Nebius, CoreWeave, and IREN face divergent risk/reward profiles as AI infrastructure growth tests capital intensity and cash ...

Vale upgraded at Scotiabank, which cited the recent correction that has dragged down the stock price, while saying Southern ...

McDonald’s flagged as a strong sell: weak U.S. traffic, bearish technicals, and stretched payout ratios despite a safe ...

EyePoint stock crashed 85% after Duravyu missed a Phase 3 wet AMD endpoint. Click here to read my most recent analysis of ...

Amazon stock is reiterated as a "Buy" given its Q2 growth, AWS acceleration, and bullish technicals. Click here to learn more ...

Nebius offers substantial upside and margin of safety, best sized as a smaller, hedged portfolio position. Read the full ...

CoreWeave faces high leverage, volatile cash flows, and a weak moat; $51B debt & insider selling raise risk. Click here for ...

Higher bond yields are creating new investment opportunities. But it’s important to understand what’s actually driving yields ...

Steel Dynamics, Nucor, Kroger, and Kimberly-Clark face key earnings reports and corporate catalysts in the days ahead.

The VIX Index rose 5 pts w/w to 20, outpacing the move implied by skew by 3.5 pts; driven primarily by demand for downside ...

Weak appliance demand has driven Haier's shares lower. Yet its premium brands and continued investment are helping it gain ...

Micron Technology, Inc. upgraded to Buy on strong pricing power, HBM margin upside, and $150B backlog visibility through 2030. Click for this MU stock update.