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Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

SA Anthony Cataldo 20h ago 2 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

SA Michael Fitzsimmons 24h ago 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

GENI · long

Genius Sports LTD

Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.

The $130M Company That Rules What Others Refuse To Touch...(MRDN)

Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…

Atlas Engineered Products ($AEP.V)

Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…

NVIDIA: The AI Factory Is Still Undervalued

NVIDIA reported $81.6 billion revenue, $75 billion data-center sales and $49 billion free cash flow, then weighs custom chips, hyperscalers…

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…

The REIT Wall Street Couldn't Touch. Yet.

NewLake Capital Partners’ rent roll gained federal legality and stronger lease guarantees while Cannabist restructuring left rent…

The Chains Buffett Forged

Warren Buffett's discipline built Berkshire's 22.2% book-value compounding but excluded high-growth winners such as Amazon, Netflix, Google…

Nvidia should buyback stock

Nvidia enters earnings with a case for stock buybacks.

Vidrala

Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.

Everspin Technologies: Memory Error

Everspin Technologies, a $900 million MRAM maker, has surged 300% in weeks as AI speculation blurs distinctions among memory chips.