Air India on Saturday announced the reinstatement of its codeshare partnership with Air Canada, which was suspended more than five years ago during the coronavirus pandemic. The codeshare agreement will enable Air India to offer passengers access to six points across Canada beyond its gateways at Vancouver and London (Heathrow). A codeshare partnership allows passengers to travel on a single ticket on different flights. Air India will place its 'AI' designator code on Air Canada-operated flights on these ro ...

The recent Berkshire buy is trading for much lower than Buffett paid.It's always nice when a company name gives a straightforward sense of what that company does, and Pool Corp. (POOL +4.24%) fits the bill. The company is the world's largest wholesale distributor of swimming pool equipment, parts, and supplies. But that's not all there is to know about the company. Here's what you should know before you consider buying in. Know where Pool's money comes fromAbout one-third of Pool's revenue comes from new po ...

Core Insights - Recent sell-off in tech stocks, particularly those exposed to AI, has raised concerns about an AI bubble, prompting JPMorgan to suggest it may be time for investors to consider buying these stocks at discounted prices [3][7]. Group 1: Market Overview - Tech stocks, including Dell and Arista Networks, have experienced significant declines of 10% to 40% from their recent highs due to fears surrounding an AI bubble [2][4]. - JPMorgan analysts believe that the concerns about an AI bubble may be overblown, indicating that many companies with strong fundamentals are undervalued [3][7]. Group 2: Stock Recommendations - JPMorgan identified 15 stocks particularly exposed to AI that are considered bargains, with strong fundamentals and "overblown" risks already priced in [2][7]. - Notable recommendations include Dell, which has lost 25% of its value since late October, and Arista Networks, among others like Coherent, Flex, Jabil, and Amphenol [4][5]. Group 3: Company-Specific Insights - Dell's stock decline is attributed to concerns over rising component prices, although JPMorgan believes the company has effectively managed these costs [4]. - Arista Networks and other companies listed derive significant AI exposure from major tech firms expected to continue investing in infrastructure, providing more stable financing compared to less established players [8].

Core Viewpoint - The rapid growth of artificial intelligence (AI) is creating significant energy demands, presenting investment opportunities in utility companies like Constellation Energy, which is well-positioned to meet this demand through its clean energy portfolio [1][2]. Company Overview - Constellation Energy is the largest nuclear power company in the U.S., operating 14 nuclear generating stations with a capacity of approximately 22 gigawatts (GW) [4]. - The company has achieved a nuclear capacity factor of 94.6% over the past three years, outperforming the industry average by about 4 percentage points since 2013, which enhances its revenue potential [5]. Market Position and Recent Performance - Constellation's stock has recently declined by 19% from its peak of $412, currently trading below $360, raising questions about its investment potential [3]. - The company has a market capitalization of $106 billion, with a current stock price of $338.17 and a gross margin of 19.3% [6]. Strategic Developments - Constellation has expanded its presence in California through a $27 billion acquisition of Calpine, which includes natural gas and geothermal assets, enhancing its coast-to-coast operations [8]. - The company signed a 20-year power purchase agreement with Meta Platforms for the entire output of the Clinton Clean Energy Center, which has a capacity of 1,121 megawatts of nuclear power [9]. Future Prospects - Analysts project that Constellation's adjusted earnings per share (EPS) will nearly double from 2024 to 2028, indicating an 18% compound annual growth rate [12]. - The tightening energy markets, as evidenced by the PJM 2026-2027 capacity auction, suggest a favorable outlook for Constellation's earnings, as demand for energy continues to rise [11].

Core Insights - Waste Management (WM) is the largest trash hauler in North America, with a market cap of $86.9 billion, and has seen its share price increase over 375% in the last decade [2][4]. Industry Overview - The trash industry is growing due to the increasing North American population, leading to more waste generation [3]. - The industry is dominated by three major companies: Waste Management, Republic Services ($67.3 billion), and Waste Connections ($44.7 billion), which control the majority of the market [4]. Business Stability - Waste Management benefits from low customer churn, which is below 10%, due to high barriers to entry such as limited landfill space and the need for specialized trucks for municipal contracts [5]. Dividend Performance - Waste Management has a strong history of dividend increases, with a notable 10% increase in 2025, supported by reliable cash flow from long-term contracts [6]. - The company expects free cash flow for 2025 to be between $2.8 billion and $2.9 billion, which comfortably covers its projected dividend payouts of $1.3 billion to $1.4 billion [7]. - Although the current dividend yield is 1.49%, which is low historically, the dividend has increased by over 114% in the last decade, while the share price has risen by 305% [8].

Core Viewpoint - The article focuses on analyzing CLO CEFs (Collateralized Loan Obligation Closed-End Funds) and aims to provide a credit rating perspective similar to that of Moody's for a company that primarily invests in CLO equity securities, specifically highlighting the work of Arbitrage Trader led by Denislav Iliev [1]. Group 1 - Arbitrage Trader, led by Denislav Iliev, has over 15 years of day trading experience and manages a team of 40 analysts [1]. - The team specializes in identifying mispriced investments in fixed-income and closed-end funds using straightforward financial logic [1]. - The investment group, Trade With Beta, offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1].

Core Insights - The article focuses on analyzing CLO CEFs and aims to provide a credit rating for a company that primarily invests in CLO equity securities, specifically highlighting Arbitrage Trader led by Denislav Iliev [1] Group 1: Company Overview - Arbitrage Trader, also known as Denislav Iliev, has over 15 years of day trading experience and leads a team of 40 analysts [1] - The company specializes in identifying mispriced investments in fixed-income and closed-end funds using straightforward financial logic [1] Group 2: Investment Strategy - The investment group Trade With Beta, led by Denislav, offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] - The service includes an actively managed portfolio and a chat room for discussions among sophisticated traders and investors [1]

Core Viewpoint - A class action lawsuit has been filed against Synopsys, Inc. for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Northern District of California, captioned Kim v. Synopsys, Inc., et al., No. 3:25-cv-09410 [3]. - Investors have until December 30, 2025, to request to lead the case [3]. - The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Synopsys securities [3]. Group 2: Company Performance and Allegations - Synopsys provides design automation software products, with its Design IP segment being the fastest-growing, increasing from 25% of revenue in 2022 to 31% in 2024 [4]. - The company previously claimed that customers relied on its IP to minimize integration risk and noted strength in Europe and South Korea [5]. - Allegations state that customers began requiring more customization for IP components, negatively impacting the economics of the Design IP business and jeopardizing the business model [5]. Group 3: Stock Performance - Following the release of Q3 2025 financial results on September 9, 2025, Synopsys reported a 7.7% year-over-year decline in revenue for its Design IP segment, totaling $425.9 million, and a 43% year-over-year decline in net income, amounting to $242.5 million [6]. - The stock price fell nearly 36%, from $604.37 per share to $387.78 per share, after the company disclosed that its Design IP customers required more customization, which increased resource demands and extended timelines [6].

Core Viewpoint - A class action lawsuit has been filed against Stride, Inc. for securities fraud, following significant stock price drops attributed to alleged violations of federal securities laws [1][3]. Company Overview - Stride, Inc. is an education technology company that provides an online platform for students across the U.S. [4]. Allegations and Stock Impact - The lawsuit claims that Stride inflated enrollment numbers by retaining "ghost students" and ignored compliance requirements, leading to poor customer experiences and higher withdrawal rates [4]. - On September 14, 2025, a report of fraud allegations caused Stride's stock to drop by $18.60, or over 11%, from $158.36 to $139.76 per share [5]. - Following an admission of poor customer experience on October 28, 2025, Stride's stock plummeted by $83.48, or more than 54%, from $153.53 to $70.05 per share [6]. Legal Proceedings - Investors have until January 12, 2026, to request to lead the case in the U.S. District Court for the Eastern District of Virginia [3]. - The lawsuit is filed under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [3]. Investor Guidance - Investors affected by the stock drop are encouraged to seek legal options and can submit their information to the law firm handling the case [8].

Core Viewpoint - A lawsuit has been filed against MoonLake Immunotherapeutics and its senior executives for potential violations of federal securities laws, following disappointing results from its Phase 3 VELA trials for sonelokimab [2][4][5]. Company Overview - MoonLake Immunotherapeutics is a clinical-stage biotechnology company focused on developing therapies for inflammatory diseases [5]. - The company conducted Phase 3 VELA trials for sonelokimab, an investigational therapeutic for moderate to severe hidradenitis suppurativa [5]. Allegations and Claims - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, alleging that MoonLake misrepresented its clinical data and the benefits of its Nanobody structure compared to traditional monoclonal antibody treatments [4][6][7]. - The complaint suggests that the company's claims about "strong clinical data" and differentiation from competitors were misleading [6][7]. Stock Performance - Following the announcement of disappointing results from the VELA trials on September 28, 2025, MoonLake's stock price plummeted nearly 90%, from $61.99 per share to $6.24 per share [8].