MacroStance

DOE’s US$17.5B AP1000 loan plan could boost Cameco (NYSE: CCJ) and Westinghouse

The US Department of Energy has made a conditional commitment of up to US$17.5 billion through its American Nuclear Supply Chain Loans package to facilitate Westinghouse's purchase of long-lead items for up to 10 AP1000

Is Invesco (IVZ) Using BulletShares Expansion To Reinforce Its Fixed Income Moat?

Invesco recently expanded its BulletShares defined maturity ETF platform by launching new U.S. Treasury bond ETFs and longer-dated corporate and high yield BulletShares funds. This move reinforces Invesco's significant p

Should You Buy NRG Energy, Inc. (NRG)’s Shares?

NRG Energy, Inc. (NYSE:NRG) is a long-term stock pick held by David Tepper's Appaloosa Management, which significantly increased its stake in Q3. While Morgan Stanley raised its price target for NRG to $162, its Q1 earni

Power Check: Talen Energy, Texas Instruments and Morgan Stanley

Jay Peters, portfolio manager at NewEdge, participated in CNBC's 'Power Lunch' to discuss his investment perspectives on Talen Energy, Texas Instruments, and Morgan Stanley. The segment also features various other video

Commercial Metals Keeps Quarterly Dividend at $0.20 a Share, Payable July 15 to Holders of Record July 6

Commercial Metals Company announced that it will maintain its quarterly dividend at $0.20 per share. The dividend is scheduled to be paid on July 15, 2026, to shareholders who are on record as of July 6, 2026. This infor

What Maplebear (CART)'s New Shoppable Video 'Immersive Feed' Means For Shareholders

Instacart (Maplebear) has launched its "Immersive Feed," a shoppable vertical video feature designed to integrate recipe content with direct in-app purchasing. This initiative aims to bolster Instacart's higher-margin re

Insider Buying: Barclay Corbus Acquires Shares of Clean Energy F

Barclay Corbus, President and CEO of Clean Energy Fuels Corp (CLNE), recently purchased 14,000 shares of the company, bringing his total holdings to 1,350,021 shares. This transaction occurred while CLNE shares were trad

Citigroup (C) issues leveraged principal‑at‑risk notes linked to SOFR CMS spread

Citigroup Global Markets Holdings Inc. has priced principal-at-risk securities linked to the SOFR CMS spread, maturing on September 22, 2026. These leveraged notes have a stated principal amount of $1,000 and an issue pr

Citigroup (C) sells autocallable securities tied to CrowdStrike and Palo Alto Networks

Citigroup Global Markets Holdings Inc. is issuing autocallable equity-linked securities due June 26, 2028, guaranteed by Citigroup Inc., with payouts linked to CrowdStrike and Palo Alto Networks. These securities offer a

Canadian National, CSX, Union Pacific Poised for Earnings Beats on Strong Volumes, RBC Says

RBC Capital Markets believes that Canadian National Railway (CNI), CSX Corporation (CSX), and Union Pacific Corporation (UNP) are likely headed for earnings beats. This positive outlook is primarily attributed to strong

GS Finance Corp. (GS) sells equity‑linked notes tied to 7-stock basket, 120% upside

GS Finance Corp. is offering three-year equity-linked notes tied to an equally-weighted basket of seven common stocks, including Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla. These notes offer a 120% upsid

Wells Fargo (WFC) sells ETF‑linked auto‑callable notes, 13.20% coupon

Wells Fargo Finance LLC has priced ETF-linked, auto-callable medium-term notes due June 27, 2029, offering a contingent coupon rate of 13.20% per annum. These securities pay monthly coupons if the lowest performing Under

Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

Dell Technologies has been the clear leader among AI server stocks in 2026, surging 242% year-to-date, driven by strong AI server demand and impressive Q1 FY27 results. Hewlett Packard Enterprise followed with a 103% gai

Prologis (NYSE: PLD) pursues SEGRO all-stock deal after board rejection

Prologis, Inc. (NYSE: PLD) has made an indicative all-stock proposal to acquire SEGRO plc, which SEGRO's board unanimously rejected on June 23, 2026. Prologis is urging SEGRO shareholders to press the board to engage, hi

Hasbro’s Magic Has Unlocked A 41% Stock Upside, BNP Says - Hasbro (NASDAQ:HAS)

Hasbro's stock has a 41% upside, according to BNP Paribas, which believes the market underappreciates the impact of Magic: The Gathering. The game's expanding ecosystem, driven by "Universes Beyond" collaborations, gener

Canadian National, CSX, Union Pacific Poised for Earnings Beats on Strong Volumes, RBC Says

RBC Capital Markets analysts expect Canadian National, CSX, and Union Pacific to exceed Q2 earnings estimates, driven by solid volume growth. The brokerage anticipates double-digit earnings per share growth for these rai

Kenvue shares rise as Kimberly-Clark deal spread holds near 2%

Kenvue shares rose as the company traded below Kimberly-Clark's pending takeover offer, driven by recent positive earnings reports. The deal's completion in the second half of 2026 hinges on regulatory approvals, the flu

Lowe's Companies Inc Stock (LOW) Moved Up by 3.19% on Jun 24: A Full Analysis

Lowe's Companies Inc. (LOW) saw its stock rise by 3.19% on June 24, driven by the passage of the bipartisan 21st Century ROAD to Housing Act, which is expected to boost demand for home improvement. The positive sentiment

Celsius Holdings (CELH) Struggles with Weak Momentum Grade

Celsius Holdings (CELH), a mid-cap consumer staples stock, has received a D- Momentum Grade, reflecting a challenging year-to-date performance of -38.43%. Despite strong growth potential and insider buying, the company's

AI Data Centers Are Driving a Power Supercycle. GE Vernova's Gas Turbine Prices Are Up 300% in Three Years

GE Vernova is experiencing a power supercycle driven by the demand for AI data centers, with gas turbine prices increasing 300% in three years. Hyperscalers like Microsoft, Meta, and Google are purchasing their own on-si

BLDR Stock Climbs As Momentum Returns To Builders FirstSource

Builders FirstSource Inc. (BLDR) stock climbed over 10% following upbeat news on housing demand and construction outlook. The price action shows a strong bounce from the mid-$70s to the mid-$80s, indicating renewed buyer

BTBT Stock Slips As Momentum Cools And Losses Mount

Bit Digital Inc. (BTBT) stock has slipped by 9.81% due to bearish sentiment on cryptocurrency miners and regulatory uncertainty. Despite strong gross margins and a high current ratio, the company faces deep net losses an

Prediction: Webull Set for 50% Jump

Webull (BULL) is predicted by 24/7 Wall St. to jump 50% over the next 12 months, with a price target of $9.99 from its current $6.64. This optimistic outlook is driven by factors like a FINRA rule change, the adoption of

RBC (RY) launches auto-callable notes tied to AMZN, GOOGL and NVDA (14.25%+ coupon)

Royal Bank of Canada (RBC) is offering auto-callable Senior Global Medium-Term Notes linked to the performance of Amazon, Alphabet (GOOGL), and NVIDIA stocks. These securities feature a contingent coupon rate of at least

Boeing (NYSE:BA) in Focus As Industrials Stay Firm Amid Tech Weakness

Boeing (NYSE:BA) has gained significant attention as the industrial sector demonstrated resilience amidst weakness in the technology sector, with aerospace demand remaining a key factor. The article highlights that Boein

American Express Keeps Saying the Affluent Consumer Is Fine. Should Investors Trust It?

American Express's recent financial results and statements from its CFO suggest that affluent consumers continue to spend robustly despite inflation, leading to strong revenue and net income growth, particularly in luxur

FedEx Q4: The Pivot You Can't See On The Income Statement (NYSE:FDX)

FedEx Corporation has completed the spin-off of FedEx Freight, streamlining its business model. The company's Q4 results for FY26 showed strong pricing power with a 9.3% revenue increase and a 7.7% adjusted operating mar

Is KeyCorp’s AI Spend And New Debt Strategy Altering The Investment Case For KeyCorp (KEY)?

KeyCorp has recently issued new fixed-income notes and announced a significant US$1 billion investment in technology and AI, alongside reporting strong revenue and earnings. This strategic shift aims to enhance profitabi

Beam Therapeutics (BEAM) Could Be 78% Undervalued As FDA Clears BEAM 304

Beam Therapeutics (BEAM) is under investor focus after the FDA cleared its investigational new drug application for BEAM-304, an in vivo base editing therapy. The stock is currently trading at US$33.20, while a narrative

Form FWP BANK OF NOVA SCOTIA Filed by: BANK OF NOVA SCOTIA

The Bank of Nova Scotia has filed a Form FWP for a Senior Note Program, Series A Equity Linked Securities, specifically Market Linked Securities—Auto-Callable with Fixed Percentage Buffered Downside Principal at Risk Sec

Net current asset value per share of Teradyne, Inc. Shs Thailand Depositary Receipts Repr 1 Sh – SET:TER01

This article provides the net current asset value per share for Teradyne, Inc. Shs Thailand Depositary Receipts, traded on the Stock Exchange of Thailand under the symbol SET:TER01. It is presented on the TradingView pla

Got $2,500? 1 Unstoppable Dividend Aristocrat With an Ironclad Moat to Buy

Abbott Laboratories (NYSE: ABT) is highlighted as an "unstoppable dividend aristocrat" with a strong business model, suitable for long-term ownership. The company boasts 54 consecutive years of dividend increases, a dive

Alphabet Joins Dow Jones Industrial Average: Here's How The Last Three Additions Performed

Alphabet Inc. is set to join the Dow Jones Industrial Average on June 29, replacing Verizon, marking the first change to the index since November 2024. This move is expected to increase the weighting of big technology st

Winners And Losers Of Q1: Cigna (NYSE:CI) Vs The Rest Of The Health Insurance Providers Stocks

This article analyzes the Q1 earnings of several health insurance providers, highlighting Cigna, CVS Health, Cencora, Oscar Health, and Centene. It discusses the industry's prospects, including tailwinds from an aging po

Danaher Corp Stock (DHR) Moved Up by 4.91% on Jun 24: What Investors Need To Know

Danaher Corp (DHR) stock surged 4.91% due to renewed investor optimism in the biotechnology and life sciences sectors, bolstered by the successful integration of Masimo Corporation and its FDA clearance for an AI-enabled

FedEx strong underlying momentum highlighted by Bank of America, as shares fall on ‘near-term noise’

FedEx shares experienced a decline despite a strong earnings report, attributed by Bank of America to "near-term noise" from a reporting-transition complexity. The company's adjusted earnings per share of $6.31 for fisca

MSCI Acquires First Street to Expand Climate Risk Analytics for Global Investors

MSCI Inc. (NYSE: MSCI) has agreed to acquire First Street, a climate risk analytics provider, for $120 million in cash with potential additional payments. This acquisition aims to significantly expand MSCI's capabilities

Booking Holdings Inc Stock (BKNG) Moved Up by 8.12% on Jun 24: Drivers Behind the Movement

Booking Holdings Inc. (BKNG) stock rose 8.12% on June 24, driven by a sector-wide rally in travel and leisure stocks due to lower crude oil prices, and the integration of Anthropic's AI models into Priceline's booking as

Seagate Technology Holdings PLC Stock (STX) Moved Down by 5.58% on Jun 24: What Investors Need To Know

Seagate Technology Holdings PLC (STX) stock fell by 5.58% on June 24th, primarily due to a technical ex-dividend adjustment and broader technology sector corrections driven by skepticism about AI infrastructure spending.

State Street Goes Heads Up With Qs, Launches Nasdaq 100 ETF

State Street Investment Management has launched the SPDR Portfolio Nasdaq 100 ETF (QNDX) to compete with Invesco's QQQ and QQQM. QNDX offers a lower expense ratio of 0.10%, making it an attractive option for budget-consc

Price to sales forward of Comtech Telecommunications Corp. – NASDAQ:CMTL

This article focuses on the "Price to sales forward" financial metric for Comtech Telecommunications Corp. (NASDAQ: CMTL). It is presented as part of a financial data overview for the company on TradingView, indicating t

Bessent sees GDP growth booming again this year. Kalshi traders see little chance of that

Kalshi traders are not agreeing with Treasury Secretary Scott Bessent's prediction that the U.S. economy will have 3% growth this year.

Polymarket-backed platform boosts funding to root out insider trading on prediction markets

A Polymarket-backed platform raised $1.5 million in a funding round to help build tools to detect suspicious trading activity.

Qualcomm inks deal for AI startup Modular to bolster software stack, data center buildout

Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.

We're buying the dip in a stock that we have been itching to get bigger in

The selloff is finally giving us a chance to build up this tiny position around our initial cost basis.

Treasury Secretary Bessent says U.S. GDP growth can return to 3% before end of the year

Bessent sees his "3-3-3" plan as still in reach — 3% growth, a 3% deficit-to-GDP rate, and a 3 million barrels per day increase in oil production.

VIX owner Cboe jumps into prediction markets to build on zero-day options growth

Global markets operator Cboe has launched its first prediction markets products to meet consumer demand in the fast growing sector.

CFTC sues Kentucky over actions against prediction markets, making it first red state to face federal scrutiny

The commission has now sued nine states in total in its battle to defend what it sees as its exclusive right to regulate event contracts.

SpaceX stock dips below $150 debut before rebounding - Yahoo! Finance Canada

SpaceX's sell-off continued on Tuesday, dipping below its market offering price before rebounding.

Is AI 'one big bubble?' Behind the tech selloff - NPR

Investors are selling off AI-related stocks as doubts are starting to surface over whether the massive spending on AI is worth the investment or whether "it's one big bubble."

SpaceX raises $25 billion in debt sale less than two weeks after IPO - CNBC

SpaceX raised $25 billion in a debt sale, after seeing nearly $90 billion worth of orders, sources say.

What DuPont's coming 1-for-3 reverse stock split means for investors

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

PGA Tour CEO Brian Rolapp unveils sweeping changes to professional golf

Changes to the PGA Tour are designed to elevate competition and raise payouts for winners.

Computer wars heat up as Chinese supercomputer tops all US machines in speed for first time since 2017 - Fox Business

China's LineShine supercomputer surpasses El Capitan for world's fastest on the TOP500 List, the first time since 2020 a U.S. system lost the crown.

Meta is building a prediction markets app. These stocks are falling in response - CNBC

The report said that CEO Mark Zuckerberg directed staff to develop a prediction markets platform, internally known as "Arena."

The best Amazon Prime Day 2026 deals we found - WTAE

Attention shoppers. The online retailer launched its annual sale Tuesday, and tens of thousands of deals are currently live on its site.

Here's why we decided to put money to work in Tuesday's market pullback

The action on Wall Street looks far more constructive than it appeared at the crack of dawn.

Trump administration announces $17.5 billion in loans for 10 new large nuclear reactors - AP News

The Trump administration is providing $17.5 billion to speed the development of 10 new large nuclear reactors to meet the skyrocketing power demand from massive data centers. The Energy Department announced the loans Tue

MTA chair calls Amtrak's Penn Station plan 'bizarre,' declines to join as partner - Gothamist

MTA Chair Janno Lieber raised several concerns over Amtrak's oversight of the Penn Station reconstruction effort.

Americans are warming up to homebuying for the first time in 3 years - Yahoo Finance

The percentage of people who think buying a home is a better option than renting surpassed 50% for the first time since 2023.

Trump Fast-Tracks Quantum Computing With New Executive Orders - Barron's

The Trump administration signs two executive orders fast-tracking quantum-computing development.

We're adding to our position in an industrial giant with a major catalyst nearing

We want to own more of the stock ahead of its long-awaited breakup.

Tesla admits FSD was on in fatal Texas crash, blames driver for ‘overriding’ it - Electrek

Tesla now admits FSD was engaged when a Model 3 killed a 76-year-old in Katy, Texas, but blames the driver for flooring the accelerator to 73 mph.

75% More Pedestrians Have Been Killed Since 2009. Giant Trucks and SUVs Are Why - The Drive

We knew bigger cars were killing more pedestrians; now there's data to prove it.

Treasury Further Dismantles Overseas Scam Operations Targeting Americans - U.S. Department of the Treasury (.gov)

WASHINGTON—Today, the U.S. Department of the Treasury took coordinated action to further disrupt the Prince Group Transnational Criminal Organization (Prince Group TCO). The Department of the Treasury’s Office of Foreign

The KOSPI Index Has Become a Canary in the Tech Stocks Coal Mine - Barron's

The KOSPI has become the index to watch in the global chips race with SK Hynix and Samsung booking triple-digit gains. U.S. markets should take heed.

Polymarket Reportedly Produced Fake Videos Of People Winning Huge Sums - Kotaku

One faked video showed a creator winning $100,000 on a bet that President Trump would say the word 'McDonald's' in public that month

Gold and silver tumble as rate-hike fears hit precious metals - CNBC

Gold and silver fell Tuesday as rate-hike fears pressured precious metals and Wall Street banks reassessed their gold forecasts.

Highly successful people do 5 things to get luckier in life, says Stanford leadership expert: 'Good luck isn't random or rare'

Stanford University educator Tina Seelig shares what the luckiest people do every day to find success.

The Club's top 10 things to watch in the stock market Tuesday

The Nasdaq is set for a sharply lower open, as the plunge in South Korean stocks bleeds into the U.S.

Nikhil Kamath sees energy transition stocks as key India bet

Nikhil Kamath views energy transition stocks as essential investments, while IT sector offers contrarian opportunities amidst market challenges.

Getty Images surges 145% after announcing OpenAI deal

The company’s shares have been hurt by the artificial intelligence “scare trade,” which has rippled through various corners of the market, from software and IT services firms to so-called “old economy” industries such as

PPFAS Mutual Fund makes contrarian bet on IT stocks

The Nifty IT index is down over 27% this year, driving a sharp compression in valuations. The gauge trades at 15.7 times 2026 estimated price to earnings, down from 21.2 times a year ago

SpaceX falls for third day, erases $600 billion in market value

The stock fell 16% Monday to close at $154.60, the lowest level since the company’s first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period

Ro Khanna challenges Elon Musk to televised debate after online DOGE battle

Rep. Ro Khanna, D-Calif., has been a critic of the Elon-Musk-led Department of Government Efficiency cuts.

'We'll see' — Trump hedges on guarantee Iran won't use oil profits to rebuild military

Treasury Secretary Scott Bessent authorized the import of Iranian oil and refined products into the U.S. through at least August.

Gurman Says Second-Gen iPhone Air, Coming in Early 2027, Will Sport a 0.5× Ultra-Wide Second Camera

Apple is a notable outlier in Monday's drubbing of mega-cap tech stocks

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

India’s Desh Vibhor in Persian Gulf resumes voyage to Hormuz after U-turn

The Shipping Corporation of India’s tanker Desh Vibhor has resumed its journey through the Strait of Hormuz, marking a pivotal moment for global oil trade stability

SpaceX makes bond sale days after record IPO, discloses over $100 billion cash pile

SpaceX on Monday unveiled a senior unsecured notes offering and said it held about $100.8 billion in cash.

Ebola cases top 1,000 in Congo as virus infects frontline health workers

At least 78 nurses, doctors and other health-care workers have become ill and 18 have died during the epidemic, according to Congo’s National Public Health Institute