A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.
I maintain a buy rating on iShares Russell Top 200 Growth ETF, citing multi-year low valuations and robust earnings growth prospects. IWY's tech-heavy portfolio, including Nvidia, Microsoft, and Amazon, is poised to benefit from booming AI demand and trades at significant discounts to historical forward P/Es. Value stocks now trade near peak valuations, increasing correction risk and making large-cap growth stocks like IWY more attractive for rotation.
I am maintaining my Buy rating on The Pennant Group driven by robust fundamentals and +200% stock appreciation since April 2023. PNTG delivered 36% revenue growth in 2025 and guides for 25% growth in 2026, with adjusted EPS of $1.34–$1.41 and EBITDA of $94.4–$98M. Strategic acquisitions, disciplined growth, and a culture of operational excellence underpin PNTG's expansion in home health, hospice, and senior living.
Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.
Ethereum-based USDT has lost 251,350 non-empty wallets in just 11 days, according to Santiment data. Average Ethereum transaction costs have fallen from $0.72 in April to $0.095, an 86.8% decline. The combination of cheaper mainnet transactions, expanding Layer-2 capacity and shifting USDT balances shows how Ethereum's liquidity landscape is changing.
Grayscale's Zcash ETF is preparing a 3-for-1 forward share split less than two months after becoming the world's first Zcash exchange-traded product. The move will lower the ETF's per-share price without changing investor value, potentially making ZEC exposure more accessible through traditional brokerage accounts.
Coinbase trades at a steep premium as diversification, global expansion and recurring revenues support growth as crypto volatility and earnings pressures loom.
Tokenization in consumer lending could democratize access to capital, reduce costs, and enhance transparency by minimizing intermediaries. Avalanche Summit: Kevin Miao makes the case for tokenization to reshape consumer lending.
For much of the Iran war, China has helped balance the market by reducing imports of oil. That appears to be changing.
Chubb's strong ROE, dividend growth, disciplined underwriting and cyber insurance strength give it an edge over Berkshire Hathaway for long-term investors.
NVIDIA's scale, diversified AI exposure, stronger profitability and lower valuation give it an edge over Credo after earnings.
United States CFTC Gold NC Net Positions down to $230.3K from previous $232K
Hyperliquid's activity and HYPE's price are rising together, tightening the protocol-token relationship.
Bitcoin's next major move may already be taking shape, with a popular crypto analyst pointing to a classic bullish chart pattern.
A lot more appears to be going on in the gold market than monetary policy alone can explain, as prices continue to hold critical support heading into the weekend, even after the Federal Reserve raised interest rates and signaled further tightening by year-end.
Visa just posted a fifteenfold jump on a new payment rail while its core business hits records, but the real question is whether stablecoins strengthen its network grip or quietly erode the economics that justify trading near all-time highs.
Tesla, Inc. is evolving into a software-driven company, with full self-drive, or FSD, adoption now exceeding 55% of new deliveries in North America. TSLA's paid FSD subscriptions have surged 56% year-over-year, reaching 1.48 million, indicating robust monetization of its autonomous platform. While TSLA stock isn't considered "dirt cheap," its potential as a software tollbooth justifies a cautious, incremental buy approach.
Bitcoin reclaims $80K as regulatory, rate and security fears fade, putting key resistance levels in focus.
David Schwartz linked exchange hesitation around Bitcoin BLAKE2b to technical and security requirements rather than simple market demand. The network switched Bitcoin's SHA-256d proof of work to BLAKE2b, with its first block mined at height 961,640 on August 30, 2026.
HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) earlier this week highlighted the appointment of capital markets veteran Hubert Marleau to the board of its high-performance computing subsidiary BuzzHPC, as the business prepares for further expansion in Canada. CFO Darcy Daubaras told Proactive that Marleau's appointment represented an important step in the development of BuzzHPC, with the subsidiary seeking to ensure its governance capabilities keep pace with the scaling of the business.
Qureshi wants the current Zcash Dev Fund to end in 2028, arguing its roughly $95 million balance can cover remaining protocol development needs. Huang defends inflation-funded support for public goods, while Desalle argues subsidies weaken miner incentives, alternative financing and governance by encouraging recurring dependence on grants.
Q2 delivered another strong earnings quarter, supported by loan growth, resilient NII, and double-digit fee and insurance growth. Cost discipline remains a key strength, with a low cost/income ratio and RoTE above 20%. The Danish Compromise improves capital efficiency, while Commerzbank offers meaningful strategic and earnings optionality.
Despite fears that artificial intelligence (AI) will disrupt the software-as-a-service (SaaS) business model, the approach of VFLO's Index, centered on a free cash flow (FCF) screen, shows that mature software leaders like Adobe (ADBE), Salesforce (CRM), and Intuit (INTU) have been generating strong FCF.
The ETF landscape has grown more with each passing year, offering a growing variety of strategies to help deliver for clients. That includes funds launched to offer exposure to innovative sectors, some only a few years old, like the digital assets space.
Of all the macroeconomic headlines that occurred this week, none were likely quite as impactful as the Fed's decision to raise interest rates. Key Takeaways: The Federal Reserve recently raised interest rates, creating a potentially more challenging environment for many equity and fixed income approaches.
The iShares MSCI USA Quality GARP ETF delivers strong, market-beating long-term returns but prioritizes growth over true valuation discipline. The Invesco S&P 500 GARP ETF offers better downside protection in bear markets through value focus, yet lags in bull markets and long-term performance. GARP is rated Buy for long-term investors due to superior growth-driven returns; SPGP is rated Hold, offering short-term defensive characteristics but disappointing yield.
COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.
DFEN offers 3x daily leveraged exposure to the Dow Jones U.S. Select Aerospace & Defense Index through a synthetic structure combining direct equity and swaps. The interceptor missile crisis reflects a real industrial bottleneck, not a budget problem, with duopoly producers facing multi-year lead times. Northrop Grumman and L3Harris are ramping up CAPEX to expand production capacity, potentially delaying revenue realization.
Fake YouTube tutorials promoting AI-powered crypto arbitrage bots have tricked 224 victims into deploying malicious smart contracts that stole 274.6 ETH worth about $517,000. TRM Labs said in a Sep.
One of Wendy's largest franchisees has filed for Chapter 11 bankruptcy protections as it struggles to win over customers – falling behind in the burger battle against McDonald's and Burger King.