Moody's is expected to report Q3 2026 earnings of $4.24 per share with 2.6% revenue growth, but a negative Earnings ESP of -2.32% suggests analysts have recently become bearish, making an earnings beat unlikely. In contrast, Synchrony shows a positive Earnings ESP of +2.69% with a Zacks Rank #3, indicating it is more likely to beat consensus estimates despite a 13.3% year-over-year EPS decline.

Greg Abel, nine months into his tenure as Berkshire Hathaway CEO, is reshaping the company's $350 billion equities portfolio. He has designated Apple, American Express, Coca-Cola, and Moody's as core holdings with limited activity expected. Meanwhile, Abel has significantly increased positions in Alphabet (now 10.6% of portfolio), initiated new stakes in Delta Airlines, and increased exposure to housing through Lennar. Energy holdings like Chevron and Occidental Petroleum remain uncommitted, while Bank of America has been slightly trimmed. Abel has also resumed share repurchases after years of pause.

Moody's has been upgraded to a Zacks Rank #2 (Buy) rating, primarily driven by upward trends in earnings estimates. The credit ratings agency is positioned in the top 20% of Zacks-covered stocks based on earnings estimate revisions, suggesting potential near-term stock price appreciation. Analysts have steadily raised estimates over the past three months, with a 1.7% increase in the Zacks Consensus Estimate.

Cribl announced the winners of its inaugural GOAT Customer Awards at CriblCon 2026, recognizing organizations excelling in telemetry data management and AI-driven workflows. Winners include Moody's (Data in Control), ServiceNow (Scale Without Limits), Prudential Financial and University of Nebraska (AI Acceleration), and Blackwood Associates (Partner Innovation).

Viking Holdings, a luxury cruise operator, has surged 254% since its May 2024 IPO, benefiting from a K-shaped economy where wealthy consumers drive spending. With strong Q2 metrics including 16% revenue growth, 96% capacity booked for 2026, and 53% for 2027, plus 10% higher per-passenger pricing, the company appears well-positioned for continued growth. Wall Street analysts rate it a buy with a median price target of $112, suggesting 35% upside potential.

Tornator Oyj, a leading European sustainable forestry company, has issued EUR 300 million in senior secured green notes maturing on 23 January 2033 with a fixed interest rate of 4.5% per annum. The notes received a Baa3 credit rating from Moody's and have been approved for listing on Nasdaq Helsinki. The proceeds will be used to refinance existing debt and finance eligible green assets under Tornator's green finance framework.

Generac signed a long-term agreement with Amazon to supply backup generators for its data centers, with initial deliveries totaling $2.4 billion in 2027-2028 and potential additional purchases reaching $8 billion through 2033. Amazon received a warrant for up to 1.69 million Generac shares. The deal supports Amazon's expanding AI infrastructure needs, with Generac stock surging 20% on the announcement.

Under new CEO Greg Abel, Berkshire Hathaway has concentrated 75% of its $365.2 billion equity portfolio into 8 stocks. American Express is the only one lagging the S&P 500 over the past year due to margin compression from high cardholder rewards and marketing expenses. Despite these headwinds, the article argues American Express offers compelling value at 19.7x trailing earnings for long-term investors who believe in its business model.

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, is expected to continue selling the company's Bank of America stake. Berkshire has already sold 549.5 million BofA shares (53% of its position) since June 2024, driven by the bank's valuation reaching a 59% premium to book value and reduced interest rate sensitivity following the Fed's rate cuts.

Greg Abel has taken over as CEO of Berkshire Hathaway following Warren Buffett's retirement. Abel maintains Buffett's strategy of portfolio concentration, with 82% ($294 billion) of Berkshire's $360 billion invested assets concentrated in 10 stocks. A key difference is Abel's willingness to invest in tech stocks like Apple and Alphabet, while maintaining Buffett's core holdings in financial stocks and 'indefinite' holdings like Coca-Cola and American Express.

S&P Global is highlighted as one of fewer than 30 S&P 500 companies that have raised dividends for 50+ consecutive years, achieving 54 years of increases. The company has delivered over 15% annualized returns over three decades, outperforming the S&P 500's 10.4%. Despite earlier concerns about AI disruption and disappointing Q4 results, S&P Global's dominant 50% market share in credit ratings, asset-light business model with 54% operating margins, and recent earnings guidance raise make it an attractive buy at current valuations of 26.4x earnings.

Upstart Holdings reported Q2 2026 revenues of $364.7 million (up 42% YoY) with improved profitability, including EPS of 16 cents (up 220% YoY) and adjusted EBITDA of $76.9 million. Despite strong operational results, the stock has underperformed the S&P 500 by 6.7% since earnings. The company maintains full-year 2026 guidance and received OCC conditional approval for its national bank charter. However, analyst estimates have shifted downward by 20.69%, and the stock carries a Zacks Rank #4 (Sell) rating with a subpar VGM Score of D.