Themes of rotation out of large-cap US growth stocks and into small-cap and/or value stocks and/or international stocks ...

AppLovin's selloff has highlighted the risks of chasing overpriced stocks at a time of exuberant AI market sentiments. Learn ...

Gold, silver, platinum and copper prices reached new historic peaks in January, while most other industrial metals prices hit ...

Intuit and other software leaders have suffered sharp re-ratings. Read why I focus on companies with durable business models and wide moats.

Energy, financials, and industrials continued to attract flows as investors leaned into cash flow, dividends, and near-term ...

Old Dominion Freight Line (ODFL) outlook: revenue/EPS pressure despite a Q4 beat. Read more macro analysis here.

US IPOs emerged out of a tumultuous April with strong price momentum going into the summer. Click here to read more about ...

Tri Pointe, Schroders, Clear Channel, Valaris and more—see deal terms, prices and sector impact in the latest stock market ...

ASML Holding delivered mixed Q4 results, but order momentum and AI-driven demand support a constructive outlook. Read why ...

Celestica (CLS) stock rated Hold after a 2–3x rally; strong AI networking-driven growth but limited PE upside and 2027 ...

Duolingo is misunderstood in the current SaaSpocalypse selloff; AI agents do not threaten its business model or pricing. DUOL ...

The rivalry between Elon Musk and Jeff Bezos is heating up after SpaceX ( SPACE) announced a surprising shift in priorities—from Mars to the moon.