News
Oracle: A Can't-Miss Buy At 52-Week Lows
Oracle has declined over 30% YTD, underperforming peers amid market rotation and debt concerns. I maintain a buy rating, emphasizing Oracle's attractive valuation and resilient core software business
Baron Technology ETF: Technology Dashboard For July
Software appears undervalued by 34% versus historical averages, while other tech sub-sectors are greatly overvalued despite hardware's improved quality score. Baron Technology ETF is an actively manag
Meta: My Concerns Have Finally Alleviated (Rating Upgrade)
I am upgrading Meta Platforms to a buy, driven by its entry into the cloud business and alleviated concerns over excess compute monetization. META's cloud initiative is expected to stabilize cash flow
Phoenix Education Partners: Higher Marketing Spend Has Yet To Repair Growth
I maintain a hold rating on Phoenix Education Partners as student acquisition challenges from AI-powered search now visibly impact financials. PXED reduced FY2026 revenue guidance and raised advertisi
Aker ASA (AKAAF) Q2 2026 Earnings Call Transcript
Aker ASA (AKAAF) Q2 2026 Earnings Call Transcript
Alnylam Pharmaceuticals: Commercial Momentum Outweighs TTR Read-Through Concerns
I initiate coverage of Alnylam Pharmaceuticals with a non-consensus BUY rating, citing the recent pullback as an overreaction. AMVUTTRA now holds a near-term commercial monopoly in TTR silencing, with
Here's how much SpaceX stock crashed below its IPO price
SpaceX (NASDAQ: SPCX) stock fell below its initial public offering (IPO) price of $135 for the first time on Wednesday, July 15.
Dow Inc. Thrives On Growing Gap Between U.S. & Europe Natural Gas Prices
Dow Inc. is rated a buy, with a tactical approach to accumulate shares under $30 and take profits near $40. North American production gives DOW a structural advantage as global natural gas prices rise
Experian Q1 Earnings Call Highlights
Experian LON: EXPN reported a “good start” to fiscal 2027, with first-quarter organic revenue growth of 7% and total revenue growth of 10% at actual exchange rates, Chief Executive Officer Brian Cassi
Premier Foods Q1 Earnings Call Highlights
Premier Foods LON: PFD said first-quarter sales rose as growth in its branded portfolio offset continued pruning of lower-margin non-branded grocery contracts, and the company left its trading profit
Pure Cycle Spotlights Sky Ranch Cash Flows, Lowry Upside at Investor Day
Pure Cycle NASDAQ: PCYO used its annual investor tour and fireside chat to emphasize the physical scale of its assets east of Denver, with Mark Harding focusing much of his commentary on the company's
J.B. Hunt: Surging Freight Market Justifies The Rally
J.B. Hunt Transport has surged 86% over the past year, fueled by a sharp freight market recovery and strong Q2 results. JBHT delivered $1.91 EPS on $3.5 billion revenue, with margin expansion driven b
Viasat demonstrates first integrated automotive satellite voice call capability with BMW Group
Viasat experts demonstrate satellite-enabled voice call capabilities as part of research collaboration during this week's 5G Automotive Association Meeting Week in Munich, Germany: for the first time
Iran warns U.S. of Hormuz ‘red line,' says it will retaliate to Trump's strike threats
The Iranian government warned the U.S. it would retaliate if its infrastructure is targeted in American strikes. U.S. President Donald Trump warned on Tuesday that the U.S. will target Iranian infrast
Baidu to Pursue Voluntary Conversion to Dual-Primary Listing on The Main Board of The Stock Exchange of Hong Kong Limited
BEIJING, July 16, 2026 /PRNewswire/ -- Baidu, Inc. ("Baidu" or the "Company") (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), a leading AI company with strong Internet foundation, to
Why JB Hunt Shares Are Trading Higher By Around 8%; Here Are 20 Stocks Moving Premarket
Shares of J B Hunt Transport Services Inc (NASDAQ:JBHT) rose sharply in pre-market trading after the company posted upbeat results for the second quarter.
Couponly Introduces Couponly AI Browser Extension for Automatic Promo Code Application at Checkout
London, United Kingdom--(Newsfile Corp. - July 16, 2026) - Couponly launches Couponly AI, a browser extension making online shopping easier
LARRY KUDLOW: Has Goldilocks returned?
LARRY KUDLOW: Has Goldilocks returned?
Trump says US rebuilding military as Iran's IRGC loses 90% of weapons capability
President Donald Trump said Iran's IRGC has lost roughly 91% of its weapons capabilities following U.S. strikes while discussing oil prices, inflation and the economy.
Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights
Taiwan Semiconductor Manufacturing NYSE: TSM raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remain
