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What Makes Alphabet (GOOG) a Compelling Long-Term Opportunity?

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...

Leisure travel intent is only down slightly despite a +20% pop in airfares

Here’s How Shopify (SHOP) is Thriving Through the AI Transition

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...

Datadog (DDOG), a Resilient Company in the AI Boom?

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...

Australian Dollar test monthly lows amid risk-off markets, high Oil prices

The Australian Dollar (AUD) resumes its downtrend against the US Dollar (USD) on Tuesday, and is trading a few pips above one-month lows in the 0.7100 area at the time of writing.

What Makes ASML Holding N.V (ASML) an Investment Opportunity?

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...

Nasdaq to lead further losses after Trump says he called off Iran strikes

Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasd ...

What Makes Samsara (IOT) Resilient Beyond AI

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...

Here’s Baron Opportunity Fund’s Updates on Nova Ltd (NVMI)

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% ...

Australian Dollar: Oil keeps RBA cautious – BNY

BNY’s Bob Savage notes the Reserve Bank of Australia (RBA) sees elevated risks that inflation expectations drift higher, potentially requiring a deeper slowdown. Oil-driven price pressures and three r ...

3 Consumer Stocks We Think Twice About

Most consumer discretionary businesses succeed or fail based on the broader economy. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 5.5% retur ...

A Near Retiree With A $1.3M Portfolio Is Torn Between Growth And Preservation: 'How Much Risk Is Reasonable At This Point?'

A 65-year-old investor nearing retirement sparked a thoughtful discussion after sharing concerns about balancing growth and safety with a $1.35 million portfolio. The investor, who still earns about $ ...