AI is pressuring digital businesses as capital rotates from tech. Read here for highlights on 3 anti-AI real asset plays that ...
Danaher (DHR) nears a $10B Masimo (MASI) acquisition deal, per reports—premium to market cap, pulse oximeter focus, Apple ...
Citi downgrades Bath & Body Works (BBWI) ahead of Q4 earnings, citing weak traffic, promo pressure, and Amazon rollout ...
RIVN's mass market R2 launch and expanded manufacturing capacity (5x of FY2025) position it for outsized top-line performance ...
RITM.PR.C (9.4% yield) vs. RITM.PR.F for call protection, plus the Paramount Group deal impact. Click for this RITM update.
Build a zero-coupon US Treasury ladder to lock in 4–5% yields, hedge inflation and rate risk with TBF/TLT options, and seize ...
Nebius Group N.V.'s Q4 results reinforced execution, with 2025 ARR exceeding the high-end of guidance at $1.2 billion, ...
Some of the leading AI stocks have encountered turbulence since Q4 2025. The selling in the tech/AI names is generating cash, ...
JIVE’s active management, high portfolio turnover, and concentrated financial exposure drive alpha. Click here to find out ...
Palantir Technologies has corrected over 36% from its all-time high, driven by AI-related fears impacting SaaS stocks. Learn ...
The London Company Small Cap portfolio increased 2.7% (2.5% net) during the quarter vs. a 2.2% increase in the Russell 2000 ...
Starbucks benefits from Brian Niccol's tactical marketing expertise, driving brand visibility and operational tweaks. Read my ...