AMD benefits from Nvidia chip scarcity and a solid AI foothold, even amid China export risks and a falling share price. See ...

Netflix’s FY 2025 outlook is strong, but high valuation, economic uncertainty, and price hike risks could test that ...

Citigroup shares are undervalued with ~0.7x TBV. Discover how buybacks, SCB reductions, and 2025 CCAR outcomes could unlock ...

Viant is undervalued with growing FCF and CTV tailwinds, yet faces pressure if rivals adjust pricing in a shifting ad ...

Stay updated with a weekly recap covering market movements, economic insights, top news, and geopolitical events shaping the ...

Carrefour SA operates over 14,000 retail locations globally, including hypermarkets, grocery, and convenience stores. Read ...

By now, anything an online merchant might want to do can be done easier and better with Shopify. But read why I won’t go ...

Sembcorp recently announced plans to raise its stake in Senoko to 70%. Click here to read why this is a smart move for SCRPF ...

CrowdStrike faces decelerating growth and macro challenges despite premium valuation. Read why I recommend avoiding CRWD ...

Our consumer discretionary portfolio outperformed the sector benchmark, as a handful of stocks posted returns in excess of 15 ...

HF Foods’ shows growth but weak profitability, with tariff risks and high debt offsetting strategic acquisition potential. Read why HFFG stock is a hold.

Smith & Nephew is undergoing a turnaround under CEO Deepak Nath, focusing on margin expansion and growth. See why I rate SNN ...