Booz Allen (BAH) jumps on earnings. The defense IT stock is up 8% on better than expected earnings even as sales fell 10% to $2.62 billion. Booz Allen took a hit the last several years as Musk and DOGE efforts to cut government waste weighed on the stock. The company has conducted cost cuts and is well positioned for further defense spending through year end and into 2027.  

Profit-taking on Intel (INTC). The former chip titan is down 8% following earnings. Earnings beat expectations, as sales fell 4% to $13.7 billion. Guidance was not great as first quarter is typically the weakest quarter of the year. Longer term, the fundamentals have improved for Intel, but after a 100% move in the last year, you can blame clients for taking profits.

  Diamonds and Dogs market commentary is a journal of daily observations on anything that happens to be of interest to our author. Obviously, our primary focus is the stock market and world economic events, but for this page we have no defined topics. We want this page to be dedicated to the interests, concerns, and possibly to the financial gain of our clients and friends. All comments contained herein are for informational purposes only, and should not be considered as a solicitation to buy or sell any security. The firm does not guarantee the accuracy or completeness of the information or make any warranties regarding results from it’s usage