Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's robotaxi setback.

NVIDIA sees inference, agentic workloads and robotics broadening AI compute demand beyond hyperscalers, while high-speed memory shortages support elevated prices into 2027–28.

Palantir's NVIDIA supply-chain deployment supports its enterprise AI moat, but PLTR's 48x current-year sales valuation remains demanding.

Apple’s iPhone Duo foldable pairs a TSMC 2 nm chip, IP68 protection and iOS 27 features, positioning it against Samsung’s Galaxy Z Fold 8.

Broadcom was upgraded to Accumulate at about $363 after Q3 revenue reached $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion.

Broadcom targets $230 billion in AI revenue by 2028 as custom XPUs and multiyear orders from Anthropic, OpenAI and Meta drive growth.

Amazon’s AI-driven AWS and data center spending increasingly determine its valuation, while an Anthropic IPO could validate compute demand and AI-as-a-service economics.

Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China weakness, limiting decades-long compounding.

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed valuation in question.

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and private equity.

NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation reflect skepticism despite high ROA and ROE.

Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to $85.

Petrobras trades at a 40–56% discount to peers despite sector-leading margins, with higher oil prices improving free cash flow ahead of Brazil’s election.

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield 7.5% and trade below 9 times forward valuation.

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and recession risk.

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian natural-gas generation.

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com initiation.

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to buy defense contractor Resonant Sciences for about $500m.

Nucor's growth and $250 fair value estimate hinge partly on the U.S.-Canada steel tariff dispute.

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share accretion through $24 million of synergies.