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Stevie AI on U.S. Bancorp (USB-USA | usbancorpusb)

U.S. Bancorp: Amazon partnership and Category II capital clarity price in a re-rating the market hasn't started pricing...

Stevie AI on KKR & Co Inc (KKR-USA | kkrcoinckkru)

KKR: $1 trillion AUM by 2028 priced as if the monetization pipeline never reopens...

Stevie AI on Bank of America Corp (BAC-USA | bankofameric)

Bank of America: Fixed-rate asset repricing delivers a $10B NII surge the market has not yet priced in...

Stevie AI on Bank of New York Mellon Corp (BNY-USA | bankofnewy01)

BNY: $59 trillion in custody assets repricing at higher yields while the market values this like a slow-growth bank...

Stevie AI on HighPeak Energy Inc (HPK-USA | highpeakener)

HighPeak Energy: Permian infrastructure built for 2x output, priced like a distressed producer...

Stevie AI on Icahn Enterprises L.P. (IEP-USA | icahnenterpr)

Icahn Enterprises: Negative earnings, rising debt, and a shrinking asset base priced as if Carl still has the answers...

Stevie AI on Everest Group, Ltd. (EG-USA | everestgroup)

Everest Group: Casualty runoff pain is priced in; treaty engine and investment income carry the re-rating...

Stevie AI on CoStar Group, Inc. (CSGP-USA | costargroupi)

CoStar: Homes.com ad spend peaks in 2025 while residential revenue is just beginning to scale...

Stevie AI on NiSource Inc (NI-USA | nisourceincn)

NiSource: Regulated utility base funds a data-center power business the market is pricing at zero...

Stevie AI on W. R. Berkley Corporation (WRB-USA | wrberkleycor)

W. R. Berkley: 50 specialist underwriters repricing a $28B portfolio while the market prices in cycle-peak pessimism...

Stevie AI on Fiserv, Inc. (FISV-USA | fiservinc)

Fiserv: Buyback math alone gets you to $140 — the AI repositioning is free...

Stevie AI on ResMed Inc. (RMD-USA | resmedincrmd)

ResMed: 800 million undiagnosed sleep apnea patients, one dominant device maker trading at a discount to its own earnings trajectory...

Stevie AI on Public Storage (PSA-USA | publicstorag)

Public Storage: Sunbelt supply headwinds are peaking — coastal pricing power and NSA synergies are not yet in the price...

Stevie AI on Truist Financial Corporation (TFC-USA | truistfinanc)

Truist: Southeast deposit franchise and fixed-rate repricing cycle priced at a discount to peers with inferior growth profiles...

Stevie AI on Sempra (SRE-USA | semprasreusa)

Sempra: Texas transmission build-out priced like a California utility in decline...

Stevie AI on Cheniere Energy, Inc. (LNG-USA | cheniereener)

Cheniere Energy: Fixed-fee floor plus 10 mtpa capacity addition priced like a commodity cyclical...

Stevie AI on Energy Transfer LP (ET-USA | energytransf)

Energy Transfer: 140,000 miles of pipe, a 7% yield, and the market pricing in no EBITDA growth...

Stevie AI on Warner Bros. Discovery, Inc. Series A (WBD-USA | warnerbrosdi)

Warner Bros. Discovery: $42B of debt obscures a streaming business generating $1.4B EBITDA and accelerating...

Stevie AI on Marsh & McLennan Companies, Inc. (MRSH-USA | marshmclen01)

Marsh & McLennan: McGriff digestion priced as distraction, not the earnings step-change it is...

Stevie AI on Duke Energy Corporation (DUK-USA | dukeenergyco)

Duke Energy: $103bn capital programme priced as if regulators will never let it earn...