Catalyst Watch: key stock market events next week—earnings, IPOs, Fed Beige Book, jobs report, and tech conferences—plus volatility and dividend alerts.

Alibaba (BABA) slides after earnings as AI/cloud spending hits cash flow, despite new Zhenwu chips and Qwen model optimism.

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world’s most ...

Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.

There's a famous quote that says, "The market can stay irrational longer than you and I can stay solvent." The exact history of this quotation is disputed. Some will attribute it to John Maynard ...

Propel Holdings presents an attractive buying opportunity amid recent stock price depression tied to subprime lending concerns. Current valuation appears compelling, provided investors avoid excessive ...

I have written about Arbe Robotics (ARBE) numerous times, starting coverage in January 2022, rating them a strong buy with a price target of $18. Since then, the share price has fallen 85% to $1.26.

The AI boom is generating tremendous physical infrastructure needs. Many of the biggest areas of opportunity are in bonds and loans. Large, established technology companies are increasingly borrowing ...

I am a value investor with over 11 years of long term investing experience in the mining, oil and banking sectors. I initially began investing in gold miners back in 2016 due to my family's background ...

I rate Adecoagro SA (AGRO) a 'Strong Buy' with 69% upside in my Base Case scenario. The market views AGRO as a pure cyclical commodity producer, when in fact the value proposition is far more ...

Yum! Brands is in exclusive discussions to sell its Pizza Hut chain to LongRange Capital. Yum entered the exclusive talks in rece ...

A prolonged Fed pause, provided it reflects resilient growth rather than inflation concerns, should not be disruptive for equities. A U.S.-Iran agreement to reopen the Strait of Hormuz appears to be ...