As the semiconductor sector rides the AI wave, a strategic divergence emerges between the industry's indispensable foundry, TSMC, and the diversified giant, Broadcom. With valuations and growth trajectories telling different stories, we analyze why portfolio concentration on one may be the prudent move for 2024.
Contrary to widespread economic predictions, aggressive U.S. tariff policies have not stalled growth, forcing a reassessment of trade shock models and policy impacts.
A sharp decline in legal sports wagers in Illinois, coinciding with recent tax increases, points to a growing shift of bettors toward untaxed and unregulated offshore sites and local bookmakers, according to industry analysis.
Bitcoin faces a pivotal technical showdown as analysts pinpoint the $68,400 level as a make-or-break support zone. The test comes amidst significant capital outflows from U.S. spot ETFs, raising questions about near-term institutional conviction.
Zeta Global Holdings saw its stock price drop over 11% this week, caught in a broader market retreat from AI-related names. The sell-off comes despite the company reporting continued momentum in its AI-powered marketing platform and enterprise deal flow, highlighting a disconnect between sector sentiment and business fundamentals.
Once a darling of the luxury retail sector, Canada Goose Holdings has seen its share price plummet over two-thirds in five years, underperforming the broader market and raising questions about its post-pandemic strategy and brand resilience.
Bitcoin plunged to a multi-month low near $72,900, triggering a broad crypto sell-off. Analysts point to a confluence of technical breakdowns, altcoin weakness, and macro uncertainty pressuring digital asset markets.
Upstart Holdings' fair value estimate holds near $56.64, reflecting a market balancing act between the promise of its generative AI underwriting platform and persistent worries over credit quality and economic headwinds.
Despite a challenging macroeconomic backdrop for the furniture industry, Flexsteel Industries reports robust Q1 FY2025 results, with sales up nearly 10% and operating margins expanding significantly. The company credits its growth to strategic product launches and targeted retail partnerships.
Despite its nearly 8% yield, pipeline giant MPLX combines a fortress balance sheet with a multi-year growth backlog, offering investors a rare blend of high income and stability.
Pentair's stock has retreated nearly 12% in a week, raising questions about its valuation. We analyze whether the water treatment and sustainable solutions leader is now undervalued or fairly priced after the recent sell-off.
Despite trailing the S&P 500 over the past year, Prologis retains Wall Street's cautious optimism. Analysts see modest upside, but the path forward hinges on e-commerce demand and interest rate pressures.
Shares of online vehicle auction leader Copart (CPRT) have experienced significant swings, reigniting the debate over whether its current price accurately reflects the company's robust fundamentals and long-term growth trajectory.
Analyst optimism surrounding Federal Signal's revenue growth and new product success has reignited investor interest. However, a closer look reveals a complex valuation picture, with the stock's premium P/E ratio contrasting with a perceived discount to fair value, raising questions about its near-term upside.
United Community Banks (UCB) posted stronger-than-expected quarterly revenue, driven by loan growth and improved margins. The regional lender's share repurchase program and debt management moves are drawing investor attention as its stock outperforms the broader market year-to-date.
As copper prices surge to unprecedented levels, mining giant Freeport-McMoRan (NYSE: FCX) reports robust financial performance, linking its strategy to long-term electrification demand while maintaining a disciplined approach to growth and shareholder returns.
GE HealthCare Technologies reports robust Q4 2025 results, exceeding expectations with 4.8% organic revenue growth. The company enters 2026 with a record $21.8 billion backlog and a strategic focus on its innovation pipeline, including key launches in photon-counting CT and radiopharmaceuticals, while navigating tariff headwinds.
A sharp 150% increase in SOL unstaking activity over two weeks, coupled with slowing exchange accumulation, is raising concerns about increased selling pressure and a potential test of key technical supports near $65.
The derivatives exchange giant reported its fifth consecutive year of record trading activity in 2025, fueled by international growth and a surge in cryptocurrency products. As macro volatility persists, CME is betting big on 24/7 crypto trading, new clearing services, and controversial 'prediction market' offerings to attract a new generation of traders.
Despite a deeper-than-expected cryptocurrency selloff, Fundstrat's Tom Lee argues key technical and fundamental signals suggest a market bottom is near for Bitcoin and Ethereum, citing price alignment and improving on-chain activity.
