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Opportunities At New Lucrative Sector Edges: Precious Metal And Energy
I see gold and commodities entering a potential decade-long bull market, reminiscent of the 1970s and 1999–2011 cycles. Gold's recent correction does not negate the inflationary environment supporting

Axsome Therapeutics Highlights Auvelity Growth, Pipeline Progress at H.C. Wainwright Conference
Axsome Therapeutics NASDAQ: AXSM executives highlighted growth across its commercial portfolio, an expanded sales force and multiple late-stage clinical programs during the H.C. Wainwright 28th Annual

Federal Reserve Rate Hike: One And Done?
The Federal Reserve raised rates, with one more hike expected before a prolonged pause. U.S. inflation pressures look different from 2021 and 2022, supporting a gradual disinflation outlook.

Intesa Sanpaolo: Strong Earnings And Higher Capital Returns Still Support A Buy
Q2 delivered record earnings, supported by stronger NII, resilient fees, and disciplined cost control. Non-interest revenues now represent a larger share of the mix, reducing reliance on the rate cycl

First Advantage: The Recent Share Sale Is Not The Only Issue Weighing On It
The trend for the past half year is still for First Advantage to head higher, but this trend looks like it could be broken with the more recent sideways price action. FA posted strong quarterly result

McDonald's: The Crowd Sold The King, I'm Underwriting The Throne
McDonald's has achieved Dividend King status with its 50th consecutive annual dividend increase, now offering a 3% yield at a six-year high. MCD trades at its lowest forward multiple in over a decade

Pagaya: The Growth Narrative Is Getting Harder To Ignore
Pagaya Technologies is rated Strong Buy due to rapid profit growth outpacing revenue and an attractive 5x 2027 forward P/E valuation. Q2 results highlight 19% revenue growth, 43% adjusted EBITDA growt

Netskope: The Growth Inflection Has Arrived; The Stock Price Is Still In Denial
Netskope (NTSK) is recommended as a buy, driven by sustained market share gains in SASE and differentiated AI security capabilities. NTSK's net new ARR grew nearly 60% sequentially last quarter, with

Meta Is Sitting On The World's Largest Dataset For Human Behavior
Meta Platforms is initiated with a strong buy rating, citing misunderstood AI potential and a compelling forward P/E of 21.8. META's unmatched dataset on passive human behavior underpins a unique AI a

Motorola Solutions Highlights AI-Powered Public Safety Growth at Conference
Motorola Solutions NYSE: MSI is seeing continued strength in state and local public-safety budgets and good traction on the federal side, according to Executive Vice President and Chief Technology Off

XLB: Materials Dashboard For September
Construction materials and packaging are moderately overvalued, while chemicals show the weakest combination of value and quality scores. XLB's portfolio is heavily concentrated, with chemicals compri

CytoDyn Highlights CLOVER Progress, Early ctDNA Declines in Colorectal Cancer
CytoDyn OTCMKTS: CYDY Chief Financial Officer Robert E. Hoffman outlined the company's clinical-development plans for leronlimab, a CCR5-targeting humanized monoclonal antibody being studied in metast

FTF: Levered Exposure To High Yield Makes It Avoidable, Despite Lower Duration
Franklin Limited Duration Income Trust offers a high distribution yield via a managed distribution plan utilizing leveraged exposure to mostly non-investment grade, floating-rate securities. FTF trade

BP: A New-Normal In The Energy Market Makes This A Strong Buy
BP is rated a Strong Buy, driven by robust earnings growth, operational leverage, and accelerated de-leveraging amid elevated oil and refining margins. Q2 results show 29.2% revenue growth and a 193%

Apollo Sees Higher-for-Longer Rates Fueling AI Infrastructure Financing Boom
Scott Kleinman, co-president of asset management at Apollo Global Management NYSE: APO, said the firm sees a “higher for longer” interest-rate environment continuing as consumer spending, persistent i

Global Times: China's success and prosperity stem from the CPC's outstanding leadership: former Egyptian PM
/PRNewswire/ -- As this year marks the 105th anniversary of the founding of the Communist Party of China (CPC), a national conference on Party building was

Global Times: China's innovation success is real global news, landing in the living rooms of Italian retirees who barely use a smartphone: Italian scientist
/PRNewswire/ -- Ahead of the opening of the 2026 World AI Conference and High-Level Meeting on Global AI Governance, Chinese AI start-up Moonshot AI released

U.S. IPO Weekly Recap: Data Center Developer Nscale Files, While Holtec Nuclear Postpones IPO
Three IPOs and two SPACs priced this week, while five IPOs and three SPACs submitted filings. Two IPOs are scheduled for the week ahead, though smaller deals may join the calendar late. Street researc

Another Domino Falls
As oil prices have spiked in the last few weeks, several consumer-related groups fell like dominoes. Yesterday, the legacy auto stocks have had their number called.

Intellia Eyes Lonvo-z Launch as HAE PDUFA Nears, TTR Study Advances
Intellia Therapeutics NASDAQ: NTLA executives outlined plans for a potential launch of its hereditary angioedema treatment, lonvo-z, while discussing the company's ongoing Phase III program in transth