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Delta Air Lines (DAL) Rebounds: How Falling Oil Prices Reversed 1Q Drawdowns

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the ...

Historic Superconductor Deal Brings Commercial Fusion a Step Closer

A company based in the United States just got one step closer to making nuclear fusion a reality. Commonwealth Fusion Systems (CFS), an MIT offshoot, just inked a deal with a Japanese producer of high ...

3 Reasons to Sell PTON and 1 Stock to Buy Instead

Peloton trades at $5 per share and has stayed right on track with the overall market, gaining 16.3% over the last six months. At the same time, the S&P 500 has returned 16.6%.

Crude Oil turns a loss into a rally as Chinese refiners stop exporting fuel

The shortage pushing Crude Oil higher on Thursday is in diesel, gasoline and jet fuel, not in the barrels refiners buy to make them. Crude Oil has turned an early loss into a rally to near $91.50 sinc ...

Elevance Health (ELV): Conviction Pays Off as Underwriting Disciplines Stabilize Margins

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the ...

SP500 forecast: Oversold breadth signals pullback exhaustion, fresh record highs ahead?

Price action since the August all-time high (ATH) has been largely sideways and has left much to be desired. The index bottomed on September 16, right at the 62% retracement of the July-August rally, ...

3 Reasons MCO Has Explosive Upside Potential

Moody's has been treading water for the past six months, recording a small return of 4.1% while holding steady at $456.72. The stock also fell short of the S&P 500’s 16.6% gain during that period.

How Has Microsoft's Story Changed In A Year?

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and ...

3 Reasons Investors Love HEICO (HEI)

Even though HEICO (currently trading at $303.12 per share) has gained 10% over the last six months, it has lagged the S&P 500’s 16.6% return during that period. This might have investors contemplating ...

How Alphabet (GOOGL) Answers the AI ROI Question

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the ...

U.S. manufacturers say inflation is bad and not getting any better

American manufacturers are expanding and have plenty of new orders, but high energy prices and new Trump tariffs appear to be blocking even faster growth.

Most and least shorted consumer discretionary stocks with up to $2B market cap as of September end