McIntyre Partnerships reported flat H1 2026 results, with a Q2 rally offsetting Q1 losses despite volatility in QDEL. Read ...

Morgan Stanley-led banks plan to offload $15B in Google-backed AI data center debt via bonds, highlighting refinancing risks ...

Revenue acceleration, stable margins, and recurring large orders are critical for Powell Industries to justify its valuation.

The next generation of AI-related IPOs could materially increase concentration in major growth benchmarks, even if valuations ...

Indian and Malaysian policy stability as policy diverges elsewhere. Resignation of Indonesian central bank Governor increases ...

ASEAN rebounded from recent war-related disruption, while North America slowed as US factory growth weakened. Read more here.

Alex Sacerdote's Whale Rock Capital's flagship hedge fund fell 21.7% in July as a sharp selloff in AI and semiconductor ...

China joint venture to 2047, shifting vehicle development to China and boosting Buick/Cadillac sales and exports—read more.

The CLARITY Act, the most comprehensive crypto market-structure bill in US history, faces a decisive moment this week.

In light of its YTD run-up, AMD's long-term risk/reward is much less favorable for investors but still adequate. Read why I'm ...

Maran Partners Fund reports a +5.4% Q2 return, highlighting a unique SpaceX IPO arbitrage trade. Read the full letter for the ...

Waymo is reportedly exploring its options to end its partnership with Uber in Austin and Atlanta. Read why UBER stock is well ...