BRK.B boosts Alphabet, Delta and Lennar stakes while trimming several holdings as it reshapes its equity portfolio.

Capital One (COF) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Capital One’s July update showed slower card growth as Bank of America weighed the lender’s credit performance and outlook.

Debanking isn’t new — and, according to one study, it’s government debanking that’s the bigger problem.

The Google Parent Is Now Berkshire’s 3rd Biggest Stock Holding

Warren Buffett's Berkshire and Dan Loeb's Third Point studied the same consumer lender last quarter and walked away with completely opposite convictions. One of them is making a very expensive mistake.

Capital One Financial Corp (NYSE:COF) recently announced a total dividend of $0.8 per share, with the ex-dividend date set for 2026-08-17. This includes a cash dividend of $0.8 per share payable on 2026-09-01. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Sam Stovall says sentiment surveys are a distraction and that one specific corner of the financial system holds the real on-off switch for consumer spending. The signals hiding in this earnings season will tell investors whether that switch is about to flip.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

SoftBank Group Corp. has reported past first-quarter 2026 results, with sales rising to ¥2,019.59 billion while net income eased to ¥347.33 billion, alongside disclosures of a new stake in Capital One and a sale of 71.5% of its Taiwan Semiconductor Manufacturing holding. The combination of higher revenue but lower per-share earnings and a sharp portfolio shift toward U.S. financials and away from a major semiconductor holding gives investors fresh insight into how SoftBank is reshaping its...

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

Investing.com -- Berkshire Hathaway (NYSE:BRKb) aggressively expanded its stake in Alphabet Inc (NASDAQ:GOOGL) during the second quarter, signaling a deepening conviction in the technology giant’s strategic trajectory. According to the Omaha-based conglomerate’s latest 13F filing, the firm added tens of millions of shares across both share classes, lifting its Class C holdings to over 27 million while bolstering its Class A position to nearly 79 million shares. Against that backdrop of tech accu

Softbank Group Corp. unveiled a new ‌stake in Capital One and disclosed ‌that it sold 71.5% of its stake in Taiwan ​Semiconductor Holdings during the second quarter in filings with the U.S. Securities and Exchange Commission. Institutional investors, including wealth management entities, endowments, ‌pension funds, ⁠hedge funds and others, are required to file a list of ⁠their holdings as of the end of each calendar quarter with the Wall Street ​regulator. In the ​most recent quarter, ​ended June 30, ‌Softbank disclosed it had acquired 276,811 shares of Capital One, valued at $55.5 million, as of the end of the period.

C agrees to acquire Kard to enhance personalized rewards and merchant offers. Can the deal accelerate U.S. Consumer Cards growth? Let's discuss.

AT&T’s CMO says customers who love the brand are three times less likely to leave, 50% more likely to buy a second product, and cheaper to acquire.

Capital One Financial (COF) is back in focus after agreeing to a 20 year naming rights extension for Capital One Arena, in connection with a planned US$1 billion plus transformation and expanded cardholder benefits. See our latest analysis for Capital One Financial. For context, Capital One Financial's share price has a 30 day share price return of 9.03% and a 90 day share price return of 19.59%. Its 3 year total shareholder return of 122.37% and 5 year total shareholder return of 44.90%...

Synchrony Financial's record purchase volume and rising card spending could lift loan receivables and earnings in the second half of 2026.

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.

ECPG's raised 2026 earnings and collections outlook improves visibility, while refinancing savings support growth amid cost and leverage risks.

Encore Capital's 16.3% three-month rise is backed by record collections, higher earnings expectations and a peer valuation discount, despite cost and leverage risks.

During the August 6 Mad Money episode, host Jim Cramer highlighted a change in consumer behavior that continues to benefit major credit card issuers. Cramer noted that high consumer spending on travel and experiences has evolved from a temporary post-pandemic rebound into a sustained, long-term trend. He said: Look, I knew that American Express, I […]

Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.

NAVI's Q2 results benefit from lower expenses and provisions, lifting EPS above estimates. Shares gain 4.8% despite lower NII and other income.

EZPW tops Q3 earnings and revenue estimates as pawn service charges, merchandise and jewelry scrap sales climb despite higher expenses.

Capital One Financial has more than doubled shareholders' money over the past three years, yet its current valuation checks still point to the stock trading at a discount to an internally estimated intrinsic value. With fresh legal headlines in the background, the question for investors is whether that apparent discount is a genuine opportunity or compensation for higher perceived risk. Capital One Financial has returned 102.1% over the past three years, which puts recent short term swings...

Index funds typically outperform actively managed ones, but owning funds run by smart people isn't as crazy as folks think. Here are some top picks.

Berkshire Hathaway, Micron and Oracle lead today's top stock reports, highlighting key growth drivers, opportunities and risks shaping their outlooks.

A new court filing says months of anti-money-laundering analysis—not political pressure—led to the closure of hundreds of the Trump Organization’s accounts.

The bank has not accused the Trump Organization of money laundering. But Capital One said the transaction patterns it identified are “among the types of activity flagged by federal banking guidance.”

Capital One closed hundreds of Trump Organization accounts in 2021 “for anti-money laundering reasons,” the bank disclosed for the first time in a court filing Friday night.

NAVI's Q2 results, set to be reported on Aug. 6, are expected to benefit from cost-control efforts despite lower revenues and earnings.

EZPW heads into Q3 earnings release with expectations for higher profit and revenues, as pawn demand, merchandise sales and SMG contributions remain in focus.

Goldman Sachs just refreshed its August Conviction List with a financial services name analysts say the market is sleeping on, and two other picks in the sector that could quietly outperform through year-end.

The dispute breaks out amid a larger debate about debanking practices, an issue that has increasingly intersected with crypto policy and financial regulation.

Investing.com -- Capital One Financial (NYSE:COF) said it closed more than 300 Trump Organization-affiliated accounts after a months-long review by its anti-money laundering team, according to a court filing reported by Reuters.

SAN FRANCISCO, Aug 1 (Reuters) - Capital One Financial hit back on Friday against a lawsuit over its decision to close the Trump Organization's bank accounts years ago, stating that it did ‌so after a review by anti-money laundering experts. The disclosure marks the first time a bank has ‌formally tied money laundering concerns to U.

(Bloomberg) -- Capital One Financial Corp. said in a court filing late Friday that it closed accounts belonging to President Donald Trump’s sprawling real estate company in 2021 for legitimate reasons after an internal review by the bank’s anti-money laundering team.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help

Axos Financial (NYSE:AX) closed fiscal 2026 with double-digit growth in net interest income, non-interest income, loans, deposits, earnings per share and book value per share, President and Chief Executive Officer Greg Garrabrants said during the company’s fourth-quarter earnings call. For the quar

In July 2026, Capital One Financial reported much stronger second-quarter results, moving from a net loss a year earlier to net income of US$3,020 million, while also affirming a US$0.80 quarterly common dividend and declaring a range of preferred stock dividends payable in the second half of 2026. Alongside these earnings and capital return updates, the bank highlighted progress on its US$265 billion community investment plan linked to the Discover acquisition, underscoring how financial...

Capital One's Discover acquisition is going as planned, which is important to keep in mind as you examine the combined company's results.

ENVA's Grasshopper acquisition could reshape funding with deposits and banking capabilities, but integration, capital and credit risks will test execution.

OMF meets Q2 earnings estimates as higher net interest income and other revenues lift the results, even as rising credit costs weigh on profit.

The bank issued a report last month on progress related to the $265 billion it had committed to invest as part of its bid to buy Discover Financial Services. Charitable organizations working with it offered little support for the statement.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.

Capital One reported that the Discover integration is going well, but that's a mixed blessing.

By investing in fan experiences, local entrepreneurs, and long-season MLB sponsorships, Capital One aims to deepen cardholder engagement beyond traditional ads.

ENVA's Q2 results benefit from higher revenues and improving credit quality. However, shares fall as rising expenses weigh on investor sentiment.