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Weekly Closed-End Fund Roundup (August 30, 2026)
Closed-end funds saw mixed performance, with 18 of 26 sectors positive on price but only 10 positive on NAV; average sector discount stands at -4.80%. Single-Country Equity led price gains (+2.24%), w

Novartis: 2 Significant Pipeline Setbacks Can Be Absorbed
Novartis shares plunged after late-stage failures of pelacarsen and del-desiran, impacting its long-term growth outlook. Despite setbacks, Novartis reiterated 2025-2030 revenue growth guidance of 5-6%

Stitch Fix: Early Signs Of A Turnaround Offer Promise
Stitch Fix remains a 'hold' as I await further evidence of a sustained turnaround in active client growth and profitability. Despite continued declines in active clients, SFIX has achieved top-line gr

Nebius: Wall Street Is Watching The Wrong Number
Nebius targets $3.0-$3.4 billion 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increas

Trex Company: I Should Have Upgraded Sooner Despite Profitability Issues
Trex Company is upgraded to a soft ‘buy' based on favorable long-term risk/reward despite near-term profitability pressures. TREX benefits from strong exposure to the resilient repair and remodeling m

Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?
The AI infrastructure space features many companies that are growing at a dramatic clip. However, growth alone is often not enough to satisfy many investors.

TNR Gold board urges rejection of Eucalyptus proxy bid ahead of shareholder vote
TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) said it has filed and begun mailing a shareholder letter urging investors to vote only the BLUE proxy for the company's nominees ahead of a proxy contest

Risks Increased For A Stock Market Sell-Off
The S&P 500 faces heightened correction risk due to geopolitical tensions, elevated energy prices, and a historically high CAPE valuation. The current CAPE ratio of 41.41 rivals dot-com bubble levels,

Mama's Creations: Growth Story Remains, Upside Doesn't (Rating Downgrade)
Mama's Creations reported solid fiscal Q2 results. The acquisition of Bay Shore, and organic expansion, have driven top- and bottom-line growth for MAMA. I estimate MAMA stock to have a fair value of

Scinai Concludes PC111 Arrangements and Refocuses Capital on NanoAb Platform and Growing CDMO Business
Following the conclusion of the PinCell option and license arrangements, Scinai concentrates resources on its NanoAb platform and CDMO commercial execution, without taking on additional PC111 funding

CoreWeave: A Hundred Billion In Backlog And A Bond Market That Doesn't Believe It
CoreWeave is rated a buy with 15-20% upside, driven by a $129 billion contracted order book and accelerating operating leverage. CRWV's business model has shifted from speculative GPU capacity sales t

Block's Richer Fintech Ecosystem Drives Accelerated Growth Prospects - Consolidation Risks Ahead
XYZ's Square and Cash App segments show accelerating growth metrics, as the richer ecosystem drives the strong seller/user adoption and higher repeat engagements. Solid H1'26 results support the twice

S&P 500 Sees Little Change In Final Week Of Summer 2026
The final week of summer saw the S&P 500 close out the week at 7,718.60, slightly up over the preceding week's close and 1% below its 13 August 2026 record high. As expected, investors focused on the

A-Shares Await Liquidity Clarity As Technology Conviction Rebuilds
This week, both China and the U.S. are set to release CPI and PPI data, with U.S. CPI likely to play an important role in shaping expectations for the September FOMC meeting. In the short term, with t

Lemonade Expands Renters Insurance to Kentucky
Kentucky Renters Can Now Get Fast, Affordable Coverage Starting at $5 Per Month NEW YORK, Sept. 8, 2026 /PRNewswire/ -- Lemonade (NYSE: LMND), the tech-first insurance company, today announced the av

Adobe: Up 30%, But I'm Waiting For A Dip Below $250
Adobe has delivered a 30% gain since my 2026 buy rating a few months back, but I am waiting for the next earnings report before reallocating capital. Despite ADBE's attractive forward PEG ratio of 0.7

First Citizens Bank Completes Branch Acquisition, Expanding Presence Across the Midwest, Great Plains and West
Associated client accounts have transitioned to First Citizens Bank platforms Regional leadership appointments, $1 million giving commitment reinforce Bank's investment in local banking with a relatio
Semiconductor ETFs: The Good, The Bad, And The Ugly
AI infrastructure demand remains exceptionally strong across semiconductors. Even extraordinary results increasingly struggle to exceed already extreme expectations.

My 3 Favorite Hotel REITs Plus A Las Vegas Wild Card
Host Hotels stands out for its trophy real estate, investment-grade balance sheet, and disciplined capital allocation, but is currently rated HOLD due to full valuation. Ryman Hospitality offers the w

Fed Records 3rd Consecutive Quarterly Gain But Remittances To Treasury Won't Resume Any Time Soon
The Federal Reserve reported a $12.7 billion Q2 profit, its largest since 2Q22 and third consecutive quarterly gain. Despite profitability, the Fed carries a -$233 billion deferred asset; remittances