US equity markets advanced as investors anticipated strong corporate earnings, with the S&P 500 gaining 1.4% for the week. This rise occurred despite increasing benchmark interest rates and renewed Middle East conflict risks, including Iran's reported closure of the Strait of Hormuz, which briefly disrupted energy markets. Analysts expect nearly 30% earnings growth this quarter, fueling optimism. Attention now shifts to upcoming inflation data that could influence Federal Reserve rate decisions later this month.
Valmont Industries (VMI) is rated a soft 'buy' due to strong infrastructure growth balancing out agricultural sector challenges. Its Infrastructure segment saw 14.1% revenue growth in Q1 FY2026, driven by North American utility demand and data center...
Credit default swap (CDS) spreads are increasing for major tech companies including Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom, reaching multi-month highs. This widening indicates growing caution in credit markets, co...
BridgeBio Pharma remains a strong buy due to regulatory approvals for its drug acoramidis and positive clinical data for infigratinib in achondroplasia. The company expects $180.6 million in U.S. net product revenue by Q1 2026 and targets a $2.9 bill...
Thailand's central bank will require customers depositing 5 million baht or more in cash to document the source starting in Q4 2026, extending existing withdrawal checks that reduced high-value cash activity by 35%. The move aims to curb hidden capit...
Investor Brad Thomas reviews his worst REIT investments—ARCP, MPW, SAFE, and IIPR—to highlight critical lessons learned. He stresses that broken trust and poor management can destroy value despite attractive yields, as seen with ARCP. The risks of ch...
