AI is pressuring digital businesses as capital rotates from tech. Read here for highlights on 3 anti-AI real asset plays that ...
Danaher (DHR) nears a $10B Masimo (MASI) acquisition deal, per reports—premium to market cap, pulse oximeter focus, Apple ...
JIVE’s active management, high portfolio turnover, and concentrated financial exposure drive alpha. Click here to find out ...
Palantir Technologies (PLTR) has corrected over 36% from its all-time high, driven by AI-related fears impacting SaaS stocks.
The London Company Small Cap portfolio increased 2.7% (2.5% net) during the quarter vs. a 2.2% increase in the Russell 2000 ...
Pfizer (PFE) stock is in focus as colorectal cancer therapy Braftovi as part of a combination regimen succeeds in a ...
Nebius Group N.V.'s Q4 results reinforced execution, with 2025 ARR exceeding the high-end of guidance at $1.2 billion, ...
The finding underscores the constrained income environment facing investors despite elevated interest rate levels. With ...
Wave Life Sciences (WVE) is rated Hold, reflecting high pipeline potential but significant clinical, regulatory, and ...
Tariffs have not derailed the economic expansion, as AI-driven capital spending has offset manufacturing headwinds. Read what ...
Peabody Energy is rated Hold after a >100% rally, with downside risk due to disconnect from coal market fundamentals. Learn ...
Toast will face pricing power limitations in the future due to intense competition from Block, Fiserv, and legacy processors.
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