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Grab Holdings Limited (GRAB) M&A Call Transcript
Grab Holdings Limited (GRAB) M&A Call Transcript

GOEX: Ultimately Dictated By Gold Dynamics, Rate Risks Present
Gold Explorers ETF is genuinely a bet on less established and perhaps only potentially gold-producing companies. GOEX's performance is tightly linked to gold prices, much like larger-cap focused minin

AppLovin: Gaming Just Closed The Gap E-Commerce Was Meant To
AppLovin is upgraded to a cautious Buy after a 26% correction and improved Q3 growth guidance. Q3 revenue guidance implies a 7-8% sequential rebound, driven by core gaming model improvements, not unpr

Hartford AAA CLO ETF Q2 2026 Commentary
Collateralized loan obligation bonds generated positive total returns over the period. The Hartford AAA CLO Fund outperformed the JP Morgan CLO AAA Index during the quarter. The portfolio's out-of-ben

BrightSpring Health Services, Inc. (BTSG) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
BrightSpring Health Services, Inc. (BTSG) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

Axon Announces Pricing of $1.0 Billion Offering of 0% Convertible Senior Notes Due 2031
SCOTTSDALE, Ariz., Sept. 16, 2026 /PRNewswire/ -- Axon Enterprise, Inc. (Nasdaq: AXON) ("Axon") announced today that it has priced its offering of $1.0 billion aggregate principal amount of 0% convert

Oil falls as U.S. crude inventories reportedly rise, traders weigh Saudi pipeline closure
Oil fell as traders weighed an unexpected increase in U.S. crude inventories against worries over supply disruptions after an Iran-backed attack on Saudi Arabia's East-West pipeline. U.S. crude oil, g

Eikon Therapeutics, Inc. (EIKN) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Eikon Therapeutics, Inc. (EIKN) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

Ocugen Targets Three Gene Therapy BLA Filings as Retinal Pipeline Advances
Ocugen NASDAQ: OCGN is preparing for three planned biologics license application, or BLA, submissions tied to late-stage gene therapy programs targeting retinal diseases, Chairman, Chief Executive Off

China's AI leaders keep quiet despite U.S. 'publicity' on tech risks
In contrast to their U.S. peers, China's large tech companies have kept far quieter about AI risks. It's important to be prudent about AI, but the publicity is "a little bit oversold," said Ray Von, f

OpenAI's CFO says AI is replacing some jobs, but many are mundane ones
OpenAI CFO Sarah Friar said AI is reducing the need for workers doing repetitive tasks. Friar said OpenAI uses AI for "mundane" finance work like credit checks.

VICI Properties: This Is Too Good To Pass Up On
Vici Properties is a differentiated REIT focused on gaming and experiential real estate, delivering robust AFFO growth and reliable dividends. Despite a 16% 5-year share price decline, VICI's annualiz

Perma-Pipe: The Growth Is Back, And The Valuation Is Still Cheap
Perma-Pipe maintains a BUY rating, supported by re-accelerating revenue growth and a stabilizing backlog after a weak Q1. PPIH's Q2 2026 revenue grew 24.4% YoY to $59.6M, beating expectations, while b

I Will Keep Rating RH A Sell - As Long As Inflation And Interest Rates Are High
RH remains a sell due to weak real sales growth, macro headwinds, and valuation concerns. Recent net income improvement was driven by one-off items—a $67M tariff refund and $20M Aspen LLC restructurin

Grab aims for 'next level' in financial services with purchase of buy-now pay-later platform Atome
Grab plans to acquire an initial 60% stake in Atome Financial for $1.49 billion in cash, followed by the remaining 40% roughly two years later. CFO Peter Oey told CNBC that consumer lending is the “ne

IonQ's Historic Low Valuation Meets Record-Breaking Guidance (Upgrade)
IonQ is upgraded to a strong buy as it delivers robust execution, raises 2026 guidance, and confirms the SkyWater acquisition. The SkyWater deal accelerates IonQ's chip fabrication roadmap, more than

Trevi Therapeutics, Inc. (TRVI) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Trevi Therapeutics, Inc. (TRVI) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

Intact Financial Corporation (IFC:CA) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Intact Financial Corporation (IFC:CA) Presents at Barclays 24th Annual Global Financial Services Conference Transcript

Sabra Health Care: This Silver Tsunami Opportunity Is Just Getting Started
Sabra Health Care REIT remains a Buy, supported by improving fundamentals and an attractive valuation amid a strategic pivot to managed senior housing. SBRA reported Q2 2026 normalized AFFO of $0.40 p

ProPetro Holdings: Pullback Improves Entry Point As Contract Conversion Holds The Key
ProPetro Holdings expands into on-site power generation via PROPWR, leveraging its Permian completions cash flow and newly raised equity and debt. PUMP's valuation is mixed: recent price pullback impr