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President Tayyip Erdogan said regional endorsement is essential for durable Middle East peace and warned Israel must not be permitted to derail the U.S.-Iran deal. Speaking in Istanbul alongside Pakistani Prime Minister Shehbaz Sharif, Erdogan also detailed plans to deepen Turkey-Pakistan cooperation across energy, transport, critical minerals, inf…
Netflix trades at a reasonable multiple versus its recent premium and has cash flow and profitability to fund AI-driven improvements across recommendation, ad products, and content production. We prefer a tactical long: entry $77.60, stop $71.00, primary target $115.00 (180 trading days) with an interim target of $95.00 (45 trading days).
Novo Nordisk's market value of roughly $226.9B is not yet reflecting the steady cash generation and durable franchise in diabetes and obesity care. Technical momentum and low short interest days-to-cover make a mid-term long trade attractive from current levels. Entry $50.43, target $65.00, stop $45.00 — horizon: mid term (45 trading days).
ProQR's AX-0810 program targeting NTCP appears to have delivered human target engagement consistent with the Axiomer mechanism. With a cash runway into mid-2027, a tightened short interest profile, bullish technicals and a modest $241M market cap, the risk/reward favors a tactical long aimed at a re-rating toward the 52-week high.
MercadoLibre is trading well below its 52-week high after margin compression and higher loan-loss provisions, but the company’s scale, 49% revenue growth, and $11.8B in free cash flow create a favorable asymmetric risk-reward for a long trade. This idea targets a rotation back into growth over the next 180 trading days with a clear entry at current…
<p>Broadcom is trading well below its early-June peak despite fundamentals that argue for continued multiple expansion and outsized AI-related revenue growth. With $32.8B in free cash flow, a $1.71T market cap, and ROE above 33%, AVGO is a high-quality franchise that looks poised for a renewed leg up as hyperscalers and sovereign AI initiatives acc…
Vince has turned last year's losses into profitability, with Direct-to-Consumer growth, improved gross margins and a sub-10 P/E. The setup looks attractive for a mid-term swing trade, but limited cash, wholesale sensitivity and fashion-cycle risk argue for a disciplined entry and stop.
CIBC Capital Markets economists say the surge in AI-related spending is contributing to inflation through supply chains and tight labor markets, but they outline two distinct scenarios that could each bring disinflation by late 2027: one where productivity gains outweigh token and implementation costs, and another where a market reassessment trims …
We like TKMS on the view that Europe’s naval modernization and rising defense budgets create multi-year, visible revenue for shipbuilders. Execution risk remains, but current setup offers asymmetric upside through contract awards and margin recovery. Trade plan: buy at $10.50, target $13.50, stop $8.75, horizon 180 trading days.
Allogene Therapeutics is an asymmetric bet: a $718M market cap, recent $175M equity raise and arbitration wins give the company runway and clearer rights to assets. Clinical signals (ALLO-316) and a growing CAR-T market create a plausible path to a multi-fold re-rating — but the trade is high-risk and needs a tight stop.
Lumentum (LITE) has pulled back from its May highs but remains squarely in the AI and hyperscaler optical supply chain. Fundamentals show strong profitability but extreme valuation and thin free cash flow relative to market cap. This trade targets a rebound to prior resistance while protecting capital with a nearby stop - a mid-term swing play with…
Affirm (AFRM) looks positioned for more upside over the next 11-45 trading days. Fundamentals show healthy free cash flow and a strong liquidity profile, technical momentum is bullish, and macro-friendly catalysts (Prime Day, easing rate pressure) could re-accelerate merchant adoption. This trade idea lays out an entry at $85.00, target at $100.00 …
Goldman Sachs analysts argue that the recent conflict with Iran has reinforced demand patterns favoring power and metals rather than oil and gas. A 16-week disruption through the Strait of Hormuz tightened crude and gas supplies, lifting energy prices and prompting the bank to raise copper price forecasts while keeping a strong gold outlook tied to…
Willdan (WLDN) is a small-cap consultant focused on energy and municipal engineering that continues to grow revenue and earnings while generating healthy free cash flow. The stock has pulled back into oversold territory; a disciplined long trade captures upside toward a valuation re-rating while limiting downside with a clear stop.
South Korea's benchmark stock index fell 3.8% in the week ending July 3, while its 12-month forward price-to-earnings ratio declined to the lowest level since the Global Financial Crisis, according to a Goldman Sachs note. Accelerated foreign selling, concentrated in technology names, drove much of the weakness, though analysts point to earnings-re…
President Volodymyr Zelenskiy and Ukraine's General Staff have denied a Russian assertion that Kostiantynivka, a strategically positioned town in the Donetsk region, has fallen to Russian forces. Moscow reported to President Vladimir Putin that it had taken the settlement, a long-sought objective in its advance, but Ukrainian authorities insist tha…
Once Upon a Farm's proprietary cold-chain cooler program turns shelf distribution into a semi-recurring revenue stream and creates a tangible moat for a fast-growing baby-food brand. With LTM revenue near $202M, 40-44% gross margins and a cooler footprint that already produces meaningful per-unit sales, the stock is a growth story trading at a sens…
The Trump administration is launching Trump Accounts - a cradle-to-adulthood investment program that provides a $1,000 government-funded investment account to U.S. citizens born during the president's second term. Overseen by the Treasury Department and administered by Robinhood and BNY, the accounts are free to open, accept pre-tax contributions u…
Continental AG has reached an agreement to sell its ContiTech industrial unit to private equity firm Lone Star Funds for €4 billion, plus up to €250 million of earn-outs. The Hanover-based automotive and tyre manufacturer expects roughly €3.1 billion in cash at closing, with the final amount to be adjusted for standard post-signing mechanisms and t…
During the Supreme Court's most recent nine-month term, a pattern emerged: when the legal priorities of Chief Justice John Roberts and President Donald Trump converged, major rulings tended to favor the president; when they did not, Roberts authored decisions that rejected key elements of Trump's agenda. The term produced several landmark outcomes …
President Donald Trump staged a campaign-style rally on a fenced portion of the National Mall to mark the United States' 250th anniversary, concluding a sequence of events that critics have called partisan. While cities across the country held fireworks, parades and other celebrations, the capital's program - led by the Freedom 250 group - drew con…
Continental has signed an agreement to sell its ContiTech business, which makes rubber and plastic products, to private equity firm Lone Star Funds for €4 billion plus up to €250 million in performance-related payments. The company expects about €3.1 billion in cash proceeds, plans to distribute around €2.5 billion to shareholders, and says the mov…
French officials have warned that failure to pass a new finance bill could deepen fiscal pressures and spark renewed political instability. The government is seeking support to reduce the budget deficit to below 5% of GDP by 2027, while cautioning that without a fresh budget the deficit could reach 6.5% as current spending rolls over. The debate un…
Leonardo DRS is well positioned to benefit from elevated spending on radar, electronic warfare, and counter-drone systems. We recommend a tactical long starting at $24.50 with a target of $36.00 and a stop at $19.00 over a mid-term horizon (45 trading days).
American Shared Hospital Services (AMS) is a microcap provider of radiosurgery and radiation therapy leasing and services trading at a market cap of about $9.9M and a P/S of 0.34. With accelerating service revenue, attractive valuation metrics (EV/EBITDA ~5.7), and recent operational hires, a disciplined long trade targets a re-rating toward prior …
