Market News
Latest news from Stock markets.
CleanSpark: The Next Potential Big AI Trade
CleanSpark is transitioning from a Bitcoin miner to an AI data center play, attracting renewed investor interest. CLSK's hybrid model leverages nearly 1 GW of contracted power, offering optionality between Bitcoin mining and AI compute for higher returns. Compared to peers like IREN and Nebius, CLSK is significantly undervalued on metrics such as EV per MW and price-to-book.
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Where Will CrowdStrike Be in 5 Years?
CrowdStrike (CRWD +1.52%) is gaining powerful momentum as a wave of AI-driven cyber threats pushes demand for smarter protection. With new partnerships with Alphabet's Google Cloud, EY, and CoreWeave, CrowdStrike is reclaiming its leadership position and opening the door to significant long-term upside.
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HYBI: An Adequate Hold For Income
NEOS Enhanced Income Credit Select ETF offers high-yield income by investing in high-yield bond ETFs and writing SPX put spreads. HYBI currently yields 8-9% with monthly distributions, but its portfolio leans toward riskier, below-investment-grade bonds. The fund's expense ratio is capped at 0.68%, and its performance is closely tied to the health of high-yield credit markets.
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Pool Corporation: A Long-Term Buy Hidden Behind Near-Term Stagnation
Pool Corporation is a long-term Buy at current valuations, supported by strong execution and resilient maintenance revenue despite macro headwinds. POOL's competitive position, stable gross margins, and effective inventory management reinforce confidence, even as new construction/refurbishment demand remains soft. Valuations are attractive, trading ~23% below the 5-year average EV/EBITDA, with long-term EBITDA growth outpacing valuation compression.
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Is Intuitive Surgical's Dominance Safe? 10 Years of Healthcare Upside
Intuitive Surgical has long led the robotic-assisted surgery market. The company will soon see significantly more competition in the field.
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2 Things Every Lucid Group Investor Needs to Know
Lucid Group wants to be more than a car maker. Despite high growth potential, investors may not profit.
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Tesla's $1.3 trillion riddle: how much is the company, and how much is Elon?
Tesla trades just shy of a $1.3 trillion market cap.
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The Stock Market Is Near All-Time Highs Again. Here Are the 3 Best Stocks to Buy Now.
Nvidia continues to post excellent results each quarter. Taiwan Semiconductor's new technology could sustain the artificial intelligence (AI) buildout.
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Tecogen: Huge Demand, Tiny Company
Tecogen Inc. is gaining traction in the data center market with its cost-efficient chillers, cogeneration products, also due to high gas turbine costs and limited supply. TGEN's management expects chiller data validation within 1 to 1.5 months, which could accelerate orders from data center operators. Valuation metrics show that TGEN trades above most peers on a price/sales and EV/sales basis, but growth expectations help justify the premium.
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Nuvation Bio: A Strong Company Now Fairly Priced
Nuvation Bio (NUVB) is downgraded from Buy to Hold as its stock price now reflects improved Ibtrozi rollout visibility and strong fundamentals. Ibtrozi's commercial launch is robust, with early patient uptake and revenue run-rate supporting a $300–$600 million forward revenue estimate for NUVB. Despite a solid balance sheet and pipeline potential, NUVB's current valuation no longer offers the deep discount that justified aggressive buying at lower prices.
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Has PEP Stock Been Good for Investors?
PepsiCo stock has notably lagged an important market index. It's also trailed the stock considered to be its archrival.
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2 Vanguard Index Funds to Buy Now -- They Can Beat the S&P 500 Over the Next Decade, According to Wall Street Analysts
Goldman Sachs thinks stocks across Asia and various emerging markets will beat the S&P 500 (the benchmark for the U.S. market) over the next 10 years. The Vanguard FTSE Pacific ETF provides exposure to stocks in Asian economies, especially Japan, Australia, and Korea.
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Via Transportation: Underlying Fundamentals Remain Sound
Via Transportation remains a buy as strong Q3 results, robust government demand, and accelerating new customer wins reinforce its growth trajectory. VIA's viral go-to-market strategy is proving effective nationwide, with rapid customer adoption and competitive displacement, notably securing a major contract in Mobile, Alabama. Market concerns about temporary ARR metrics are misplaced; record new customer additions and solid net revenue retention above 120% support long-term growth.
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Arista Networks Stock Has Soared, but Is the AI Networking Thesis Still Valid?
Arista's 400G/800G switches and other networking equipment are go-to options for hyperscalers and AI data center builders. Revenue rose 28% to $2.3 billion in Q3, and management's guidance is for 19% growth in Q4.
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Hercules Capital: 1.23x Coverage, Outperforming Tech Peers, Solid Yield
Hercules Capital delivered record investment fundings so far in 2025 as well as record Q3 net investment income while maintaining strong dividend coverage. The BDC's robust origination trajectory and excess dividend coverage suggest likely supplemental dividend announcements in early 2026, which is set to benefit income-focused investors. Despite a rise in non-accruals in Q3 '25, Hercules Capital's dividend coverage ratio and consistent NII performance support a higher-than-average P/NAV ratio.
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25% of Warren Buffett's Portfolio Is Invested in These 3 Unstoppable AI Stocks
Berkshire Hathaway's portfolio owns at least three leading tech stocks that are benefiting from AI. All three of these juggernauts have excellent prospects beyond their AI-related work.
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Airbus eases estimate of A320 recall impact, sources say
Airbus is telling airlines that emergency repairs to some of the A320 jets affected by a major recall may be less burdensome than first thought, industry sources said on Saturday.
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DouYu: Time To Turn Cautiously Optimistic
The latest report from DOYU shows there is more work to do, but it also shows a number of encouraging signs for the future. DouYu is valued at less than the cash it has access to, which can be argued that it is undervalued and worth betting on. The Q3 FY2025 report did report a decline in MAUs and shrinking revenue, but this shouldn't be a problem as long as earnings grow.
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Prediction: This Stock Market Bubble Will Burst in 2026 and 3 Popular Stocks Will Crash (Hint: Not Artificial Intelligence)
Popular quantum computing stocks Rigetti, IonQ, and D-Wave delivered incredible returns in the last three years. The quantum computing market will still be 100 times smaller in 2030 than the artificial intelligence market is today.
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Black Rock Coffee Bar: Remain Very Positive On The Growth Runway
Black Rock Coffee Bar maintains a buy rating, driven by robust double-digit same-store sales growth and strong new store performance. BRCB's loyalty program and food innovation, particularly egg bites, are increasing average ticket size and broadening purchase occasions, fueling further growth. Despite permitting delays, BRCB's store pipeline remains intact, setting up for accelerated revenue and margin expansion as new units mature.
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Boston Partners Trims Stock Position in Pinnacle Financial Partners, Inc. $PNFP
Boston Partners lowered its holdings in shares of Pinnacle Financial Partners, Inc. (NASDAQ: PNFP) by 7.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 76,630 shares of the financial services provider's stock after selling 6,510 shares during the
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Proficient Auto Logistics, Inc. $PAL Position Increased by Boston Partners
Boston Partners boosted its stake in Proficient Auto Logistics, Inc. (NASDAQ: PAL) by 47.9% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,141,012 shares of the company's stock after buying an additional 693,225 shares during the period. Boston Partners
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Berry Wealth Group LP Makes New Investment in Edwards Lifesciences Corporation $EW
Berry Wealth Group LP bought a new position in shares of Edwards Lifesciences Corporation (NYSE: EW) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,589 shares of the medical research company's stock, valued at approximately $202,000. A number of
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Boston Partners Boosts Stock Position in Tidewater Inc. $TDW
Boston Partners increased its stake in shares of Tidewater Inc. (NYSE: TDW) by 1,118.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 283,676 shares of the oil and gas company's stock after buying an additional 260,395 shares during the period. Boston Partners owned
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Beta Wealth Group Inc. Sells 312 Shares of Alphabet Inc. $GOOGL
Beta Wealth Group Inc. trimmed its holdings in shares of Alphabet Inc. (NASDAQ: GOOGL) by 15.1% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,750 shares of the information services provider's stock after selling 312 shares during the quarter. Beta Wealth
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Boston Partners Makes New $13.21 Million Investment in TAT Technologies Ltd. $TATT
Boston Partners purchased a new stake in TAT Technologies Ltd. (NASDAQ: TATT) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 432,248 shares of the aerospace company's stock, valued at approximately $13,205,000. Boston Partners owned about 3.44% of TAT Technologies as of its
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Boston Partners Has $11.42 Million Stock Position in Matrix Service Company $MTRX
Boston Partners raised its stake in shares of Matrix Service Company (NASDAQ: MTRX) by 71.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 844,966 shares of the company's stock after buying an additional 352,194 shares during the quarter. Boston Partners owned
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Boston Partners Decreases Position in TKO Group Holdings, Inc. $TKO
Boston Partners lessened its stake in TKO Group Holdings, Inc. (NYSE: TKO) by 35.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 41,888 shares of the company's stock after selling 23,367 shares during the quarter. Boston Partners' holdings in TKO Group were
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Boston Partners Sells 3,099 Shares of Lithia Motors, Inc. $LAD
Boston Partners cut its position in shares of Lithia Motors, Inc. (NYSE: LAD) by 6.4% during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 45,617 shares of the company's stock after selling 3,099 shares during the quarter. Boston Partners owned approximately
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Boston Partners Sells 258,047 Shares of Tower Semiconductor Ltd. $TSEM
Boston Partners reduced its position in Tower Semiconductor Ltd. (NASDAQ: TSEM) by 44.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 328,679 shares of the semiconductor company's stock after selling 258,047 shares during the quarter. Boston Partners owned about 0.30% of Tower
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Boston Partners Raises Stake in AECOM $ACM
Boston Partners lifted its stake in shares of AECOM (NYSE: ACM) by 7.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 115,593 shares of the construction company's stock after acquiring an additional 8,161 shares during the quarter. Boston Partners owned
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Boston Partners Has $11.39 Million Stake in Perella Weinberg Partners $PWP
Boston Partners lifted its stake in shares of Perella Weinberg Partners (NASDAQ: PWP) by 19.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 586,419 shares of the company's stock after purchasing an additional 96,300 shares during the period. Boston Partners owned
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Stagwell Inc. $STGW Shares Acquired by Boston Partners
Boston Partners raised its position in Stagwell Inc. (NASDAQ: STGW) by 40.9% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,273,852 shares of the company's stock after acquiring an additional 950,913 shares during the quarter. Boston
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Boston Partners Grows Stock Position in Heritage Commerce Corp $HTBK
Boston Partners boosted its stake in shares of Heritage Commerce Corp (NASDAQ: HTBK) by 2.1% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,102,707 shares of the financial services provider's stock after acquiring an additional 22,264 shares during
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Boston Partners Makes New $12.19 Million Investment in Jones Lang LaSalle Incorporated $JLL
Boston Partners bought a new position in Jones Lang LaSalle Incorporated (NYSE: JLL) in the undefined quarter, according to its most recent filing with the SEC. The institutional investor bought 47,633 shares of the financial services provider's stock, valued at approximately $12,186,000. Boston Partners owned 0.10% of Jones Lang LaSalle at the end
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Boston Partners Purchases 242,594 Shares of Ero Copper Corp. $ERO
Boston Partners lifted its holdings in Ero Copper Corp. (NYSE: ERO) by 37.5% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 889,154 shares of the company's stock after acquiring an additional 242,594 shares during the quarter. Boston Partners owned 0.86% of Ero
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Boston Partners Buys 9,477 Shares of The Hackett Group, Inc. $HCKT
Boston Partners increased its position in shares of The Hackett Group, Inc. (NASDAQ: HCKT) by 1.8% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 533,948 shares of the business services provider's stock after buying an additional 9,477 shares during
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Boston Partners Has $13.86 Million Stake in Universal Health Services, Inc. $UHS
Boston Partners boosted its holdings in Universal Health Services, Inc. (NYSE: UHS) by 112.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,511 shares of the health services provider's stock after buying an additional 40,457 shares during
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Boston Partners Takes Position in Slide Insurance Holdings, Inc. $SLDE
Boston Partners purchased a new stake in Slide Insurance Holdings, Inc. (NASDAQ: SLDE) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 494,191 shares of the company's stock, valued at approximately $10,701,000. Boston Partners owned about 0.40% of Slide Insurance
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Huntsman Corporation $HUN Shares Bought by Boston Partners
Boston Partners grew its position in shares of Huntsman Corporation (NYSE: HUN) by 657.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 982,508 shares of the basic materials company's stock after purchasing an additional 852,877 shares during the period.
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Boston Partners Raises Stock Holdings in NatWest Group plc $NWG
Boston Partners lifted its holdings in shares of NatWest Group plc (NYSE: NWG) by 1.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 460,085 shares of the company's stock after acquiring an additional 7,007 shares during the
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Boston Partners Boosts Holdings in Chemed Corporation $CHE
Boston Partners raised its stake in shares of Chemed Corporation (NYSE: CHE) by 37.1% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,651 shares of the company's stock after purchasing an additional 6,125 shares during the quarter. Boston
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Berry Wealth Group LP Makes New $202,000 Investment in Honeywell International Inc. $HON
Berry Wealth Group LP bought a new stake in Honeywell International Inc. (NASDAQ: HON) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 866 shares of the conglomerate's stock, valued at approximately $202,000. Several other hedge funds and
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Boston Partners Sells 30,256 Shares of Cars.com Inc. $CARS
Boston Partners reduced its stake in Cars.com Inc. (NYSE: CARS) by 2.9% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,029,119 shares of the company's stock after selling 30,256 shares during the quarter. Boston Partners owned about 1.62%
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Ares Capital Corporation $ARCC Shares Sold by Boston Partners
Boston Partners decreased its holdings in Ares Capital Corporation (NASDAQ: ARCC) by 4.3% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 467,296 shares of the investment management company's stock after selling 21,190 shares during the quarter. Boston Partners owned approximately 0.07%
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Cousins Properties Incorporated $CUZ Shares Bought by Boston Partners
Boston Partners increased its stake in shares of Cousins Properties Incorporated (NYSE: CUZ) by 2.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 771,751 shares of the real estate investment trust's stock after purchasing an additional 17,022
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208,430 Shares in Kyndryl Holdings, Inc. $KD Acquired by Boston Partners
Boston Partners purchased a new stake in Kyndryl Holdings, Inc. (NYSE: KD) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 208,430 shares of the company's stock, valued at approximately $8,741,000. Boston Partners owned approximately 0.09% of Kyndryl
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Boston Partners Buys 1,537,615 Shares of 8×8 Inc $EGHT
Boston Partners raised its position in shares of 8×8 Inc (NASDAQ: EGHT) by 24.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 7,957,135 shares of the company's stock after purchasing an additional 1,537,615 shares during the quarter. Boston Partners owned approximately 5.83% of 8X8 worth
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AGNC Investment Corp. $AGNC Shares Sold by Boston Partners
Boston Partners cut its position in shares of AGNC Investment Corp. (NASDAQ: AGNC) by 17.4% during the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 829,219 shares of the real estate investment trust's stock after selling 175,010 shares during the quarter. Boston Partners owned
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Boston Partners Makes New $6.41 Million Investment in American Integrity Insurance Group, Inc. $AII
Boston Partners bought a new stake in American Integrity Insurance Group, Inc. (NYSE: AII) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 348,778 shares of the company's stock, valued at approximately $6,414,000. Boston Partners owned 1.78% of American Integrity Insurance
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Boston Partners Sells 3,571 Shares of IBEX Limited $IBEX
Boston Partners cut its stake in shares of IBEX Limited (NASDAQ: IBEX) by 1.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 225,337 shares of the company's stock after selling 3,571 shares during the quarter. Boston Partners owned approximately 1.69%
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