Munro Global Growth Fund Reports Quarterly Performance and Cites Oracle as Detractor
Munro Partners' Global Growth Fund returned -0.7% in Q4 2025, with Oracle Corporation highlighted as a key performance detractor in its investor letter.
Munro Global Growth Fund Reports Fourth Quarter 2025 Performance
Munro Partners released its Q4 2025 investor letter, noting a -0.7% fund return. It highlighted Ciena Corporation's strong performance and role in hyperscaler networking.
Walmart Executives Outline AI Strategy for 2026 Transformation
Walmart's AI acceleration executive Daniel Danker says 2026 will mark a shift from experimentation to transformation, with smarter recommendations and chatbot purchases in development.
TSMC Forecasts Drive Chip Stock Gains as CEO Addresses AI Demand
TSMC's strong financial outlook and CEO comments on AI demand boosted chip stocks including Nvidia, AMD, and Broadcom in early trading Thursday.
Elevate Renewables Acquires Major Virginia Battery Storage Project
Elevate Renewables has acquired the 150-MW/600-MWh Prospect Power battery storage project in Virginia, set to begin operations this summer to support grid reliability and meet rising data center power demand.
Cleveland-Cliffs Sees Bullish Thesis on Reddit Amid Strategic Shifts
A Reddit user posted a bullish case for Cleveland-Cliffs, citing its stock price, potential POSCO investment, facility closures, and macro factors like tariffs and rate cuts.
NextDecade Corporation Sees Bullish Outlook Amid European Gas Shift
NextDecade Corporation (NEXT) is positioned to benefit from Europe's exit from Russian natural gas by 2027, with its Rio Grande LNG project set to start operations as supply shifts, backed by contracts from TotalEnergies and Exxon.
Europe's Gas Ban Positions Cheniere Energy for Major Gains
Europe's 2027 ban on Russian gas imports creates a massive demand shift, with Cheniere Energy poised to benefit as the largest U.S. LNG exporter, according to analyst Nishant Chandra.
Laughing Water Capital Reports Quarterly Performance and Discusses PAR Technology
Laughing Water Capital released its Q4 2025 investor letter, reporting returns and commenting on PAR Technology Corporation's stock performance and challenges.
Palantir Stock Surges as Analysts Predict Continued Growth in 2026
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.
Canadian Natural Resources Shares Bullish Outlook Amid Oil Price Volatility
A bullish thesis on Canadian Natural Resources Limited highlights its dividend coverage, capital discipline, and long-term value despite recent oil price weakness.
Starwood Property Trust Bullish Thesis Highlights High Yield and Income Focus
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 Stock Seen as Deep Value Play Amid Financial Distress
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 Reports Q3 Results and Strategic Moves
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 Technology Platform Shows Cost and Quality Gains in Medicare Advantage
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.