TSMC: Demand Outlook Offsets Likely Peak In Gross Margins
TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may ...
Off the Charts with Wayne McDonell
Donald Trump returns to the White House, which impacts the trading environment. An immediate impact on market reaction functions, tariff talk and regulation will be seen. Tax cuts and the fate of the ...
Church & Dwight: Despite Overvaluation, Growth Weighs In Favor Of Household Products Firm
Church & Dwight has low debt/equity vs. similar peers, and its long-term debt has declined, posing a low debt risk. Learn ...
Premium Segmentation and Prudent Capacity Investments Propelled United Into Top Tier of US Airlines
United came into the pandemic with a reasonable amount of debt, its gross debt covered EBITDA roughly 2 times in 2019 and 4.2 times in 2022. United, like all airlines, materially increased its ...
The case for and against US stock market exceptionalism
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side ...
How Democrats Drove Silicon Valley Into Trump’s Arms
The Californian ideology promiscuously combines the freewheeling spirit of the hippies and the entrepreneurial zeal of the ...
Billionaire Dan Loeb Sold Third Point's Entire Stake in Alphabet in Favor of One of Wall Street's Priciest (and High-Flying) Artificial Intelligence (AI) Stocks
Dan Loeb is swapping out one of the cheapest industry-leading AI stocks for another with well-defined competitive advantages and a nosebleed valuation.
Tron Price Prediction: TRX Whale demand surges 450% as Justin Sun reacts to Trump’s WLFI purchases
On Wednesday, Tron CEO Justin Sun alerted community followers to rapid TRX purchases by Trump-backed World Liberty Financial (WLFI). Since Monday, TRX whale transactions volume have increased by 450%, ...
Trump has promised to ‘knock out’ pharmacy benefit managers. How the drug middlemen became a $557 billion industry that its customers love to hate
The industry says it keeps down the cost of prescription drugs, but critics say it's profiting at the expense of patients.
United Airlines Achieves Record Fourth Quarter Profit Well Ahead Of Expectations; Reiterates Path To Double-Digit Pre-Tax Margin
Q4 pre-tax margin up 3.2 points year-over-year, 3.5 points on an adjusted basis1 Finished the year first in on-time departures at all seven United hubs Sees robust ...
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Xero: The Pause That Refreshes
Every trend needs a pause which is what we are seeing now. There’s even room for a deeper retracement within a healthy ...
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What Donald Trump’s return as President has meant for money and markets and what to consider next
The US stock market initially responded favourably ... potentially giving a boost to corporate profit margins and driving greater share buybacks. There is a big risk that investors have now ...