Now, here are four news stories that broke in the morning to watch out for: Trump announces Strait of Hormuz transit fee and ...
In the absence of this very important tailwind, the AI factor has a lot of work to do to continue supporting current ...
Focuses on dividend growth investing, prioritizing predictability and security over chasing capital gains. Read the full ...
Canada's biggest oil sands companies signed an agreement with the federal and Alberta provincial governments to advance the multibillion-dollar Pathways carbon capture and storage project.
Cameco trades at a premium P/E as Westinghouse and fuel services reshape risk; 2026 EBITDA may drop. Click for more on CCJ ...
Closure of the Strait of Hormuz after the MoU collapse has reignited the US-Iran conflict, increasing geopolitical risk and ...
SpaceX looks wildly overvalued near $2T and 100x sales, with thin float and lockup risks. Click here to read my most recent ...
Oracle’s massive data center spend, rising debt and BBB- downgrade—plus OpenAI exposure. Click for more on ORCL stock ...
Flex (FLEX) joins the S&P 500 as an AI infrastructure play ahead of earnings—see bullish vs bearish views on valuation, ...
Realty Income (O) expands revolving credit to $5.5B, upsizes commercial paper, and cuts borrowing costs—see what it means for ...
Fulgent Genetics remains a long-term play, supported by a strong balance sheet and disciplined capital allocation. Read more ...
Initiate coverage of KKR Real Estate Investment Trust (KREF) with a Hold rating—catalysts, credit risks, losses, and dividend ...
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