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ASML remains the linchpin of advanced chip fabrication as hyperscalers and foundries scale AI capacity. Recent guidance hikes and Q2 beats, combined with aggressive capacity plans, justify a tactical long. Valuation is rich but the moat and order backlog make a disciplined mid-term trade attractive.
UFP Technologies (UFPT) combines steady organic growth in single-use medical devices with healthy profitability and conservative leverage. At roughly $1.82B market cap and a trailing P/E near 27, the stock looks fairly valued today but merits an upgrade given accelerating medical demand, solid free cash flow of $69.7M, and multiple upcoming investo…
Peapack-Gladstone Financial Corporation appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker to enhance commercial banking capabilities. Carraturo brings over 20 years of experience in middle-market lending, sponsor finance, and healthcare finance, aimed at supporting client growth initiatives and diverse financial need…
The seven largest technology names collectively lost $123.96 billion in market value in one trading session, with Tesla plunging 14% and Alphabet falling 6.4%. Broader anxiety about AI capital expenditures, product delays and margin pressure pushed most members of the group lower, while NVIDIA showed only a modest decline.
S&P Global just completed the Mobility spinoff and emerges leaner with a heavier weighting toward high-margin Ratings and Market Intelligence. Fundamentals (free cash flow $5.56B, ROE 15.3%, debt/equity 0.43) and an intact dividend make this a tactical long trade with defined risk. Technicals are mixed, so we'll enter near today's price with a stop…
Morgan Stanley has begun covering bitcoin mining companies transitioning to AI infrastructure, arguing that firms owning large, grid-tied power sites are uniquely placed to meet growing demand for AI data centers. The bank initiated Overweight ratings on Hut 8 Mining and Riot Platforms and an Equal-weight on Applied Digital, highlighting power cons…
Stride (LRN) suffered a steep selloff after platform implementation problems last year, but technical issues are largely resolved, enrollment is showing signs of recovery and valuation is attractive. We recommend a long trade at $84.00 with a $110.00 target over 180 trading days and a $72.00 stop loss, sized for a medium-risk allocation.
Albertsons cut its annual identical-sales and adjusted EPS forecasts and said it will accelerate investments to lower prices, prompting a steep drop in its stock. The company cited softer unit trends and a shift of lower-income customers to discount and mass retailers, and signaled restructuring and supplier negotiations to protect margins amid ris…
Blackstone is engaging with its portfolio companies to mitigate social and environmental impacts tied to rapid expansion of AI computing infrastructure, CEO Stephen Schwarzman said. The private equity firm is promoting labor and environmental measures - including union jobs, workforce training, water-free cooling, expanded power generation and loca…
Blackstone is engaging with its portfolio firms and policymakers to manage social and environmental challenges tied to the rapid expansion of compute infrastructure for AI, CEO Stephen Schwarzman said. The firm is promoting measures including union jobs, workforce training, water-free cooling, expanded power generation and local investment as data …
Andersons (ANDE) is a diversified agribusiness and renewables operator trading at a fair multiple relative to its earnings power. Recent institutional buying, a string of dividend increases, and improving renewable fuel performance justify a buy here without paying up for growth. This trade plan defines entry, stop and target levels across a 10-to-…
U.S. Trade Representative Jamieson Greer criticized the European Commission's €890 million fine on Alphabet's Google, saying the action generates significant uncertainty for U.S. exports and complicates ongoing efforts to resolve issues related to the EU's Digital Markets Act through dialogue. The Commission imposed two fines tied to self-preferenc…
OpenAI introduced a health integration for ChatGPT that permits users in the United States to connect Apple Health and medical records from participating hospital systems, One Medical, and Function Health. The functionality, available to logged-in users aged 18 and older on web and iOS across Free, Go, Plus, and Pro plans, supports tasks such as co…
Intel reports earnings into a market that has punished two major megacaps for cash-flow deterioration despite revenue beats. Tesla plunged nearly 14% after turning free cash flow negative and missing EPS estimates, while Alphabet fell about 6.7% despite topping revenue forecasts as investors reacted to a large capex outlook. Intel, up strongly year…
Horizon Kinetics Asset Management LLC, serving as both a significant 10% owner and the investment adviser to RENN Fund, Inc. (NYSE American: RCG), has executed a new transaction to acquire additional equity in the fund. The firm purchased 756 shares of common stock on July 22, 2026, at a price of $3.06 per share, resulting in a total transaction va…
Ucore Rare Metals (UURAF) is showing mixed technicals: oversold readings and rising short activity sit alongside SMAs that still point lower. Market cap is modest at $309.7M but valuation multiples are unstable. This trade idea lays out a neutral/swing plan to capture a mean-reversion toward the 50-day SMA while respecting downside risk and structu…
France has publicly opposed a proposal to approve Tesla Inc.'s Full Self-Driving (FSD) driver assistance software for use across the European Union, saying safety tradeoffs related to speeding and driver inattention make the system unsuitable for authorization in its current form. The position, voiced by Transportation Minister Philippe Tabarot in …
The Republican-controlled U.S. House of Representatives passed a war powers resolution directing President Donald Trump to end U.S. military action against Iran unless Congress authorizes it, while the Senate rejected a comparable motion later the same day. The House vote was 214-208 with four Republicans joining Democrats; the Senate blocked its m…
Medpace's Q2 dynamics and corporate fundamentals justify a measured long position despite a legal overhang and elevated valuation. The company stands out with very high ROE, meaningful free cash flow and no debt; those facts, plus improving operational metrics, make a risk-managed buy for a 180-trading-day time horizon.
Lockheed Martin and RTX reported stronger-than-expected quarterly results and raised forward guidance after Pentagon stockpiles were depleted by recent conflicts, prompting plans to scale production. Both companies posted rising missile and weapons revenues, expanding backlogs and increased 2026 sales and profit targets.
PatentVest released an in-depth analysis of OpenAI's published patent portfolio, highlighting the company's strategic expansion from conversational AI into generative media, AI agents, developer infrastructure, and persistent digital work. The report also compares OpenAI's strategy with other leading AI companies like Microsoft and Google, emphasiz…
NovoCure (NVCR) topped U.S. trending lists with a 23.4% jump as markets chased headlines and analyst activity. A range of other equities—from Cleveland-Cliffs to CAPR—posted outsized intraday moves. Volume spikes and large analyst target gaps indicate momentum trading and concentrated interest rather than broad index direction.
T-Mobile dropped sharply on 07/23/2026 amid a broad market sell-off tied to oil/geopolitical headlines. The company's latest reported EPS of $9.74, solid free cash flow of $18.2B, and reasonable valuation metrics make the decline an opportunity. I recommend a buy on weakness with a mid-term horizon and clear risk controls.
Super Micro (SMCI) is trading at a valuation that understates its revenue scale, AI-driven backlog and cash generation potential. With a market cap near $21.8B, a reported revenue run-rate above $20B and an order backlog financed by a $7B equity raise, the downside looks limited while upside to prior trading levels is large. This is a tactical long…
AXIA Energia's ADRs trade at a compelling mix of income and value: an 8.3% yield, a P/E around 15, and a market cap near $30.8B. With broad averaging volume and signs of lower short interest, the company looks set to reward disciplined capital allocation with steadier cash flow. This is a tactical long trade for the mid term (45 trading days) with …
