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Medical Properties Trust: Refinancing Hit Flips Risk Reward, Upgrade To 'Cautious Buy'
Medical Properties Trust is upgraded to a cautious, speculative Buy as refinancing risk is materially reduced without equity issuance. MPW trades at 0.48x book value, with recent asset sales above ca

Hartford Alpha Capture Value ETF Q2 2026 Commentary
US equities delivered their highest quarterly return in six years, registering a robust gain year to date. The Hartford Alpha Capture Value ETF outperformed the Russell 1000 Value Index during the qua

PENN Entertainment: Not Much To Get Excited About
PENN Entertainment remains a Hold with an $18 price target due to mixed earnings and limited valuation upside versus peers. The retail segment showed solid Q2 growth, with adjusted EBITDAR up 5.6% yea

CIO Weekly: Bleeding Air Out Of The Bubble?
Equity valuations have compressed by a decent amount over the last 12 months with no broad market crash or even a meaningful correction. The Magnificent Seven have seen a more pronounced de-rating, fr

Trump urges Ukraine to stop ‘knocking out' Russian oil refineries as U.S. diesel hits record
Trump urges Zelenskyy to stop targeting Russian oil refineries, saying the attacks are contributing to a diesel shortage. Ukraine's strikes have disrupted Russia's refining capacity as Moscow extends

Yen appreciation has carry-trade seekers looking at these two currencies
The Japanese yen's renewed strength has sent traders to look for other currencies to fund carry trades, with the Chinese yuan and Canadian dollar emerging as contenders. The yen has strengthened the m

MongoDB Sees AI, Atlas and Enterprise Modernization Fueling Growth
MongoDB NASDAQ: MDB CEO CJ Desai outlined the company's focus on enterprise modernization, AI-native customers and product enhancements during Citi's TMT Conference, following what he described as a s

Novo Nordisk rebrands to 'Novo,' unveils corporate changes as it fights for obesity market share
Novo Nordisk said it is rebranding its name to "Novo" and updating its corporate culture, as the company works to win back market share in the obesity drug space. The Danish drugmaker called the chan

Barnes & Noble Education: Improving Fundamentals
Barnes & Noble Education is pivoting its operations from being a legacy bookstore retailer to being an infrastructure layer for inclusive programs that aim at making educational materials more afforda

DTCR Vs. RACK: If RSI Really Is Upon Us, Digital Infrastructure Will Light The Way
VanEck Data Center Supply Chain ETF is a concentrated AI infrastructure play, best suited for AI bulls seeking direct exposure to sector growth. Global X Data Center & Digital Infrastructure ETF offer

Gary Black Explains Tesla's US EV Market Share Surge, Points to Legacy Retreat, Model Y Rejig: ‘It's Implausible
Investor Gary Black says that Tesla Inc.‘s (NASDAQ:TSLA) dominance over the U.S. domestic EV market could be attributed to a scaling down of EV efforts by legacy automakers, among other reasons.

Veeva Systems Sees AI as Growth Engine Beyond Its $6B 2030 Revenue Target
Veeva Systems NYSE: VEEV is positioning artificial intelligence as an incremental growth opportunity beyond its previously stated goal of reaching $6 billion in revenue by 2030, according to executive

Meridian Announces Inclusion in the VanEck Junior Gold Miners ETF (GDXJ)
London, United Kingdom--(Newsfile Corp. - September 14, 2026) - Meridian Mining plc (LSE: MNO) (TSX: MNO) (FSE: N2E0) (Tradegate: N2E0) (OTCQX: MRRDF) ("Meridian" or the "Company") is pleased to annou

Oil News: Weekend Attacks Erase Friday's Crude Oil Selloff
Weekend attacks erased Friday's oil selloff as WTI and Brent jumped 3%. The Saudi pipeline outage and postponed Oman meeting keep supply risk high.

Duluth Holdings: The 'Build To Last' Strategy Is Pushing Profits Higher, Buy
Duluth's Q2 profit was helped by a one-time tariff refund of $16.3 million. Quarterly revenue was down 7.8%. In fact, the company's sales have been falling over the past four years. Duluth's balance s

Benchmark Electronics: Speculative 'Buy' For AI Growth
BHE's relationships offer a way to participate in AI infrastructure spending, with opportunities extending from product development into manufacturing. They're also nearshoring capacity and recovering

Crown Castle Inc.: 5.6% Yield At An Attractive Entry Point
Crown Castle completed a strategic transformation, divesting Fiber and Small Cell assets to become a pure-play US tower REIT. CCI used $8.4 billion in proceeds to repay $7 billion in debt and repurcha

Exelixis: The FDA Delay Costs Less Than The Market Thinks
The FDA extended its review of Exelixis' zanzalintinib by three months, but no new clinical failure or safety signal was disclosed. At a 10% discount rate, three months reduces an asset's present valu

Veeva Systems Unveils Falcon AI as Commercial Growth Gains Momentum
Veeva Systems NYSE: VEEV CFO Brian Van Wagener said the company is expanding its artificial intelligence roadmap while continuing to see broad-based growth across its life sciences software portfolio.

Visa: The Market Is Still Underestimating This Resilient Growth Story
Visa remains a Buy, trading at a discount to intrinsic value with robust fundamentals and strong long-term tailwinds. Q3 results exceeded expectations: net revenue up 14%, EPS up 11%, and free cash fl