All Stock News
Hims & Hers pulls copycat weight-loss pill after threats of legal action
Hims & Hers on Saturday said it would stop offering its copycat Wegovy weight-loss pill. The decision comes after Novo Nordisk, maker of Wegovy, and the U.S. Food and Drug Administration threatened le...
Roche's multiple sclerosis drug fenebrutinib meets goal in late-stage trial
Swiss pharmaceutical company Roche said on Saturday its experimental multiple sclerosis drug fenebrutinib met the main goal in a late-stage trial in patients with primary progressive multiple sclerosi...
Hims & Hers to stop offering compounded semaglutide pill after FDA crackdown
Hims & Hers said in a statement on Saturday that it will stop offering access to the compounded semaglutide pill after the U.S. Food and Drug Administration said it would take action against the teleh...
State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript
State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript
IDVO Vs. DIVO: Why The International Twin Is Currently Outperforming Its U.S. Counterpart
This article compares the twin funds, IDVO and DIVO, which deliver divergent performance results despite their shared strategic DNA. IDVO's superior returns are driven by its unhedged currency exposur...
JD.Com: Priced For Collapse, Poised For 100% Upside
JD.com (JD) is deeply undervalued, trading at ~8 PE despite 15% YoY revenue growth in Q3 and a $12B net cash position. JD's logistics arm has become a strategic moat, driving 24% YoY growth in Q3 and ...
In reversal, Trump backs Nexstar's proposed acquisition of Tegna
President Donald Trump expressed support for Nexstar's offer to buy Tegna, which would significantly expand the network's reach. "Letting Good Deals get done like Nexstar - Tegna will help knock out t...
This 8.6% Dividend Is A Top Play On A REIT Revival
A multi-year disconnect in high-yielding REITs is about to turn on its head. When it does, these solid income plays are poised to shoot ahead of stocks.
JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains
JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains
Trump backs Nexstar-Tegna merger, says big TV networks need more competition
"We need more competition against THE ENEMY, the Fake News National TV Networks," Trump wrote. "GET THAT DEAL DONE!
India-US trade deal gives tariff-free access to Harley bikes, no reprieve for Tesla
India will slash tariffs on high-end American cars to 30% from as high as 110% and eliminate duties on Harley-Davidson bikes under an interim trade pact, an official said, but will not make concession...
GDX: Opportune Time To Reduce Gold Miners (Rating Downgrade)
VanEck Gold Miners ETF (GDX) appears to have experienced a blowoff top, resembling the 2011, 1980, and 1974 peaks in precious metals. I believe the recent parabolic move in GDX, with a 300% gain since...
Nearly a thousand Google workers sign letter urging company to divest from ICE, CBP
Hundreds of Google workers signed an open letter urging the company to cut its ties with ICE and CBP after rising violence. The letter also calls on the company to institute protections for its worker...
Visa: Business As Usual - Buy The Dip Before The Next Swipe Higher
Visa (V) remains a buy despite recent price weakness and near-term volatility, driven by economic uncertainty and regulatory threats. V continues to deliver double-digit growth in revenue, EPS, and fr...
Enel: Still A Buy With Balance Sheet Optionality
Utilities continue to screen attractively versus history and US peers, while Enel benefits from scale in renewables, regulated networks, and an emerging third earnings pillar linked to data centers. P...
FDG: Worth Buying The Dip On AI Worries
American Century Focused Dynamic Growth ETF delivers consistent outperformance versus the Russell 1000 Growth ETF benchmark with a concentrated, actively managed portfolio. FDG's portfolio emphasizes ...
How the Debt Problem is Fueling the Gold Market
The price of gold has experienced significant volatility this year, rising past $5,500 an ounce before plummeting in a matter of days. Yet overall, gold prices remain elevated from recent years and th...
Millicom International Cellular: Infrastructure Re-Rating Driven By Colombia Consolidation Edge
Millicom International Cellular earns a buy rating, driven by structural cash flow transformation and an anticipated re-rating toward digital infrastructure multiples. TIGO's Colombia consolidation an...
GPIQ Vs. QYLD Revisited: Structure Still Matters, Timing Now Does Too
GPIQ remains a buy for long-term investors, despite recent underperformance versus QYLD in a sideways market. GPIQ's active, growth-focused strategy preserves upside by covering only ~38.5% of its por...
JEPQ: Solid Income Vehicle, But Superior Alternatives Exist
JPMorgan Nasdaq Equity Premium Income ETF remains popular for high income, but I maintain a neutral rating due to persistent underperformance versus peers. JEPQ's ELN-driven strategy delivers strong r...
Barrick: Stars Aligning For Higher Valuation
Barrick Gold is rated a buy, driven by a compelling valuation discount to peers and catalysts like the Mali mine restart and potential US asset spin-off. B's EBITDA margins are set to exceed 70% in 20...
Our Bond: AI-Driven Personal Security Solution
Our Bond leverages AI-driven personal security services via a proprietary mobile platform, targeting global B2B and B2C markets. OBAI boasts 100% customer retention, rapid early adoption, and serves m...
Digital Realty Trust Proves AI Growth Remains Robust - Reiterate Buy
Digital Realty Trust demonstrates accelerating profitable growth, with FQ4'25 bringing forth growing bookings at higher rates, expanded cash renewal rates, and record high multi-year backlogs. This is...
My Top 2 Picks for 2026
January has flown by and it's been a bit of a whirlwind. The shortened holiday week of the 20th handed us the worst day for the market since October.
Oracle: Start Tranching In
Oracle is rated a strong buy, targeting $320 per share by 2028–2029, implying 100% upside from a value-tranche strategy. ORCL's $523B RPO backlog, robust cloud growth, and durable legacy cash flows un...
GPIQ: Buy Monthly Income From The Nasdaq While Uncertainty Is High
The Goldman Sachs Nasdaq-100 Premium Income ETF offers a 10.3% yield and monthly payouts, appealing to long-term income-focused investors. GPIQ's dynamic option-writing strategy buffers volatility but...
Oaktree Specialty Lending: Better Safe Than Sorry, I'm Still Avoiding
Oaktree Specialty Lending trades at a steep discount, P/NAV of 0.74x. The discount has pushed up the yield to a very attractive level of ~13%. The picture looks even better if we consider the fact tha...
XSW And The Crisis Of The Software Sector That You Need To Know
XSW tracks the S&P Software & Services Select Industry index through a passive replication mechanism. The result is about 140 holdings, where the average weight of each security is around 0.71%, which...
Palantir, Strategy, Amazon And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.
Fivespan brings amicable activism to Appian in a bid to lift the share price and build value
The activist firm prefers to take a "behind the scenes" approach when it works with a portfolio company.
A Once-In-A-Decade Chance To Win Big With REITs
The AI revolution is set to disrupt a lot of businesses and their stocks. As investors become increasingly worried about this value destruction, I expect capital to rotate towards AI-resilient asset c...
DTH: A Better International Dividend Strategy Following The 2025 Hype
WisdomTree International High Dividend ETF offers attractive valuation and a 4.6% yield, outperforming peers after a 50% rally in the past year. DTH's unique stock selection and underweight Japan posi...
ILF: Strong Long-Term Record, But Lacks Broad Latin American Exposure
iShares Latin America 40 ETF offers exposure to the region's forty largest public companies. ILF's portfolio is heavily concentrated, with approximately 82% in Brazil and Mexico, limiting true regiona...
Palantir: AI SaaS Winner Still Expensive - Bull Trap Plays Out
Palantir is a winner during the ongoing AI SaaS consolidation, as observed in the robust FQ4'25 numbers and the Rule of 127% outperformance, along with the outsized FY2026 guidance. Particularly, AIP ...
Gen Z is nostalgic for 2016 amid economic unease. Mall brands like Abercrombie & Fitch may see a revival
Gen Z is romanticizing 2016, a period many associate with a stronger economy and lighter cultural mood. Experts say nostalgia is functioning as a form of risk aversion, as consumers gravitate toward b...
Trump administration equity stakes pose risks to U.S. companies and markets
The Trump administration has taken stakes or has agreements to do so with at least 10 companies. The stakes range from critical mineral companies, like USA Rare Earth and MP Materials, to big industri...
The Trump administration equity portfolio is growing. These are the investments so far
The Trump administration is acting as a strategic investor across a range of industries that it views as vital for national security. The investments are primarily in critical mineral and semiconducto...
Petrobras: My Controversial Top Pick For 2026 (Rating Upgrade)
Petrobras is my top pick for 2026, upgraded from hold to buy, driven by macro, sector, and company-specific catalysts. PBR trades at a significant valuation discount to global peers, despite superior ...
Berkshire Hathaway outperforms this week as tech stocks sink
Berkshire Hathaway's stock outperformed the benchmark S&P 500 stock index this week as investors sought safety from tech selling.
Molina Healthcare: Still Not Buying This Sick Puppy
Molina Healthcare reported a disastrous Q4, with a 94.6% MCR and a net loss, slashing 2026 EPS guidance to $5. MOH's management assumptions on claims inflation (5%) lack credibility given recent under...
Big Pharma's Earnings Week: Strong Performance, Obesity Wars, LOE Management And More
Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and di...
Missed Bitcoin's Run To $126k? Long-Term Investors May Get A Second Chance With IBIT
iShares Bitcoin Trust ETF offers the largest, most liquid pure-play Bitcoin exposure with a competitive 0.12% expense ratio. Despite recent crypto volatility and a hold rating, I remain bullish on Bit...
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (February 2026)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filter...
Pressure mounts on American Airlines CEO as carrier lags rivals
American Airlines made $111 million last year, while rivals Delta Air Lines and United Airlines posted in $5 billion and more than $3 billion in profit, respectively. Pilot and flight attendant unions...
Elon Musk wants to be a trillionaire — here's how SpaceX may get him there
Elon Musk's net worth soared past $800 billion this week after he merged SpaceX with xAI in a deal that valued the combined entity at $1.25 trillion. For Musk to become the world's first trillionaire,...
Automakers largely sit out 2026 Super Bowl advertising amid industry uncertainty
Automakers are largely sitting on the advertising sidelines during this year's Super Bowl amid broader uncertainty in the U.S. automotive industry. General Motors, Toyota Motor and Volkswagen are the ...
Oil finds short-term support as oversupply eases, bearish risks linger
The oversupply in the oil market at the beginning of the year is likely to have been sharply lower than previously expected. The International Energy Agency (IEA) has revised its outlook for the glob...
Gen Z is obsessed with 2016, and beauty stocks like e.l.f. and Ulta are riding the nostalgia wave
A social-media trend celebrating all things 2016 could usher in a makeup boom.
Allot's Zero-CAC Arbitrage Driving Structural SaaS Re-Rating
Allot Ltd. is rated Buy, driven by a structural shift from legacy hardware to high-margin Security-as-a-Service (SECaaS) with a Zero-CAC distribution model. ALLT's SECaaS ARR is growing over 60% year-...
Paychex: A Deal Too Good To Pass Up
Paychex remains a "Buy," trading at a 28% discount to fair value with robust fundamentals and a stable BBB+ credit rating. PAYX's Paycor acquisition is exceeding synergy targets, driving up-market gro...
Regency Centers: Staying On The Sidelines On The Common Stock, But Don't Ignore Its Preferreds
Regency Centers: Staying On The Sidelines On The Common Stock, But Don't Ignore Its Preferreds
Software stocks have been crushed. Here's how to play the sector as the dust settles.
Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.
ASML: Why I Remain Bullish On The Dutch Lithography Giant
ASML remains a buy as robust bookings and a massive backlog reinforce a strong long-term growth story despite soft FY2026 guidance. Despite FY 2026 growth deceleration and a higher forward P/E of 40.6...
MSTX: Might Get De-Listed
MSTX, the Defiance Daily Target 2X Long MSTR ETF, remains a 'Sell' after collapsing over 90% in the past year. The ETF's structure amplifies downside as MSTR shares fall, with current price action ris...
This IREN Selloff Makes No Sense I'm Buying Aggressively
IREN controls over 4.5 GW of secured power, yet needs only ~460 MW to support $3.4 billion AI ARR by CY26. Approximately $2.3 billion of AI ARR is already contracted, including $1.9 billion from Micro...
Here's How Much Traders Expect Coca-Cola Stock Could Move After Earnings Tuesday
The Coca-Cola Company is set to post its fourth-quarter earnings ahead of the market open Tuesday, with traders anticipating the beverage giant's stock could extend its record-setting rally following ...
Golub Capital: Fundamentally Sound, But HOLD
Golub Capital is a leading BDC focused on senior secured loans to U.S. middle-market, PE-backed companies, with 26% exposure to software. Portfolio quality has modestly declined; non-accruals rose to ...
Weight-loss drugs to compete on biggest stage with Super Bowl ads
Companies looking to sell weight-loss drugs directly to consumers, including Novo Nordisk's Wegovy, will shell out millions of dollars for celebrity-filled ads during Sunday's Super Bowl with its prom...
Bitcoin loses Trump-era gains as crypto market volatility signals uncertainty
Bitcoin could drop further after wiping out all of its price gains since the election of U.S. President Donald Trump as liquidity is expected to remain thin for the near future.
How Apple defied the tech stocks' rout as AI spending fears hit rivals
Tech stocks have struggled in recent days amid fears of overspending on artificial intelligence and a sharp selloff in software and semiconductor names. Apple, however, has emerged as a rare outperfor...
Stellantis-backed ACC drops plans for Italian, German gigafactories, union says
The Stellantis-backed Automotive Cells Company (ACC) told unions it had shelved plans to build gigafactories in both Italy and Germany, the Italian metalworkers' union UILM said in a statement on Satu...
NatWest closes in on $3.4 billion takeover of wealth manager Evelyn, Sky News reports
British bank NatWest Group is closing in on a 2.5 billion pound ($3.4 billion) takeover of one of Britain's largest wealth managers, Evelyn Partners, Sky News reported on Saturday, citing sources.
When considered as a percentage of GDP, the 2026 projected AI-driven spending by Amazon, Alphabet, Microsoft and Meta rivals momentous capital efforts in U.S. history, as shown in these charts
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.
Heard on the Street: : The obesity-market price war has turned traditional pharma economics upside down.
Prices for GLP-1s are falling fast, forcing companies to adapt.
Wedbush: buy these two ‘still overvalued' stocks amidst software rout
The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a “SaaSapocalypse.” The panic intensified this week as AI startup “Anthropic” intro...
The Market Is Offering Palantir On A Golden Platter
Palantir remains a buy after a 30% pullback, as Q4 results far exceeded expectations and reinforced its robust growth narrative. PLTR delivered 70% YoY revenue growth in Q4 2025, 139% net dollar reten...
Pegasystems: 34% Drop Provides Buying Opportunity Ahead Of Q4 Earnings
Pegasystems Inc. has underperformed recently, but current oversold conditions present a compelling mid-term entry opportunity ahead of Q4 earnings. PEGA's fundamentals remain strong, suggesting relati...
SpaceX-xAI deal sparks talk: could a Tesla-SpaceX merger be next?
Elon Musk's decision to have SpaceX acquire artificial intelligence startup xAI has sent ripples across global financial markets, reviving long-standing speculation about whether his sprawling corpora...
Soluna Holdings: Pricing In An Absolute Zero
Soluna Holdings is deeply undervalued, trading near net cash levels despite significant infrastructure and a 2.8 GW development pipeline. The market misprices SLNH as a speculative Bitcoin miner, igno...
I Have Lost My Optimism For Energizer Holdings (Downgrade)
Energizer Holdings is downgraded to Hold due to disappointing earnings, persistent margin pressures, and uncertain growth prospects. Tariffs, rising input costs, and weak organic growth have eroded EN...
Celestica: Accelerating AI-Driven Growth And Valuation Contraction Make This A No-Brainer
Celestica is initiated with a strong buy rating, driven by accelerating growth and robust profitability from AI infrastructure demand. The company delivered 44% YoY revenue growth in Q4, with the CCS ...
OneMain Financial: A Secure Dividend With Capital Appreciation Potential
OneMain Financial remains a 'buy' after Q4 results confirmed stable credit performance and robust interest income growth. OMF benefits from tightened underwriting, stabilized credit costs, and portfol...
Tapestry: Strong Fundamentals, But Stretched Valuation (Rating Downgrade)
Tapestry delivered record revenue, operating profit, and EPS, driven by robust global growth and Coach's strong performance. TPR's profitability improved significantly, with operating margin rising fr...
Enbridge Series L Preferred: Matching The Instrument To The Enviroment
Enbridge Series L Preferred: Matching The Instrument To The Enviroment
BMW North America to recall over 87,000 U.S. vehicles over engine starter overheating issue
BMW North America is recalling 87,394 vehicles in the U.S. as the engine starter may overheat, causing a fire risk, the U.S. National Highway Traffic Safety Administration said on Saturday.
WEG: Valuation Caps Upside After The Reset, Fundamentals Hold Into 2026
Following the external shocks of 2025—tariffs and a temporary slowdown in energy—WEG enters 2026 having preserved the integrity of its operating model, with margins and returns. The ADR's rebound from...
F5: Security Incident Impact And Outlook
F5 leverages high-performance ADC products, robust software growth, and partnerships like NVIDIA to capitalize on AI and hybrid multi-cloud trends. Despite the FY25 cybersecurity breach, F5's recurrin...
AppLovin's 50% Drop Isn't A Dip - It's A Warning
AppLovin has corrected ~50% but remains priced for high growth, with consensus estimates assuming sustained double-digit revenue and EPS compounding. APP's margin expansion story appears largely reali...
PayPal's Price Finally Fits (Rating Upgrade)
PayPal shares plunged ~25% post-Q4 earnings and CEO replacement, raising questions about future prospects versus further downside. Despite intense competition and a lost moat, PYPL continues to grow r...
Societe Generale: Solid Execution, Fully Reflected In Valuation
FY25 and Q4 results came in above consensus, supported by cost discipline, resilient NII, and solid French Retail performance. The company reported weaker trends in GBIS and International Retail. The ...
Advanced Info Service Public Company Limited (AVIFY) Analyst/Investor Day Prepared Remarks Transcript
Advanced Info Service Public Company Limited (AVIFY) Analyst/Investor Day Prepared Remarks Transcript
ETJ: Expect Continued Underperformance From This CEF
The Eaton Vance Risk-Managed Diversified Equity Income Fund offers an 8.96% yield, using options strategies to enhance income beyond low-yielding equity holdings. ETJ's approach—writing naked S&P 500 ...
Fair Isaac Corporation: Beaten Down And Misunderstood
Fair Isaac Corporation (FICO) serves as a critical utility in U.S. financial services, underpinning lending decisions with its proprietary scoring model. FICO's most recent earnings report showcased a...
Enbridge Q4 2025Earnings: I See An Equity Bond
Enbridge Inc. is positioned as an 'equity bond' offering a 5.6% yield with dividend growth potential amid market volatility. ENB's dividend has grown consistently for 30+ years with a 9% average rate ...
Alpine Income Property Trust: Reliable Dividend Income With Solid Upside Potential
Alpine Income Property Trust remains a Strong Buy, supported by a robust, sustainable dividend and attractive valuation despite a 35% stock rally. PINE projects sector-leading AFFO per share growth of...
Realty Income: Wall Street Finally Came To Its Senses
Realty Income recently witnessed a sentiment shift from Wall Street ratings and has broken out a multi-year resistance around $60. O remains attractively valued, with a dividend yield spread to VNQ st...
Mitsubishi Corporation (MTSU:CA) Q3 2026 Earnings Call Prepared Remarks Transcript
Mitsubishi Corporation (MTSU:CA) Q3 2026 Earnings Call Prepared Remarks Transcript
Cardinal Health Q2 2026 Review: An Epitome Of Resilience And Earnings Power (Upgrade)
Cardinal Health is upgraded to a buy after Q2 2026 delivered robust revenue, margin expansion, and raised full-year guidance. Q2 revenue grew 19% YoY to $65.6B, with non-GAAP EPS up 36% and broad-base...
Ralph Lauren: Accessible Luxury Is Driving Strong Comp Sales
Ralph Lauren is well positioned for a continued rally, with strong sales and an expanding store footprint, notably in Asia. RL raised FY26 revenue guidance to 8-12% growth and expects 100-140 bps oper...
Ports for Australia's Pilbara iron ore region closed due to cyclone
Ports in Western Australia, including the world's biggest iron-ore export hub, were closed on Saturday as a tropical cyclone developed off the coast from the vast Pilbara iron ore region, the ports' o...
MTUM Turns Volatile, Tech Stocks Turning (Rating Downgrade)
I downgrade iShares MSCI USA Momentum Factor ETF to hold as momentum underperforms and technicals deteriorate. MTUM's tech-heavy portfolio, with over 40% in US tech, faces headwinds amid sector underp...
The Outlook For MACOM Technology Is Bright, But The Valuation Is Blinding
The Outlook For MACOM Technology Is Bright, But The Valuation Is Blinding
Magnolia Oil & Gas Corporation (MGY) Q4 2025 Earnings Call Transcript
Magnolia Oil & Gas Corporation (MGY) Q4 2025 Earnings Call Transcript
Malibu Boats: It's All Dependent On A Retail Recovery
Malibu Boats, Inc. reported disappointing Q2 results. Previous FY2025 rebound progress was lost. MBUU guides returning to better sequential growth in H2, suggesting that the recovery is still progress...
Roivant: The Next Telavant Has Arrived With Brepocitinib's Blockbuster Data (Rating Upgrade)
Roivant: The Next Telavant Has Arrived With Brepocitinib's Blockbuster Data (Rating Upgrade)
East Japan Railway Company (EJPRY) Q3 2026 Earnings Call Prepared Remarks Transcript
East Japan Railway Company (EJPRY) Q3 2026 Earnings Call Prepared Remarks Transcript