Archive

The $9 Billion Signal Investors Can't Ignore

If these companies survive the storm, they could catch the market's eye...

• SKX

The Best Opportunity in the GLP-1 Turf War

The market is mispricing one of the strongest players in the weight-loss-drug boom...

• CVS
• NVO

This AI Darling Is Cracking Under Pressure

This company's sky-high valuations leave no room for error...

• PLTR

This DNA Giant Is Getting Back to Its Roots

Investors don't trust this recovery... and they don't want to get burned again...

• ILMN
• YUM

'Productive' Assets Are Stealing the Spotlight

The market for fine art is still alive... But from an investment standpoint, it's a dead end...

Start Planning for the 'Student-Loan Apocalypse'

Student-loan repayments may be what finally knocks folks off balance...

This $9 Billion Deal Is Ending in a Fire Sale

This company's failed acquisition has become an anchor around its neck...

• DLTR

A New Tailwind Is Powering America's Chip Race

Investors may be overlooking massive upside potential in one part of the U.S. semiconductor market...

• AMAT
• INTC
• TSM

Welcome to the U.S. Shipyard Revival

Trump's new policy marks a lasting structural change for this "stagnant" industry...

• GD

Ignore This 'Lazy' Small-Cap Narrative

The Russell 2000 doesn't move in lockstep with economic reality...

• IWM