Latest News

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 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

Based on the latest updates from Microsoft and other hyperscalers, I see clearer validation of MSFT's AI strategy. The combination of enhanced revenue visibility and better-covered capex investment im

Marcus Corporation is rated BUY, supported by robust earnings growth, operating leverage, and a 50% EV/EBITDA discount to 2021 peaks. MCS benefits from asset ownership, upscale theater enhancements, a

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

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 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 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 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

Flex earns a buy rating as its rapidly expanding Cloud and Power Infrastructure (CPI) segment drives a structural business shift. CPI revenue surged 38% to $6.6B in FY2026, now comprising 24% of total

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.

OpenAI's economics team studies the effects of AI on workers, businesses, and the broader economy. The company's chief economist, Ronnie Chatterji, says researchers on his team need to be flexible.

Churchill Capital Corp XI is taking Agility Robotics public at a $2.5B valuation, with the combined entity to trade as AGLT. Agility boasts over $300M in multi-year orders for Digit v5, with real depl

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 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

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

Stripe president Will Gaybrick said checkout pages "will just go away." Gaybrick said one step for agentic AI commerce will be a more seamless checkout process.

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. 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

Broadcom remains a strong buy despite a 15% decline since my last coverage. AVGO trades at a 19x 15-month forward P/E, a 21% discount to the sector median, indicating undervaluation. The market expect