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Allegro MicroSystems: Three Tailwinds, One Stock
Allegro MicroSystems' overexposure to a stagnant automotive segment has limited growth and operating leverage, resulting in a disappointing stock performance over the last 5 years. The expansion of au
Allstate: Attractive Even As Profits Are Likely Peaking
Allstate remains a 'buy' as strong Q2 results, reserve releases, and a quiet catastrophe environment drive robust earnings and capital returns. ALL's underwriting margins are healthy, with combined ra
The Fed Faces A Huge Credibility Test
Inflation is reaccelerating in the most politically painful areas, with energy costs driving headline CPI higher just as the Fed approaches a crucial September decision. The ECB's recent rate hike onl
Vertex Pharmaceuticals Highlights Catalyst-Rich Pipeline Beyond Cystic Fibrosis
Vertex Pharmaceuticals NASDAQ: VRTX highlighted a series of upcoming clinical, regulatory and commercial catalysts across renal disease, pain management, cystic fibrosis and endocrinology during a Wel
Seagate: The HDD Shortage Still Has Legs
Seagate Technology has secured nearline drive orders with defined pricing and configuration through the entirety of calendar 2027. I think the story shifted to 2028, when the vast majority of nearline
Tecnoglass Holdings: Not Your Average Value Play
Tecnoglass Holdings is a compelling value play, trading at a significant discount despite robust demand and a strong backlog exceeding $1.3 billion. Margin compression from tariffs, aluminum cost infl
Vertex Pharmaceuticals Maps Growth Beyond CF at Cantor Conference
Vertex Pharmaceuticals NASDAQ: VRTX outlined a broadening commercial and clinical strategy at the Cantor Global Healthcare Conference, highlighting its recent Crinetics acquisition, planned renal prod
Snap's Growth Metrics Warrant A Risk Capital Bet
Snap is rated a buy for risk capital, balancing high upside with significant risks in a consolidating social media landscape. Global monthly active users grew 4% year-over-year to 971 million, but Nor
Monster $7.5 billion insider trading alert for Oracle stock
Oracle (NYSE: ORCL) founder Larry Ellison has adopted a Rule 10b5-1 trading plan that could result in the sale of up to 50 million shares of the technology company.
United Airlines CEO says he sleeps 8 ½ hours a night and limits meetings to 'no more than 4 hours a day'
United Airlines CEO Scott Kirby doesn't have time for endless meetings. Instead, he sleeps eight and a half hours a day and reads roughly 2 books a week.
Western Digital Sees AI-Driven HDD Demand Outpacing Supply Through 2027
Western Digital NASDAQ: WDC CFO Kris Sennesael said the hard-disk-drive market has become more structurally tied to cloud and artificial-intelligence infrastructure spending, arguing that the company
Nocpix lance l'ACE 2 : La nouvelle génération de sa lunette de visée thermique phare
/PRNewswire/ -- Le 12 septembre, Nocpix a officiellement lancé la série ACE 2, sa gamme phare de lunettes de visée thermiques de nouvelle génération,
Nocpix Launches ACE 2: The Next Generation of Its Flagship Thermal Riflescope
/PRNewswire/ -- On Sept. 12, Nocpix officially launched the ACE 2 Series, its next-generation flagship thermal riflescope lineup, including the ACE 2 S60R, ACE
Nocpix lanza el ACE 2: la próxima generación de su visor térmico insignia
/PRNewswire/ -- El 12 de septiembre, Nocpix lanzó oficialmente la serie ACE 2, su línea de visores térmicos insignia de nueva generación, que incluye los
Nocpix bringt ACE 2 auf den Markt: Die nächste Generation seines Flaggschiff-Wärmebildzielfernrohrs
/PRNewswire/ -- Am 12. September hat Nocpix offiziell die ACE 2-Serie, vorgestellt, seine Flaggschiff-Produktreihe von Wärmebildzielfernrohren der nächsten
Athene Holding Preferreds: Series A Floating Rate For A Cautious Rate Environment
Athene Holding's Series A preferred offers a floating-rate feature starting June 2029, reducing interest-rate sensitivity. ATH.PR.A trades at a 5% discount to par, boosting yield-to-call to 9.3% and
Dow Jones Forecast: Can 50,000 Support Hold as Yields Near 5%?
The Dow Jones rebounds as oil prices fall, but a 10-year Treasury yield near 5% keeps the 50,000 support level in focus.
Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive
Viavi Solutions delivered robust revenue and profit growth, driven by AI data centers, optical testing, and aerospace & defense demand. Despite a higher valuation, I rate VIAV a Buy at $37, anticipati
Titan Minerals expands Dynasty Gold footprint - ICYMI
Titan Minerals Ltd (ASX:TTM, OTC:TTTNF) earlier this week reported further extensional and infill drilling results from its Dynasty Gold Project in southern Ecuador as the company works towards an upd
Alkane Resources grows FY26 resource base as producing mines replace depletion
Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) has reported continued resource growth across its three producing mines, with Björkdal, Tomingley and Costerfield all replacing depletion during the 2026 fina