Oracle (ORCL) upgrade: revenue growth outlook, cloud rerating potential, and key execution risks in data centers. Read here ...

A $300B+ TGA liquidity drain could tighten conditions and hit stocks. Click for this look at how the Fed's actions could ...

ASML (ASML) raised its full-year sales forecast, driven by AI infrastructure investments fueling semiconductor production ...

Big Tech’s $680B AI capex spree enters a critical phase as Amazon, Meta, Google & Microsoft face 2026 ROI pressure and debt ...

Mar Vista's U.S. Quality Premier strategy fell 10.17% in Q1 2026 amid geopolitical volatility and shifting AI cycles. Read ...

Pagaya (PGY) trades near all-time low valuations—learn why AI underwriting, credit quality, and new loan programs could fuel ...

BYD's sluggish FY25 sales were mostly due to elevated competition domestically. Click here to read why BYDDF stock is ...

The global smartphone market declined in Q1 for the first time since 2023, according to IDC, as a memory chip shortage and the Iran war push up costs and weigh on demand.

Our long-term thesis on Builders FirstSource remains intact as there is a structural shortage of housing in the USA.

Sandisk (SNDK) surged 141% on AI data center NAND/SSD demand. I rate SNDK a 'Strong buy' for its growth, profitability, and ...

Black Bear Value Fund, LP (the “Fund”) returned +1.9% in March and +13.2% YTD. The S&P 500 returned -5.0% in March and -4.4% ...

Indra Sistemas had a strong recent earnings, but underlying volatility tempers enthusiasm. Read why I rate ISMAY stock as a ...