OpenAI (OPENAI) safety lead David Robinson resigns, becoming the latest tech executive to warn about AI safety concerns. Read ...

Kimbell Royalty Partners offers a compelling total return case, even if oil prices revert to pre-Iran crisis levels. Learn ...

Blue Owl Capital Corporation analysis: emotional selling tied to Blue Owl Capital Inc. headlines, but no exposure. Click for ...

The big picture for the labor market still looks good, with the unemployment rate YTD improved from 2025. Read why a rate ...

Apartment and self-storage REITs are still hated today and temporary oversupply may be hiding strong long-term upside. Click ...

Nscale (NSCL) hires Justin Osofksy, a long-time executive at Meta (META), as COO to fuel expansion ahead of a potential $3B U ...

Bitcoin held near $84K as crypto/blockchain stocks slid and Brazilian banks jumped ahead of Brazil’s election.

Transocean is highly leveraged due to substantial increases in equity value even though enterprise value remains relatively ...

Penguin Solutions gets a Hold rating, awaiting Q4 results to confirm meaningful advanced computing growth and improved ...

AI supercycle outlook: why financing, neocloud debt, and GPU collateral values may trigger a bust—or extend Nvidia-led AI ...

Charter Communications shifts free cash flow priorities from aggressive buybacks to debt reduction, targeting 3.5x net ...

Spotify delivered a strong Q2, with revenue up year over year, a record gross margin, and €797 million in free cash flow.