Broadcom remains widely underpriced given its AI-driven growth and margin expansion potential in the custom chip business.
PepsiCo has underperformed the benchmark by 4%, but I remain confident in its long-term value. Read why I continue to rate ...
Coca-Cola Q2 results were encouraging, but the health regulation and GLP-1 adoption rates are lingering concerns. Read why KO ...
JPMorgan is operating at near peak conditions, and preferred shares offer ~6.4% yields and discounted entry. Read more on JPM ...
Kyndryl Holdings (KD) experienced a 55% stock collapse after disclosing SEC investigations, control failures, and sharply ...
Boeing and Airbus are both showing robust recovery in deliveries, with combined output near pre-pandemic levels and strong ...
OPEC+ kept its output quotas unchanged for October, which comes as no surprise. The group announced increases this year, ...
The latest surge showed a significant shift in the sources of long-duration paper in the market. Global Macro said ...
There are now about 90 U.S. data centers with more than 100 megawatts (MW) of power in operation, the highest number on ...
The PGIM Jennison Financial Services Fund outperformed its benchmark in Q2 2026, led by strong bank performance. Read the ...
L3Harris is well-positioned for long-term revenue growth, leveraging established defense relationships and multi-segment ...
Baron Asset Fund highlights strong returns from the SpaceX IPO while navigating AI-driven market volatility. Read the full ...