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Goldman Sachs has revised its outlook for the Bank of England, now projecting a 25-basis-point rise in the bank rate in November 2026 after recent increases in energy costs, a larger-than-expected uptick in headline inflation and robust growth data. The bank still expects the BoE to hold at 3.75% in September and to pause after a potential November…
BioNTech, in collaboration with OncoC4, announced updated Phase 3 trial data showing that their investigational immunotherapy gotistobart significantly improves median overall survival to 18.5 months versus 10.0 months with standard chemotherapy in patients with previously treated squamous non-small cell lung cancer. The therapy's novel mechanism s…
Banco Santander (Brasil) trades at $6.02 with a $22.97B market cap, a 4.9% yield and improving technicals. The combination of above-average profitability, steady distributions and a supportive technical backdrop makes this a concrete long idea for investors willing to hold through Brazil macro noise for up to 180 trading days.
U.S. equity futures fell early Monday after high-level warnings about accelerating artificial intelligence development prompted investors to reassess the outlook for large-scale AI infrastructure spending. The selloff in Asia and Europe followed comments from Anthropic's CEO calling for a deliberate deceleration in frontier model development, suppo…
ASM International - which manufactures atomic layer deposition equipment used to produce cutting-edge logic and memory chips that feed AI data centers - fell 6.6% today, sliding from an opening price of €800 to a session low of €775. The decline was driven by public appeals from leaders at OpenAI and Anthropic for a temporary slowdown in advanced A…
Copper is trading below key moving averages with selling pressure evident on momentum indicators even as oversold readings suggest a possible bounce. The immediate fight is concentrated between $6.41 and $6.57, with traders watching for either a breakdown toward lower targets or a reclaim that validates a recovery attempt.
Barnes & Noble Education has struggled through accounting noise and revenue variability, but recent quarters show improving profitability and solid cash generation. At roughly $390M market cap and EV/EBITDA near 5.8, the stock looks inexpensive relative to its recovery trajectory. This trade targets a mid-term move as catalysts (earnings clarity, s…
Cellectis announces a strategic transformation to become an in vivo gene editing company, advancing two lead gene editing programs, .HEAL-101 and .HEAL-201, targeting severe hypertriglyceridemia and severe hypercholesterolemia respectively. The company plans to initiate Phase 1 trials and share preliminary data by 2027-2028, while exiting developme…
Nanobiotix announced complete safety and efficacy results from the Phase 1 trial evaluating JNJ-1900 (NBTXR3), a radiotherapy-activated nanoparticle, in 24 patients with inoperable, recurrent non-small cell lung cancer. The trial showed no dose-limiting toxicities and clinically meaningful local tumor control at lower re-irradiation doses, with a o…
STMicroelectronics announced the introduction of its ST SafeSense VD56GA, a 1.1 MP automotive image sensor aimed at scaling affordable in-cabin sensing for driver and occupant monitoring. The sensor offers 35% higher image sharpness and nearly 60% greater infrared sensitivity compared to the previous generation, within a compact package that reduce…
Duluth Holdings has quietly converted a brand-first strategy into outsized free cash flow. With an enterprise value of roughly $203M, an EV/EBITDA of 5.4, and reported free cash flow of $57.54M, the stock looks materially undervalued versus its cash-generation profile. We recommend a long trade at $4.68, target $7.00, stop loss $3.50 and a long-ter…
Benchmark Electronics (BHE) is a profitable contract manufacturer with exposure to semiconductor capital equipment, lidar and aerospace/defense. Recent partnerships and record bookings position the company to capture early AI hardware manufacturing demand. With a market cap near $2.8B, low leverage and $126M in free cash flow, BHE looks attractive …
Exelixis pulled back after a recent FDA delay on a near-term filing, but the selloff overstates the hit. At $56.12 the company still trades at a reasonable multiple (P/E ~16) with strong free cash flow ($1.17B) and low leverage. This trade targets a recovery toward prior highs as clinical and commercial catalysts re-emerge.
Visa remains one of the most resilient long-term growth businesses in payments. The company is showing healthy profitability (ROE ~50.9%), strong free cash flow ($21.0B), and secular upside from Value-Added Services (VAS) and A2A monetization. We present a concrete trade plan to capture upside while protecting capital.
Preliminary shiptracking data indicated that over the recent weekend daily transits through the Strait of Hormuz fell to single digits, well under the 10-day average of 14. Four vessels exited the Gulf while ten entered, according to the dataset. The figures exclude any ships that may have switched off their Automatic Identification System transpon…
Jeronimo Martins faces a fork: operational leverage and private-label mix can drive a multi-quarter margin recovery, but heavy competition and currency/commodity pressures could keep returns muted. I outline a controlled long trade sized for tactical upside across 2026-2028 with defined entry, target and stop-loss levels.
The Hang Seng index has fallen decisively below its primary moving averages on the 5-hour chart and sits at 24,660.5, with momentum indicators approaching oversold readings. Technical alignment points to a sustained downtrend, while the RSI at 30.8 leaves room for a short-lived bounce. Traders face layered resistance overhead and defined support le…
A planned regional meeting to present an Iran-Oman agreement on navigation in the Strait of Hormuz was postponed, while fresh attacks damaged a Saudi east-west pipeline and incidents at sea increased the threat to two of the Middle East's most critical oil transit routes. The combined developments have tightened markets, pushed oil and diesel price…
Baker Hughes has been awarded major contracts by Venture Global LNG to provide gas compression systems for the Cloud Connector Pipeline in Louisiana and modular liquefaction solutions to expand the Plaquemines LNG facility. These orders highlight the expansion of critical U.S. natural gas infrastructure supporting increased LNG supply and global en…
North Korea conducted a live-fire 'joint firepower attack drill' that tested long-range artillery and missile formations, state media reported. The exercise involved five army units and a range of weapons, and was described by an artillery director as intended to raise troop morale and readiness. South Korea's Joint Chiefs of Staff reported that Py…
Custom Truck One Source (CTOS) has pulled back from its 52-week high and is trading near technical and fundamental support. The business continues to show revenue growth, an improving operating profile, and an enterprise value that implies reasonable upside if margins and cash flow normalize. This trade idea lays out a concrete entry, stop and targ…
Qualcomm just landed an up-to-$60B AI chip deal with Amazon and is targeting $15B in data-center revenue by 2029. The stock trades at ~$182 with a 21x P/E and generates $10.4B in free cash flow — attractive if you believe Qualcomm can execute the pivot away from smartphones. This trade idea lays out an actionable long with entry, stop, targets, cat…
Broadcom is trading below recent highs while its AI semiconductor revenue and software portfolio are showing accelerating traction. The company screens expensive on headline multiples but delivers massive free cash flow, high ROE and near-term catalysts that could re-rate the stock. This trade plan targets a mid-term run toward $420, with a defined…
Rollins (ROL) is a dominant pest-control services platform with recurring revenue, high returns on capital and healthy cash flow. Recent weakness driven by softer digital leads and a disappointing quarter has pulled the stock from its 52-week high and left fundamentals that still look attractive. We present a trade plan to accumulate on weakness wi…
Mako reported record gold sales but lower profits. The market is pricing the story like both upside and execution risk are live. With a market cap of ~$883M, a P/E of 16.6 and the stock trading near $10, I lay out a mid-term swing trade: enter at $10.00, stop at $9.00, target $13.50 (mid term - 45 trading days).
