In the News | Week of 2.25.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Oneok (OKE)

Midstream Sector Undergoes Shift: Do You Own The Right Companies?

Williams Companies Expands Reach Across Gulf Coast, into DJ Basin with $2.7 Billion in Projects, an Industrial Info News Alert

North Dakota Eyes Expanded Use of Drones For Oil and Natural Gas Operations

EOG Resources (EOG)

A 2019 Oil Forecast? Like 2018, Or Worse

Shareholder activism is on the rise, but companies are fighting back

Meet the New Permian, It’s Double the Size of the Old One

As Ex-Enron CEO Exits Prison, Some of Company’s Old Businesses Thrive

Devon Says Canadian Assets, Barnett Shale Are Out

Home Depot (HD)

Lowe’s has a new slogan – and it shows how the battle for a key home-improvement market is heating up

Home Depot posts strong sales despite real estate trends

Lowe’s CEO explains why millennials aren’t killing the home-improvement market

We shopped at Home Depot and Lowe’s to see which store was better – and the winner was clear for one key reason

Public Storage (PSA)

Livible Expands Innovative White Glove, Full-Service Storage to San Francisco

Public Storage: Short-Term Pain For Long-Term Dividends

Storage REITs: Outlook Brightens As Supply Boom Recedes

Sempra Energy (SRE)

Sempra Energy Set to Join Dow Jones Utility Average

AEP Signs Agreement To Purchase Wind Assets From Sempra

Sempra Energy’s Port Arthur LNG export project and two natural gas pipelines receive Final Environmental Impact Statement

Sempra Energy To Sell U.S. Natural Gas Storage Assets To ArcLight For $331 Mln

American Tower Corp (AMT)

No major connected articles of note.

Booking Holdings (BKNG)

Do-It-All Tour Operators Continue Their Decline

Hotel-Booking Sites Agree to Stop Misleading Sales Tactics After UK Investigation

How the Sharing Economy Is Transforming the Short-term Rental Industry

Booking Holdings Inc. (BKNG) Nasdaq 39th Investor Brokers Conference (Transcript)

HP Inc (HPQ)

HP Doubles Down on Partner Profitability with New Displays and Accessories Accelerator

How the ‘slow revolution’ of 3D printing will advance in 2019

The Street Is Overlooking HP Inc

Dell’s Service AI Integration: A Hidden Gem At CES 2019

Lowe’s Companies (LOW)

Lowe’s Unveils a New Slogan That Sounds a Lot Like Home Depot’s

Home Depot vs Lowe’s: Slogan Battle For DIY Customers

Targeted Lowe’s Offers $10 Billion Stock Buyback Plan

We shopped at Home Depot and Lowe’s to see which store was better – and the winner was clear for one key reason

Monster Beverage (MNST)

Coca-Cola VEB Set to ‘Sharpen Focus’ on Incubation in 2019

Man claims energy drink addiction rotted his teeth, caused severe pain

Jury finds Monster Energy drink didn’t cause Texas man’s heart attack (Ed Note: Well that’s good, I guess)

Public Service Enterprise Group (PEG)

No major connected articles of note.

TJX Companies (TJX)

At Lord & Taylor’s NYC Store-Closing Sale, A Sobering Lesson For Retailers

Walmart isn’t the only retailer already winning in 2019

TJX Companies: Good Entry Point

Autodesk (ADSK)

Autodesk opens generative design field lab in Chicago

Breaking News for Trade Contractors: Autodesk Agrees to Acquire PlanGrid

Marriott International (MAR)

Revealed: Marriott’s 500 Million Hack Came After A String Of Security Breaches

Progressive Marriott union contract could have ripple effects

So long Marriott Rewards, it’s time for Marriott Bonvoy (Ed Note: Just the worst rebranding ever. Bonvoy? Seriously?)

In the News | Week of 2.19.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Ecolab (ECL)

Ecolab to Acquire Cleaning Solutions Provider Holchem

Ecolab Increases Cash Dividend 12%

Competition Watchdog Investigates Ecolab’s U.K. Purchase

Medtronic (MDT)

The FDA is still letting doctors implant untested devices into our bodies

FDA to overhaul long-criticized medical device system

Medtronic Announces U.S. Commercial Launch Of Mazor X Stealth(TM) Edition For Robotic-Assisted Spine Surgery

Walmart (WMT)

A New Era Of Click-And-Collect Technology Might Bring Amazon And Retailers Closer Together

Most shoppers worry about buying groceries online. But delivery in the US is set to ‘explode’

Walmart, Target, and other major retailers are pushing the Fed for real-time payments (WMT, TGT)

Retailers Embrace Payment Apps to Sidestep $90 Billion in Swipe Fees

People are freaking out about a toy that chases kids faster the louder they yell and ‘feeds off of screams of terror’ (Ed Note: This wasn’t really a top-ranked story, but I thought it was hilarious)

Analog Devices (ADI)

Embedded Systems: Technologies and Asia-Pacific Markets

Five Technologies Reshaping our Lives in 2019

U.S. Chip Maker Analog Devices Faces Multi-Millon Dollar Tax Fight With Ireland

CVS Health (CVS)

Hospital price growth driving healthcare spending

Walgreens expands prescription delivery program nationwide

Millennial Expectations Are Fundamentally Changing The Healthcare Landscape

Trump’s New Pharmacy Benefit Manager Rebate Rule Will Reshape Prescription Drug Prices

Opioid Lawsuits Heat Up Across America

Southern Company (SO)

Southern Company announces management changes

Southern Company Closes Sale of Gulf Power to NextEra Energy

Intuit (INTU)

Intuit: Unlocking Growth Opportunity Through Xero Acquisition

Intuit’s New CEO: Culture And Customer Focus Remain Top Priorities

Tech companies favor central role of Fed in real-time payments: American Banker

Kraft Heinz Company (KHC)

Investors Confront Food Business Turmoil

Kraft-Heinz Is Pushing Its Frozen Food Brand During the Super Bowl With an ‘Edgy’ Campaign

Kraft Heinz Signs Definitive Agreement to Acquire Primal Kitchen

Financial Engineering Damages Brands

Berkshire Hathaway (BRK.B)

Apple’s stock is falling after Warren Buffett’s Berkshire Hathaway trimmed its stake

Apple’s drop costs Warren Buffett about $2.8 billion, adding to struggles for Berkshire portfolio

A Slide in Stocks Could Cost Berkshire Hathaway $39 Billion

Why liberal billionaire Warren Buffett is not likely to be a big fan of the war on stock buybacks

In the News | Week of 2.11.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Activision Blizzard (ATVI)

Apex Legends notches 10 million players in three days as it takes on Fortnite

Fortnite Gets More Addictive With the Introduction of Fortnite Creative

‘Destiny 2’ Still on Schedule After Bungie Departure From Activision

Google’s StarCraft II victory shows AI improves via diversity, invention, not reflexes


Transfer Agency: Transformation, Not Extinction

Fiserv and First Data Megadeal Could Drive More Fintech M&A

Occidental Petroleum (OXY)

Natural Gas Is Responding To More Than The Weather

Chevron aligns with Paris deal, won’t cap output

Occidental CEO Wants to Keep Rigs Running Even After Oil’s Slump

Earthquakes in Heart of Texas Oil Country Spur Water Crackdown

Welltower (WELL)

REIT Performance In 2019: Mixed Outlook

Welltower Agrees To Purchase 55 Medical Buildings From CNL Healthcare Properties


Stop Complaining About Stock Buybacks

AlphaCat and Ledger Investing Announce Insurance-Linked Securities Transaction

AIG Names New Finance Chief

Cisco Systems (CSCO)

All of the major tech companies are going their separate ways, making things more difficult for regulators

The nightmare of selecting an IoT ecosystem

How Technology Is Improving The Video Streaming Experience

Cisco and WiLAN Sign License Agreement

Equinix (EQIX)

How ‘cloud-native’ applications are transforming IT, and why it took so long

The Best Specialty REITs With High Yields

Equinix’s CIO Drives Extraordinary Customer Experience

Williams Companies (WMB)

Williams Companies: Growing $30 Billion Midstream Infrastructure Company

Better Buy: Kinder Morgan vs. Williams Companies

Midstream energy stocks ready for gains, Jefferies analyst says

Applied Materials (AMAT)

Insufficient articles of influence.

CME Group (CME)

Government shutdown and trade troubles fuel concerns for farmers

CME chief’s push to reform board rejected

Nasdaq Sticks to Crypto Plans, Pushes Back Bitcoin Futures Launch to 2019

Duke Energy (DUK)

All fired up! Duke Energy’s new $1.5 billion natural gas power plant opens to serve 1.8 million Floridians

Nuclear Industry Reps Expect Another Yucca Funding Push

Duke Energy Carolinas program will provide South Carolina customers a new choice for solar energy

After busy 2018, Duke Energy plans to deliver more solar power to customers in 2019

Iqvia Holdings (IQV)

CROs Poised to Benefit From Biopharma Outsourcing

IQVIA Launches IQVIA Biotech, Dedicated to Emerging Biotech and Biopharma Industry

Is China the next great hope for the pharma industry?

IQVIA Introduces RIM Smart, the Industry’s First Fully Integrated, End-to-End Regulatory Information Management System

The Coca-Cola Co (KO)

Coca-Cola’s chairman thinks we should change how we talk about soda sales

Coke shares downgraded by UBS as ‘change is in the air’

PepsiCo Sees Future In Artificial Intelligence After Launching Snack-Delivery Robot (Ed. Note: No, thanks)

New research shows Coke has led efforts by US junk food companies to shape China’s obesity policy

Old emails hold new clues to Coca-Cola and CDC’s controversial relationship

Linde (LIN)

Praxair to Double Capacity at Neosho, Missouri Plant to Support Increasing Demand in the Region

Linde and Praxair complete merger, shares start trading

Nvidia (NVDA)

Cryptocurrency having worst week

Cramer on Nvidia warning: ‘If you wanted to issue a call for why you should sell stocks, this is it’

NVIDIA Corporation (NVDA) Presents at JPMorgan Global Healthcare Broker Conference Call – (Transcript)

Nvidia: Bulls Versus Bears

AMD Surprises With Radeon VII At CES 2019

Waste Management (WM)

It’s time to tackle the future of garbage

Waste Management: Bottom Line Expansion In Sight

Waste Management CEO bringing tech to trash

Zoetis (ZTS)

Why Following Activist Investors Can Make Your Cash Work For You In 2019

Merck to Buy French Animal Health Company

Bayer looks at options for consumer brands, animal health: sources

Deere & Co (DE)

Diesel Vehicles Powered by Biodiesel in it for the Long Haul

Macro Headwinds Motivate Caterpillar Stock’s Steep Slide

Slowing Global Economy Weighs on U.S. Profits and Trade — Update

PepsiCo (PEP)

Impact The world’s big plastic makers want more recycling so they can keep pumping out plastic

New research shows Coke has led efforts by US junk food companies to shape China’s obesity policy

White House Considering Indra Nooyi to Head World Bank

10 Macro Trends Impacting Food & Beverage Innovation In 2019

In the News | Week of 2.4.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

The Clorox Company (CLX)

Clorox As A Defensive Stock Looks Solid And Accordingly Priced

How d-to-c is changing the way brands are built

Clorox Implements A Practical Approach To Value Chain Segmentation

Gilead Sciences (GILD)

2018 New Drugs Approvals: An All-Time Record, And A Watershed

The $35 billion race to cure a silent killer that affects 30 million Americans

Did Gilead Sciences Make an $11 Billion Blunder?

Alphabet, Inc. (GOOG/GOOGL)

The Areas Where Google and Amazon Outperform Each Other in Voice Technology

Google DeepMind Looks To Boost Oxford’s Diversity With New Scholarships

Google news app warning

Tech Giants Seize TV’s Biggest Stage, After Shunning Mass-Market Ads

Alphabet Can Be Bought as It Survives Third Dip Into Bear Market

Sysco Corporation (SYY)

Amazon Is Expanding Whole Foods. Will Amazon Acquire A Grocery Distributor As Well?

BRIEFS; Sysco to buy Waugh in food merger

Food Distributors Make Changes as Costs Bite

Archer Daniels Midland (ADM)

Ethanol Falls To A Record Low

Flotek Sells Once-Maligned Citrus Flavors Unit

ADM Recognized for Outstanding Sustainability Leadership

Allstate (ALL)

Allstate Is Now A Data And Technology Company – My CES Interview With CEO Tom Wilson

Wildfires Could Cost Insurers $5 Billion To $10 Billion: Credit Suisse Analysts

Chubb (CB)

California wildfires-related insured losses within anticipated level: Fitch

3 Reasons Why We Expect the D&O Market to Harden

Chubb European Group Completes Redomicile to France in Preparation for Brexit

Walt Disney (DIS)

Box Office: ‘Mary Poppins Returns’ Highlights Disney’s Reliance On Superheroes

Is Disneyland repeating Apple’s mistake?

Netflix’s price hike: How much is too much for consumers?

Electronic Arts (EA)

CMOs Can Learn How to Be More Progressive and Innovative From Gaming Brands

EA Reportedly Releasing Titan-Free ‘Titanfall’ Battle Royale Game ‘Apex Legends’ On Monday

Call Of Duty: Black Ops 4’s Microtransactions Are Terrible, But Do They Ruin The Game?

Estee Lauder (EL)

Deciem Founder Brandon Truaxe Has Died

Why Innovative Hair Care Brand Hairstory Says ‘No’ To Shampoo And To Selling At Ulta And Sephora

Marcia Kilgore, Founder Of Beauty Pie, On Disrupting Everyone From Estee Lauder To Glossier

Emerson Electric (EMR)

CEOs Work to Figure Out Trump — Journal Report

Investors Punish U.S. Companies Vulnerable to China’s Slowdown

Vertex Pharmaceuticals (VRTX)

Moderna Raises $604 Million in Year’s Biggest Biotech IPO

CRISPR Therapeutics Is Dead Money For Years To Come

Vertex Pharma’s VX-150 successful in mid-stage neuropathy study

Boston Scientific (BSX)

Boston Scientific Corporation (BSX) CEO Mike Mahoney presents at 37th Annual J.P. Morgan Healthcare Conference (Transcript)

After a Teenage Cancer Scare, She Invented an Early-Detection Device at 24. She Sold Her Company for $275 Million 9 Years Later

The First Frontier for Medical AI Is the Pathology Lab

Twenty-first Century Fox (FOX / FOXA)

Here’s Why Netflix’s Subscriber Count Is Soaring

Fox Said to Borrow $6.8 Billion for Disney-Related Dividend

After Netflix’s Price Hikes, Hulu Heads the Other Way

General Motors (GM)

GM CEO Barra, Larry Kudlow to meet after layoffs announcement

GM workers will have job options – but they may not be as good

General Motors to discontinue Chevy Impala amid plant closures

General Motors News From Ohio, Michigan Could Hurt Trump 2020 Bid

Humana (HUM)

UPDATE 1-Aetna, other health insurers team up with IBM on blockchain project

Walgreens lays out plan to save $1 billion a year

Aetna, Ascension Join Healthcare Blockchain Alliance To Check Data Quality

Eli Lilly (LLY)

Two Big Pharma Stocks Were Dow’s Best, but 2019 Looks Shakier

Pfizer and Lilly’s tanezumab successful in second late-stage study

Pfizer and the Urge to Merge

O’Reilly Automotive (ORLY)

No connected articles of note.

Prudential Financial (PRU)

Long-Term Care Insurance Policies Weigh Down GE and Other Companies

Prudential Financial, Inc. (PRU) Management Presents 2019 Financial Outlook Conference Call (Transcript)

Regeneron Pharmaceuticals (REGN)

Better Buy: Vertex Pharmaceuticals vs. Regeneron Pharmaceuticals

Health Investors Get Selective as Markets Churn Into 2019

Pitfalls in the measurement of muscle mass: a need for a reference standard

Fiserv (FISV)

Fiserv to Combine with First Data Corporation to Create Global Leader in Payments and FinTech

A $22 Billion Fintech Tie-Up Aims at Square

Payment Stocks Are Poised for a Sunny 2019

Marathon Petroleum (MPC)

Deepwater Rivalry: Competing offshore crude oil export terminals proposed near Houston

Venezuelan Oil Loses Two U.S. Buyers in 2018 Amid Sanctions

These are the 10 biggest mergers of the year

Philip Morris International (PM)

FDA Moves to Restrict Flavored E-Cig Sales, Ban Menthol Cigarettes

Marlboro Parent Company Looking to Stop Cigarette Production Forever in Favor of Smoke-free Products

Yum Brands (YUM)

Taco Bell is ‘dialing up’ spice levels of their sauces for new restaurants

Junk Food Companies Spend Billions Of Dollars On Ads Targeting Black Children

Supermarkets Warn Government of Empty Shelves in No-Deal Brexit

Exelon Corp (EXC)

Alzheimer’s Treatment (Ed Note: This isn’t about Exelon Corp. But I’m including it as a reminder that computers are still very often in need of supervision. )

Let Exelon Haggle With Your Car Dealer (Ed Note: And this one actually is!)

Exelon Keeps Mid-Atlantic And Chicago Warm And Wired

Environmentalists Warm to Nuclear Amid Climate Change Threat

Phillips 66 (PSX)

Crude spirals to 17-month low amid global economic concerns

Need More Cash Flow And Less Risk? Try These 7% Trades

Phillips 66: Reloading The Growth Pipeline In 2019

Phillips 66 to pour billions in new capital projects next year

In the News | Week of 1.28.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Stories from the World Economic Forum in Davos

This Could Be The Biggest Scandal Of The Climate Change Era

Jamie Dimon’s politics: ‘My heart is Democratic but my brain is kind of Republican’

Davos 2019 Day One: Huawei chairman said trade war is slowing sales, Microsoft CEO talked tech’s impact on humanity

We spoke to 40+ CEOs and business leaders in 3 days. Here’s what excites – and worries – the world’s billionaires and business elite.

Salesforce CEO Marc Benioff calls artificial intelligence a ‘new human right’ (CRM) (Ed Note: No, I have no idea what this means, either)

Apple CEO Tim Cook went to Davos for the first time — here’s what he got up to

Apple (AAPL)

Here’s What Apple Investors Can Learn From Adobe

The Dow dives 465 points as Apple letter adds to China growth fears

5 ways Apple needs to up its game if it wants to be a services company

A timeline of Apple’s six-month fall

Another Apple supplier cuts guidance

Amgen (AMGN)

Alector Begins $150 Million U.S. IPO Process

How the drug lobby lost

Congress needs to strengthen scientific reproducibility standards

Democrats seek early victories on drug prices

Amgen Set For 2019 With Aimovig, Repatha, And Rest Of Pipeline

Biogen (BIIB)

2018 New Drugs Approvals: An All-Time Record, And A Watershed

Ionis Rising On RNA Therapy Optimism

INSIGHT-US benefits manager baulks after Novartis values gene therapy at $4-5 mln

Biogen’s (BIIB) Management Presents at Evercore ISI, HealthconX – Transcript

EBay Inc (EBAY)

Beware of fraudsters if shopping on Black Friday; Rise of online shopping, in-store pickup gives crooks opportunities

Watch geeks drive booming trade in preowned pieces

Here’s What It’s Really Like To Make A Living Selling On Etsy

Shopify, PayPal Among Stocks Defining Tomorrow’s E-Commerce

HCA Healthcare (HCA)

Healthcare Stocks Flashing Bullish Signals

Investing Rules To Bend In A Bear Market

Here’s how Fort Worth and Texas plan to chip away at the doctor shortage

Illumina, Inc. (ILMN)

3 Top Growth Stocks for 2019

How To Find a Good Fledgling Biotech Stock That Won’t Flame Out

Juniper Networks (JNPR)

Juniper CTO talks cloud, high-speed networking

A recap of notable 2018 networking trends and news

Cisco earnings, revenue up as sales rise across product lines

Juniper ATP appliance gets broader device support

Lockheed Martin (LMT)

See most recent In Focus piece here.

3M (MMM)

Forget 3M: GE Is a Better-Value Stock

3M to Acquire M*Modal’s Technology Business

Will 3M’s New 5-Year Financial Plan Help the Stock Recover?

Pfizer (PFE)

Top Biopharmaceutical Research Companies Publish Update On The State Of Alzheimer’s Research In US

Pharma giant GSK just made a $5.1 billion bet on a cancer drugmaker

Better Buy: Pfizer vs. Bristol-Myers Squibb

Surprise! Drugmakers Are Raising Prices Again

Trump summons advisers to White House over drug price hikes

Rockwell Automation (ROK)

Rockwell Automation Acquires Emulate3D, a Leading Software Developer for Simulating and Emulating Industrial Automation Systems

ABB Still Spinning Its Wheels

Rockwell Automation Still Poised Between Excellence And Uncertainty

T Rowe Price (TROW)

It’s a ‘brutal’ market for asset management firms, but one expert says there are 2 winners

Your love of index funds is terrible for our economy

T. Rowe Price: Long-Term Orientation And Solid Fundamentals

Verizon (VZ)

Samsung 5G phone prototype pops up at CES 2019

Verizon’s Boston plans include expanded Fios service, 2,000 more jobs at North Station

Demand for new iPhones weaker than Apple expected, claims report

Huawei, Three UK showcase 5G home broadband service

Automatic Data Processing (ADP)

Big tech firms still don’t care about your privacy

New Spanner In U.S.-China Relations Weighs On Risk Appetites

Tracking Bill Ackman’s Pershing Square Portfolio – Q3 2018 Update

Boeing (BA)

See most recent In Focus piece here.

Facebook (FB)

Three Concerns Facebook Bulls Should Be Worried About

New Internet: Blockchain Technology Could Help Us Take Back Our Data from Facebook, Google and Amazon

NYTimes Analysis: Facebook Gave Amazon, Others “Intrusive Access To Users’ Personal Data.”

The Teetering Social Empire

It’s Time to Reframe Our Relationship With Facebook

General Dynamics (GD)

See most recent In Focus piece here.

HP, Inc. (HP)

HP says it could have sold more PCs if more chips were available

AMD gets serious about Chromebooks at CES 2019

HP Goes Big On Displays At CES 2019

McDonald’s (MCD)

McDonald’s shares pop after Morgan Stanley upgrade

Ready When I Get There: Mobile Takeout Is A Rising Restaurant Trend

How KFC became China’s most popular fast-food chain and made nearly $5 billion last year

Trump’s fast food spread at the White House has the internet talking

Mondelez International (MDLZ)

Now Chocolate Bars Are Shrinking Because of Brexit

How Innovation – And Pressure From Amazon – Is Spurring Food Makers to Raise Prices

UK wine retailer to stockpile up to $10 million in extra bottles ahead of Brexit

Nestle Slowly Reshaping The Company

Microsoft (MSFT)

Microsoft’s cloud business could be bigger than Windows by 2021, KeyBanc says

6 Things We Learned About Cloud Spending By Tech Giants During Earnings Season

Attorney general pick Barr hints he would look at antitrust in tech

Microsoft puts desktop apps in containers with Windows Sandbox

Google, Facebook and Amazon spending more than ever lobbying Congress


Samsung had a 5G smartphone prototype on display at CES and almost nobody noticed it

LG’s Promise Of ‘AI For An Even Better Life’ Delivered At CES 2019 Keynote

New Galaxy S10 Details Confirm Powerful Features

Qualcomm opened the door for 5G phones in 2019

Apple Will Tweak Chinese iPhones to Comply With Qualcomm Ruling

AT&T (T)

Vodafone And AT&T: 2 Telecom Giants To Get You Through The Next Recession

Union urges key Dem to investigate how AT&T is using GOP tax-law savings

First Aggressive GOP Effort on Privacy Spooks Tech Industry

FCC sets rules for second round of mmWave auctions in 2019

Film room: 3 bold predictions for Cowboys-Colts, including a huge game for Michael Gallup thanks to a deep ball (Ed Note: Sorry, I couldn’t help myself. AT&T Stadium and all)

Visa, Inc. (V)

The Economics of E-Commerce Chargeback Fraud

Forget to cancel that ‘free’ trial? Mastercard has a new way to protect you from getting charged

For Digital Banks 2018 Was A Year Of Celebration

Chase leads as bank with highest relevance and differentiation among millennials

Amex ratchets up spending in rewards war for premium clients

Amazon, Inc. (AMZN)

The Chosen One – Ultrain Now Joins Amazon AWS Activate

Facebook testing search advertising as new revenue stream

Why Amazon Should Issue a Tracking Stock for Its Cloud Division

Walmart just hit a major milestone in its quest to take on Amazon (WMT, AMZN)

Everything on Amazon Is Amazon!

Niche services are taking on Netflix and Amazon by going after sci-fi fans and Broadway lovers

Another Winner of Amazon HQ2 in Queens? Goldman Sachs

General Electric (GE)

Climate Activists Must Come To Grips With The Role Natural Gas Will Have

General Electric: It Ain’t Goin’ Be Easy

General Electric’s Healthcare IPO Is Actually Just What The Doctor Ordered

GE Power And TransnetBW To Ramp Up Transmission Capacity In Southwest Germany

The Pair of Earth-Tone Circles Formerly Known as Mastercard (MA)

Fiserv to buy First Data for $22 billion to boost payments business

Here are the stocks that would get the biggest boost if US and China near a trade deal: Cramer

BrandPost: Outsmarting Fraudsters with AI and Biometrics

Mastercard to drop its name from logo

Altria (MO)

The maker of Marlboro cigarettes is getting slammed after Morgan Stanley downgraded the stock, citing ‘harsh FDA regulatory objectives’ (MO)

Why Altria Will Not Be Acquiring Any Cannabis Companies Anytime Soon

Holiday cheer: Altria treats Juul employees to $2B in bonuses

Altria Takes $12.8B Minority Stake in Juul

Altria’s Rating Takes a Hit as S&P Says Juul Deal Ramps Leverage

Raytheon (RTN)

See most recent In Focus piece here.

In the News | Week of 1.21.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Capital One Financial (COF)

Fed proposes eased rules for all but the biggest U.S. banks

The Fed Is Relaxing Banking Rules. What Goodies Are the Banks Getting?

Americans Just Got Used to Dipping Credit Cards. Now It’s Time to Tap

Bank opacity and financial crises

U.S. Banks See Good Times Ahead Even as Many Prep for Downturn

Halliburton Company (HAL)

The scandal-plagued Interior Secretary is leaving soon.

Deal to create $1.4B man camp chain in U.S. shale plays

Oil service debt ‘unsustainable’; Moody’s: Offshore segment years from recovery

A $100 Million Commitment Is A Sign Of A Maturing Industry

Can Houston’s biggest companies foster a startup scene?


Game of Clouds: Lock-In is Coming

Why Corporates are Finally Joining the Blockchain Revolution

The new world of marketing: why AI should be part of your strategy

IBM and Nvidia announce turnkey AI system

Hack to the Future: Cybersecurity in the Age of AI

Johnson & Johnson (JNJ)

Here’s How to Survive a Stock Market Crash Todd Campbell | Dec 12, 2018

Monday Madness: Johnson & Johnson Is Still Making Headlines

What Is Talc, Where Is It Used and Why Is Asbestos a Concern?

In Battle Over Johnson’s Baby Powder, Asbestos Opens a New Legal Front

Costs of lifesaving drugs rising faster than inflation: Study

Prologis (PLD)

Brookfield Is Said to Near Sale of IDI Logistics to Ivanhoe

What A SWAN Looks Like: Prologis

New JLL report explores concept of industrial ‘Human Centric Design’

Industrial real estate: Bubble warning, or buy-the-dip?

Travelers Companies (TRV)

AAA Selects Glympse to Provide Stranded Drivers with Peace of Mind

Utah Insurance Company Is Paying People to Pick Up Their Prescriptions in Mexico

A Case For Digital Sovereignty: Control Over Personal Data Empowers Individuals

Abbott Laboratories (ABT)

Many questions for VA, DoD at hearing

Shire, Abbot Labs May Pace Healthcare Stocks in 2019

FDA, EU, Approve Abbott’s DRG Invisible Trial System

FOCUS-U.S. regulators snip red tape for medical devices to curb opioid crisis

The prognostic significance of circulating tumor cells in head and neck and non-small-cell lung cancer

Crown Castle (CCI)

DC5G: Does it matter who wins the race to 5G?

High Debt And No Dividend, But Crown Holdings Might Just Be A Buy

What The Trade War Means For REIT Investors

Cell Tower REITs: Carriers Push Ahead On 5G

We interviewed Wall Street’s 8 top-performing investors to get their best ideas for 2019

Ford Motor Company (F)

The Car’s Death Is Exaggerated, Say the People With Cars to Sell

Trump’s entire economic argument looks shaky

Study Suggests Cars Not Dead Yet

Changing your 2019 Ford Ranger’s oil will be tougher than you think

General Motors: This Is A Game Changer

Kimberly-Clark (KMB)

Kotex Tampons Recalled By Kimberly-Clark Over Concerns They Can Unravel

Amazon And Uber Want To Change The Way You Buy Groceries

The Tariff Trial Balloon Was Popped on Take Off: Taking Stock

SDY Has The Companies You Want To Own In A Down Market

CIO Strategy: Kimberly-Clark’s Digital Transformation

Procter & Gamble (PG)

Who Wins in This Campbell Soup-Loeb Compromise?

Here Are the Winners of the Third Annual Shorty Social Good Awards

The EU’s Games of Chicken Are Coming Home to Roost

FOCUS-Consumer giants spurn risks to chase online subscribers

These 4 Brands Refashioned the Way They Talk to Men Before Gillette Did

TE Connectivity (TEL)

These stocks are in bear territory, but analysts expect them to roar back

Carlyle, CommScope Reunite for Arris Deal

Temperature Sensors Market Heating Up

Automotive Smart Antenna Market Attracting Big Coin

Texas Instruments (TXN)

Texas Instruments Continues To Impress

Tech Showcase: 4K/8K Projection

Body Sensor Market: Some Of The Key Factors Driving The Demand

Nvidia Analysts Slash Targets as Outlook Miss Adds to Chip Woes

United Technologies (UTX)

Department of Education Awards General Dynamics Systems Integrator Support Contract

China, Hosting Kim, Sends Warning to U.S. on Trade

China exports its high-tech authoritarianism to Venezuela. It must be stopped.

Trump Tariffs, United Technologies, Uber Fines: CEO Daily for November 27, 2018

Webb: Security is the real issue

Bristol-Myers Squibb (BMY)

Everyone Wants to Be a Biotech Banker Now

Selling Drugs Is No Longer a Free Lunch in China

Midterm elections provide a surprising lift for drug stocks, with one analyst calling outcome a ‘best-case scenario’

Bristol-Myers Squibb to buy Celgene in $74 billion deal

Bristol-Myers and Vedanta to study combination therapy for cancer

Freeport McMoRan (FCX)

Freeport broke the law with blowing dust from mine tailings, Pima County says

Former U.S. Sen. Jon Kyl returns to D.C. lobbying firm amid questions of ASU pay

The Case For Why Freeport-McMoRan Is Almost Criminally Undervalued

Mining industry leadership set for changing of the guard

Intel Corporation (INTC)

The New Frontier for Retail-Everywhere Commerce

Windows 10 on Arm: You can expect to see better apps soon, says Microsoft

Intel: These Guys Are Competing Aggressively

Thoughts on Tech’s Past and Future

Nearly a Quarter of Employees at Amazon, Apple, and Other Tech Giants Regret Taking Their Jobs

Qualcomm Slumps After Apple Move to Intel Chips Trims Quarterly Revenue Guidance

Southwest Airlines (LUV)

KKR To Invest In Portfolio Of Leasable Aircraft

Passengers’ Vote: World’s 10 Best/Worst Airlines

Delta growth to slow further in first quarter as shutdown weighs

Airlines Jump as Spirit Air Boosts Industry Comeback Optimism

Norfolk Southern (NSC)

One Sale Does Not a GE Turnaround Make

GA: MARTA approves plans for Clayton County commuter train

US stocks rise again as investors hope for trade progress

Norfolk Southern announces new corporate future in the city of Atlanta

Starbucks (SBUX)

Look to China for Starbucks Sales, Apple’s Cheaper iPhone: Two Trading Keys

Pershing Square Holdings Ltd. (PSHZF) CEO William Ackman on Q3 2018 Results – Earnings Call Transcript

Starbucks Gets New Drinks From Lab to Cafe in One-Fifth the Time

‘Banning plastic straws will not be enough:’ The fight to clean the oceans

5 takeaways from Apple’s stark China warning

Union Pacific (UNP)

This sluggish market may call for a ‘low and slow’ portfolio

CTA expected to approve contracts Wednesday that pave the way for massive Red-Purple Line modernization

Companies Feel the Tariff Pinch

Optimism About Trade Talks May Generate Continued Buying Interest

AbbVie (ABBV)

Don’t Let Bristol-Myers Megamerger Fool You

German health minister calls for faster adoption of biosimilar drugs

Did Gilead Sciences Make an $11 Billion Blunder?

How to Invest in Cannabis – In Its Many Forms

FDA Approves Novartis’ Copy Of AbbVie Bestseller Humira

Colgate-Palmolive (CL)

Colgate-Palmolive Is Offering A 20-Year High Dividend Yield

Health Investors Get Selective as Markets Churn Into 2019

Colgate-Palmolive Slides After Revenue Miss in ‘Challenging’ Third Quarter

Colgate Works to Fortify Competitive Edge

In The News | Week of 1.14.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Citigroup (C)

Exclusive: Goldman Sachs on course to launch cash management in mid-2020

Wall Street’s Bullish CEOs Face a Reckoning After Stock Selloff

Citigroup Suspends Hong Kong Trader Amid Stocks Probe

Banks Say They Aren’t Cashing In on This Market Turmoil

Citigroup Faces $180 Million Loss on Loan to Asia Fund

PG&E Faces Deepening Fire Crisis With $12 Billion Market Wipeout

Citigroup, Numis, HSBC Take Hit on Botched Kier Rights Offer

United Airlines (UAL)

United to start charging for its best coach seats (Extra legroom not included)

A Senior American Airlines Executive Flew on United Airlines. This Is Her Critical Review

Airline Outlook Darkens as Warnings Reveal Revenue Weakness

Pilots says Boeing didn’t disclose jet’s new control feature

United Airlines Just Came Up With a Truly Outrageous Excuse For Reducing Its Cabin Service. Oh, Maybe It’s Brilliant

Paraplegic passenger claims United failed to provide timely aisle chair, had to ‘scoot down on my butt’ to leave plane

United Expands Chicago, Houston, Los Angeles, Washington

JPMorgan Chase (JPM)

A $10 Billion Rebalance Is the Talk of Wall Street: Taking Stock

One of the Best Sell-Side Calls in History Is Over: Taking Stock

Loan Deals Scrapped or Sold at Deep Discount as Market Falters

Wall Street’s Bullish CEOs Face a Reckoning After Stock Selloff

Occupy Jamie Dimon: Activists Are Chasing the Billionaire Across the U.S.

Blackrock (BLK)

Insurers and ETFs: an untapped $300bn opportunity

BlackRock is buying a stake in a financial technology company to reach more than 90,000 money-managers

Despite The Volatility, ETFs Enjoyed Their Second-Biggest Year On Record

European funds souring over smart beta options

Amid Increasing Demand for ESG Disclosure, Voting Support for Shareholder Resolutions on Environmental and Social Issues is Rising

Managers see retail channel as next growth opportunity in Europe

This San Francisco Investor Wants to Revolutionize Private Equity. Is He Crazy?

Wells Fargo (WFC)

Layoffs Loom Large as Banks Weigh Funding Deal to Save Sears

U.S. 2019 housing market outlook on shaky ground: Reuters poll

Pot Banking Takes Off in U.S. as Women Forge Path Around Ban

Mortgage rates could head lower after Powell comment drives bond yield to important level

Employee rights group says Wells Fargo declined planned meeting

Wells Fargo won’t be allowed to grow unless problems fixed: Fed’s Powell

Wells Fargo CFO Sees Doubling Investment-Banking Fees in 5 Years

Bank of America (BAC)

Banks pass on marijuana loans, for now

Bank of America completes Brexit switch to Dublin

Bank of America sees market decline next year: ‘There is now an alternative to stocks’

Merrill Lynch to pay brokers bonuses based on credits for recruiting clients

CLOs Are Finally Taking a Beating Like Rest of Credit Market

PayPal and Square quietly grow small business lending using data as their edge over banks

Goldman Sachs (GS)

Goldman Set to Lead M&A for 2018 After Buyout Firms Lift Business

The Poker Aces Playing a Key Hand in the $5 Trillion ETF Market

UPDATE 1-Goldman Sachs CEO: I feel horrible ex-bankers broke law in 1MDB case

Goldman Sachs’ 2019 stock market outlook: Raise cash and get defensive

Former Goldman Electronic Trading Head Sees Parallels in Crypto

Goldman Sachs, mega-M&A purveyor, looks for smaller deals


Game of Clouds: Lock-In is Coming

What Is Artificial Intelligence? Examples and News in 2019

Coming soon: Public blockchains for private business data

Why Corporates are Finally Joining the Blockchain Revolution

Future of AWS hinges on AI, Lambda and on premises

Analysts look at the IBM/Red Hat deal

IBM and Nvidia announce turnkey AI system

Morgan Stanley (MS)

Uber Selects Morgan Stanley to Lead 2019 IPO

Visionary Integration Professionals Secures Morgan Stanley Investment

Financial titans plan low-cost stock exchange

Major Wall Street players plan new exchange to challenge NYSE, Nasdaq

Women in Banking The princess and the paycheck, Blythe Masters’ exit and #MeToo paranoia

Netflix (NFLX)

Enabling The Enterprise Shift To Microservices

‘Game of Thrones’ Prequel Rounds Out Main Cast, S.J. Clarkson to Direct

Kilroy Realty Signs Lease with Netflix for 100 Percent of the Commercial Office Space at Academy on Vine

The 25 best TV shows of 2018

Forget Netflix, iQiyi Is a Better Streaming Video Stock

Netflix pulls ‘Patriot Act with Hasan Minhaj’ episode after getting ‘valid’ legal complaint from Saudi Arabia

Goldman Sachs says Netflix is one of the best bets in the Internet space, and its cash burn is just starting to pay off (NFLX)

Schlumberger, Ltd. (SLB)

Heir to a Schlumberger Fortune Goes From 0 to 60 in 3.1 Seconds

Halliburton On Sale

This Oil Stock Is The Cheapest It’s Been in 33 Years. Is It Time to Buy?

Schlumberger Limited: Hold Just Because Of Its Moat And Very Low Price

Africa LNG Set to Surge as Floating Projects Cut Time to Market

King Salman Energy Park Sparks New Era of Growth for Saudi Arabia’s Energy Sector

In the News | Week of 1.7.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Lennar Corporation (LEN)

Town Council reconsiders rejection of Lennar Homes project

Homebuilders: Relief In Sight

These five megaprojects promise to transform chunks of the Bay Area

This Super-Cheap Industry Is the Epitome of a Value Trap

Trend Breaks And A Plunge-Worthy Housing Slowdown

Constellation Brands (STZ)

Why 2019 Will Be the Year of Weed

America’s 26 top-selling beers show that the country still likes a cold one now and then

Canada to legalise adult use of recreational cannabis

Why cannabis is more than just a buzzy investment for food and beverage companies

Constellation Brands CEO Rob Sands will step down in March: WSJ

A Fight to the Death Between Cannabis and Beer

Stone v. MillerCoors: The latest battle pitting Big Beer v. craft beer

Delta Airlines (DAL)

Here Are the US Airlines Most and Least Likely to Mishandle Your Luggage

Why Delta Can Rise 25% in a Turbulent Market

Photos: Airbus Delivers 85 Aircraft in OctoberD

Delta orders 10 A330neos from Boeing rival Airbus, but scales back orders for bigger A350s

This Is Why Airline Stocks Are Tumbling Today

Delta Air Lines apologizes after man sits in dog feces during 2-hour flight

(And yes, the above article really is very connected to Delta’s overall narrative.)

In the News | Week of 12.31.2018

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Lamb Weston

It’s a Fry Delivery Revolution

Lamb Weston’s earnings come in strong, but potato crop issue offer uncertain outlook

Lamb Weston Reports Growth, but Expects Challenges Next Year

Non-Farm Payrolls and Unemployment

The decline of the suburban American paid-on-call fire service

Jobless Rate Rises As Job-Seekers Pool Grows In Pennsylvania

United States : Tennessee Unemployment Drops Ahead of Holiday Season

Philly Fed: State Coincident Indexes increased in 43 states in November

Idaho’s Unemployment Rate Remains Below 3%

7 Reasons to Be a Bullish Market Contrarian

In the News | Week of 12.24.2018

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

It is Christmas week – and the last full week of the year – which means we have very little in the way of upcoming events in financial markets. Despite our expressed antipathy for financial market prediction pieces, year-in-review pieces covering other topics are far more fascinating. Gell-Mann Amnesia at work? Either way, below is a finance-free and Trump-free (mostly) list of what people have been writing about 2018. As always, these are the most representative, not the most read, highest quality, etc:

The Facebook Dilemma: A Year in Review

INTERVIEW: Todd Mozer, CEO, Sensory – On Biometrics, AI and Connected Cars

The Best TV Performances of 2018

2018 year in review: 50 stories from 50 states that moved us

Google’s year in review: All of the highlights and lowlights from 2018

Year in Review 2018 and Year to Come 2019 – United Kingdom Law

TradeWeb Year in Review

Catholic News: A Year in Review Around the World

MEI 2018 In Review

In the News | Week of 12.17.2018

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

FOMC Meeting

Fed Weights Wait-and-See Approach on Future Rate Increases

Retreating from Trade Battle, Market Instead Eyes Weak Foreign Data

The Yield Curve Just Inverted – Sort Of – And That Is a Sell Signal For Stocks

U.S. consumer spending rises strongly, inflation moderates

Powell’s Dovish Rate Tilt Reflects Fear of Fool-in-Shower Trap

Goldman Sachs Sees Risk of Greenback Nearing a ‘Messy Top’

Oracle Corporation (ORCL)

Cloudera CEO on Hortonworks merger: People expect us to be the next Oracle

In this higher-growth market, investors are looking beyond FAANG

Zuora CEO Lauds Lack of Innovation From Rivals Oracle, SAP

Google’s new cloud chief has a culture clash ahead of him after 22 years at Oracle

‘Keep Talkin’ Larry’: Amazon Is Close to Tossing Oracle Software

Carnival Cruise Line (CCL)

U.S. News Reveals the 2019 Best Cruise Lines

Mardi Gras Selected As Name For Largest Carnival Cruise Line Ship Ever Constructed

Carnival Cruise Corporation: At The Mercy Of The Economy?

Chief Fun Officer Shaquille O’Neal To Open First ‘Big Chicken’ Restaurant At Sea Aboard Carnival Radiance

Darden Restaurants (DRI)

Former Darden Senior Executive, Dave Pickens, to Join FoodFirst Global Restaurants, Inc. as President & Chief Operations Officer

Yum Brands’ Pizza Hut is losing out on one key demographic

Activist Soup Ad is Mmmm Mmmm Good

Centerbridge to buy P.F. Chang’s for $1.1 billion

8 Restaurant Stocks Dealing With a Dining Slowdown

FedEx Corporation (FDX)

CEOs Work to Figure Out Trump — Journal Report

Walgreens and FedEx launching next-day prescription delivery service

Key Takeaways From The Blockchain In Transport Alliance Fall Symposium

UPS’s Christmas Wish: A Delivery Surge It Can Handle

Micron Technology (MU)

Favorable Samsung Comments Will Not Save Micron

Micron: Has The Market Lost Its Mind Or Have ‘We’?

Micron Collaborates with Premium German Automaker to Advance Automotive Memory Technologies

Micron Technology: The Long Term Takes A Sober Approach

Micron Joins CERN openlab, Bringing New Machine Learning Capabilities to Advance Science and Research

General Mills (GIS)

23 Huge Misconceptions About the Grocery Business, According to Its Emerging Leaders

Cheerios Inspires General Mills To Innovate Employee Experience

General Mills: We May Drop Below $40 Briefly

Are Millennials Killing Name Brands?

Cereal sales are on the decline, but that’s not stopping Funko from serving up a sugary breakfast

Paychex, Inc. (PAYX)

No items of note.

Accenture PLC (ACN)

No items of note. 

Conagra Brands (CAG)

Duncan Hines cake mixes recalled over Salmonella fears

A trio of packaging production tales that end happily in 2018

Nike Inc (NKE)

Which Players Will Benefit Most from NBA’s Sneaker Colorway Rule?

Why Balenciaga’s New Track Sneaker Is Better Than Its Triple S

17 Unforgettable – Oh, Let’s Just Come Out and Say It, Ugly! – Sneakers That Defined 2018

$1,000 sneakers? An X-ray shines light on the season’s priciest kicks

At Nike NYC, an app delivers clothes to the fitting room, and pays for what you buy

Walgreens Boots Alliance Inc. (WBA)

Walgreens takes minority stake in makeup company Birchbox. Hopes to lure customers to beauty aisles

Rural Pharmacies Are Closing: Where Does That Leave Patients?

Dividend Champion Spotlight: Walgreens Boots Alliance

Topical Trends from Corporate Earnings Calls (12/2018)

As we’ve written a fair bit recently, the source of narrative can often be as important as the stories being told themselves. By narrowing the source to corporate executives (and to a lesser extent, Q&A from sell-side sources), public company earnings call transcripts provide a useful supplement to our aggregate measures of narrative.

The below chart shows the percentage of public company company earnings calls which referred to various topics over the past two years.

Source: Quid, Epsilon Theory, Seeking Alpha

The two main takeaways will not be surprising:

  • Tariff impacts have moved to front-of-mind status for many companies.
  • While inflation topics have begun to fade for the time being, Q4-to-date calls have demonstrated an increased focus on interest rates and central bank activity.

This data is largely consistent with the broader attention results from our December narrative monitors. Below we list some of the most indicative transcripts from the most recent quarter – not necessarily the most read, but the ones which share the most language and connection with other stories. Viewing full detail will require Seeking Alpha registration.

Magna International (MGA)

Dollar General (DG)

Hooker Furniture (HOFT)

Armstrong Flooring (AFI)

Huntsman (HUN)

Brown-Forman Corporation (BF.B)

In the News | Week of 12.10.2018

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Adobe Inc (ADBE)

Cloud firms take aim at Amazon with data pricing pact

SAP snatches sentiment tracker Qualtrics from verge of IPO for $8 bln

SAP, Microsoft and Adobe announce data alliance

There’s Method to the Madness of Online Holiday Shopping

Costco Wholesale Corporation (COST)

Surging Costco stock downgraded by Wells Fargo because this ‘may be as good as it gets’

Walmart’s purchase of Mexico food delivery app set to spur e-commerce

Costco downgraded as members-only retailer faces higher sales hurdles

Walmart will benefit from growing online grocery business, Deutsche Bank says in upgrade

Amazon Bets Thanksgiving Will Get You to Order Groceries Online

In the News | Week of 12.3.2018

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Broadcom (AVGO)

Road To Financial Independence: Growing Dividends, Endless Opportunities But Limited Capital

Predictions 2019: Media What’s On Tap?

China’s cyber-spying ‘keeps a lot of US tech CEOs up at night’

Mystery Memo Roils China-Linked Broadcom’s Bid for Sensitive U.S. Contracts

These are the stocks that options investors are most worried about

Qualcomm Accuses Apple of Stealing Secrets to Help Intel

Kroger (KR)

On the Record: How Whole Foods has affected the grocery business one year after the Amazon deal

This scrappy self-driving upstart is about to beat the biggest companies in the world to autonomous grocery delivery

Has the retail apocalypse come for grocery brands?

Could blockchain be the food chain’s answer to romaine lettuce E. coli and other outbreaks?

Amazon Hasn’t Done To Grocers What It Once Did To Barnes And Noble

Dollar General (DG)

Walmart Pulls Out All the Stops to Battle Amazon but hasn’t Forgotten its Brick-and-Mortar Competition

Taking a Lesson from Amazon; Why In-Store Sales Are Growing

Dividend Diamond in Focus Dollar General Corporation (NYSE:DG)            

4 Brick and Mortars Thriving in the Wake of Amazon

Ulta Beauty (ULTA)

Sephora, Ulta And The Battle For The $56B U.S. Beauty Retail Market

Walgreens takes minority stake in makeup company Birchbox. Hopes to lure customers to beauty aisles

What Ulta Beauty Wants Investors to Know

Unwash Expands Product Range In-Store and Online At Ulta Beauty

Hewlett-Packard Enterprise (HPE)

HPE reveals secrets behind supercomputer’s space success

Wi-Fi Alliance introduces Wi-Fi 6

Trapeze Asset Management Q2 2018 Letter: The Quality Quandary

H&R Block (HRB)

Exclusive: H&R Block CEO Jones says change is painful, but must happen

Featured Franchisees of the Year exemplify H&R Block’s tax expertise and community support

Walking Away From H&R Block

Brown-Forman (BF.B)

Global Single Malt Whiskey Market to Observe Strong Development by 2023

Mario Gabelli’s Gabelli Asset Fund 2nd Quarter Commentary

Autozone (AZO)

Week Ahead: Casualties Mounting from the Trade War

49 Companies Amazon Could Destroy (And 1 It Already Has)

AutoZone: Q4 Highlights

Synopsys (SNPS)

Synopsys Wins 2018 World Electronic Achievement Awards for Two Major Game-Changing Innovations

Severe vulnerabilities expose wireless access points to attack

Cooper Companies (COO)

None of Note