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Hong Kong Sets Out Initiatives to Secure Long-Term Development of Pillar Industries
Hong Kong SAR--(Newsfile Corp. - September 19, 2026) - Hong Kong's Chief Executive John Lee rolled out various measures to

AI sets Nvidia stock price for October 1, 2026
Nvidia (NASDAQ: NVDA) could trade near $240 on October 1, 2026, according to an outlook generated by OpenAI's ChatGPT.

Klarna: Value Trap Risks, Mixed Optics, And Uncertain Macros Discussed
Klarna Group's FY2026 guidance has been cut, attributed to the updated fair financing origination accounting metrics in H2'26, forex headwinds, and a softer German market. These headwinds may be well

ARIDGE and UAE Authorities to Jointly Establish the World's First Personal Flying Car Regulatory Sandbox
/PRNewswire/ -- ARIDGE (Formerly XPENG AEROHT), Asia's largest flying car company, officially signed a strategic cooperation agreement with the Emirate of Ras

Real Estate On Sale: Locking In +9% Cash Yields
Elevated interest rates push property cap rates higher, creating historically attractive entry multiples for institutional REIT buyers. CEFs transform low-yielding institutional REIT holdings into mon

Purepoint Uranium hits strong radioactivity at Dorado - ICYMI
Purepoint Uranium Group Inc (TSX-V:PTU, OTCQX:PTUUF, FRA:P5X0) earlier this week highlighted encouraging radiometric results from its summer drilling at the Dorado project, where the first hole drille

Big Phase Transition Of AI Alpha
AI market is transitioning from hardware hoarding to agentic inference, favoring application software and capital efficiency. I rate IGV (AI software ETF) a strong buy over SMH/SOXX, citing under-owne

Journey Medical: A Small Pharma With A Large Growth Opportunity
Journey Medical (DERM) is rated Buy, driven by Emrosi's rapid prescription growth and expanding payer coverage. DERM leverages existing infrastructure for Emrosi, achieving high gross margins and oper

MBB: Intermediate Duration Not Suitable At The Head Of Possible Rate Hiking Cycle
The iShares MBS ETF (MBB) faces downside risk due to rising intermediate-term rates and persistent inflation pressures as an intermediate duration FI exposure. Convexity risk and borrower prepayment o

BLOX: A Crypto Rebound Meets A Hawkish Fed
Nicholas Crypto Income ETF (BLOX) is rated Hold, reflecting recent crypto recovery but persistent vulnerability to sharp drawdowns. BLOX's 44% trailing yield is backward-looking; current distribution

Saul Centers: Attractive Even Amidst Higher Interest Rates (Upgrade)
Saul Centers is upgraded to 'buy' after a 20% pullback, offering value for income-oriented investors. Higher interest rates and a levered balance sheet have pressured BFS, but most debt is fixed-rate

BlackBerry Q2 Earnings Preview: QNX's Diversification Sparks A Potential Rebound (Ratings Upgrade)
After the stock prices faded from $13.00 to below $8.00, BlackBerry is upgraded to 'Buy' ahead of Q2 earnings, following strong Q1 results and improving growth metrics. QNX, BB's core growth engine, p

The Fed Is Setting Financials Up For Another 2022
I don't think shorting financials makes much sense, as I want to believe that a hawkish Fed will succeed in bringing the 10-year Treasury yield down. Fed funds futures point to roughly two more 25 bps

SpaceX Is Becoming An AI Giant
SpaceX targets 5-10 GW of compute capacity in 2027, potentially making AI its largest long-term revenue engine. SemiAnalysis estimates 10 GW could support roughly $300 billion ARR if half of increment

Lennar's Earnings Miss May Be Sending a Bigger Warning About U.S. Housing
Wall Street analysts had already set a relatively low bar for Lennar's NYSE: LEN fiscal Q3 2026 earnings, reflecting expectations of continued pressure on the homebuilder amid a challenging housing ma

Fabrinet: A Strong AI Infrastructure Play With Improving Valuation
Fabrinet is positioned to benefit from surging AI and data center demand, driving robust optical manufacturing growth. FN's aggressive capacity expansion, supported by a strong balance sheet and no de

Fabrinet: AI Growth Is Just Getting Started
Fabrinet delivered 45% Q4 FY2026 revenue growth, driven by surging AI data center demand, with Data Center revenue up 68%. At $380, FN trades at 21x FY2027 EPS, but valuation improves to 17x FY2028 an

Keysight Technologies Sees AI Data-Center Boom, Targets 6G and Defense Growth
Keysight Technologies NYSE: KEYS executives said the company is seeing strong demand tied to artificial intelligence data-center buildouts, while preparing for future opportunities in 6G wireless, aer

McDonald's: Becoming A Dividend King Didn't Help The Price, But It's Still A Long-Term Buy
McDonald's Corporation has underperformed, down 18% YTD, despite solid cash flow growth and its 50th consecutive dividend increase. Recent quarters showed slowing traffic, weaker comparable sales, and

RSPS: Consumer Staples Dashboard For September
Beverage, food, and personal care subsectors are notably undervalued, though food quality scores have deteriorated. The Invesco S&P 500 Equal Weight Consumer Staples ETF offers balanced sector exposur