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Zelenskyy to confront De Wever in stand-off over Russian assets loan
Good morning. There are only two stories in Europe today: First, will EU leaders agree to provide Ukraine with additional…
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MindWalk Holdings Corp. (HYFT) Q2 2026 Earnings Call Transcript
Operator Good morning, ladies and gentlemen, and thank you for joining us today for MindWalk's Second Quarter Fiscal 2026 Earnings…
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Urban Outfitters: Margin Contraction Is Problematic (NASDAQ:URBN)
Investment thesis Our current investment thesis is: URBN is a quality business with several strong…
Investors must focus on margins in era of high rates, says Warburg Pincus boss
Higher interest rates have so fundamentally shifted the financial environment that investors must focus on…
Adobe: Shares Are Languishing, But AI Could Catalyze Growth (ADBE)
We observe that Adobe (NASDAQ:ADBE) stock has recently been subjected to market pressures, resulting in…
Erdoğan poll lead prompts soul searching for Turkey’s opposition
Flush with confidence that victory against Recep Tayyip Erdoğan was finally within reach, Turkey’s main…
A Tale Of 2 Indices
By Joseph V. Amato How an “optical illusion” might be making the S&P 500 look…
European stocks rise on cheering German economic data
European and Asian stocks rose on Monday as investors were cheered by German economic data…
Microchip Technology: Strong Stock Offering Exposure To A Growing Market (NASDAQ:MCHP)
Interlude Microchip Technology Inc. (NASDAQ:MCHP) is a prominent semiconductor company that specializes in creating and…
Turkey’s Erdoğan gains momentum as he navigates fight of his political life
If Recep Tayyip Erdoğan was rattled by the knife-edged nature of Turkey’s pivotal elections, with…
SmileDirectClub: Upbeat Earnings But No Change In Thesis (NASDAQ:SDC)
Recap We have covered SmileDirectClub (NASDAQ:SDC) since October of last year, and we have maintained…
Erdoğan leads in tight race for Turkish presidency
Turkey’s veteran leader Recep Tayyip Erdoğan on Monday led a hotly contested election to extend…
CDX: Hedged U.S. High Yield Exposure (NYSEARCA:CDX)
Thesis The Simplify High Yield PLUS Credit Hedge ETF (NYSEARCA:CDX) is a fixed income exchange…
Gold miner Newmont seals $19bn deal for Australia’s Newcrest
The board of Australia’s Newcrest Mining has unanimously backed a A$29bn ($19bn) takeover offer by…
DHS: Experiencing The Bust Phase (NYSEARCA:DHS)
A few months ago, I reviewed the WisdomTree U.S. High Dividend Fund ETF (NYSEARCA:DHS) with…
US crypto tsar promises crackdown on digital platforms
The top US cryptocurrency enforcement tsar is promising a crackdown on illicit behaviour on digital…
T. Rowe Price: Recovery Underway (NASDAQ:TROW)
Thesis After many quarters of declining AUM, T. Rowe Price (NASDAQ:TROW) is beginning to see…