Key Takeaways TSCO posted a record 2Q25, with sales driven by consumables, pet and seasonal recovery.Loyalty membership hit new highs, boosting traffic, ticket growth and customer engagement.Inflation, tariffs and SG&A investments are set to weigh on margins in late 2025.Tractor Supply Company (TSCO) thrives at the intersection of rural lifestyle and essential retail, serving a customer base often overlooked by big-box peers. Its model is anchored in need-based categories, such as pet, livestock and land ca ...

Key Takeaways Kingstone expects $0.5B in written premiums within five years, doubling its current size.KINS plans expansion into four states while divesting non-core operations to sharpen focus.Profitability returned in 2024, with the 2025 combined ratio projected between 79% and 83%.Kingstone Companies (KINS) is the 12th largest homeowner insurer in New York, as accredited by the S&P, with a market share of 2.1% in 2024. It has a market capitalization of $206 million. It expects to generate approximately $ ...

It’s a quiet Thursday in today’s pre-market, with a federal government shutdown keeping us from Weekly Jobless Claims data from the U.S. Department of Labor and Factory Orders from the Census Bureau. With no signs of ending this week, this shutdown will also likely keep nonfarm payrolls from the Bureau of Labor Statistics (BLS) from seeing the light of day tomorrow.Thoughts on Labor Market/Jobless ClaimsInitial Jobless Claims had been coming down drastically, following a multi-year high from Labor Day week ...

Key Takeaways Mercantile Bank chose JKHY's core platform and workflow tools to boost efficiency and support expansion.JKHY expands digital payments with Rapid Transfers, powered by Visa and Mastercard certifications.Partnerships with Apple, Visa, and Mastercard help JKHY bring modern payments to community banks.Jack Henry & Associates (JKHY) has signed a new core client, Mercantile Bank, which is the largest community bank in Michigan with $6.2 billion in assets. Mercantile Bank aims to use Jack Henry & Ass ...

Key Takeaways SkyWest expands fleet via agreements with UAL, DAL, ALK and Embraer for new E175 deliveries.By 2028-end, SkyWest is scheduled to have nearly 300 E175 aircraft. Shareholder returns remain key, with $17.3M in Q2 buybacks and $267M still authorized.SkyWest, Inc. (SKYW) is poised to benefit from increased air travel demand and its associated fleet modernization initiatives. A solid balance sheet enables SKYW to consistently reward shareholders with share repurchases.Let’s delve deeper into the fac ...

Key Takeaways Moderna targets $30B market with 10 new products in four years to reduce COVID-19 sales reliance.Declining Spikevax sales drive focus on RSV and late-stage pipeline programs like CMV and influenza.Cancer therapy intismeran, with Merck, advances in phase III studies for melanoma and lung cancer.Moderna (MRNA) is focusing on launching up to 10 new marketed products over the next four years, targeting a market opportunity of over $30 billion. These launches are central to Moderna’s strategy to dr ...

Key Takeaways Moody's H1 2025 revenues rose 6.1% to $3.82B, with EPS up 8.1% to $6.66.Moody's Analytics ARR hit $3.3B, up 8.1% year over year, led by Decision Solutions.Operating margin slipped 20 bps to 43.5% due to restructuring and amortization costs.Moody’s Corp. (MCO) delivered a strong first half of 2025, reporting $3.82 billion in revenues and earnings per share of $6.66, up 6.1% and 8.1%, respectively, on a year-over-year basis. This was partly driven by the acquisition of CAPE Analytics in January. ...

Key Takeaways Premium momentum fueled by new business volume, rate increases, strong retention, and product expansion. Investment income benefits from higher yields and an improved rate environment. Strategic acquisitions expand surety, reinsurance, and Markel Ventures' revenue streams. Markel Corporation (MKL) has been gaining momentum on the back of new business volume, favorable rates, solid retention levels, higher earned premiums, solid cash position, and prudent capital deployment.MKL has been generat ...

Key Takeaways Jobs Week Ends Early with No Jobless Claims, BLSPre-Market Investors Keep Tech Indexes Up on AI TradeTesla Outperforms on EV Deliveries in Q3, As ExpectedThursday, October 2, 2025It’s a quiet Thursday in today’s pre-market, with a federal government shutdown keeping us from Weekly Jobless Claims data from the U.S. Department of Labor and Factory Orders from the Census Bureau. With no signs of ending this week, this shutdown will also likely keep nonfarm payrolls from the Bureau of Labor Statis ...

Key Takeaways FICO launched new GenAI models designed to cut errors and enhance fraud detection accuracy. FICO Platform was named a leader in AI decisioning platforms by Forrester for the fourth time. FICO expanded with AWS, Cognizant, and Fujitsu partnerships to boost AI adoption globally. Fair Issac (FICO) is benefiting from an innovative portfolio, which has been a major growth driver, enabling the company to maintain its leadership position in the financial services industry. Building on this momentum, ...