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Tidewater (TDW): Constructive Long-term Fundamentals Outweigh Short-Term Concerns

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...

Magnificent Meta Is Up Again, Leading the S&P 500

There were multiple recent catalysts that sent Meta stock higher from reports that the company plans to rent out its surplus compute to Mark Zuckerberg announcing the release of Muse Spark 1.1, and a ...

Farming Is Terrible Right Now. That’s Good for Deere and AGCO Stocks.

D.A. Davidson analyst Michael Shlisky launched coverage of AGCO stock with a Buy rating and $160 price target.

Does Builders FirstSource (BLDR) Offer an Attractive Risk-Reward Opportunity?

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...

Why Tesla Stock Can’t Get Out of Its Own Way

More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.

Does Core Natural Resources (CNR) Offer an Asymmetric Opportunity?

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...

Disney considers a free Disney+ option as viewers shift toward free streaming

Why Netflix’s Pivot to Live TV Is a Big Risk

The streamer may be exploring a pivot away from its roots in a bid to boost engagement and revive its faltering shares.

SpaceX Will Be ‘Worth More Than the Rest of Earth,’ Musk Says. How He Gets There.

This has been valuation week for SpaceX with more than a dozen analysts writing initial research following the company’s record-setting June IPO. Investors have had a lot of estimates, price target ...

Should you lock in a 4% CD rate now? Here’s how to decide on the next move for your cash.

CD rates are at a standstill, but that could change after the next Fed meeting, or the one after that.

Alphabet (GOOG) Surged as Investors’ Confidence Boosted Amid Durable Execution

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2026 investor letter. You can download a copy here. Despite ...

Wall Street trades relatively muted at the end of the week