Independent equity research, trades, and weekly market notes.
DRS is positioned to benefit from a large Pentagon-driven reset in electronic warfare and sensing, with mission-critical infrared systems and recent …
The Dow crossed 50,000 for the first time as markets posted a strong recovery led by Nvidia TSMC and Broadcom. U.S. unemployment data was delayed by …
Broadcom is a diversified semiconductor and infrastructure company central to AI data centers and enterprise software and reached a $1 trillion valua…
Palantir shares moved below the 200 day moving average for the first time since April 2023 and sit roughly 25% below record highs. Q3 2025 U.S. gover…
The Russell 2000 outpaced the S&P 500 Nasdaq and Dow Jones in January as capital rotated into small caps. Earnings from major tech names continue wit…
A water-focused ETF provides diversified exposure to the water value chain and holds companies such as Ecolab American Water Works and Ferguson. Broo…
Small-cap strength in January reflected a classic January Effect driven by tax-loss harvesting and institutional rebalancing. Markets now focus on la…
Volatility picked up as the VIX ticked higher while large indexes swung violently into month-end. Elevated volatility and persistent upside resistanc…
Bayer faces thousands of claims that its weed-killer causes cancer and the U.S. Supreme Court agreed to review the litigation. That decision together…
Microsoft has shifted from a Windows focus to cloud services led by Azure which competes with AWS. The company embedded AI across products and commit…
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