The FOMC meeting may shift long-end rates, pushing 30-year Treasuries toward 7% amid dissent and dot plot focus. Read more on ...

The anticipated 0.25% Fed rate cut is likely already priced in, setting up potential for a 'sell the news' event. I expect ...

Discover how the Fed's end to quantitative tightening impacted markets and rate policy. Learn what this means for investors ...

Gross margins remained above 90%, helping drive a 33% increase in Adjusted EBITDA, thanks to strong operating leverage in the ...

Discover why current market sell-offs mirror 2022's opportunity, when our Fund returned 141%. Learn how we're positioning for ...

Taiwan Semiconductor's low-leverage, $90B+ cash position, and premium margins support continued outperformance. Read why TSM ...

POET Technologies' commercial momentum, with 2 purchase orders secured, is likely to accelerate following Marvell's Celestial ...

Alarum's Q3 results show strong revenue but low margins and customer risks. Discover what’s next for the stock and key ...

A 25 bps rate cut at the December FOMC is priced in, with >90% probability per prediction markets. Read more about the market ...

Chewy's Autoship drives 83% of revenue with 15% YoY growth, but margin pressure and dependence on this channel remain ...

Juniper can help Hewlett Packard unlock a new revenue engine in Networking. Click here to read more about HPE stock and why ...

Duquesne Family Office's ~$4.06B 13F portfolio remains concentrated, with the top five holdings—Natera, Insmed, Teva Pharma, ...