McDonald’s (MCD) is down despite an earnings beat and automation upside. MCD trades at 20x forward earnings, below the S&P ...

Giverny Capital reviews Q2 2026 results, highlighting performance dispersion and the impact of the AI investment surge. Read ...

Steel Dynamics, Inc. up 80% on tariffs and pricing; aluminum ramp may lift free cash flow. Dividend/buybacks solid. Click for ...

QNX & secure comms drive 20%+ growth and first positive cash flow in 9 years. Click for more on BB stock prospects.

Realty Income (O) net lease REIT: 98.9% occupancy, 31-year dividend growth, but valuation looks full and rates/tenant risk ...

Deep Sail Capital highlights Celestica's transformation from a contract manufacturer into a specialized AI design leader.

Trump threatens IRGC as mediators push for a 10-day ceasefire; Strait of Hormuz turmoil jolts oil markets and Mideast ...

GameStop has proposed a highly leveraged, stock-based acquisition of eBay, offering a modest premium but significant ...

Sify Technologies Limited rated Hold: rapid data center expansion lifts revenue, but cash burn, leverage, and pricey ...

JetZero explores up to $3B EXIM financing for its Greensboro aerospace campus, boosting U.S. manufacturing and jobs.

Tesla, Inc. is valued as an option on its Optimus humanoid robot project, not as a traditional automaker. Click here for more ...

Taiwan Semiconductor Manufacturing Company delivered a clean Q2 beat, surpassing revenue and margin guidance, and raised its ...