Alphabet fell ~14% in 2 weeks—see why CAPEX fears may miss Google Cloud’s $514B backlog, 35%+ margins, and low forward P/E.

AST SpaceMobile targets 45+ satellite launches in 2026 with $3.5B cash, strong operator backing, and $150–$200M revenue guide ...

Novo Nordisk rated a hold as Ozempic/Rybelsus weakness hits revenue despite strong cash flow and cheap valuation. Click for ...

Neutral outlook on Davis Select U.S. Equity ETF (DUSA): why it may underperform IVV through 2026 as growth/GARP regain ...

Q2 2026 shows strong pricing, margins and raised guidance, but volumes keep falling. See hold view, valuation (~15x EBITDA).

UBS stock: strong fundamentals but overvalued. See fair value (48 CHF), attractive entry (32 CHF), and key risks from Credit ...

Intel beat Q2 earnings on surging AI data center revenue but foundry losses persist and valuation looks stretched. Click for ...

Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong ...

July is seeing a welcome revival of economic activity in the eurozone alongside a cooling of inflationary pressures, ...

While a €100 billion package is a serious commitment, Europe's largest energy-intensive industries will require far more than ...

Keeping track of the Fed can be a complicated business. In addition to official releases from the Board of Governors, there ...

NewAmsterdam Pharma (NAMS) outlook: obicetrapib could cut cardiovascular risk beyond LDL-C. Key catalysts into 2026–27; ...