Q4 FY2026 earnings call recap: record revenue, AI/data center surge, and raised FY2027–28 guidance to ~$11B and ~$15B.

Global EV market update Jan 2026: sales down 6% YoY as China slumps, Europe rises. Read here for more details on the EV ...

Royce Small-Cap Trust (RVT) jumps 34.7% as small caps rotate; now a 6.93% NAV discount with 6.6% yield. Read here for more ...

Dorchester Minerals (DMLP) stays a buy: 11.3% yield, strong liquidity, Q4 revenue rebound, and attractive $38.88 target. Read ...

CLM CEF rated Buy: assess premium, high-yield distribution policy, DRIP edge, and SPY-like portfolio alignment for total ...

Nomura Value Fund sold Kenvue due to legal risks and regulatory headwinds, pivoting into animal health leader Zoetis. Read the full analysis for more details.

Mastercard (MA) rated a buy: strong payment network growth, resilient moat vs. AI/alt payments, and discounted valuation.

StubHub has fallen over 50% from IPO, now trading near $9, creating a more compelling valuation. I upgrade STUB to neutral, ...

American Healthcare REIT (AHR) upgraded to Buy: strong FFO/NOI, diversified US/UK portfolio, low leverage, bullish momentum & ...

Qnity Electronics is a newly spun-off semiconductor materials company, positioned to benefit from the AI/data center ...

Nvidia Corporation’s record $68.1B quarter and AI data center dominance signal strong upside. Click for this updated look at ...

Royce Premier Fund gained 5.6% in 2025, lagging its small-cap benchmark. Read the full analysis for more details.