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War in the age of AI demands new weaponry
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Looming US ports strike threatens fresh supply chain crisis
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Keysight: Capitalizing On 5G And Software-Centric Solutions Strategy (NYSE:KEYS)
Keysight Technologies (NYSE:KEYS) is a leading provider of testing and measurement solutions for various industries,…
Nvidia in talks to be an anchor investor in Arm IPO
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Diageo: Liquid Product, Solid Margins (NYSE:DEO)
Investment Thesis Diageo (NYSE:DEO) operational and financial results look promising. Company's strategy is into increasing…
Assured Guaranty has more than $10bn exposure to troubled UK water companies
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BlackSky Technology: Fundamentals Don’t Support Recent Rally (NYSE:BKSY)
BlackSky Technology (NYSE:BKSY) is a geospatial intelligence company which uses both hardware and software analytics…
Toyota to step up hydrogen fuel cells push outside Japan
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Technology Advancements Driving Opportunities In Health Care
By Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group; Amritha Kasturirangan, Portfolio Manager,…
Japanese banks accused of ‘gender-washing’ over women in management
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Meta Platforms: Caution – Privacy Changes Incoming (NASDAQ:META)
The Thesis Given the changes around data privacy, I don't see the Meta Platforms, Inc.…
Scientists close to proving Earth has entered man-made Anthropocene era
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Phreesia Expects Slower Revenue Growth In Fiscal 2024 (NYSE:PHR)
A Quick Take On Phreesia Phreesia, Inc. (NYSE:PHR) provides healthcare IT software to streamline patient…
US judge denies FTC attempt to block Microsoft’s Activision deal
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Modine Manufacturing Stock Is Still A Solid Bet On EV Future (NYSE:MOD)
Introduction I have written about Modine Manufacturing Company (NYSE:MOD) before - the first and last…
Saudi Arabia sought central role in professional golf
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Danske Bank: Undervaluation Is Not Warranted (OTCMKTS:DNSKF)
Danske Bank A/S (DNSKF) is currently trading at a much lower valuation than its Nordic…