Former President Bill Clinton and former Secretary of State Hillary Clinton have agreed to provide depositions to the House Oversight Committee, following the panel's move to hold them in criminal contempt of Congress over the Jeffrey Epstein investigation.
Uber Technologies Inc. has relaunched its ride-hailing services in Macau, its first new Asian market entry in years. The move includes a cross-border limousine service to Hong Kong and signals a cautious but significant re-engagement in the region after retreating from mainland China and Southeast Asia.
A detailed options trade on Dell Technologies reveals a high-conviction, income-focused strategy betting on the company's stability and its role in the AI buildout, even as the stock faces near-term volatility.
Cipher Mining Inc. (CIFR), once a traditional cryptocurrency miner, has rapidly transformed into a key developer of industrial-scale data centers, capitalizing on the insatiable power demands of artificial intelligence. With a portfolio exceeding 3 gigawatts, primarily in power-rich West Texas, the company is now building the physical backbone for tech giants. This strategic pivot, however, raises critical questions about capital allocation and the sustainability of the AI infrastructure rush.
As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.
Former President Bill Clinton and former Secretary of State Hillary Clinton have reversed course and agreed to provide testimony to the House Oversight Committee's investigation into Jeffrey Epstein, following the panel's move to hold them in contempt.
Amid a challenging environment for traditional energy, Natural Resource Partners L.P. (NRP) is generating robust free cash flow from its vast mineral rights portfolio, aggressively paying down debt, and positioning for a potential dividend resurgence. With a unique asset base including carbon sequestration rights, some analysts see a compelling value story unfolding.
AerCap Holdings N.V., the world's largest aircraft lessor, is drawing renewed attention from value investors. Despite geopolitical headwinds and a cyclical reputation, its robust cash flows, industry dominance, and compelling valuation present a strong case for a rerating, as global travel demand outpaces constrained aircraft supply.
A significant institutional options trade on Abbott Laboratories (ABT) signals strong confidence in the healthcare giant's legal resilience and valuation floor, presenting a unique risk/reward opportunity for investors.
Despite a recent stock dip, Brookfield Asset Management (BAM) is drawing investor attention for its aggressive growth strategy and operational moat. We analyze the bull case, weighing its fee-earnings trajectory against a premium valuation and macroeconomic headwinds.
Former President Bill Clinton and former Secretary of State Hillary Clinton have agreed to provide depositions to the House Oversight Committee, in a last-minute move to avert a congressional contempt vote scheduled for this week.
While surging data center demand promises growth for utilities like AEP, a critical 'transmission gap' and rising regulatory scrutiny pose significant risks to execution and future cash flows, challenging the current bullish narrative.
Shares in Japanese electronics component maker TDK Corp. jumped over 11% after the company lifted its full-year profit outlook, powered by strong sales to smartphone makers and steady data center demand, easing investor concerns over memory market volatility.
Following a sharp post-spinoff rally and subsequent pullback, Starz Entertainment (STRZ) is drawing value investors with its deep discount, niche content strategy, and a restructuring plan aimed at sustainable cash flow. Activist stakes and potential M&A add further intrigue to the story.
A discounted cash flow analysis suggests Hongkong Land Holdings (SGX:H78) is trading close to its intrinsic value. We delve into the model's assumptions and what it means for investors in the current market climate.
While aggressively deploying AI across its vast logistics network, FedEx is taking a measured, pilot-stage approach to warehouse automation and drones, CEO Raj Subramaniam tells The New York Times. The shipping giant, handling $2 trillion in global commerce, prioritizes scalable infrastructure over unproven robotics for its 17 million daily packages.
Following a sharp decline driven by cybersecurity concerns, some market observers are positioning Coupang (CPNG) as a near-term bullish opportunity, citing technical support and an attractive options-based income strategy.
The Department of Justice may challenge a federal judge's order to release a five-year-old boy and his father from immigration detention, a case that has ignited debate over the administration's aggressive enforcement tactics and the conditions inside family detention centers.
A growing backlash in Italy targets the planned participation of U.S. Immigration and Customs Enforcement officers in the upcoming Winter Games, with critics labeling their presence incompatible with Italian values.
As YouTube TV prepares a direct assault on the sports streaming market, analysts warn that FuboTV's core business model is under unprecedented threat. With subscriber growth stagnating and financial pressures mounting, the company's path to profitability looks increasingly narrow.
