Microsoft Azure growth remains robust, but there are concerns of margin pressures through the rest of the year and beyond.

US stocks fell as Brent hit $112 and gold plunged, while the Fed signaled hikes despite the Iran war. Check out why inflation ...

Tokyo Metro (TKMTY) stock: defensive infrastructure play with stable cash flows, low valuation, 2.6% yield, and FY2027 growth ...

The price of gold fell below the 50 DMA on the most recent trading day. The 200 DMA support is all the way down at $4,000.

FY2025: net income +18%, 39.5% efficiency, and a bargain TN acquisition at 1.05x TBV. Read more macro analysis here.

Global conflict misprices blue-chip industrials. See why cost cuts and synergies may trigger an earnings rebound and ~7% ...

While I have no quibbles on the fundamental performance, the valuation looks priced for perfection. I reiterate my sell ...

Bunge is now rated A and has delivered strong returns, but its upside is significantly reduced after a merger-driven rally.

Strong Buy on 2025 sales growth, pipeline acquisitions like Synnovation, and drivers offsetting 2026 patent cliffs—read more macro analysis here.

The S&P 500 earnings yield jumped to 4.92% this week, the highest print since last April 4th, ’25’s 5.50% at the Liberation Day lows. The “forward 4-quarter estimate” ended this week at $319.98, ...

ESPN-led sports growth, NFL assets, the Hulu Live/FuboTV deal, and rising ads strengthen its ecosystem. Read the full analysis here.

Prediction markets are signaling skepticism that shipping through the Strait of Hormuz will normalize in the near term, despite President Donald Trump's 48-hour deadline for an opening. On Polymarket, ...