Could Tariffs Go Still Higher Despite the Supreme Court Ruling?
The Trump administration has other ways to keep tariffs high—if the president has the patience for the bureaucracy involved.
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/cloudfront-us-east-1.images.arcpublishing.com/morningstar/DZEDEORGTFD3LHOHW53OJBRLIU.jpg "Blue Owl")
Company Earnings
After Earnings, Is Coinbase Stock a Buy, a Sell, or Fairly Valued?
Walmart Earnings: Growth In Digital Buoys Margin Amid Consumer Trade-Down
Ahead of Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
After Earnings, Is Albemarle Stock a Buy, a Sell, or Fairly Valued?
Palo Alto Earnings: We See Continued Traction on Platformization
Sabre Earnings: Accelerating Air Volumes and AI Strategy Calm Investor Concerns
After Earnings, Is Coca-Cola Stock a Buy, a Sell, or Fairly Valued?
Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?
After Earnings, Is Ford Stock a Buy, a Sell, or Fairly Valued?
PG&E Earnings: State Wildfire Policies and Regulatory Support for Growth Plan Are Key in 2026
Coinbase Earnings: Weak Cryptocurrency Prices Lead to Lower Trading Volume and Net Losses
Arista Earnings: AI Keeps the Beats and Raises Coming and Gives Investors Opportunity
Applied Materials Earnings: Hop Aboard the AI Spending Rocket Ship
Albemarle Earnings: Shares Sell Off Despite Strong Profit Growth Outlook Above Consensus
Cisco Earnings: AI Orders and Profitability Look Strong Despite Second-Half Choppiness
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Market Insights
Market News
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- Tariffs costs and refunds take the spotlight as Home Depot, TJX and other retailers report earnings this week
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Company Reports
- AIAir Liquide SA
Air Liquide on Track to Deliver Its 2027 Operating Margin Targets
- Rating
- Price
- €175.56
- Fair Value
- €875.00
- Uncertainty
- Low
- Economic Moat
- Wfr
- Capital Allocation
- Lwmsjhnn
- ENTGEntegris Inc
Entegris Is Poised for Long-Term Growth on Rising Global Semiconductor Production and Advanced Chips
- Rating
- Price
- $134.49
- Fair Value
- $226.00
- Uncertainty
- High
- Economic Moat
- Hwh
- Capital Allocation
- Dyxblljz
- QQnity Electronics Inc
Qnity Well Positioned To Benefit From Long-Term Growth in Semiconductors and Electronics
- Rating
- Price
- $113.49
- Fair Value
- $252.00
- Uncertainty
- High
- Economic Moat
- Mdvhpg
- Capital Allocation
- Gqgqqldyv
- CCOICogent Communications Holdings Inc
Cogent Progress Remains Disappointing, but Its Assets Have Value
- Rating
- Price
- $18.50
- Fair Value
- $39.00
- Uncertainty
- Very High
- Economic Moat
- Glrwg
- Capital Allocation
- Qntfbztx
- RACEFerrari NV
Wide-Moat Ferrari Proves the Strength of Its Value-Over-Volume Strategy
- Rating
- Price
- $366.95
- Fair Value
- $825.00
- Uncertainty
- Medium
- Economic Moat
- Syhb
- Capital Allocation
- Stfrwmdff
- KVUEKenvue Inc
Kenvue To Be Acquired by Kimberly-Clark To Create a Personal Care Giant
- Rating
- Price
- $18.72
- Fair Value
- $45.00
- Uncertainty
- High
- Economic Moat
- Frk
- Capital Allocation
- Cpgdpvh
- AXPAmerican Express Co
American Express Maintains Impressive Momentum in New Card Acquisition and Loan Growth
- Rating
- Price
- $341.30
- Fair Value
- $725.00
- Uncertainty
- Medium
- Economic Moat
- Wymf
- Capital Allocation
- Yjxhrhgd
- ORSTEDOrsted AS
We See Light at End of the US Tunnel for Orsted
- Rating
- Price
- DKK 155.00
- Fair Value
- DKK 412.00
- Uncertainty
- High
- Economic Moat
- Lsg
- Capital Allocation
- Kytp
- OPTUOptimum Communications Inc Class A
Optimum Sits on the Razor's Edge
- Rating
- Price
- $1.54
- Fair Value
- $5.30
- Uncertainty
- Extreme
- Economic Moat
- Cpzk
- Capital Allocation
- Lkrcf
- DLRDigital Realty Trust Inc
Digital Realty Stands Ready To Take Advantage of Artificial Intelligence-Enabled Data Center Demand
- Rating
- Price
- $176.48
- Fair Value
- $884.00
- Uncertainty
- Medium
- Economic Moat
- Zywhq
- Capital Allocation
- Hdsrztxp
- TPRTapestry Inc
Coach’s Enduring Brand Value Provides Tapestry With a Competitive Edge in Attractive Categories
- Rating
- Price
- $153.91
- Fair Value
- $14.00
- Uncertainty
- High
- Economic Moat
- Dvzhgg
- Capital Allocation
- Hwssdhpg
- SHLSiemens Healthineers AG Registered Shares
Siemens Healthineers Faces Headwinds in 2026
- Rating
- Price
- €42.35
- Fair Value
- €14.00
- Uncertainty
- Medium
- Economic Moat
- Tdyqp
- Capital Allocation
- Shxpjwts
United States
