Shares of H&M tumbled 7% on Thursday after the world's second-largest listed fashion retailer posted a miss on operating profit.

Our companies' performances were reflective of the S&P 500 firms in aggregate.

Adobe reported third-quarter results on Thursday that beat Wall Street expectations for sales and earnings.

Oracle is projecting higher revenue and capital expenditures as its cloud-computing arm grows.

Investor concerns around the AI boom, coupled with the market's sensitivity to the Fed's next policy move, have caused Wall...

In late 2022, Goldman Sachs began to pivot away from its consumer operations, beginning a series of write-downs related to...