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Blue Moon Metals: Processing Infrastructure Anchors The Bull Case
Blue Moon Metals is building a multi-asset processing platform, with Springer and Nussir as key projects targeting scalable, reusable infrastructure. BMM's strategy aims to reduce capital duplication

EyePoint, Inc. (EYPT) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript
EyePoint, Inc. (EYPT) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript

Reliance, Inc. (RS) Presents at Jefferies Global Industrials Conference 2026 Transcript
Reliance, Inc. (RS) Presents at Jefferies Global Industrials Conference 2026 Transcript

Honeywell Aerospace Inc. (HONA) Presents at Jefferies Global Industrials Conference 2026 Transcript
Honeywell Aerospace Inc. (HONA) Presents at Jefferies Global Industrials Conference 2026 Transcript

DexCom, Inc. (DXCM) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript
DexCom, Inc. (DXCM) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript

Visa's Stablecoin Strategy Turns Settlement Data Into Working Capital Infrastructure
The payments industry has traditionally talked about transaction data as something companies can analyze after money moves. But card networks are now beginning to test using payment data to determine

Treasury Department to buy back $6 billion in longer-term debt, triple the normal level
Treasury Department to buy back $6 billion in longer-term debt, triple the normal level

Okeanis Eco Tankers: Extraordinary Rates Keep The Bull Case Alive
Okeanis Eco Tankers delivered Q2 results that exceeded even aggressive expectations, with EPS of $5.91 and a $5.25 dividend. Q3 earnings momentum remains strong, but I am more cautious on valuation af

Allot: The Market Doesn't Appreciate The SECaaS Traction, Providing An Opportunity
Allot delivered a record Q2 2026, with 15% YoY revenue growth and strong profitability, driven by its cybersecurity-first strategy. SECaaS revenue surged 47% YoY to $9.4M, now 34% of total revenue, wi

Serica Energy gets Jefferies 'buy' rating and 320p price target
Serica Energy PLC (AIM:SQZ) drew renewed backing from Jefferies, which reinstated coverage on Tuesday as production growth prospects outweighed cuts to output and cash flow forecasts. In Wednesday tra

SCHG: A Buy Because Of Anticipated Market Leadership, Not QQQM's New Index Rules
SCHG is my preferred Buy for new core-growth allocations, offering broader exposure and a lower cost than QQQM. SCHG trades at a slight valuation discount to QQQM and employs growth screening across a

Leidos to participate in the Jefferies 2026 Global Industrials Conference
Live audio webcast available on September 9, 2026, from 11:30 a.m. to 12:05 p.m.

Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Zebra Technologies Corporation (ZBRA) Presents at Citi's 2026 Global TMT Conference Transcript
Zebra Technologies Corporation (ZBRA) Presents at Citi's 2026 Global TMT Conference Transcript

S&P 500 Performance After The FOMC Raises Interest Rates By 25 Bps Since 1990
I remain optimistic about the U.S. stock market, maintaining an 8,000 S&P 500 year-end target despite rising rate risks. Historical data shows the S&P 500 typically rebounds 6–12 months after Fed rate

Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
It seems all but confirmed that 2026 will be a year given over to AI, with chipmakers like NVIDIA Corp. NASDAQ: NVDA always at the forefront of discussions of the potential for further growth. Compani

Apple CEO John Ternus posts teaser video hours before the company's annual launch event
Apple CEO John Ternus posted a cryptic teaser hours before the company's launch event. The unusual teaser could signal a glitzier marketing strategy under Ternus.

Braze Stock Plummets After Disappointing Profit Outlook
Shares of Braze (NASDAQ:BRZE) are down 16.9% to trade at $25.21 as investors look past the marketing software company's second-quarter earnings beat and instead focus on weaker-than-expected third-qua

Korn Ferry: Another Solid Quarter As Labor Market Approaches Inflection Point
Korn Ferry remains a Buy with 10% upside to a $90 price target, supported by resilient executive search and improving labor market trends. KFY delivered solid Q1 results: $1.43 EPS (beat by $0.07), 7

Dow falls 350 points as oil jumps above $100 for first time since July
Renewed hostilities amid the war with Iran stoked concerns that energy supply disruptions could last months longer, as the Strait of Hormuz – a vital maritime route for 20% of the world's oil – is cau