Thursday, 24 September 2026
Independent coverage of global markets, trade and finance
NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 8 that NVIDIA Corporation (NASDAQ:NVDA) announced a series of deals in South Korea with…
A record-breaking European heat wave has caused a major power outage in France, as several countries issue red alerts across large swaths of their territory.
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Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
As investors continue hunting for the next breakout story in artificial intelligence (AI) infrastructure, attention has started converging on a less flashy but increasingly critical segment of the market, data center ne…
Oracle (ORCL) has cut some 21,000 jobs over the past year as the company continued its massive push into the AI data center space.
Constellation (NASDAQ:CEG) and Walmart (NYSE:WMT) have entered into a long-term power purchase agreement that will provide emissions-free electricity from Constellation's Dresden Clean Energy Center in Illinois.
With a market cap of $10.5 billion, Federal Realty Investment Trust (FRT) is a leading REIT specializing in the ownership, operation, and redevelopment of high-quality retail-based properties in major coastal markets an…
The Mosaic Company (MOS) is a leading global producer and marketer of crop nutrients, specializing in phosphate and potash fertilizers that are essential for improving agricultural yields. Headquartered in Tampa, Florid…
Lam Research Inc. (LRCX) stock has been on a tear, but that has also raised LTCX put option premiums. An investor can short an out-of-the-money put (17% lower strike price) for a 6% yield over 2 months.
Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
Europastry is acquiring US business Highland Baking Company as the Spanish bakery group expands its presence in North America.
F5, Inc. (FFIV) is a Seattle-based technology company that provides application security, delivery, and multicloud networking solutions. The company helps enterprises, service providers, and government organizations sec…
Nike (NYSE:NKE) shares slipped 1.4% in premarket trading on Tuesday after Evercore ISI downgraded the sportswear giant to In Line from Outperform and reduced its price target to $46 from $57.
Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for "Aoris International Fund". A copy of the letter is available to download here. The fund invests in high-q…
Amazon's AI spending spree is helping fuel Wall Street's excitement around artificial intelligence. But inside the company itself, some employees say speaking out about that growth could put their jobs at risk.
After purchasing a 10% stake in Intel (INTC) last year, the Trump administration announced recently that the company would collaborate with Apple (AAPL) to design and manufacture the latter's chips.
Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for "Aoris International Fund". A copy of the letter is available to download here. The fund invests in high-q…
U.S. equities opened sharply lower today, pressured by an accelerating global selloff in Big Tech and AI-linked semiconductor stocks, alongside a meaningful shift in macroeconomic expectations. The Invesco QQQ Trust (QQ…
The pet and rural lifestyle sectors have shown remarkable resilience in changing markets. Deciding between Chewy (NYSE:CHWY) and Tractor Supply (NASDAQ:TSCO) requires weighing digital convenience against physical domina…
Michael Burry — the man who famously predicted and bet on the 2008 housing market crash — recently expressed his opinion on the SpaceX (SPCX) initial public offering (IPO). Rather unsurprisingly, Burry isn't impressed b…