News That Makes You Money

news· October 17, 2026 at 8:06 PM ET

Oracle AI Capex Surge: Cash Burn Risk Through 2030

Oracle shares sit near $130, down 33% on the year as aggressive artificial intelligence infrastructure spending outstrips operating cash flow. Investors are weighing whether surging capital expenditures will pressure long-term performance relative to broader market indexes.

Housing & mortgages: Rate and housing policy spill into builders, small-caps, and REITs.

news· October 17, 2026 at 7:14 PM ET

J. M. Smucker Valuation in Focus: Assessing Shares After Rally

J. M. Smucker ($SJM) has drawn fresh valuation focus following recent share gains, closing at $127.43 as of Tuesday, October 14, 2026. Investors are weighing the recent equity run against fair value estimates and ongoing deleveraging targets around the US$1.1 billion free cash flow level.

If valuation debates persist around , watch because free cash flow near the $1.1 billion mark underpins ongoing deleveraging efforts and dividend sustainability.

news· October 17, 2026 at 6:50 PM ET

Greg Abel Berkshire Portfolio Moves: Alphabet and Delta Stakes

Greg Abel's portfolio adjustments at Berkshire Hathaway (BRK.B) reveal major additions to Alphabet (GOOGL) and Delta Air Lines alongside massive share buybacks. This shift highlights how Berkshire's leadership manages massive capital deployment following Warren Buffett's transition.

If Berkshire Hathaway continues scaling its mega-cap tech exposure under Abel, watch Alphabet for institutional accumulation signals. Monitor Berkshire Hathaway ($BRK.B+WL) buyback execution levels as a gauge of internal valuation discipline.

news· October 17, 2026 at 6:11 PM ET

Nvidia vs. AMD Margin Analysis: AI Earnings Resilience Explored

As artificial intelligence semiconductor competition intensifies, investors are weighing earnings resilience between NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices. Margin durability under potential revenue stress highlights divergent structural profitability profiles across high-end accelerators.

If maintains superior operating leverage relative to semiconductor peers, watch because its 66.2% operating margin offers a robust buffer against potential margin compression.

news· October 17, 2026 at 4:30 PM ET

Charles Schwab CEO Says AI Traders Hold More Cash

Charles Schwab Corp. President and Chief Executive Officer Rick Wurster reported during the third-quarter earnings call that retail clients utilizing artificial intelligence for trading maintain higher cash balances rather than draining brokerage liquidity. The stock closed down 2.73% at $94.16 on Thursday before edging 0.21% higher in Friday premarket trading.

If Charles Schwab maintains resilient retail liquidity amid automated platform integrations, watch the firm's transactional cash yield strategy for steady margin support.

news· October 17, 2026 at 3:44 PM ET

Regeneron Reports Q3 Revenue and Dupixent Profit Growth

Regeneron Pharmaceuticals reported $4.3 billion in revenue, up 17% year-over-year, alongside a 38% increase in global Dupixent sales to $6 billion. While older Eylea formulations faced declines, robust collaboration profits underscore the company's valuation pivot.

Drug pricing & pharma: Pricing rules, -1, and actions hit large-cap pharma and PBMs/insurers.