Nvidia stock is a Hold due to overvaluation and deteriorating risk-reward asymmetry, despite continued near-term price ...

November jobs growth surprised to the upside at 64,000, with private payrolls at 69,000. Learn more about BLS report here.

Nvidia's $500B Blackwell and Rubin revenue guide through '26 aligns closely with current consensus estimates, limiting the ...

Strategy Inc. is deeply exposed to bitcoin, with its STRC preferred shares highly sensitive to BTC price movements. Read why ...

AppFolio (APPF), and Autodesk (ADSK) are KeyBanc Capital Market's “high conviction ideas” in the tech sector for 2026. Read ...

ArrowMark Financial offers a stable NAV and strong income, but note the narrowed discount and risks. Click to learn if now is ...

Get the latest on Safran SA: raised price target, valuation concerns, and market risks. Click for my updated look at SAFRY ...

The Goldman Sachs International Equity ESG Fund Institutional Share Class underperformed its benchmark, the MSCI EAFE Index.

Goldman Sachs International Equity ESG Fund initiated a position in ING Group (2.6%), a Dutch global financial institution.

Yelp Inc. is downgraded to a Sell as secular headwinds and AI disrupt its core ad business. Learn more about YELP stock here.

The iShares Global Communications Services Sector ETF (IXP) is now rated 'hold' after a steep run-up of Alphabet's shares.

The S&P 500 (SPX) is poised for further gains into 2026, driven by robust AI adoption and capex spending. I expect AI-driven ...