Nebius Group N.V. is a fully integrated AI infrastructure company with great management and a bright future. Learn more about ...

Buy hard-asset trackers as metals rally: nickel/copper supply shifts, undervalued silver, and index-rebalance volatility may ...

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

CoreWeave rebounds +12% as shares trade at a valuation discount vs. neocloud peers. Click here to read my latest analysis of ...

MTU Aero Engines is a Strong Buy, with a base case price target of $544.25 and significant undervaluation vs. aerospace peers ...

Teekay Tankers offers 20%+ FCF yield, debt-free balance sheet and ~$900M cash potential by Q4. Click here to read an analysis ...

Kinsale Capital has high ROE, best-in-class combined ratios, near-intrinsic valuation, and experienced a recent pullback. See ...

Bob's Discount Furniture, Inc.'s IPO aims to cut debt after the Bain dividend. Click here for a first look at the upcoming ...

December CPI update: inflation hit 2.7% and core 2.6% as shelter and insurance rose. Click for this full review of the latest ...

Meta Platforms, Inc., is a Buy after a 20% pullback: accelerating ad revenue supports AI capex, with FCF upside as spending ...

Qualcomm offers attractive value, trading at 15x earnings with a 6.7% FCF yield and 2.0% dividend yield, despite market ...

LiveWire, spun off from Harley Davidson, faces weak demand and high expenses amid slow e-motorcycle adoption. Find out why ...