Boeing and Broadridge Financial Solutions were recently dropped from the Bloomberg New Constructs Core Earnings Leaders Index after their Core Earnings fell below reported GAAP earnings in 2Q2026. Boeing's GAAP earnings were artificially inflated by billions in non-operating income, masking lower true profitability. Similarly, Broadridge's GAAP earnings included significant unusual gains, overstating its profitability compared to Core Earnings. This highlights the importance of analyzing Core Earnings to avoid misleading financial reports and make better investment decisions. The Core Earnings Leaders Index outperformed the S&P 500 by 9% in 2025, showing the value of this approach.
Recent inflation data shows accelerating price pressures, especially from energy costs, keeping the Federal Reserve cautious and supporting higher Treasury yields and a strong US dollar. The Trump-Xi meeting improved market sentiment but lacked confi...
President Donald Trump made significant stock purchases worth between $220 million and $750 million in the first quarter of 2026, including shares in tech giants like Nvidia, Oracle, and Microsoft, as well as defense companies such as Palantir and Bo...
Boeing's stock surged over 8% ahead of President Trump's China visit amid hopes of a 500-jet order from China. However, the actual deal finalized during the summit was for only 200 jets, 300 fewer than anticipated, causing Boeing shares to fall 4.73%...
Boeing's stock dropped significantly after President Donald Trump announced that China is purchasing 200 Boeing jets, a figure that disappointed investors who expected more than double that amount. The announcement came during Trump's visit to China ...
President Donald Trump disclosed a large purchase of U.S. stocks, including $1 million to $5 million each in Boeing and Nvidia shares, made on February 10. These investments come as Boeing and Nvidia anticipate new business opportunities linked to Tr...
