Palantir Q2’26 revenue nearly doubled on AIP and AI sovereignty demand, but PLTR trades at peak multiples—learn why risks ...

Netflix remains financially solid with strong cash generation, 33.4% operating margins, and aggressive share repurchases.

Bonhoeffer Fund discusses its 1H 2026 results and strategic portfolio shifts toward high-ROE compounders across distribution ...

Accel Entertainment benefits from above-sector median EBITDA growth, a strong balance sheet, and ongoing share buybacks. Read ...

Recursion Pharmaceuticals, Inc. stock is a Hold: slow revenue, competition, cash burn & dilution risk despite Roche/Sanofi ...

Hexcel Corporation (HXL), a leading provider of composite materials for the aerospace and defense industry, reported second-quarter 2026 results that confirmed the commercial aerospace recovery is ...

Two essays crossed my desk on the same day this week, and neither one mentions asset management. Cory Doctorow published a piece arguing that Google (GOOG) (GOOGL), the internet’s dominant ...

The TCW Emerging Markets Local Currency Income Fund, I Class returned 6.47% (net) for Q2 2026, outperforming the GBI-EM GD return of 3.85% by 261bps. The Fund benefitted from portfolio adjustments ...

Restaurant Brands International is upgraded to a buy as Burger King's turnaround drives market share gains over McDonald's. QSR's valuation has improved, with a TTM PE of 18.5 and low FCF growth ...

RADCOM Ltd. faces a significant revenue guidance cut for 2026, now expecting $57–$63 million, down from the prior $78.6 million midpoint. Despite the setback, RDCM's valuation at $10 per share and $60 ...

Protara Therapeutics is rated Buy, with a risk-adjusted fair value of $9.96 per share versus the current ~$4 price. TARA-002 targets NMIBC and Lymphatic Malformations; orphan drug indications offer ...

Anthropic PBC has struck a $9.1B deal with Riot Platforms , a Bitcoin mining company that recently began selling AI data center capacity, Bloomberg News reported. Riot ...