Sandisk Corporation trades at a steep discount despite strong Q1 growth, data center demand, and clear revenue visibility.

Originally published at The Free Markets Report, a free daily on deregulation and markets.As of Monday, a bank examiner can ...

Coherent remains a strong buy after valuation drops. Management guides for >60% FY2027 pro forma revenue growth. See more on ...

Apple stock is rated Hold after a post-election rally. Guidance implies record December-quarter sales. Read here for more on ...

USA Rare Earth and other mining companies backed by billions of dollars in support from the Trump administration may soon ...

Revolution Wind offshore wind farm off the US northeast coast is now fully operational and capable of supplying electricity ...

Shoals Technologies Group and Array Technologies merge to create a stronger energy infrastructure platform. Click for more on ...

Arbor Realty Trust preferred shares plunge as ABR.PR.F reprices distress risk. Read here for a detailed investment analysis.

Review the Nomura Floating Rate Fund 3Q26 quarterly commentary detailing market performance, fund attribution, and outlook.

Explore our Q3 2026 market review detailing equity performance, AI infrastructure spending, and portfolio positioning. Read ...

Aristotle Capital details its investment thesis for McKesson in Q3 2026 commentary. Read more for full analytical insights.

trivago’s ability to capture referral revenues has also stayed good; a shift to brand marketing, platform personalization ...