Downgrading Micron (MU) to hold ahead of Q2 FY26 earnings: assess Samsung HBM4 risk, memory cycle outlook to 2027, and key Q3 ...

Sturm, Ruger & Company's 2025 reorganization included inventory rationalization, acquisition of Anderson Manufacturing. Read ...

Arm's position in the semiconductor supply chain is unique and yields unmatched switching costs in the fabless sector. Check ...

Mastercard (MA) trades near a decade-low valuation as revenue/EPS surges. Q4/25 revenue is up 17.6% and EPS up 24.2% ...

The AMG GW&K Municipal Bond Fund returned 2.08% in Q4 2025, outperforming its benchmark. Read the full analysis for more ...

Donegal Group's 2025 results show a combined ratio improvement to 95.4%, achieved by cutting unprofitable personal lines.

Despite meaningful improvements in balance sheets, capital discipline, and cash-flow durability, many pipeline operators ...

Energy prices have surged on the back of oil and gas disruptions in the Persian Gulf following US and Israeli strikes on Iran ...

Techtronic Industries remains a "Buy" despite an FY25 miss. TTNDY is guiding for a mid-to-high single-digit revenue growth in ...

Pension funds across the US and Europe significantly raised their awarded mandates, or actual allocation, to venture capital ...

The PGIM Mid-Cap Value Fund outperformed its index in Q4 2025 as value stocks led the market rally. Read the full analysis for more details.

StubHub has fallen over 50% from IPO, now trading near $9, creating a more compelling valuation. I upgrade STUB to neutral, ...