Latest News

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

Accenture: Thank You, Anthropic
Accenture secures a 5-year AI governance partnership with Anthropic, positioning itself as a pivotal third-party evaluator in frontier AI, building on Dario Amodei's goals of using embedded AI evaluat

Oracle to pay dividends next month; Here's how much 100 ORCL shares will earn
Oracle (NYSE: ORCL) is set to pay its next quarterly dividend on October 23, 2026, giving shareholders another cash payout.

Gunnison Copper secures $8M non-dilutive funding - ICYMI
Gunnison Copper Corp (TSX:GCU, OTCQB:GCUMF, FRA:3XS0) earlier this week outlined progress across its Johnson Camp Mine and flagship Gunnison Copper Project, including $8 million of non-dilutive fundin

Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits
September is a historically weak month for stocks, and 2026 is doing nothing to shake that reputation. But, as is always the case, there are several stocks that are positive for the month.

Puig: Undervalued With Growth Ahead
Puig trades at a nearly 60% discount to Estée Lauder despite a similar prestige positioning and category mix. APAC delivered half of Puig's revenue growth, up 21%, making it the only peer to grow sign

Shareholders who lost money in shares of acquired Papa John's International, Inc. (NASDAQ: PZZA) should contact Wolf Haldenstein Immediately
Lead Plaintiff Deadline November 2, 2026 NEW YORK, Sept. 19, 2026 /PRNewswire/ -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a nationally recognized securities litigation law firm

The Gorman-Rupp Company: The Rally Has A Second Engine (Rating Upgrade)
The Gorman-Rupp Company is upgraded from Hold to Buy as operating income growth now justifies further upside. GRC's operating income rose 13% in Q2 2026, while interest costs declined due to aggressiv

Amerigo Resources: No Longer Deep Value, Still A Buy For The Copper Yield
Amerigo Resources is rated BUY for its unique, debt-free, low-cost copper exposure and robust shareholder returns. ARREF processes tailings from Codelco's El Teniente, avoiding mining risks and mainta

MS NOW reporters denied access to White House after Trump bans three media outlets
Journalists from MS NOW were denied access to the White House grounds early Saturday, one day after President Donald Trump said he is banning three media outlets. Trump said he was banning MS NOW, CNN

Motorola Solutions Eyes Defense, Drone Security Growth as Silvus Scales
Motorola Solutions NYSE: MSI is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies

GPIX: Still Bullish As The Fed Starts Hiking Again
I remain bullish on the Goldman Sachs S&P 500 Premium Income ETF despite the Fed's rate hike and shifting macro backdrop. GPIX's dynamic call overwrite strategy adapts monthly, capturing 85.7% of SPY'

Blue Owl Capital: The Ride Is About To Begin
OWL is heavily undervalued after a roughly 61.5% crash since its all-time-high. I see OWL as uniquely positioned to capitalize on the ongoing AI narrative, which the market continues to underappreciat

Under-Valued Dividend Growers: 8 Stocks Averaging A 10.2x P/E
I screen U.S.-listed dividend growth stocks with 2–6% yields, strong revenue growth, and disciplined payout ratios, targeting undervalued opportunities. The final 8-stock portfolio spans Energy, Finan