Cerebras headlines a busy IPO week with surging investor demand. Applied Materials faces AI demand questions. April CPI ...
Moat Index gained 3.87%, lagging as underweight to tech hurt during a narrow rally. SMID Moat Index rose 6.18%, trailing ...
Ares Management faces private credit headwinds as defaults and redemptions rise and fees compress. Read why I am pessimistic ...
Vermilion Energy (VET) shifts to natural gas as 70% of 2026 output; cash flow upside muted after rally and hedging losses.
The RealReal is a buy as GMV grew 24% and EBITDA tripled, despite a post-earnings drop on rich multiples. Read why REAL stock ...
The same compounding mechanics that trap others in debt can help you build a "torrent of cash" for your retirement. Learn ...
Riot Platforms (RIOT) pivots from Bitcoin mining to AI-ready data centers, lifting shares 90% YTD. Click here to read what ...
Prospect Capital (PSEC) remains a sell: declining NII/NAV, weak dividend coverage, and more cut risk despite deep NAV ...
I highlight three REITs: Gladstone Commercial, Global Net Lease, and Dynex Capital that exhibit elevated risk and 'sucker ...
Credo Technology Group is a core AI infrastructure play, enabling high-speed, power-efficient data movement. Read why I rate ...
Intact Financial (IFC:CA) provides property and casualty insurance products. Read more about preferred shares for this ...
Electrification is driving copper demand across EVs, renewable energy, and data centers. Grid expansion and infrastructure ...
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