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Australia’s treasurer says middle powers should co-operate to avoid being hostage to geopolitics
Jim Chalmers argues economic security and bolstering supply chains would benefit consumers...
Fuel Oil Becomes Asia’s Next Cost Shock
Singapore’s shipping-fuel market is adding another layer of cost to Asian trade. Disrupted supplies ...
CFTC Report: WTI rally runs ahead of positioning
The week in one sentence: WTI prices surged while speculative longs were cut in the week to October ...
Aclara Resources receives Export-Import Bank LOI for up to $750M
GLOBALFOUNDRIES (GFS) Surged on Robust CID Growth and Dividend Announcement
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S. equities rebounded strongly i ...
High Capital Requirements and Operational Challenges Weighed On Chevron Corporation (CVX)
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S. equities rebounded strongly i ...
SanDisk Rises 8%, Micron Gains 5%: Is the NAND Pricing Cycle Still Accelerating?
Memory and storage names are catching a strong bid Friday morning even as the broader market softens. The Roundhill Memory ETF (CBOE:DRAM) is up 4% to $58.45, and the SPDR S&P 500 ETF Trust (NYSEARCA: ...
Trimble (TRMB) is Enhancing Efficiency with Advanced Operational Solutions
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a str ...
Meridian Contrarian Fund Cuts California Resources Corp. (CRC) in Anticipation of Downturn
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a str ...
PDF Solutions (PDFS): Pioneering Yield Improvement in Semiconductor Manufacturing
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a str ...
WDC Stock's Big Rally: Buy, Sell, or Hold After a 70% 6-Month Surge?
Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.
Analysing CEVA’s (CEVA) Growth in Neural Processing Markets
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a str ...
Concerns Over Defense Spending Weighed on CACI International Inc (CACI)
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a str ...
The Comeback Story: BlackBerry Limited’s (BB) QNX and Growth Potential
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a str ...
2 Services Stocks with Promising Prospects and 1 We Ignore
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Furthermore, the demand for their offerings ...