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Dunelm Group plc (DNLMY) Q4 2026 Earnings Call Prepared Remarks Transcript
Dunelm Group plc (DNLMY) Q4 2026 Earnings Call Prepared Remarks Transcript

Nvidia: Unusual Visibility, Unusual Value
Nvidia Corporation delivered a strong Q2 FY27, with 106% y/y revenue growth and broadening demand beyond hyperscalers, reducing concentration risk. Management's supply-constrained FY28 outlook—guiding

American retailer closes 25 stores as it pares back footprint to boost profits
Footwear retailer Genesco closed 25 stores during fiscal its fiscal second quarter of 2027 as part of a strategy to cut overhead, boost gross margins, and lower total debt.

Lennar: Below Book Value Ahead Of Q3 Earnings
Lennar Corporation is trading at a deep discount, 12% below its 200-day SMA and at 0.98x P/B, amid widespread sector downgrades. Despite weaker ROE (7.24%) and ROIC (5.83%) versus D.R. Horton, LEN is

Why Barrick Mining Can Rise Despite Risks To Gold Prices
Barrick Mining (B) is up by over 20% since I last covered it in July, having exhausted the upside indicated then. Even with risk to gold prices now, though, as it turns out, developments for the stock

WaFd, Inc. (WAFD) M&A Call Transcript
WaFd, Inc. (WAFD) M&A Call Transcript

Devon Energy: Operations Back In Focus After The Coterra Acquisition
Devon Energy (DVN) receives a reiterated buy rating, supported by strong Q2 results and robust operational execution post-Coterra merger. DVN beat Q2 guidance, generated $1.655 billion adjusted FCF, a

Americold: The Cold Storage Downturn Could Be Nearing Its End
Americold Realty Trust remains a Buy, trading at a significant discount to intrinsic value amid macro risks. COLD's Q2 saw revenue and occupancy growth, balance sheet strengthening via a $1.3B JV, and

China's central bank buys 20.2 tonnes of gold in August, largest purchase since 2023
The People's Bank of China (PBoC) added 20.2 metric tonnes of gold to its reserves in August, its largest monthly purchase since October 2023, the State Administration of Foreign Exchange (SAFE) annou

Puma Biotechnology: NERLYNX Funds Their Potential Next Oncology Franchise
NERLYNX gives PBYI an established revenue stream that can support alisertib's development into a potential second oncology franchise. Currently, PBYI already has positive cash flows and a healthy bala

Blue Owl Technology's $800M Financing Run Puts Dividend Coverage In Focus
Blue Owl Technology Finance Corp. (NYSE:OTF) closed a $150 million private placement of 7.60% senior unsecured notes due September 3, 2032, on September 4. The deal was the company's third financing s

Frontline: The Money Keeps Flowing In
Frontline remains a rock-solid Strong Buy, driven by surging VLCC spot rates and optimal market exposure. FRO's strategy of high spot market exposure and low cash breakeven maximizes upside, enabling

Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
Big tech is rallying again, and the rally is doing an effective job of hiding what sits underneath it. The national debt is climbing toward $40 trillion.

Oil nears $100 a barrel as Middle East tensions fuel inflation fears ahead of interest-rate decision
Prices were on the rise after the Saudi energy ministry – the world's largest oil exporter – said operations at some of its facilities had been disrupted by strikes from Iran-aligned Houthis.

Apple's Phil Schiller shunned plan to squeeze more money from App Store: report
Longtime Apple executive Phil Schiller reportedly wanted no involvement with a push by the tech giant's new leadership to squeeze more money from the lucrative platform.

Markets Move To The Downside Amid Uptick In Oil Prices
Oil prices moving upward. Growing conflict in Iran impacts Wall Street.

Sun Communities: Simplification Is Paying Off, But The Stock Hasn't Caught Up
Sun Communities is transitioning to a pure-play North American MH and RV landlord, having divested its Marinas and UK businesses. SUI raised 2026 Core FFO guidance for the second consecutive quarter,

Mistral Raises $3.5 Billion for AI Research in Record EU Funding Round
France-based artificial intelligence startup Mistral raised a record 3 billion euros (about $3.5 billion) in funding, according to a Tuesday (Sept. 8) company blog post.

U.S. sanctions Iranian airlines in aim to tighten economic squeeze as war spreads, oil rises
The Treasury Department sanctioned 27 Iranian airlines and a handful of other entities as part of its ongoing effort to isolate Iran's economy. The move comes as Tehran and its proxies continue to lau

3 AI Optical Networking Stocks Positioned for the Data Center Buildout
AI-driven networking companies have been waiting for a sign to either continue to pull back or reinvigorate a bull run, but Ciena Corp.'s NYSE: CIEN Q3 earnings report may invite more questions than a