South Korean chip giant SK Hynix surged in its Nasdaq debut, underscoring Wall Street’s appetite for AI infrastructure plays.

Buy ahead of Sept Q2 earnings: margin expansion catalyst, fire services shift, leverage setup; weigh PFAS/credibility ...

Meta Platforms, Inc. stock is a Buy as new AI products (Meta Cloud, Muse) add monetization beyond ads. Click here to read ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

NAV uplift from vessel sales, charter-rate risks, and dividend outlook. Click here to read in detail about SB.

Adobe Inc. stock gets a double upgrade to Buy after a 27% drop. Click for this ADBE update and see why I am bullish on the ...

The Walt Disney Company stock remains a Buy due to strong free cash flow, improving streaming profits, and park/sports ...

PIMCO Corporate & Income Strategy Fund is a Hold due to a less favorable interest rate outlook and ongoing share issuance.

GameStop Q1 shows collectibles-led growth, improved margins and profitability. Click to read more about the pros and cons of ...

Mueller Water Products looks reasonably priced for the quality of the business, as strong margins support the valuation. Read ...

Aldeyra Therapeutics plunges after a third FDA CRL for reproxalap. Click here to read my most recent analysis of Aldeyra ...

Gold looks “cheap” vs global M2 money supply, but Fidelity’s Jurrien Timmer says slowing liquidity and hawkish central banks ...