Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Beneath the obvious AI hyperscaler stocks — Meta, Nvidia and so on — lies another layer of trades: the energy companies providing the power AI needs to, for instance, edit your ex out of the…
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Industrial and engineering giant Fluor reports quarterly earnings this morning, and if they’re anything like the last go-round, Wall Street might be due for more disappointment. But there’s reason to believe the sagging company may…
BKV is a differentiated company, combining high-quality Barnett upstream production, existing power generation assets in ERCOT, and revenue-generating carbon capture facilities into a single integrated platform. The closed-loop strategy of gas, power, and carbon capture creates competitive advantages that are difficult to replicate and increasingly valuable in today’s energy markets. The results this quarter are…
SpaceX stock faced a major test Thursday as its first insider lockup expired, allowing a wave of tradable shares to flood the market. SPCX shares jumped Thursday, rebounding from its post-earnings dive Wednesday. Meanwhile, Space Exploration Technologies (SPCX), better known as SpaceX, online addressed its out-of-control Falcon 9 upper stage that hit the Moon on…
Insmed (INSM) stock led a biotech rally Thursday, catapulting 30% on solid second-quarter sales for its new lung disease drug, Brinsupri. First, Brinsupri — a treatment for non-cystic fibrosis bronchiectasis — walloped sales expectations, generating $309.2 million vs. forecasts for $276.6 million, according to FactSet. Then, Insmed raised its guidance for the drug this year…
IBD 50 stock Exelixis (EXEL) toppled early Thursday on a mixed second-quarter report, as sales of its bread-and-butter cancer drug, cabozantinib, lagged expectations. The biotech company sells cabozantinib under the brand names Cabometyx and Cometriq. The former — a treatment for kidney, liver and thyroid cancers as well as neuroendocrine tumors — brought in $570.6…
Moderna (MRNA) stock wavered and slumped Thursday after the Food and Drug Administration approved its mRNA-based flu shot, now called mFlusiva. The approval comes after a lengthy battle with former FDA authorities. Previously, the FDA refused to review Moderna’s application, saying the study wasn’t “adequate or well controlled” and the standard flu shot it used…
Ligand stock settled back into a profit-taking zone Thursday on a strong second-quarter report thanks to its ties to drugs from Merck (MRK), Travere Therapeutics (TVTX) and Pelthos Therapeutics (PTHS). The company doesn’t make drugs. Instead, Ligand Pharmaceuticals (LGND) funds the development of what it hopes are the market’s next winners. In return, it receives…
John Eade President & Director of Portfolio Strategies John is chairman and CEO of Argus Research Group and president of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then director of research; helping form the firm’s overall investment strategy; writing a weekly investment column; and…
Summary We have three strategic asset-allocation models, targeting three risk-tolerance: Conservative, Growth, and Aggressive. We make tactical adjustments to the models based on our outlooks for the various segments of the capital markets. Performance matters, and we monitor it closely.
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