Custom Truck One Source (CTOS) reported a strong Q2 2026 with revenue up 10.2% and adjusted EBITDA rising 25% year-over-year, driven by robust demand in AI and infrastructure power grid buildout. The rental equipment segment, which contributes 76% of EBITDA, benefits from high operating leverage and pricing power, supporting a competitive moat. Despite a leverage ratio of 3.9x, improving cash flow and a discounted valuation at 10.3x EV/EBITDA make CTOS a compelling buy, especially after recent profit-taking. The company also raised its full-year EBITDA guidance, signaling confidence in continued growth.
Avelo Airlines CEO Andrew Levy highlighted rising jet fuel prices, driven by Middle East tensions, as a significant cost challenge that may lead to higher fares for travelers. Despite these pressures, demand remains strong, especially among personal ...
The Alerian MLP ETF (AMLP) offers a 7.28% yield and has appreciated 16.99% over the past year, benefiting from increased energy infrastructure volumes. AMLP invests in midstream Master Limited Partnerships (MLPs) that generate fee-based, volume-drive...
Lisk Chain, upgraded to an Ethereum Layer 2 mainnet in 2024, announced it will shut down on October 31, 2026, including its DAO governance and staking programs. LSK token holders must migrate their tokens off the chain before shutdown, involving unst...
AI infrastructure investments are growing faster than revenue, causing major tech companies like Broadcom to face negative free cash flow and increased debt. Despite strong AI revenue growth, Broadcom struggles with margin compression and supply cons...
Target announced a quarterly dividend increase of 1.8%, continuing its long-standing dividend streak. However, the modest raise size, trailing inflation, suggests a real income cut for investors and reflects margin pressures from competition and risi...
