Verizon is deeply undervalued due to overblown fears of SpaceX entering the cellular market. Read more on VZ stock here.

Palantir (PLTR) is downgraded to Hold after a ~35% rally driven by multiple expansion, not improved fundamentals.

Amkor Technology (AMKR) is rated Buy, leveraging a valuation reset and strong momentum in advanced packaging, AI, and US ...

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General Atlantic plans a 2027 IPO that could value it at $10B, funding expansion beyond private equity as private capital ...

O-I Glass's Q2 2026 results were abysmal, with revenue down and net loss widening to $972 million, yet the Americas segment ...

Woodside Energy is reiterated as a Buy, with valuation remaining attractive despite macro volatility, high CAPEX, and ...

Marvell Technology is rated Buy, driven by an $80B fiscal 2031 revenue target and strong interconnect growth. Read more on ...

Treasury hits BofA with $1.2B in penalties ahead of earnings. ASML sees AI demand outrunning supply for years to come.

Agility Robotics is set to go public via a SPAC merger with Churchill Capital Corp XI, obtaining a $2.5B valuation ...

Higher real yields account for roughly 90% of this year’s increase in nominal Treasury yields. Read more here.

With a Q3 after-fee return of 2.2% (2.2% gross), we perfectly matched the MSCI ACWI (2.2%) and came ahead of the MSCI World ...