Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins On July 21, the Financial Times reported that China's Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manuf
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here Small-cap equities experienced strong gains in the second quarter, primarily driven by companies asso
Kraft Heinz (NASDAQ: KHC) is a top food company whose business has been struggling in recent years. Its returns have been atrocious as its valuation has plummeted 35% in five years But amid the decline, its yield has shot up to around 6.3%, potentially still making
Michael Burry built his reputation calling the 2008 housing crash, a trade immortalized in "The Big Short." Since then, Wall Street has watched every new position he takes, even when his timing has occasionally run ahead of the market by months or years. This summer, Burry
Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1” Quick Read - Dan Ives cites a 12-to-1 demand-to-supply ratio for NVIDIA chips, backed by $82B in Q1 revenue and $91B Q2 guidance. - Meta raised its 2026...</strong
Shares of American Express (NYSE: AXP) plummeted more than 6% in last Friday's morning trading. Well, the iconic charge card company issued its second-quarter results, and while revenue and earnings growth were strong, rising expenses worried investors. Amex reported reven
“It’s All One Trade.” ‘Big Short’ Investor Sells Google And Warns Your 401(k) Isn’t as Diversified as You Think Quick Read - Eisman exited his long-held GOOGL position to cut AI risk despite Alphabet posting 24% revenue growth and $119.8B in Q2 revenue. - His "it's all one...
Rithm Capital expects Non-GAAP EPS of $0.50 Rithm Capital is set to report its Q2 2026 results before the market opens on Tuesday, July 28. The company has a winning streak that investors will be watching closely. Wall Street expects revenue of $1.42B for t
A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake Quick Read - Claiming at 62 cuts a $2,000 full retirement benefit to $1,400, but the break-even versus waiting typically falls in the late 70s or early 80s. - P
Key Points - argenx agreed to acquire Forte Biosciences for approximately $2.2 billion in equity value, offering $77 per share in an all-cash tender offer expected to close in the third quarter, subject to customary conditions. - The acquisition adds FB102, an anti-CD122... <
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