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ABM Industries: Boring Business, High-Tech Polish
ABM Industries remains attractively valued at 11x forward earnings, with a compelling margin of safety despite a 20% total return since the last review. ABM demonstrates healthy mid-single-digit reve

Coherent Is A Buy-The-Dip Opportunity
Coherent's valuation has dropped by roughly 28% since their last ATH, recorded in June 2026. But COHR's financials are robust, with revenue up 42%, gross margin expanding 200 bps, and EPS surging 74%

Energy Emerges As The Latest Market Shock
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The Outlook For S&P 500 Dividends In September 2026
The dividend outlook for the S&P 500 turned negative for the current quarter of 2026-Q3 since our August 2026 snapshot. Projected dividends for 2026-Q3 dropped $0.37 per share during the intervening m

B2Gold's Great Inflection: Cash Flow Will Follow As Prepay Overhang Is Gone
B2Gold Corp. remains a 'Buy' as I see significant medium-term upside, driven by operational improvements and capital returns. BTG's restrictive gold prepay contract has ended, with full unhedged statu

Morgan Stanley Direct Lending: 0.75x P/NAV, 12% Yield Not Enough To Pull The Trigger
Morgan Stanley Direct Lending (MSDL) trades at a 0.75x P/NAV and yields more than 12%. But the BDC faces persistent portfolio and earnings headwinds. A recent joint venture failed to drive investment

Venture Global: Gas Markets Strengthen, Guidance Poised To Rise Again
Venture Global is on track to become the largest U.S. LNG exporter by 2027, with major projects progressing as scheduled. VG increased 2026 guidance; I expect another guidance raise close to $10B EBIT

Butler National: The Aerospace Transformation Is Accelerating
Butler National is now driven by its Aerospace segment, which delivered 92% YoY growth and comprises 71% of revenue. Despite a 160% stock rally, BUKS trades at 12x LTM earnings, with a PEG of 0.16x, w

No one and done: The Fed will hike at least two times over the next year, according to CNBC survey
CNBC Fed Survey respondents now see at least two hikes over the next one year, a big change from just one month ago. While higher oil is cited as a main reason for the change in view, roughly three qu

Wall Street Breakfast Podcast: Alarm Bells On Wall Street
Macro Risk Advisors warns the S&P 500 (SP500) could see an 8-10% correction triggered by imminent Fed rate hikes. Current market setup resembles 2018, with risk of a second leg down in December if mul

Anthropic And OpenAI: "Pacing The Frontier" Or Running Out Of Steps?
Anthropic and OpenAI's calls to 'pace the frontier' hinge on claims of imminent recursive self-improvement (RSI), yet current evidence suggests RSI is not here yet. Anthropic's own productivity eviden

CCB Investigation Alert: Coastal Financial Securities Fraud Investigation Over Banking Services Issues is Ongoing for Investors that Suffered Losses
BFA Law is investigating whether Coastal Financial Corporation committed securities fraud relating to statements concerning the financial performance and credit quality of its banking as a service seg

CAPR Court Alert: Capricor Therapeutics Securities Fraud Class Action Deadline is Approaching on September 28 for Investors that Suffered Losses
Capricor Therapeutics, Inc. has been sued for securities fraud over alleged misstatements about Deramiocel and the integrity of the clinical data supporting its Biologics License Application leading t

LULU Investigation Alert: Lululemon Securities Fraud Investigation Over Growth Issues is Ongoing for Investors that Suffered Losses
BFA Law is investigating whether Lululemon committed securities fraud by making false and misleading statements to investors regarding the strength of its growth and overall business health. NEW YORK,

UWMC Court Alert: UWM Holdings Securities Fraud Class Action Deadline is Approaching on October 13 for Investors that Suffered Losses
UWM has been sued for securities fraud after its stock plummeted 34.78% because UWM allegedly misrepresented its mortgage servicing rights hedging strategy and the risks created by hedging connected t

TTAN Investigation Alert: ServiceTitan Securities Fraud Investigation Over AI Issues is Ongoing for Investors that Suffered Losses
BFA Law is investigating whether ServiceTitan, Inc. committed securities fraud relating to statements about the development of its AI platform, Max, and the company's plans to expand into new trades.

Ero Copper Corp. (ERO:CA) Analyst/Investor Day Transcript
Ero Copper Corp. (ERO:CA) Analyst/Investor Day Transcript

TORM plc announces pricing of secondary public offering of its class A common shares
HELLERUP, Denmark, Sept. 15, 2026 /PRNewswire/ -- TORM plc (the "Company" or "TORM") (NASDAQ: TRMD) (NASDAQ: TRMD A) today announces the pricing of a secondary public offering of 9,000,000 (nine milli

Sinch AB: Shoppers are cautious about AI, but confident when it has a job to do
STOCKHOLM, Sept. 15, 2026 /PRNewswire/ -- New research from Sinch AB (publ), shows a nuanced picture of shoppers' attitudes to AI ahead of Black Friday and the holiday season: broader concerns remain,

Trading expert sets date when Tesla stock will crash to $250
A trading expert is projecting that Tesla (NASDAQ: TSLA) stock could decline to $250 by early January 2027, citing the equity's technical structure.