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Economy
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Washington and Wall Street chose to delay paying their bills — and to put them on your tab
The polite word for what the government and Wall Street are doing is deferring payment, like opening a tab at a bar that somebody else will pay later.
The ‘Magnificent Seven’ are now big enough to move the economy. Why that could be a problem
Imagine a small group of companies whose value is greater than the entire economy of almost every single country in the world. By market value, that’s roughly where the “Magnificent Seven” group of tech companies now stands.
Wall Street Lunch: Skydance Bet On Technology, AI To Reshape Entertainment Business
David Ellison is betting on technology to reshape Skydance (SKYD), as it’s now known following the completion of the Paramount Skydance-Warner Bros. Discovery merger.
PEJ: Leisure Sector Growth Opportunities Tempered By Cyclical Headwinds
The Invesco Leisure and Entertainment ETF is rated Hold, as it faces headwinds from a hawkish Fed, interest rates, and cautious consumer spending. Read more.
United Microelectronics: Strong Momentum, But I See 25% Downside
United Microelectronics is rated a Sell, as its stock price has more than tripled while business fundamentals lag. Read more on UMC stock here.
Millrose Properties & Lennar: Investigating The 14% Yield
Millrose Properties’ abrupt pivot into rental homes triggered a short-seller report, erasing $1.4B in market cap. Click to know more on MRP and LEN.
EFA: The European Debt Problems Look Priced In, Strong Value
Buy iShares MSCI EAFE ETF (EFA) for attractive valuation (14x P/E, PEG
Saratoga Investment Corp (SAR) Q2 2027 Earnings Call Transcript
Saratoga Investment Corp (SAR) Q2 2027 Earnings Call October 7, 2026 10:00 AM EDTCompany ParticipantsHenri Steenkamp - Chief Compliance Officer, Secretary,
Pennon Group Plc (PEGRY) Discusses Strategic Review Outcomes and Growth Plans Following AMP8 Operational Reset Transcript
Pennon Group Plc (PEGRY) Discusses Strategic Review Outcomes and Growth Plans Following AMP8 Operational Reset October 7, 2026 4:00 AM EDTCompany
Preferred Securities Are More Enticing And Back In My Favor
The Invesco Preferred ETF now offers close to an attractive 7% yield, and its spread to high-yield bonds is at the upper end of its range. Read more on PGX.
RFK Jr. is embracing AI, confusing his MAHA allies and medical experts
Health Secretary Robert F. Kennedy Jr. has built a national following by channeling the energy of Americans who are worried about the influence of corporations, including makers of vaccines, drugs, processed foods and pesticides. But last week the leader of the “Make America Healthy Again” movement threw his support behind an unlikely industry: artificial intelligence. At a MAHA summit featuring AI and Silicon Valley executives, Kennedy declared that the technology would free Americans from “medical tyranny” by allowing them to
NVDL: Buy After The Retracement As AI Spending Set To Top $1 Trillion
NVDL ETF offers 2x daily NVDA exposure—ideal for short-term trades. Learn AI-driven catalysts, entry on pullbacks, and risk rules.
Climb Bio: Others Proved APRIL Works, So The Bet Is On The 12-Week Dosing Interval
Climb Bio offers investors exposure to two key immunology assets: CLYM116 for IgA nephropathy and budoprutug. Click for more on the bullish thesis for CLYM.
Market Concentration: Building For More Than One Outcome
Market concentration has remained elevated throughout the AI-led market cycle and could sustain further if another generation of large AI companies enters public benchmarks. Read more here.
Ferrari: Luxury Economics Are Real, But Growth Is Priced Too High
Ferrari commands a premium valuation due to its scarcity model, ultra-luxury positioning, and exceptional margins. Read more on RACE stock here.
AGCO Corporation (AGCO) Discusses Transition to Precision Agriculture and Technology-Driven Growth Strategy - Slideshow
2026-10-07. The following slide deck was published by AGCO Corporation in conjunction with this event.
‘We’re actually an intelligence organization now’: Inside USA Today’s AI-fueled Palantir deal
When the nation’s largest newspaper chain announced a deal with Palantir in August, USA Today Co. CEO Mike Reed framed it as a necessary modernization step for a print-heavy publisher. The company, which operates USA Today and more than 200 local publications, still generates $1.1 billion in annual print revenue, but faces the same circulation declines and changing digital habits battering the rest of the industry.
Ginkgo Bioworks: The Valuation Has Outrun The Business
Ginkgo Bioworks (DNA) reiterates a Sell: AI/biotech hype vs weak fundamentals, commoditized TuneLab, plunging revenue & cash burn risks—read now.
Donald Trump is launching a new AI task force. Here’s who he’ll have to keep happy
Donald Trump didn’t become one of the world’s most recognizable businessmen by worrying too much about keeping everyone happy. What Trump wants, Trump tends to pursue, consequences be damned.
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