Strong Buy on Core Scientific (CORZ) stock with a $28 target (40% upside). Read here for a detailed investment analysis.

Lumentum is experiencing rapid AI infrastructure-driven growth, with profitability and FCF improving meaningfully. Read why ...

Q2 US GDP growth came in at a disappointing 1.5% last week. Still, AI investment seems to have helped drive up economic ...

Comcast is rated Buy with a $29.50 price target, offering ~26% upside from current levels. CMCSA trades at distressed ...

Palm Harbour Capital discusses the spinoff of Louis Hachette Group from Vivendi and the valuation of Lagardère. Read the full ...

Oil prices dropped sharply yesterday on rising optimism that the US and Iran may be moving closer to reviving a Middle East ...

Third Point highlights Block's transition toward monetization via Cash App Borrow and AI-driven efficiency. Read the full ...

SK hynix and Sandisk unveil High Bandwidth Flash (HBF) specs at FMS 2026—UCIe interconnect, up to 512GB and 3TB/s to ease AI ...

Varonis' management raised FY2026 SaaS ARR guidance, but Q4 2026 requires a significant acceleration in net new ARR. Read why ...

Environmental Protection Agency granted a Delek refinery a full exemption from US ​biofuel blending requirements while ...

President Trump scolded Exxon Mobil and Chevron for their soaring profit, saying the companies are "making too much money" ...

Schrödinger’s physics-simulated drug design cuts costs, time, and animal testing. The base case delivers reasonable returns ...