CoreWeave's and Nebius' earnings just broke the bear case against the neoclouds. Click here for a detailed analysis.
Highwoods Properties faces elevated leverage, declining occupancy, and refinancing at higher rates. Read why I rate HIW stock ...
Draganfly continues to underperform peers, failing to secure meaningful contracts or demonstrate competitive drone products.
SELLAS Life Sciences Group is a high-conviction buy ahead of the pivotal Phase 3 REGAL trial readout for GPS in AML. The unusually long REGAL trial timeline suggests GPS may be delivering a meaningful ...
OppFi trades at a steep discount, with shares at 4.37x forward non-GAAP earnings—over 60% below the sector median—despite resilient revenue and free cash flow growth. OPFI management tightened ...
Artisan International Value Fund returned 12.91% in Q2 2026, outperforming the MSCI EAFE Index. Read the full commentary for ...
ASE Technology's gross and operating margins are expanding rapidly, with Q4 ATM gross margin expected to exceed previous ...

What Changed?

You can’t get much more in line than yesterday’s CPI report: both the month/month and year/year readings were right in line ...
Jack in the Box (JACK) rose in early trading on Thursday as investors and analysts looked for signs of a turnaround under an interim CEO. Same-store sales declined 1.1% in FQ3, comprised of a ...
PAVE is an infrastructure ETF that functions as an AI power-buildout fund. The firms driving it are the ones wiring and servicing data centers. PAVE trades at 22.2x forward against the Industrials ETF ...
Jensen Huang warns that enterprises don't have access to capital to continue with AI capex. Thus, he proposes securitizing AI compute as an investable asset class, essentially creating “the AI compute ...
Meta's Family of Apps represents the best advertising business in the world, which is growing more than twice as fast as Google. The company's current low valuation is due to uncertainties regarding ...