Oracle (ORCL) upgrade: revenue growth outlook, cloud rerating potential, and key execution risks in data centers. Read here ...
Voya Global Equity Dividend and Premium Opportunity Fund (IGD) retains a sell rating due to structural flaws and persistent ...
Indra Sistemas had a strong recent earnings, but underlying volatility tempers enthusiasm. Read why I rate ISMAY stock as a ...
The ECB looks unlikely to hike in April, but markets price 25bp by June and at least one more hike later in 2026. Read more ...
SCHP offers a 4.74% SEC yield, 3.89% YTM, and monthly inflation accrual, all at a 3 bps expense ratio and institutional ...
Newmont's enhanced capital allocation links sustaining/development capital, dividends, and balance sheet discipline. Read why ...
Not only is Singapore a greater percentage of EBITDA, but adjusted property EBITDA margins are also higher in Singapore, with ...
The global smartphone market declined in Q1 for the first time since 2023, according to IDC, as a memory chip shortage and the Iran war push up costs and weigh on demand.
Amazon fully owns Zoox, a key player in the US robo-taxi sector. Read more about AMZN stock here and why I rate it a Buy.
The first three months of 2026 featured a mind-boggling confluence of geopolitical and economic events. AI has been another ...
1hOpinion
Both Hands On The Wheel - Addendum
Fortnight since our April 1st commentary delivered on critical juncture we identified for Iranian conflict: a 2-week ...
The Blue Tower Global Value composite gained 1.62% in Q1 2026 amid Persian Gulf conflict disruptions. Read the full analysis ...
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