Core Insights - Broadcom's stock (NASDAQ: AVGO) increased as investors evaluated the company's potential to transform a substantial $73 billion AI order book into sustainable revenue growth [1] Group 1 - The stock experienced a rebound following a previous decline, indicating renewed investor confidence in Broadcom's growth prospects [1]

Group 1 - RBC Capital Markets raised its price target on Rollins, Inc. to $70 from $62 while maintaining an Outperform rating, citing steady operating performance in a shifting macroeconomic environment [1] - Rollins is expected to generate revenue growth of 7% to 8%, driven by mid-single-digit growth in residential pest control, high-single-digit growth in commercial services, and low-double-digit growth in termite and ancillary offerings [2] - Incremental margins are projected at 30% to 35%, consistent with the company's mid-term guidance [2] Group 2 - Rollins remains well positioned to perform in a choppy macro backdrop due to the essential nature of its services and the resilience of demand [3] - The stock has re-rated modestly above its five-year average price-to-earnings multiple, with future appreciation expected to align with low- to mid-teens earnings growth in 2026 [3]

Welcome back to Market on Close. I'm Marley Kaden here in Chicago. Joining us now in studio is Marta Norton, the chief investment strategist at Empower.Marta, always great to have you with us. Now, let's talk about the data that we've gotten of late. This it seems to have been digested.Okay. But we got our our CPI, our delayed CPI, our our delayed jobs report beat expectations, 4.6% unemployment. We got GDP today.Economy grew more than expected. But I continue to hear this echoed sentiment that people are n ...

Core Viewpoint - Jones Trading initiated coverage on MindMed (NASDAQ: MNMD) with a Buy rating and a $61 price target, highlighting the company's position in the expanding field of psychedelic-based neuropsychiatric treatments [1] Group 1: Company Positioning - MindMed is well positioned to benefit from favorable trends in the development of psychedelic agents for mental health [2] - Strong clinical data from earlier-stage trials is expected to lead to positive Phase III outcomes for MindMed's lead asset, MM120, in treating generalized anxiety disorder and major depressive disorder [2] Group 2: Clinical and Regulatory Considerations - There are unique clinical and regulatory risks associated with MM120 due to its relationship with LSD, which is classified as a Schedule I substance in the United States [3] - Compelling Phase III data could support eventual regulatory approval, and LSD's long history may enhance awareness and facilitate rapid commercial uptake if approved [3] Group 3: Market Performance and Opportunities - Despite a strong stock performance in 2025, with shares up approximately 69% year to date, the market is perceived to underestimate the long-term opportunity while overestimating clinical and regulatory hurdles [4]

Artificial intelligence (AI) is expected to remain the single biggest driver of corporate investment in 2026, with Barclays projecting trillions in capex tied to AI infrastructure and applications. Th... ...

I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamental economic insights to assess the true intrinsic value of a stock. My investment horizon is long-term, and my strategy revolves around contrarian and deep-value opportunities.Analy ...

I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamental economic insights to assess the true intrinsic value of a stock. My investment horizon is long-term, and my strategy revolves around contrarian and deep-value opportunities.Analy ...

In Brief Enterprise software company ServiceNow agreed to acquire a nine-year-old cybersecurity startup, Armis, for $7.75 billion in cash.The deal is a massive valuation jump for the company. Just last month, Armis raised a $435 million pre-IPO funding round, which valued the company at $6.1 billion. Armis co-founder and CEO Yevgeny Dibrov had told TechCrunch last month that the company aims to go public in late 2026 or 2027, adding that an IPO is his “personal dream.”Given the unpredictability of IPO mark ...

If gold is really going through a late-cycle phase, the first instrument that comes to mind is Global X Gold Explorers ETF ( GOEX ). This represents the segment of gold explorers , which in my opinion is the most speculativeFinancial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics pl ...

If gold is really going through a late-cycle phase, the first instrument that comes to mind is Global X Gold Explorers ETF ( GOEX ). This represents the segment of gold explorers , which in my opinion is the most speculativeFinancial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics pl ...