One day after Alphabet ( GOOG) ( GOOGL) said it would spend between $175B and $185B on capital spending in 2026, Amazon ( ...

Maplebear Inc., aka Instacart, faces mounting long-term headwinds from in-house competition, regulatory pressures, and ...

Microsoft Corporation reports a $625B backlog with 45% OpenAI risk; legacy moats and AI growth support the outlook. Check out ...

PDO and PTY are both strong CEFs, but PDO has outperformed recently. Click here to read my most recent analysis.

Anthropic's tool triggered a $300B sell-off; software hit a 2008-level drop; 2026 mirrors 2022; sector bubbles pop. See why a ...

On Thursday, Hub Group (HUBG) issued preliminary results for the fourth quarter, delaying the full release due to an ...

Simon Property Group (SPG) is downgraded to neutral as shares approach all-time highs and valuation appears stretched ...

While we continue to believe The Trade Desk remains a high-quality business with attractive long-term attributes, our ...

Capital Southwest stands out among BDCs for dividend reliability despite sector headwinds from declining interest rates. Read ...

Microsoft stock dips: why the selloff may be irrational (OpenAI fears, software drag) and how to buy the dip wisely.

Freshworks Inc. is rated a Sell due to sector headwinds, high SBC and competitive uncertainties. Learn more about FRSH stock ...

Nvidia Corporation trades at a reasonable 23x 2027 P/E, with capex supporting growth, but margins/DSO need watching. Click ...