Lululemon now trades at extremely cheap valuations after a sharp decline to under $100 per share. I initiated a 3% position, ...

Micron sees record AI-driven memory results, but peak margins and ASPs may normalize. Click for more on MU stock.

While having an order book is beneficial, shareholders cannot utilize it directly. Prior to the time that a new engagement ...

I initiate coverage on GH Research PLC with a "Buy" rating, driven by renewed momentum in its GH001 program for ...

SPY looks richly valued—consider diversifying beyond the U.S. Learn why Europe and low-cost VGK may help reduce risk.

The 10-year Treasury yield pushed to roughly 5.01% around Wednesday’s decision, a level not seen in 19 years, while the ...

Fed’s first hike since 2023 lifts Treasury yields and hits stocks, REITs, housing, and energy. Read more macroanalysis here.

TopBuild acquisition, despite assembling a leading building products distribution platform. I see market fears over rates and ...

Volvo Car ( VLVOF ) ( VLVCY) named Klaus Zellmer as its next president and chief executive, setting up another leadership ...

Nvidia and Broadcom lead AI chip demand as valuations hit multi-year lows and compute capacity surges—read the case.

ADX vs. GPIX: compare total returns, 8% yields, expenses, and covered-call income. Learn which fund fits your goals—growth or ...

I maintain the Hold rating on the Invesco S&P 500 Concentrated QVM ETF. With the portfolio recalibrated, QVMT now offers a ...