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After A Home Run, Taking Profits On TechnipFMC (Rating Downgrade)
TechnipFMC plc has delivered exceptional returns post-spin but now faces a shifting macro environment and increased global competition. I downgrade FTI stock to Sell, citing a shrinking backlog, falli

Rosen Law Firm Encourages Tigo Energy, Inc. Investors to Inquire About Securities Class Action Investigation - TYGO
NEW YORK, Sept. 9, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Tigo Energy, Inc. (NAS

IMAX Corporation (IMAX) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript
IMAX Corporation (IMAX) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript

Contango Silver & Gold Inc. (CTGO) Q4 2026 Earnings Call Transcript
Contango Silver & Gold Inc. (CTGO) Q4 2026 Earnings Call Transcript

The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Trump claims oil, gas prices will fall ‘right after' midterm elections
President Trump says oil and gas prices won't come down until “right after” the midterm elections, as affordability issues remain top of mind for American voters.

Beam Therapeutics Inc. (BEAM) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript
Beam Therapeutics Inc. (BEAM) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript

Novavax, Inc. (NVAX) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcript
Novavax, Inc. (NVAX) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcript

Blackmer Launches Behind-the-Rotor Seal for G Series Internal Gear Pumps
DOWNERS GROVE, Ill., Sept. 9, 2026 /PRNewswire/ -- Blackmer, part of PSG, a Dover (NYSE: DOV) company, and a global leader in rotating pumps and reciprocating compressor technologies, today announced

Kewaunee Scientific Reports Results for First Quarter of Fiscal Year 2027
STATESVILLE, N.C., Sept. 9, 2026 /PRNewswire/ -- Kewaunee Scientific Corporation (NASDAQ: KEQU) today announced results for its first quarter ended July 31, 2026.

Barings BDC: This BDC Should Not Trade At A 19% NAV Discount
Barings BDC remains a 'Strong Buy' due to robust asset quality, full dividend coverage, and an unjustified 19% discount to NAV. BBDC's non-accrual ratio improved to 0.6% in Q2 (-0.4 PP Q/Q), supportin

Bessent's political turn in GOP speech tests his bond-market credibility
Bessent's planned Republican midterm convention speech Wednesday evening would place him in an unusually partisan setting for a Treasury secretary. The Treasury Department is in the midst of interveni

Toast: Growth Numbers Say The Narrative Still Holds
Toast has surged 32% since my last update, significantly outperforming the benchmark's 5% gain. Despite trading at a 15-month forward P/E of 20x—a 70% premium to peers—I see TOST's fundamentals justif

SLVP: The Debasement Trade Is Back, Turning Bullish On Silver Again (Upgrade)
I am upgrading the iShares MSCI Global Silver and Metals Miners ETF to a buy, citing attractive valuation and improved technicals. SLVP trades at 16x earnings with >17% long-term EPS growth, yielding

Nebius Group N.V. (NBIS) Presents at Citi's 2026 Global TMT Conference Transcript
Nebius Group N.V. (NBIS) Presents at Citi's 2026 Global TMT Conference Transcript

Check Point Software Technologies Ltd. (CHKP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Check Point Software Technologies Ltd. (CHKP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Amphenol Corporation (APH) Presents at Citi's 2026 Global TMT Conference Transcript
Amphenol Corporation (APH) Presents at Citi's 2026 Global TMT Conference Transcript

Hexcel Corporation (HXL) Presents at Jefferies Global Industrials Conference 2026 Transcript
Hexcel Corporation (HXL) Presents at Jefferies Global Industrials Conference 2026 Transcript

Zscaler, Inc. (ZS) Presents at Citi's 2026 Global TMT Conference Transcript
Zscaler, Inc. (ZS) Presents at Citi's 2026 Global TMT Conference Transcript

Treasury to buy back up to $6B in longer-term debt as bond yields hit highest level since 2023
The Treasury Department's $6 billion buyback of 10-year notes and 20-year bonds failed to calm markets as yields surged to levels unseen since 2023.