Palantir Technologies' stock has more than doubled annually for three years, with Citigroup analysts forecasting further gains in 2026 driven by accelerating commercial and government revenue.
A bullish thesis on Canadian Natural Resources Limited highlights its dividend coverage, capital discipline, and long-term value despite recent oil price weakness.
A bullish thesis on Starwood Property Trust, Inc. (STWD) was presented on The Swedish Dividend Investor's YouTube channel, emphasizing its high dividend yield and hybrid REIT structure.
Adecoagro S.A. shares trade below intrinsic land value, with a bullish thesis citing undervalued assets, Profertil acquisition benefits, and Brazilian operations growth.
Occidental Petroleum's Q3 2025 update details a $9.7 billion asset sale to Berkshire, debt reduction plans, and operational progress on its Stratos carbon capture facility.
Clover Health's Counterpart Health platform demonstrates significant medical cost ratio improvements and top quality scores for its Medicare Advantage plan, with clinician adoption surging over 450% year-over-year.
A bullish thesis on Sweetgreen Inc. was posted on r/wallstreetbets, highlighting its premium positioning, operational improvements, and automation strategy. The stock traded at $7.72 on January 13.
Several Wall Street firms have upgraded, downgraded, or initiated coverage on key stocks including DraftKings, Intel, Nvidia, and Flutter Entertainment, citing factors like growth outlooks and market conditions.
Danaos Corporation's stock trades at a low valuation despite strong earnings growth and a strengthened balance sheet, with hedge fund holdings increasing slightly.
A bullish thesis on PagSeguro Digital Ltd. (PAGS) highlights its low valuation, strong cash position, and sensitivity to Brazilian interest rates, while noting competition risks.
Nu Holdings, Latin America's leading digital bank, has applied for a US national bank charter with the OCC, aiming to expand operations across all 50 states.
US stocks opened higher Thursday, recovering from losses after TSMC's strong profit and outlook lifted AI-related shares. Major indexes rose, with the Nasdaq leading gains. Oil and silver prices fell amid geopolitical developments.
JB Global Capital's Q4 2025 investor letter reveals an 8.9% decline, citing a sharp drop in Alibaba, while discussing Amazon's valuation risks and the fund's long-term strategy.
Fitch's top sovereign analyst says a major erosion of the Federal Reserve's independence would be negative for the U.S. credit rating, with the dollar's global currency status being the most critical issue.
TSMC's December revenue rose 20.4% year-over-year, exceeding analyst forecasts. The company's 2025 revenue grew 31.6%, outpacing the semiconductor market. TSMC is expanding capacity to meet demand, including for Nvidia's H200 chips, with quarterly results due Jan. 15.