As expected, the Fed announced a cut to interest rates yesterday. We'll go through that and look at the forecast for 2026.

Three months ago, Oracle announced a massive cloud computing contract. That contract seemed to catapult the company into the mega-tier of top AI cloud providers. But the story is turning out to be rocky.

The current PE multiple on Tesla is well above 200x. That's about 10x larger than its other large cap brethren. However, the Tesla story is complicated these days. It's not just about selling cars.

Berkshire Hathaway is still the 9th largest stock in the market. So even though the "oracle of Omaha" is retiring, it's still important for our radar. We'll take a look at the latest.

Home Depot held an analyst day for Wall Street. Unfortunately their outlook reflected an uncertain consumer environment.

Not willing to ride off quietly into the sunset, Paramount Skydance is making a tender offer for WBD shares. This is after losing the "official" auction to Netflix last week. This has big implications for the media landscape in general.

Consumer stocks are under pressure this morning, due to some negative analyst comments on PG. But we'll also take a broader look at the retail space in general.