South Korean chip giant SK Hynix surged in its Nasdaq debut, underscoring Wall Street’s appetite for AI infrastructure plays.

Meta Platforms, Inc. stock is a Buy as new AI products (Meta Cloud, Muse) add monetization beyond ads. Click here to read ...

Buy ahead of Sept Q2 earnings: margin expansion catalyst, fire services shift, leverage setup; weigh PFAS/credibility ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

NAV uplift from vessel sales, charter-rate risks, and dividend outlook. Click here to read in detail about SB.

Adobe Inc. stock gets a double upgrade to Buy after a 27% drop. Click for this ADBE update and see why I am bullish on the ...

The Walt Disney Company stock remains a Buy due to strong free cash flow, improving streaming profits, and park/sports ...

Gold looks “cheap” vs global M2 money supply, but Fidelity’s Jurrien Timmer says slowing liquidity and hawkish central banks ...

The Gorman-Rupp Company has seen its stock price double over the past year without major news catalysts. Read more on GRC ...

Ryder System has delivered strong performance, up 50% in a year, driven by business transformation and robust free cash flow.

PIMCO Corporate & Income Strategy Fund is a Hold due to a less favorable interest rate outlook and ongoing share issuance.

DFAI offers broad, low-cost, actively managed exposure to ex-US developed markets with a fundamental tilt. Learn more about ...