Michael Burry is back to posting on X, warning about market mania, and betting against AI giants. The investor of "The Big Short" fame compared the AI spending boom to the dot-com bubble.
Clover's latest star rating downgrade was mainly driven by low member experience scores, which is an aspect it fully controls in its business. Despite low member experience scores, members' ratings for CLOV's health plan increased YoY, and fewer members are expected to leave its plan, which could offset new members' higher medical costs. The company's SaaS inflection point could be nearing through a potential partnership with Humana, which appears to be deploying Counterpart Assistant into its digital infrastructure.
With higher growth sectors and glitzier commodities soaring, the energy sector isn't getting much attention this year beyond the standard focus on oil market gyrations. That's not to say energy stocks have been “bad” per se, but as highlighted by the S&P Energy Select Sector Index, the group is trailing the broader market.
With higher growth sectors and glitzier commodities soaring, the energy sector isn't getting much attention this year beyond the standard focus on oil market gyrations. That's not to say energy stocks have been “bad” per se, but as highlighted by the S&P Energy Select Sector Index, the group is trailing the broader market.
John Wiley & Sons owns a vast library of high-quality, human-generated academic content, making it valuable in an AI-dominated internet. WLY's strategy to license its content for AI training and niche applications could drive new revenue streams and improve margins. Despite recent revenue declines and moderate risks, WLY's AI potential and solid dividend yield support a cautious buy rating.
Six Flags' stock is getting a bit of help from Travis Kelce.
I have been very bullish on Barrick for quite some time. Barrick's sudden CEO exit raises fresh concerns. I share my updated view on the stock.
Northern Star Resources is trading below fair value despite strong financials, high-quality assets, and a robust growth pipeline. NESRF boasts a net cash position, low all-in sustaining costs, and significant organic growth potential from KCGM and Hemi projects, with the potential to get production up to 2.5M oz. The recent acquisition of De Grey Mining adds the Hemi project, enhancing long-term production growth and making NESRF an attractive acquisition target for larger miners.
The ETF market is more crowded than ever. With well over 4,000 U.S.-listed ETFs — more funds than U.S. stocks — differentiation has become its own strategy.
With AI upending how people consume information, news outlets are willing to pay top dollar for unique voices.
SGU's Q3 revenues drop 7.8% y/y and net loss widens as lower sales volumes offset gains from acquisitions and improved margins.
Star Group, L.P. Common Units (NYSE:SGU ) Q3 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Chris Witty - Corporate Participant Investor Relations Contact - Corporate Participant Jeffrey M.