High oil prices and AI power demand are boosting nuclear, utilities, and renewables. Click here to read my detailed analysis.
Microsoft Corporation posts record Q3 on cloud and AI growth; strong FCF despite capex and 26x forward P/E signals ...
I reiterate my Strong Buy rating on TTM Technologies as AI exposure is now materially reflected in revenue, backlog, and ...
Virtus Total Return Fund Inc. review: 9.12% yield, sustainable monthly payout, energy tilt, and 11.29% NAV discount—click to ...
Nvidia's Q1 earnings and Computex keynote reinforced accelerating AI infrastructure demand powering Meta's AI capex and ad ...
The macro strategy firm argued Wednesday that several structural shifts are undermining bonds’ ability to rally during ...
SpaceX (SPCX) plans an IPO at $135/share, targeting a $75B raise and $1.75T valuation, with trading expected as early as June ...
TG Therapeutics (TGTX) stock jumps as the company announces Phase 1 data supporting an injectable Briumvi therapy for ...
Oil and gas companies heading to Venezuela are being told to bring their own power plants to run their operations to shield ...
ADP May jobs report: private payrolls +122K, pay growth above 4%, and sector gains. Click here to read the jobs report in ...
Aura Minerals (AUGO) initiated Buy: leveraged to higher gold prices, rising production, and low costs. Read the full analysis ...
Newmont Corporation posted record cash flow and EBITDA, expanded a $6B buyback, and looks undervalued at ~10x forward ...
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