Latest News

Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
I'm reiterating Applied Materials as a Strong Buy rating, with the price target revised to $680 from $802 due to a more conservative valuation multiple. Q3 2026 results reinforce my thesis that AI-dri

Eikon Therapeutics Eyes Safer PARP1 Cancer Treatments With EIK1003, EIK1004
Eikon Therapeutics NASDAQ: EIKN outlined its development strategy for selective PARP1 inhibitors and its Werner helicase inhibitor during a discussion hosted by Cantor biotech analyst Imogen Mansfield

Gen Digital: Too Cheap For Double-Digit Growth
Gen Digital trades at a steep discount, with a forward P/E under 10 despite accelerating growth and robust cash flow. GEN's Cyber Safety business is stabilizing, with 61% margins and rising cross-sell

Trading expert sets SpaceX stock price for Q1 2027
A trading expert has projected that SpaceX (NASDAQ: SPCX) stock is likely to trade near $300 in the first quarter of 2027, citing a bullish technical structure.

Diversified Healthcare Trust: A Cautious Buy
Diversified Healthcare Trust is rated 'Buy' as fundamentals and balance sheet have improved despite recent share price gains. Q2 2026 saw SHOP NOI up 37.2% YoY and margin expansion, with normalized FF

Freightos Targets Q4 2026 EBITDA Breakeven as Revenue Hits Record $7.7M
Freightos NASDAQ: CRGO reported record second-quarter revenue of $7.7 million and narrowed its adjusted EBITDA loss to $2 million, as the digital freight platform reiterated its goal of reaching adjus

Under Armour: Continued Revenue Declines Are A Major Red Flag
Under Armour faces an existential crisis, with its brand image fading and shares down 75% over five years. I reiterate my sell rating, citing worsening sales trends, downward guidance revisions, and a

Tesla recalls nearly 3M vehicles over doors that may be difficult to open after crashes
Tesla's recall of nearly 3 million vehicles in China involves door handles that may trap occupants after severe collisions if low-voltage systems fail.

ACM Research Is Growing Fast, But Cash Flow Still Lags
ACM Research delivers strong revenue growth and improved customer diversification, but operational risks and margin volatility persist. Q2 revenue rose 36% to $292.9M, with advanced packaging and ECP

NextDecade: The Ownership Staircase Is The Real Bull Case
NextDecade Corporation is advancing five LNG trains at Rio Grande, supported by long-term contracts and fully wrapped EPC agreements, mitigating construction and cost overrun risks. NEXT's economic in

RNIN: Outperforming SMID Play With A GARP Tilt Worth Shortlisting
I initiate coverage of the Bushido Capital US SMID Cap Equity ETF with a Hold rating. With 80 equities in the basket, IT-heavy RNIN sports a strong factor mix with a GARP tilt and decent quality, whic

How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend?
Nvidia (NASDAQ: NVDA) shareholders holding 100 shares of the firm are expected to receive $25 when the company's next quarterly dividend is paid.

Sinda Ltd.: Well-Positioned After A Solid IPO
Sinda Ltd. is rated a long-term value Buy, supported by a robust IPO, strategic investment from Fresnillo, and a credible growth plan. SIND's Caracol project targets first production by 2031, with 257

Hook, hold, harvest and hide: Meta's alleged strategy laid out in first week of landmark trial
In trial that opened on Tuesday, California and 28 other states accused the company of designing addictive sites and violating laws protecting children's privacy

B. Metzler seel. Sohn & Co. AG Invests $7.08 Million in The Ensign Group, Inc. $ENSG
B. Metzler seel. Sohn and Co. AG purchased a new stake in The Ensign Group, Inc. (NASDAQ: ENSG) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund

B. Metzler seel. Sohn & Co. AG Makes New $6.27 Million Investment in KKR & Co. Inc. $KKR
B. Metzler seel. Sohn and Co. AG purchased a new position in KKR and Co. Inc. (NYSE: KKR) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fi

B. Metzler seel. Sohn & Co. AG Makes New $7.22 Million Investment in Roper Technologies, Inc. $ROP
B. Metzler seel. Sohn and Co. AG acquired a new stake in shares of Roper Technologies, Inc. (NASDAQ: ROP) in the undefined quarter, according to the company in its most recent Form 13F filing with the

Caterpillar Inc. $CAT Shares Bought by Atria Investments Inc
Atria Investments Inc lifted its stake in Caterpillar Inc. (NYSE: CAT) by 17.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1

Avanda Investment Management Pte. Ltd. Acquires New Position in Cisco Systems, Inc. $CSCO
Avanda Investment Management Pte. Ltd. bought a new position in Cisco Systems, Inc. (NASDAQ: CSCO) during the second quarter, according to its most recent 13F filing with the SEC. The institutional in

Avanda Investment Management Pte. Ltd. Purchases New Shares in Lumentum Holdings Inc. $LITE
Avanda Investment Management Pte. Ltd. acquired a new position in Lumentum Holdings Inc. (NASDAQ: LITE) during the second quarter, according to the company in its most recent Form 13F filing with the