Stifel Financial offers a blend of wealth management growth and cyclical upside from deal activity, leading to a compelling long-term financial sector play.
Stifel Financial offers a blend of wealth management growth and cyclical upside from deal activity, leading to a compelling long-term financial sector play.
AECOM ( ACM ) has been awarded a position on the U.S. Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity contract. With a ceiling of $151B, the SHIELD contract covers a full spectrum of professional services for facility modernization, supporting operational readiness of the agency’s critical defense infrastructure. Sou...
AECOM ( ACM ) has been awarded a position on the U.S. Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity contract. With a ceiling of $151B, the SHIELD contract covers a full spectrum of professional services for facility modernization, supporting operational readiness of the agency’s critical defense infrastructure. Source: Press Release More on AECOM AECOM: Beat And Raise Quarter Supports Buy Rating AECOM (ACM) Q1 2026 Earnings Call Transcript AECOM 2026 Q1 - Results - Earnings Call Presentation Aecom's shares rise after revenue and earnings beat AECOM Non-GAAP EPS of $1.29 beats by $0.13, revenue of $3.83B beats by $300M
MIAMI & BOCA RATON, Fla.--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR), a global leader in operational artificial intelligence platforms, and Moder, the fastest growing AI and technology outsourcing company in mortgage, today announced a strategic partnership to co-build an AI-powered mortgage operations platform with first pilot customer Freedom Mortgage, bringing Palantir’s capabil...
MIAMI & BOCA RATON, Fla.--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR), a global leader in operational artificial intelligence platforms, and Moder, the fastest growing AI and technology outsourcing company in mortgage, today announced a strategic partnership to co-build an AI-powered mortgage operations platform with first pilot customer Freedom Mortgage, bringing Palantir’s capabilities around data and AI to the forefront of the mortgage industry alongside Moder’s domain expertise. The co-built platform leverages Palantir’s Ontology to provide an agentic AI framework to integrate with existing systems of record today. By translating guidelines and operational policies into configurable, testable, and auditable rules, the new platform is designed to help teams execute critical processes with greater precision and scale. In early deployments with Freedom Mortgage, the platform has already transformed and is live with several key processes, driving meaningful value through improved speed and accuracy—benefiting operating agents and homeowners. “This strategic partnership will reshape the future of our industry,” said Michael Middleman, Chairman of Moder. “Together, we’re building technology that can help improve affordability, lower borrowing costs, and expand access to homeownership for millions of Americans.” “Combining our deep expertise in the mortgage industry with Palantir's data and AI capabilities, we’re already seeing measurable results improving the homeownership experience and helping mortgage servicers run more efficiently,” said Moder President and CEO Erik Anderson. “This latest technology will accelerate at scale our ability to deliver customized and automated solutions to all our clients in multiple industries.” “Freedom Mortgage is excited about the tremendous impact this strategic partnership between Moder and Palantir will have on the way we operate and the speed and ease by which we service our customers across the nation,” said Mike...
Moder and Palantir are co-building an AI-powered mortgage operations platform, with first pilot customer Freedom Mortgage, a new milestone toward empowering the dream of homeownership MIAMI & BOCA RATON, Fla., March 19, 2026--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR), a global leader in operational artificial intelligence platforms, and Moder, the fastest growing AI and technology...
Moder and Palantir are co-building an AI-powered mortgage operations platform, with first pilot customer Freedom Mortgage, a new milestone toward empowering the dream of homeownership MIAMI & BOCA RATON, Fla., March 19, 2026--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR), a global leader in operational artificial intelligence platforms, and Moder, the fastest growing AI and technology outsourcing company in mortgage, today announced a strategic partnership to co-build an AI-powered mortgage operations platform with first pilot customer Freedom Mortgage, bringing Palantir’s capabilities around data and AI to the forefront of the mortgage industry alongside Moder’s domain expertise. The co-built platform leverages Palantir’s Ontology to provide an agentic AI framework to integrate with existing systems of record today. By translating guidelines and operational policies into configurable, testable, and auditable rules, the new platform is designed to help teams execute critical processes with greater precision and scale. In early deployments with Freedom Mortgage, the platform has already transformed and is live with several key processes, driving meaningful value through improved speed and accuracy—benefiting operating agents and homeowners. "This strategic partnership will reshape the future of our industry," said Michael Middleman, Chairman of Moder. "Together, we’re building technology that can help improve affordability, lower borrowing costs, and expand access to homeownership for millions of Americans." "Combining our deep expertise in the mortgage industry with Palantir's data and AI capabilities, we’re already seeing measurable results improving the homeownership experience and helping mortgage servicers run more efficiently," said Moder President and CEO Erik Anderson. "This latest technology will accelerate at scale our ability to deliver customized and automated solutions to all our clients in multiple industries." "Freedom Mortgage is excited ...
Micron Technology, Inc. (MU)is set to report its fiscal Q2 2026 results today after the bell, and the setup is hard to ignore. Analysts frame this as a key moment for the next phase of the semiconductor cycle, with AI demand now doing most of the heavy lifting. Expectations are high. Street estimates point to revenue growth above 60% year-over-year, driven largely by demand for high-bandwidth memo...
Micron Technology, Inc. (MU)is set to report its fiscal Q2 2026 results today after the bell, and the setup is hard to ignore. Analysts frame this as a key moment for the next phase of the semiconductor cycle, with AI demand now doing most of the heavy lifting. Expectations are high. Street estimates point to revenue growth above 60% year-over-year, driven largely by demand for high-bandwidth memory chips. Consensus EPS stands at $9.19, far above $1.56 in the same period last year, which shows how fast the cycle has turned. At the same time, sentiment remains strong. TipRanks data shows a “Strong Buy” rating based on 26 analysts, reflecting broad confidence going into the report. AI Supply Squeeze Driving the Story The core thesis around Micron is simple. AI chips cannot run without memory, and that puts Micron in a key spot in the value chain. As one market view puts it, Micron is the “infrastructure play” for AI, acting as the fuel behind systems powered by companies like Nvidia (NVDA). That dynamic has created what many call an AI supply squeeze. Micron’s HBM capacity for 2026 is already tight, with demand still rising. In its last earnings call, the company pointed to “significant revenue growth and technological advancements, particularly in the AI and HBM markets,” while also noting supply limits and rising capital spending. Even so, the company guided for continued strength. It forecast record revenue of $18.7 billion for the next quarter, along with strong margins, supported by AI-driven demand across its product lines. Micron’s growth is now led by its Compute and Networking segment, which has surged alongside AI demand, while other segments remain more stable, highlighting how the AI buildout is driving the company’s revenue mix. Momentum Builds Heading into earnings, the stock is showing clear momentum. Shares are up in pre-market trading and have gained more than 60% year-to-date. Trading activity is also picking up, with the name trending across both re...
Micron Technology, Inc. (MU) is set to report its fiscal Q2 2026 results today after the bell, and the setup is hard to ignore. Analysts frame this as a key moment for the next phase of the semiconductor cycle, with AI demand now doing most of the heavy lifting. Expectations are high. Street estimates point to revenue growth above 60% year-over-year, driven largely by demand for high-bandwidth mem...
Micron Technology, Inc. (MU) is set to report its fiscal Q2 2026 results today after the bell, and the setup is hard to ignore. Analysts frame this as a key moment for the next phase of the semiconductor cycle, with AI demand now doing most of the heavy lifting. Expectations are high. Street estimates point to revenue growth above 60% year-over-year, driven largely by demand for high-bandwidth memory chips. Consensus EPS stands at $9.19, far above $1.56 in the same period last year, which shows how fast the cycle has turned. At the same time, sentiment remains strong. TipRanks data shows a “Strong Buy” rating based on 26 analysts, reflecting broad confidence going into the report. AI Supply Squeeze Driving the Story The core thesis around Micron is simple. AI chips cannot run without memory, and that puts Micron in a key spot in the value chain. As one market view puts it, Micron is the “infrastructure play” for AI, acting as the fuel behind systems powered by companies like Nvidia (NVDA). That dynamic has created what many call an AI supply squeeze. Micron’s HBM capacity for 2026 is already tight, with demand still rising. In its last earnings call, the company pointed to “significant revenue growth and technological advancements, particularly in the AI and HBM markets,” while also noting supply limits and rising capital spending. Even so, the company guided for continued strength. It forecast record revenue of $18.7 billion for the next quarter, along with strong margins, supported by AI-driven demand across its product lines. Micron’s growth is now led by its Compute and Networking segment, which has surged alongside AI demand, while other segments remain more stable, highlighting how the AI buildout is driving the company’s revenue mix. Momentum Builds Heading into earnings, the stock is showing clear momentum. Shares are up in pre-market trading and have gained more than 60% year-to-date. Trading activity is also picking up, with the name trending across both r...
Lithium Americas press release ( LAC ): FY GAAP EPS of $0.50. As of December 31, 2025, the Company had approximately $905.6 million in total cash and restricted cash, including $412.6 million at the Thacker Pass joint venture level. More on Lithium Americas Corp. Lithium Americas: Where Is The Future Of U.S. Lithium Headed? Lithium Americas: Government Support Comes At Equity's Expense Historical ...
Lithium Americas press release ( LAC ): FY GAAP EPS of $0.50. As of December 31, 2025, the Company had approximately $905.6 million in total cash and restricted cash, including $412.6 million at the Thacker Pass joint venture level. More on Lithium Americas Corp. Lithium Americas: Where Is The Future Of U.S. Lithium Headed? Lithium Americas: Government Support Comes At Equity's Expense Historical earnings data for Lithium Americas Corp. Financial information for Lithium Americas Corp.
Premium Brands ( PRBZF ) declares CAD 0.85/share quarterly dividend , in line with previous. Payable April 15; for shareholders of record March 31; ex-div March 31. See PRBZF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Premium Brands Holdings Premium Brands: Setting Expectations For 2026 And Beyond Historical earnings data for Premium Brands Holdings Dividend scorecard for Premium ...
Premium Brands ( PRBZF ) declares CAD 0.85/share quarterly dividend , in line with previous. Payable April 15; for shareholders of record March 31; ex-div March 31. See PRBZF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Premium Brands Holdings Premium Brands: Setting Expectations For 2026 And Beyond Historical earnings data for Premium Brands Holdings Dividend scorecard for Premium Brands Holdings Financial information for Premium Brands Holdings
jetcityimage/iStock Editorial via Getty Images 3M ( MMM ) is partnering with investment firm Bain Capital to acquire Madison Fire & Rescue from Madison Industries for $1.95B. Under the terms of the transaction, 3M and Bain Capital will establish a new joint venture in which 3M will contribute Scott Safety, receive $700M of cash proceeds upon closing, and own 50.1% of the new company, with Bain Cap...
jetcityimage/iStock Editorial via Getty Images 3M ( MMM ) is partnering with investment firm Bain Capital to acquire Madison Fire & Rescue from Madison Industries for $1.95B. Under the terms of the transaction, 3M and Bain Capital will establish a new joint venture in which 3M will contribute Scott Safety, receive $700M of cash proceeds upon closing, and own 50.1% of the new company, with Bain Capital owning 49.9%. The transaction is expected to close in the second half of 2026, subject to customary closing conditions. Madison Fire & Rescue offers a premier portfolio in rescue technology and fire suppression, including products offered under the Holmatro, Amkus, Task Force Tips, Fire Fighting Systems, and Waterax brands. "This strategic transaction broadens 3M's safety portfolio, one of our priority verticals, by expanding our market reach and building scale for future growth," said William Brown, chairman and CEO. "It positions us to enhance margins and generate strong free cash flow, and enables continued investment in innovations that create value for customers and shareholders." Source: Press Release More on 3M 3M Company (MMM) Presents at JPMorgan Industrials Conference 2026 Transcript 3M: Stabilizing Fundamentals Support A Hold Upgrade 3M: Solid Industrial With Positive Outlook, Shares Fairly Valued Housing slump weighs on manufacturers, but executives see signs of a turn Dividend Roundup: Apple, Ford, 3M, IBM, and more