Arista Networks is a market leader in ethernet networking, crucial for large-scale GPU AI training clusters, with significant growth potential in data centers. Despite strong earnings and market ...

Boeing's capital raise is crucial to address near-term cash needs and long-term debt maturities. Learn why BA stock is a Buy.

Petrobras achieved impressive 3Q 2024 results, with $6.9 billion in FCF and a proposed $3 billion USD dividend, highlighting ...

ZURVY has shown impressive growth in key segments, with record-level operating profits and a high RoE of 25% in 1H24. Explore more details here.

B2Gold faced significant challenges in 2024, including royalty disputes, mine delays, and equipment breakdowns. Read why BTG stock is a Buy.

Retail money funds are reported at a new high. The last 30mos, from June 2022, while retail money funds soared more than 100%, T-Bill rates have also risen from the 1% range to more than 5%.

The next graph describes the probability of negative 3-month bill rates for all but the first 3 months of the next 3 decades. The probability of negative rates peaks in the near-term at 25.9%, versus ...

Coty's Q1 2025 results showed revenue in line with expectations, but missed EPS estimates. Learn why I upgrade COTY stock ...

Microsoft's stock has surged over 25% since mid-last year. Read more to see why I downgrade MSFT from buy to sell.

Euronext (EUXTF) plans disciplined M&A to enhance scalability and exposure to non-volume related businesses. Find out why I'm bullish on the stock.

YieldMax TSLA Option Income Strategy ETF has historically underperformed, but recent political developments involving Elon ...

Palantir’s multi-decade prowess in advanced mission-critical analytics is already making its AI genuinely valuable. Read why ...