The bullish story on Elastic has changed since the last time we wrote about it almost a year ago. In fact, since our last buy call, the stock is down 22% versus a green S&P 500 up almost 9%. Our take ...
AZZ's revenue momentum looks durable, with the company set to benefit from U.S. infrastructure spending, reshoring trends, and Fed-driven cyclical recovery, while capacity expansion and bolt-on M&A ...
1508 ET – Commodity futures traded mostly lower, with investors seen as fleeing commodities like agriculture and energy and going for the safe haven of gold. “Concerns ahead of a government shutdown ...
Elizabeth Burton, Client Investment Strategist at Goldman Sachs Asset Management, discusses the differing investing opportunities in the U.S. and Europe. Quit threat lays bare Coalition rift Approval ...
Aon historically has demonstrated modest growth and strong and stable free cash flow, and we expect much of the same going forward, although swings in the insurance market and the pandemic have ...
Despite a year-on-year dip in global healthcare deal value in the first half of the year from 2024 levels, investors are feeling optimistic about dealmaking in the second half, according to Bain & ...
Stocks seem content to trade sideways until the news cycle heats up again Stocks are a mixed bag to start the final week of August. The Dow Jones Industrial Average (DJIA) is off by triple digits, ...
The connected TV trend is still in its early phases. The retail media industry is exploding. International expansion remains untapped. The rise of the internet has brought new opportunities, while ...
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities saw a ...
This project currently uses Bootstrap 5.3.0 for styling and needs to be migrated to Tailwind CSS for better customization, smaller bundle sizes, and utility-first approach.
Global insurance broker Aon is benefiting from tariff uncertainty as its roster of global clients seek guidance on how to manage global trade issues and supply chain changes under the Trump ...
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