UBS highlighted that enterprises are showing a greater focus on return on investment, or ROI, and efficient AI spending even as AI spending remains strong and that the choice of AI models is mostly ...

Blackstone BGX fund review: 9.09% yield from senior loans/CLOs, rate-cut risks, distribution coverage, and 11.79% NAV ...

Medicare Advantage costs easing, 2026 margins seen >3%, raised EPS guidance, buybacks/dividend support. Click here to read ...

Nvidia’s GPU depreciation debate heats up as AI compute financing scales to $500B+. Click for an updated market outlook.

TSMY (YieldMax TSM Option Income Strategy ETF) is now a Buy thanks to better upside capture and a more aggressive call-write ...

The London Company Small-Mid Cap portfolio returned 12.1% (11.8% net) during the quarter vs. a 20.3% increase in the Russell ...

Rocket Lab Corp. Q2 results: 60% revenue growth, $1B+ contracts, Iridium deal, and Neutron outlook. Click to get key risks, ...

Teledyne continues to deliver strong organic growth, margin expansion & disciplined M&A, driving robust earnings momentum in ...

Guardant Health is experiencing robust growth, driven by its MRD and screening businesses. Recent FDA approvals, expanded reimbursement, and inclusion in clinical guidelines should help to ensure ...

Archer Aviation Inc. remains a Buy as commercialization nears. A strong financial foundation allows them to execute. TAM is growing via new military (Thunder) and commercial (Halo) platforms, plus a ...

SpaceX saw substantial YoY growth in revenue, although that was primarily due to renting out spare server capacity. The company's 92% revenue growth is respectable in that regard, but as we'll see ...

At the end of last week, 75% of S&P 500 Technology stocks closed above their 200-DMAs for the first time in 219 trading days. Even after its recent improvement, Technology is hardly exceptional ...