The Healthcare Giant Showing It Can Control Costs and Grow Again

After a challenging stretch, signs of real progress are starting to come through in both performance and outlook.

This is about more than a beat; it is a shift toward stronger control, improving margins, and more reliable growth.

Risk Signal (Sponsored)

Emmy-winning analyst releases his next big story

Whitney Tilson shocked the nation on 60 Minutes when he accused a major company of poisoning its customers.

The investigation won an Emmy and the stock fell nearly 80%. (He also called the housing crisis and the collapse of Bear Stearns and Lehman Brothers).

Now, he's releasing his next big story.

He says a dangerous pattern is forming, and most Americans have no idea how exposed they really are.

For the full presentation, go here.

Industrials

A $1.4B Exit Just Revealed Where Honeywell Is Headed Next

Honeywell (NASDAQ: HON) just made a decisive move to reshape its future. The company is selling its productivity solutions and services unit to Brady Corporation for $1.4 billion in cash.

This is not happening in isolation.

Honeywell has been actively trimming its portfolio, including spinning off its advanced materials business and exiting its PPE business, which suggests a clear pattern is forming.

Cutting the Fat Fast

Honeywell is moving quickly to simplify what has historically been a very complex business. Selling this unit removes a piece that does not fully align with its future focus areas, such as aerospace and automation.

That kind of focus does not come without trade-offs. The company is giving up a steady revenue stream, but doing so to build a more concentrated, potentially higher-performing core.

A Bigger Breakup Is Taking Shape

This deal fits into a much larger transformation.

Honeywell has already outlined plans to split into more defined segments, and moves like this help make that structure cleaner and easier to execute.

The goal is not just simplification; it is clarity in how each business operates and grows.

This is where things get interesting. Your perspective should shift from seeing Honeywell as one giant company to seeing it as multiple focused businesses being shaped in real time.

The company is not done yet.

With this unit gone, Honeywell has more room to double down on higher-margin areas and potentially unlock more value through further restructuring or targeted investments.

HON currently trades at $224 and pays a dividend of $4.76 per share, a yield of 2.12%.

Telecom

AT&T Is Quietly Building a Stickier Customer Machine

AT&T (NYSE: T) just delivered a signal that goes beyond a typical quarter update.

The company added 294,000 postpaid wireless subscribers, beating expectations, and the real driver was not aggressive discounting; it was bundling wireless with high-speed fiber.

Nearly 42% of AT&T households using home internet are now also on its wireless plans. That number matters because it shows how deeply the company is starting to connect its services to everyday customer decisions.

Bundles Are Doing the Heavy Lifting

AT&T is linking fiber and wireless in a way that makes switching providers more complicated for customers.

You are not just choosing a phone plan anymore; you are choosing a combined setup that touches both your home and your mobile life.

That creates a different kind of competition. Instead of fighting for a single subscription, AT&T is locking in multiple services at once, which makes customers far less likely to leave.

Pricing Strategy Is Getting Smarter

The company is not blindly chasing growth with discounts.

The company raised prices at the low and high ends while adjusting mid-tier plans to guide customers toward more balanced options.

That approach avoids a race to the bottom while still keeping the offering attractive.

AT&T is already reorganizing its business around connectivity, with 5G and fiber at the center.

You could be looking at the early stages of a model where telecom companies stop selling plans and start selling full digital infrastructure for everyday life.

T currently trades at $25 and pays a dividend of $1.11 per share, a yield of 4.42%.

Oil Markets (Sponsored)

Oil Just Crossed $100. Here’s What Could Matter Next.

Oil has moved above $100 a barrel as tensions in the Middle East continue to reshape expectations across global energy markets.

While daily headlines can drive sharp swings, the bigger story may be what higher crude prices mean for select energy companies with strong cash flow and operating leverage.

Zacks has outlined three oil stocks that may be well positioned if elevated prices persist.

Read the report.

Financial

BlackRock Is Quietly Rewiring Finance Behind the Scenes

BlackRock (NYSE: BLK) just stepped into a part of crypto that actually changes how finance works. The firm, alongside Mastercard, Gemini, and Ripple, completed tests using a regulated stablecoin to settle payments on the XRP Ledger.

This is not about trading tokens; it is about using blockchain to move real money in real systems.

The focus was on RLUSD, a stablecoin designed to enable faster, more transparent, and easier-to-track payments. That alone signals a shift from watching blockchain to actively building on it.

From Watching Crypto to Using It

For years, institutions circled crypto without fully committing. Now, BlackRock is testing infrastructure that can handle payments, liquidity, and asset movement in a single system.

You are no longer looking at experiments; you are looking at early-stage blockchain deployment in traditional finance.

The XRP Ledger provides built-in tools such as a decentralized exchange and automated liquidity. That means fewer middlemen and faster settlement, which directly challenges how current financial rails operate.

This Is Bigger Than Payments

The implications stretch beyond card transactions.

BlackRock’s tokenized fund infrastructure is now linked to this system, allowing investors to convert holdings into a liquid format that can be traded 24 hours a day.

That removes one of the biggest frictions in traditional finance: limited access to liquidity.

When firms like BlackRock start integrating blockchain into real workflows, others tend to follow quickly to avoid falling behind. That creates a network effect, accelerating adoption faster than expected.

BLK currently trades at $1056 and pays a dividend of $22.92 per share, a yield of 2.16%.

SUN has increased its dividend to 99 cents, up 6.2%. Its new yield is 6.07%.

NIC has upped its dividend to 36 cents, a rise of 12.50%. Its new yield is 0.93%.

OTIS has boosted its dividend to 44 cents, an increase of 4.76%. Its new yield is 2.23%.

MCB has raised its dividend to 25 cents, up 25%. Its new yield is 1.1%.

WES has lifted its dividend to 93 cents, a rise of 2.20%. Its new yield is 9.15%. 

CPKF has grown its dividend to 18 cents, a lift of 5.9%. Its new yield is 2.09%.

Easy Trading (Sponsored)

The Stock-Picking AI That Could Triple Your Money This Year

Early users could have already tripled their money every single year this AI has been live, based on the average winning trade spotted - WITHOUT having to check the news,

WITHOUT watching the Fed, and WITHOUT all the stress most traders have to deal with.

For now, you can try this AI yourself, completely free of charge – no email, no credit card.

Click here to learn more.

Everything Else

• Seven buy and hold forever stocks with decades long dividend histories are named in a free report including a healthcare leader with 61 straight years of payout growth. 

• Both UPS and FedEx have filed requests for tariff refunds on behalf of customers. The logistics firms will then reimburse senders for any funds received from the original tariff-related charges. 

• Microsoft has confirmed it will begin to integrate Anthropic’s Claude Mythos model into its secure coding framework as it redoubles efforts to bolster its cybersecurity capabilities. 

• Goldman Sachs has appointed a new global head for its private and alternatives ‌capital markets business. The role will be filled by the current GS chief commercial and strategy officer of ​Transaction Banking, Akila Raman.  

• The maker of Budweiser, Busch Light, and Michelob ULTRA will invest an additional $600 million in its American manufacturing facilities. Anheuser-Busch says the investment will secure US manufacturing jobs and allow new skills-training centers to be opened.