Defense stocks surged amid the escalating conflict in the Middle East while military budgets continue to expand. Click here ...

Qure’s AMT-130 faces FDA efficacy doubts after 12-month data. QURE's upside now hinges on political pressure. Read here for ...

Cameco (CCJ) gets a Sell on overvaluation and execution risks as uranium output slips despite strong nuclear demand. Read ...

Cove Street Capital analyzes the AI market mania and shifting software valuations. Read the full analysis for more details.

Coming into 2026, most asset markets were exhibiting excessive optimism - pricing the best of all possible outcomes.

Q4 2025 net sales were $539.6 million, down $12 million or 2.2% from Q4 2024, primarily due to the divestiture of several brands. Base business net sales increased by $4.4 million or 0.8% ...

The S&P Global U.S. Manufacturing PMI fell from 52.4 in January to 51.6, coming in above the forecast of 51.2.

Iran war escalation could hit oil supply 8–20%, sending crude to $95–$220 and boosting US CPI, risking stagflation. Read more ...

ITA is also far and away the largest of the three, with its $16 billion in AUM to PPA’s $8.2 billion and SHLD’s $7.47 billion ...

Good morning, everyone. Welcome to Day 2 of the Morgan Stanley TMT Conference. My name is Erik Woodring. I lead the U.S. IT hardware practice here at Morgan Stanley. I'm delighted to be joined by ...

The Vanguard S&P Mid-Cap 400 Index Fund ETF has high cyclical exposure, with almost 65% in discretionary, financials, ...

ProShares Ultra Bloomberg Crude Oil ETF is downgraded to Hold after a 46% return in under three months. Learn more about UCO ...