Spire Global is positioned to commercialize single-satellite RF geolocation, targeting high-value defense and intelligence ...

Melco (MLCO) to open rebranded REM hotel in Macau in 2H26 with 150 premium suites as competition heats up. Read here for more ...

Giverny Capital Q1 2026 report notes a 7% portfolio decline amid market volatility and a drop in Constellation Software. Read ...

Giverny Capital discusses its new position in American Express and top holdings from its Q1 2026 model portfolio. Read the ...

Pernas Portfolio fell 6.4% in Q1 2026 amid war uncertainty and a sharp SaaS sector selloff. Read the full analysis for more ...

Harmony Biosciences is a profitable, single-asset company built on Wakix. Click here to read why HRMY stock is a Sell.

Geopolitical uncertainty in the Strait of Hormuz, surging energy and fertilizer prices, and investor complacency signal ...

Nintendo Pokopia's strong sales and the Mario 2 movie are set to deliver significant margin and profit boosts over the next ...

MP Materials stock outlook: government-backed rare earth supply chain play, magnetics ramp, and margin upside after pullback.

Nextnav's spectrum proposal has progressed to OIRA review, signaling strong regulatory momentum. Read the full analysis for ...

The StereoLabs acquisition enhances Ouster's AI and software capabilities. Read why I continue to rate OUST stock a ...

Steel Dynamics had record steel shipments, robust EBITDA, and strong pricing in Q1, though US manufacturing activity remains ...