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The REIT Repricing Cycle Is Nearing A Turning Point
Private equity is buying REITs again. Big buyout premiums may signal undervaluation. More REIT takeovers could be coming.

Alarm.com: Poised To Benefit From The Rise In Millennial Homeownership
Alarm.com delivered a quarterly revenue beat of nearly 10%, yet Wall Street largely overlooked the performance. The stock's strong top-line surprise highlights potential disconnects between fundamenta

What Moved Markets This Week
Wall Street closed the trading week mixed, as Broadcom (AVGO) posted its latest earnings in a week where yields and rates remained in focus after the latest nonfarm payrolls report landed.

Comstock Resources: A Potential Unexpected Step Forward Surprises The Market
Comstock Resources announces a $400M+ JV with the Jerry Jones family and a preliminary deal to halve its debt via $1.65B in gross proceeds. CRK is trading legacy Haynesville and Pinnacle interests for

VYM: Why I Changed My Mind, And The Dividend Isn't The Only Reason (Rating Upgrade)
According to my calculation, Vanguard High Dividend Yield Index Fund's forward P/E of 18.85x is lower than SPY's 20-21x, giving it a higher earnings yield, with its modest 2.20% dividend. Financials m

Semis Survived Hawkish August Jobs Data: CPI's Next
I expected a hawkish jobs report to pressure AI stocks. Instead, semis and memory rallied after a very hawkish August unemployment report.

CRISPR Therapeutics: CASGEVY Validates The Platform, Strengthening The Acquisition Case
CRISPR Therapeutics transitioned from speculative biotech to commercial stage with FDA approval of CASGEVY, validating its CRISPR/Cas9 platform. CRSP's pipeline targets multi-billion-dollar markets in

CoreWeave Is More Than A GPU Rental Company
CoreWeave is rated a Speculative Buy, leveraging a contracted AI utility model with significant revenue visibility and expanding software capabilities. CRWV's $104B backlog and rapid revenue growth co

SAP has a message for software doomsayers: The pendulum will swing back
A SAP executive anticipates a recovery from the SaaSpocalypse, driven by advances in business AI. SAP is using AI to solidify its competitive edge against Palantir and other tech giants.

AMD set for 90% crash on this date, according to expert
Advanced Micro Devices (NASDAQ: AMD) could face a steep correction of more than 90% by early December 2029 if a long-term historical pattern repeats.

Walmart's copycat strategy: Restaurant delivery is its latest use of heft to break into established markets
Walmart's move into restaurant delivery is another expansion from selling general merchandise. Since Sam Walton, the retail giant has placed big bets on new lines of business inspired by others.

Nuveen Churchill Direct Lending Q2: 27% Discount And 9.5% Expected ROE
Nuveen Churchill Direct Lending maintains a conservative credit profile with a non-accrual ratio of 1.5%, about half the sector median. First lien loans comprise nearly 90% of NCDL's portfolio, emphas

S&P 500 Forecast: Strong Jobs Data and Trump Tariffs Test the Path to 8,000
The S&P 500 faces short-term uncertainty from tariffs and rate hike risks, but its broader outlook remains bullish above 7,620.

Uber says it can replace car ownership. My used Toyota Yaris proved its point.
I bought a used car one year ago and compared the costs with using Uber and Lyft. The car was much more expensive, even though I made choices to save money.

Nebius: Too Much Worry Is Not Good For Bulls' Wealth
Nebius Group N.V. remains a buy as its asset-light AI-PaaS model accelerates capacity expansion, drives high-margin software economics, and leverages $9B in prepayments. NBIS's asset-light franchise m

Broadcom: The $350 Billion AI Signal Has A $29 Billion Footnote
Broadcom is rated Buy, with a $470 price target and 37% upside, as the market underappreciates its AI revenue visibility and earnings power. Management guides for $115B in FY2027 AI semiconductor reve

Best VPS Hosting (2026): Virterion Recognized for Performance, Reliability, and Scalability by Expert Consumers
/PRNewswire/ -- Expert Consumers has recognized Virterion in an assessment of the best VPS hosting solutions for 2026. The recognition highlights the

PrimeBOT Wins Official IFA Innovation Awards as Personal Robotics Moves Closer to the Home
/PRNewswire/ -- PrimeBOT made a high-impact debut at IFA 2026, earning official recognition for both PrimeBOT T1 and PrimeBOT Q1 while drawing strong interest

MMT - High Conviction Income Opportunity In Global Markets
Hear Aberdeen's perspective on building durable income through active allocation, global diversification, and disciplined risk management. Mike Taggart of Aberdeen Investments speaks with Jonathan Mon

RQI: A Wider Discount On A Growing NAV
Cohen & Steers Quality Income Realty Fund remains a buy, offering an 8.8% yield and trading at a 7.17% discount to NAV. RQI's NAV growth and improved dividend coverage are supported by strong net real