The crude oil market rallied a bit in the early part of the Thursday session but have also given back a lot of momentum. While we sit on support in both grades of oil in this analysis, and therefore choppiness is what I expect.

For Berkshire Hathaway to achieve outsized gains, Greg Abel must find an 'elephant' acquisition; both investment and non-insurance earnings growth have slowed considerably since 2007. Insurance operations have been a bright spot in recent years with consistently negative cost of float and strong underwriting profits; however, the market is turning soft, leading to declining profits. The over 60 non-insurance businesses haven't shown encouraging growth since 2021; if Berkshire aims to grow its operating earnings, it must accelerate the growth rates of these businesses.

Union Pacific said on Thursday it was in advanced discussions with rival Norfolk Southern for a possible merger.

The healthcare company says it is ‘complying with formal criminal and civil requests' from the Justice Department.

IEMG is outperforming the S&P 500 YTD, with a 21% return versus 8%, and I reiterate my buy rating. The ETF offers broad, low-cost emerging market exposure, attractive valuation at 13.7x earnings, and a solid 3%+ dividend yield. Technical momentum is strong, with a recent breakout above $59 and a bullish trend targeting $70 in 2025.

CNBC's Bertha Coombs joins 'Squawk Box' with the latest news from UnitedHealth.

Actress Sydney Sweeney helped bring American Eagle shares into the current meme stock mania on Thursday. American Eagle's high short interest and inherent brand recognition make it a prime candidate for meme-obsessed retail traders

NVDA jumps 2.3% as Elon Musk's xAI plans a massive $12B GPU buy, reinforcing Nvidia's AI dominance.

NEE's $74 billion clean energy push through 2029 backs its earnings outlook and outpaces industry returns.

MGY is expected to report higher production volumes in the second quarter, accompanied by higher revenues from NGL's and natural gas.

NBR is expected to deliver higher revenues in the second quarter. However, direct costs are anticipated to have impacted its bottom line.

A.O. Smith (AOS) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.06 per share a year ago.

ADT (ADT) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 per share a year ago.

Blackstone Inc. (BX) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.96 per share a year ago.

MOO is a long-term buy, positioned to benefit from global population growth, rising food demand, and innovation across agribusiness subsectors. The ETF offers superior diversification, liquidity, and dividend yield compared to its main peer, VEGI, despite a slightly higher expense ratio. Key holdings like Deere, Corteva, Zoetis, and Nutrien are set to capitalize on increased farm incomes, tech adoption, and evolving dietary trends.

OXLC's Q2 2025 report revealed an 11% dividend cut and a 1-for-5 reverse stock split, reflecting ongoing NAV per share declines. The dividend cut was justified, as payout exceeded portfolio yield, but I question if the reduction was sufficient for long-term sustainability. Despite falling NAV, fixed-income holders (baby bonds and preferreds) remain well-covered, with asset coverage ratios far above regulatory minimums.

Teledyne Technologies Incorporated (NYSE:TDY ) Q2 2025 Earnings Conference Call July 23, 2025 11:00 AM ET Company Participants Jason VanWees - Vice Chairman Robert Mehrabian - Executive Chairman George Bobb - President & Chief Executive Officer Stephen Blackwood - CFO & Executive VP Conference Call Participants Andrew Buscaglia - BNP Paribas Exane, Research Division Damian Karas - UBS Investment Bank, Research Division Greg Konrad - Jefferies LLC, Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division James Ricchiuti - Needham & Company, LLC, Research Division Jordan Lyonnais - BofA Securities, Research Division Jonathan Siegmann - Stifel, Nicolaus & …

BNPL Summit will address key topics facing financial institutions, and feature bank BNPL veterans and industry thought leaders, including TransUnion SCOTTSDALE, Ariz. , July 23, 2025 /PRNewswire/ -- equipifi, the leading Buy Now, Pay Later (BNPL) platform for financial institutions, has opened registration for its annual event: Insights and Innovation in Buy Now, Pay Later (BNPL Summit).

Chevron cut 575 positions in the Houston area after it completed its $55 billion merger with Hess, a Texas Workforce Commission filing revealed on Wednesday.

The U.S.-Japan trade deal capped tariffs at 15%, including auto tariffs, sparking a relief rally in Japanese equities, especially autos and industrials. Franklin FTSE Japan ETF is well positioned for short-term gains due to its low costs, sector diversification, and overweight to Japanese industrials and auto manufacturers.