Good MorningStocks finished cautiously, with dip buyers showing up but not taking full control. The market’s tension was energy versus inflation, as higher crude supported commodity leadership while reviving concern that rate-sensitive growth will struggle if price pressure stays sticky.
The key risk driver was the oil spike tied to Middle East escalation, which quickly altered how investors priced policy risk. That mattered because a more inflation-sensitive Fed path tends to favor energy and defensives, while raising the bar for transports, housing, and other groups that need lower yields to regain clean leadership.
Exxon Mobil and Chevron firmed as crude surged, reinforcing the appeal of cash flow durability when inflation risk rises. United Airlines and Delta Air Lines stayed under pressure, with higher fuel costs threatening margins just as investors want steadier earnings quality. Lennar remained in focus after margin pressure underscored how elevated borrowing costs still weigh on affordability, while Five Below jumped on strong results and guidance, showing selective consumer stories can still work when execution is clear. Featured: This tiny piece of glass could be bigger than GPUs (Ad) 
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Technology | |
There are many reasons for investors to doubt the durability of Micron’s (NASDAQ: MU) AI boom and the AI boom in general, but one key factor is too significant to ignore—and it trumps all the concerns.
AI is a power-hungry technology. Its growing energy demands are already pushing d... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Materials | |
Global copper markets are experiencing severe supply shocks.
Spot prices recently stabilized in the elevated range of $5.72 to $5.90 per pound. This newly stabilized price floor reflects a growing global crisis driven by chronic underinvestment in new mining infrastructure, the explosive growth o... Read the Full Story |
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Technology | |
Jabil Inc. (NYSE: JBL) is critical to the tech industry, as it is a leading manufacturer and provider of manufacturing services for technology companies. Its top customers include Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Cisco (NASDAQ: CSCO), Ericsson (NASDAQ: ERIC), and Tesla (NASDAQ: TSLA), ... Read the Full Story |
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From Our Partners | | A small public company trading under $5 a share operates inside the secure perimeter of Kennedy Space Center, right alongside SpaceX and Blue Origin.
It holds a special agreement to use a multi-billion dollar federal launch facility for just $500, and its customer list already includes the Pentagon, Lockheed Martin, and GE Aerospace.
Most Wall Street analysts have not caught on yet, but a major milestone could change that soon. | | Click here to see the company behind the gates |
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Utilities | |
Oklo Inc. (NYSE: OKLO) faces headwinds, including a lack of revenue and profits, but that doesn’t matter to this market. The company’s fiscal year 2025 (FY2025) progress report and updates show it is on track to meet long-term goals and market expectations. The market response, includi... Read the Full Story |
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Technology | |
After a choppy start to the year, Cloudflare Inc. (NYSE: NET) has rapidly emerged as one of the tech sector’s most exciting growth stories. Having finished 2025 on the back foot, the stock has staged an aggressive comeback in recent weeks, driven by a combination of strong earnings, improvin... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Finance | |
Stifel Financial (NYSE: SF) recently finished one of its strongest years ever and then split its stock. Clearly, the company feels optimistic. But the question is, should shareholders?
Maybe not a household name, but Stifel is making money by catering to households, institutions, and others. Mana... Read the Full Story |
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Finance | |
Uruguayan-based fintech company dLocal (NASDAQ: DLO) has delivered yet another impressive quarter, easily topping both earnings and sales estimates. It has also continued a pattern that is becoming hard to overlook. For the fourth consecutive quarter, the company has beaten expectations, reinfor... Read the Full Story |
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Technology | |
It's been a rough year for equities, but not all mega-cap technology stocks are created equal. While the broader market sits negative year to date (YTD) and the technology sector, represented by the State Street Technology Select Sector SDPR Fund (NYSEARCA: XLK), is down over 3% on the year, a cou... Read the Full Story |
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Finance | |
Interactive Brokers Group (NASDAQ: IBKR) had a standout 2025: more customers, more trading, and more profits. But will the momentum continue?
In a highly competitive sector, Interactive Brokers is a global online brokerage, serving active traders, financial advisors, and institutions. Its succe... Read the Full Story |
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Materials | |
Soaring gas prices are the most blunt and visual reminder of the war in Iran, but crude oil isn’t the only commodity shipped out of the world’s crucial waterway. Fertilizer inputs such as urea, potash, ammonia, and sulfur are produced all over the Persian Gulf, and an estimated 30-35% ... Read the Full Story |
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Friday's Early Bird Stock Of The Day KKR & Co., Inc. operates as an investment firm. It offers alternative asset management as well as capital markets and insurance solutions. The firm's business segments include Asset Management and Insurance Business. The Asset Management segment engages in providing private equity, real assets, credit and liquid strategies, capital markets, and principal activities. The Insurance Business segment offers retirement, life insurance and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry Kravis, George R. Roberts, and Jerome Kholberg on May 1, 1976 and is headquartered in New York, NY. | Should I Buy KKR & Co. Inc. Stock? KKR Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of KKR & Co. Inc. was last updated on Friday, August 28, 2026 at 6:21 PM.
KKR & Co. Inc. Bull Case -
Kohlberg Kravis Roberts & Co. L.P. has a strong reputation in private equity and alternative asset management, which can provide stability and growth potential for investors.
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The firm has diversified its investment strategies, including private equity, credit, real assets, and hedge funds, allowing for a broader range of investment opportunities.
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The current stock price is around $50, which may present a buying opportunity for investors looking for value in the market.
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Recent performance in leveraged buyouts has shown resilience, indicating the firm's ability to navigate market fluctuations effectively.
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KKR's management of capital through customized vehicles, such as separate accounts and co-investments, offers tailored investment solutions that can meet specific investor needs.
KKR & Co. Inc. Bear Case -
Market volatility can impact the performance of alternative investments, which may lead to unpredictable returns for investors.
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As a global investment firm, Kohlberg Kravis Roberts & Co. L.P. is exposed to geopolitical risks that could affect its international investments.
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Recent trends in interest rates may pose challenges for the firm's credit strategies, potentially affecting profitability.
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Competition in the private equity space is intensifying, which could pressure margins and limit growth opportunities.
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Investors may find that the complexity of KKR's investment products requires a deeper understanding, which could be a barrier for some potential investors.
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