CoreWeave, Inc. stays a Sell as debt risk, dilution, and higher capital costs pressure equity value amid AI demand concerns.

TSMC posted record Q3 revenue on strong AI/HPC demand. Click for this updated look at TSM stock following their latest ...

Amazon stock is reiterated as a "Buy" given its Q2 growth, AWS acceleration, and bullish technicals. Click here to learn more ...

US Treasury bonds (≥10Y) now offer a 2–2.5% real yield, their most attractive risk-adjusted return in almost 20 years.

Tradeweb (TW) shares jump after-hours on its $1.97B Trumid deal, expanding U.S. credit and bond trading from inception to secondary.

COLO ETF offers liquid Colombia exposure, but heavy financials tilt and macro headwinds (inflation, rates, fiscal tightening) ...

Merck KGaA is to buy Silence Therapeutics plc for $1.3B cash at $20/ADS (130% premium). Click for a look at SLN and see why I ...

CoreWeave has sold off sharply, but upgrading to a Strong Buy, as de-risking appears overdone & risk-reward is now favorable.

Western Alliance (WAL) beats Q3 earnings on lower deposit costs and securities gains; 2026 NII outlook trimmed but fee income ...

Western Alliance's third-quarter revenue fell short of expectations as deposits missed estimates. However, earnings exceeded ...

US stocks rise as investors look past AI-driven volatility, with Nasdaq leading gains and Treasury yields higher.

LiveRamp ( RAMP) rose 2.1% after the Federal Trade Commission approved its $2.5 billion sale to Publicis ( PUBGY) with ...