Latest News
JBBB: BBB-Rated CLO ETF, Solid 6.3% Yield, Strong Track-Record And Momentum
CLOs were one of the best-performing income asset classes of prior years, due to aggressive Federal Reserve hikes. JBBB focuses on BBB-rated CLOs, and benefitted from the above, with significant outpe

Hagerty: Shrugging Off The Secondary And Hitting New Highs
Hagerty is rated a buy, with accelerating fundamentals, strong written premium growth, and a technical breakout despite messy GAAP numbers from a reinsurance transition. Written premium grew 19% in H1

XQQI: Just 62 Basis Points Behind QQQ As Nasdaq Hits Records
NEOS Boosted Nasdaq-100 High Income ETF has nearly matched QQQ's upside since launch while delivering a much higher distribution. XQQI's boosted synthetic exposure and partial call overwriting have en

Surgery Partners: A 'Buy' After Idaho Falls Asset Divestment
I initiate coverage of Surgery Partners with a Buy, citing positives relating to the Idaho Falls divestiture. SGRY's asset sale reduces leverage, improves cash flow, and shifts payor mix away from Med

Machine learning algorithm sets Bitcoin Cash (BCH) price for October 1, 2026
Although Bitcoin Cash (BCH) surged by more than 31% over the past 24 hours, catalyzed by a strong bullish cryptocurrency breakout amid renewed institutional demand, Finbold's AI Agent has issued a war

General Motors Company (GM) Presents at U.S. All Stars Conference Transcript
General Motors Company (GM) Presents at U.S. All Stars Conference Transcript

Volaris: A Cautious Buy On Operational Turn-Around And Macro Outlook
I rate Volaris a cautious buy, emphasizing operational recovery and macro-driven upside potential. VLRS is emerging from significant fleet groundings, with improving load factors and strong pricing po

Circle: Everything Is Falling Into Place
Circle remains a compelling long-term opportunity, despite a halved share price and recent crypto market weakness. CRCL secured a federal trust bank charter, cementing regulatory leadership and making

Orange: The Market Is Underestimating This European Telecom Giant (Rating Upgrade)
Orange S.A. is upgraded to strong buy, reflecting a deep valuation discount despite robust operational momentum and improved guidance. H1 results showed 3.5% revenue growth, a 5% EBITDAaL increase to

Intel: The Party Is Only Getting Started
Intel Corporation maintains a 'Buy' rating, with agentic AI-driven CPU demand and strong earnings momentum supporting further upside. Q2 2026 saw record $16.13B revenues (+25.4% YoY), rapid margin exp
Celestica: A Cheaper Ticket To The AI Infrastructure Boom
Celestica shares have declined 27% since my last coverage, underperforming the benchmark's 2% gain. Institutional demand for CLS is accelerating, signaling sustained investor interest despite recent v

New Era Energy & Digital: 207 MW Deal Could Unlock 1.4 GW AI Giant
New Era Energy & Digital is pursuing an ambitious plan to build a large-scale AI data center campus in West Texas. Bears have questioned NUAI's ability to secure sufficient power for its Texas Critica

BWET: Concentrated Hormuz Bet, Not A Tanker Portfolio
The Breakwave Tanker Shipping ETF is an extremely concentrated bet on specific forward freight agreements, not a direct tanker shipping investment. BWET's 3,440% YTD surge is driven by niche exposure

Touchstone Exploration Inc. (TXP:CA) Discusses 2026 Operational Performance, Production Growth and Cost Management Initiatives Transcript
Touchstone Exploration Inc. (TXP:CA) Discusses 2026 Operational Performance, Production Growth and Cost Management Initiatives Transcript

EPU: Hold But Stay Underweight
EPU: Hold But Stay Underweight

General Motors Targets High End of 2026 Outlook, Sees Stronger Cash Flow in 2027
General Motors NYSE: GM Chief Financial Officer Paul Jacobson said the automaker remains on track to finish 2026 near the higher end of its full-year guidance after raising its outlook twice this year

Amazon is trying to rehire workers it laid off, emails show
Amazon is recruiting former workers, including eligible laid-off employees. Recruiters are using shorter interview loops to bring back alumni.

Muse's normie-friendly design is the playbook for how Meta can win at AI
Muse, Meta's AI agent, has become a hit app. Meta knows how to design normie-friendly apps — and that matters, a lot.

Meet the top Anthropic scientist who predicted the core of today's AI doom debate
Anthropic cofounder Jared Kaplan foresaw the debate about AI's danger hinging on self-improving AI. Kaplan leads research and responsible scaling at Anthropic, playing a pivotal role in the AI race.
Dave & Buster's Entertainment, Inc. (PLAY) Q4 2025 Earnings Call Transcript
Dave & Buster's Entertainment, Inc. (PLAY) Q4 2025 Earnings Call Transcript