Credo: I Upgraded At $135. At Record Highs, It's A Hold
Credo Technology Group (CRDO) was downgraded to Hold after a 95% rally, as the risk‑reward profile weakened for new investors. FY2026 revenue surged three‑fold with strong margins, yet sequential growth has stalled and near‑term catalysts are absent, pushing the ramp to the second half of FY2027. The company is shifting its growth engine from copper to an untested optical segment, creating execution risk. At an 18× forward EV/revenue multiple, upside now hinges on proving the optical revenue inflection.
Compute As A Service: Buy CoreWeave And Sell Nebius On Valuation And Execution Risk
CoreWeave (CRWV) receives a Buy rating, while Nebius (NBIS) is a Sell, based on a stark valuation gap and execution risk in the fast‑growing AI data‑center market. Both companies operate a compute‑as‑a‑service model, shouldering capital‑intensive build‑outs and relying on take‑or‑pay...
Barrick Mining: An Undervalued Cash Machine
Barrick Gold Corp (B) posted a stellar Q1 2026, with gold output up 4%, copper up 11%, AISC down 4%, and net earnings jumping 238% to $1.6 billion. Despite a 100% share‑price gain this year, the company trades at roughly 10× earnings...
Nexa Resources: The Zinc Cycle Just Turned, And The Market Hasn't Fully Repriced It
Nexa Resources (NEXA) is rated a buy as a structurally tight zinc market, a step‑down in its silver streaming agreement, and the ramp‑up of the Aripuanã mine converge to boost earnings. The stock trades at just 3.3 × forward EV/EBITDA, a...
MHP SE (MHPSY) Q1 2026 Earnings Call Transcript
Ukrainian agribusiness MHP SE released its Q1 2026 earnings on June 16, highlighting continued revenue growth and improved profitability despite the ongoing war. The company reported an 8% year‑over‑year revenue increase, with EBITDA reaching $150 million, driven by higher export volumes and cost‑efficiency...
Nvidia's $25B Bond Deal Sends Investors a Clear Signal
Nvidia returned to the investment‑grade bond market on June 15, raising a record $25 billion across seven tranches after demand surged to $85 billion. The offering, originally targeted at $20 billion, reflects the company’s $216 billion FY 2026 revenue and its desire to cement a liquid...
IG Design Group Plc (IGDFF) Q4 2026 Earnings Call Transcript
IG Design Group plc reported a transformational 2026 year after selling DG Americas to Hilco. Revenue hit £217.9 million (≈$277 million) with a 4.4% operating margin, and the company generated £16.2 million (≈$20.5 million) of cash flow, boosting net cash to £54.6 million (≈$69 million). Strategic...
This Dividend Stock Has Paid Shareholders Every Month for 30+ Years. It's Not Done Yet.
Realty Income (ticker O) has paid 672 consecutive monthly dividends, a streak spanning 56 years, and currently offers a 5.2% yield paid each month. The REIT owns more than 15,500 properties across the U.S., U.K., and Europe, leasing to roughly...
Want Guaranteed Income in Retirement? Here's How to Get It.
The Motley Fool outlines several retirement‑income sources that range from fully guaranteed, like Social Security, to relatively reliable, such as dividend‑paying stocks and rental properties. It explains how pensions and fixed annuities function as personal pensions, while interest‑bearing assets and...
Alm. Brand A/S Has Successfully Placed Tier 2 Capital Notes
Alm. Brand A/S has placed DKK 900 million (≈ $126 million) of 30‑year Tier 2 Capital Notes after strong investor demand. The notes bear a variable rate of 3‑month CIBOR + 140 bps, with a 1 % step‑up each year starting June 2036. They mature on 23 June 2056, but can be redeemed...
Dollar Slips as Markets Wait on Warsh's Fed Debut
The U.S. dollar slipped modestly against the euro on June 16 as investors awaited the Federal Reserve’s policy meeting, the first chaired by Kevin Warsh. The dollar index fell 0.08% to 99.61 while the euro rose to $1.1601. Meanwhile, the...
FIA Backs SEBI’s Options Strike Framework, Seeks Minimum Standards and Safeguards
The Futures Industry Association (FIA) has endorsed SEBI’s draft framework that would allow Indian exchanges to add new option strike prices intraday as markets move. FIA argues the change would sharpen price discovery and give traders better risk‑management tools, especially...
U.S. Stock Futures Are Flat After Dow Record Close on U.S.-Iran Deal; SpaceX Rallies Again: Live Updates
U.S. import prices jumped 1.9% in May, led by a 12.5% surge in fuel and lubricant costs, marking the strongest annual gain since August 2022. Oil benchmarks slipped, with Brent crude briefly trading below $80 per barrel as investors priced...
Stock Market Today: Dow Tests 52,000; SpaceX Pops Again, Sandisk Climbs (Live Coverage)
The Dow Jones Industrial Average surged 0.7% to breach the 52,000 mark, while the S&P 500 slipped 0.1% and the Nasdaq fell 0.4% after Monday’s rally. SpaceX extended its rally, climbing another 16% on its third day of trading following a...
This Cybersecurity Stock Could Soar on AI Tailwinds. UBS Says to Buy It Now
UBS upgraded Dynatrace (DT) to a buy, lifting its price target to $60 from $36, implying roughly a 46% upside from the latest close. The firm highlighted a strong technical moat and accelerating demand for AI‑powered application performance monitoring and...