Latest News

Op-ed: Salesforce just revealed the next battleground in AI — and it's not the models
Salesforce's recent blowout earnings show why the balance of power may be shifting away from frontier models and back toward software companies that investors had prematurely left for dead. This is Ec

Nvidia's AI advantage is moving beyond the GPU
Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely profita

Chevron: Current Venezuelan Possible Agreement Is Not A Near-Term Solution
Chevron remains the only U.S. supermajor operating in Venezuela. U.S. oil reserves could be more strategically developed domestically. The infrastructure is superior and the government is stable compa

Element Solutions: The Merger Was Noise, The Case Still Stands
Element Solutions (ESI) remains a Strong Buy as robust momentum and Micromax integration drive higher margins despite recent share price weakness. Q2 revenue surged 56% YoY, with Micromax contributing

NATURE Randomized Controlled Trial Meets Primary Endpoint Evaluating enVast-Assisted Mechanical Thrombectomy in Large-Thrombus STEMI
/PRNewswire/ -- Vesalio today announced results from the NATURE trial (NCT04969471), a prospective, randomized controlled, multi-center study evaluating the

3 Retail Stocks to Watch After a Big Consumer Earnings Week
The retail sector was one of the biggest winners in earnings season, which was especially evident in some of the reports that rolled in last week. Eight major retailers reported earnings within 48 hou

Mining Americas - Gold Producer With Promising Near-Term Development Projects
Mining Americas Inc. (MAI:CA, MAIFF) is rated BUY with a target price of US$6.4, offering 32%+ upside from current levels. MAI stands out among junior gold miners due to its strong development project

SpaceX: The Valuation And The Unlock Calendar Keep Me On The Sidelines
SpaceX, aka Space Exploration Technologies Corp., delivered a strong Q2 with 92% YoY revenue growth across space, connectivity, and AI but trades at 42x forward sales while remaining GAAP unprofitable

Apple: CEO Changes, But Double Compounding Does Not
Apple Inc. remains Berkshire Hathaway's largest holding, reflecting confidence in its compounding power and strategic positioning. In the meantime, AAPL continued consistent growth in FQ3 2026 earning

ALAR INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Alarum Technologies (ALAR) Investors of Securities Class Action Lawsuit Deadline on October 5, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Alarum To Contact Him Directly To Discuss Their Options If you purchased or acquired

PagSeguro Digital: The Market Is Pricing In Way Too Much Risk
PagSeguro Digital remains a Strong Buy, trading at a deep discount with significant re-rating potential as macro conditions improve. PAGS's Q2 showed modest revenue and EPS growth, but robust credit p

Qnity Electronics Sees AI, Advanced Packaging Fueling Its Next Growth Phase
Qnity Electronics NYSE: Q Chief Executive Officer Jon Kemp outlined the semiconductor-materials company's strategy, growth drivers and capital-allocation priorities during the Deutsche Bank Technology

Goodyear burning rubber and cash as turnaround plan continues
Goodyear has extended the timeline for its turnaround plan as the company tries to restructure its business, refinance and pay down years of debt and as key financial targets remain unmet. CEO Mark St

Tech backlash reaches fever pitch as AI angst collides with social media fears
More than half of Americans say they're more concerned than excited about the growing use of AI in daily life, according to a recent report from the Pew Research Center. That's one reason data center

Kroger Stock Remains Deeply Discounted
The Kroger Co. remains a Buy due to its compelling valuation despite recent share price underperformance and mixed profitability. KR's e-commerce sales surged 13% year-over-year, with adjusted growth

Morningstar: 15% Recovery With Room To Climb Higher
Morningstar remains attractively valued, trading at a 33% discount to a $289 fair value estimate, with a “Buy” rating reaffirmed. MORN's Q2 2026 results showed 9.6% revenue growth, 29.2% EPS growth, a

Microsoft, Palantir Among Stocks To Watch As Software Bounces Back
Microsoft has an Accumulation/Distribution Rating of A+, the highest in the enterprise software industry group.

Buffett remains active at 96, but Berkshire's shares aren't doing much
Warren Buffett will be celebrating his 96th birthday on Sunday, but Berkshire Hathaway investors aren't celebrating the stock's anemic performance.

SBIT: BTC's Ceiling Is The Floor
The ProShares UltraShort Bitcoin ETF is rated Buy for tactical traders seeking short-term, defined-risk hedges against Bitcoin after BTC's double rejection at $81,000. SBIT's -2x daily leverage makes

Nova: AI's Metrology Tollbooth Is Becoming A Multi-Engine Compounder
Nova earns a buy rating, driven by its diversified, multi-physics metrology platform and strong execution across logic, packaging, and chemical markets. Advanced packaging now contributes approximatel