The $100 billion (annually) that Amazon.com, Inc. ( AMZN ) has invested in their AI infrastructure is based upon a semiconductor (chip) that the vast majority of investors are overlooking. Investors tend to be focused on theAt Vega North we write about investments and portfolio construction for readers who care more about process than predictions. We test ideas with open data (FRED, filings, index/factor libraries) and reproducible notebooks, focusing on position sizing, regime-aware risk, and the psycholog ...

Nio (NYSE: NIO) did an impressive job navigating choppy waters in the electric vehicle (EV) industry last year. The Chinese EV maker had to deal with a brutal price war in China that has weighed on industry margins, new or increased automotive tariffs in many global markets, and an occasional supplier or materials bottleneck. Despite that, Nio has posted wild delivery growth in recent months, and the good news is investors can expect that trend to continue. What's going on? Nio's deliveries climbed 54.6% ...

DaVita Inc. (NYSE: DVA) stock surged on Tuesday after the company reported upbeat fourth-quarter earnings and fiscal 2026 guidance.Earnings SummaryThe kidney care provider reported adjusted earnings of $3.40 per share, beating the consensus of $3.16.Sales came in at $3.62 billion, up 5.8% year over year, beating the consensus of $3.497 billion.Revenue per treatment jumped from $410.59 to $422.60.The quarter change was primarily driven by increases in average reimbursement rates and other normal fluctuations ...

Robinhood's (NASDAQ: HOOD) stock soared more than 70% over the past 12 months. The online brokerage impressed investors with its robust revenue growth, expanding margins, and rising profits, but should you chase that rally before its fourth quarter earnings report on Feb. 10? How does Robinhood make money? Over the past decade, Robinhood disrupted traditional brokerages with its commission-free trades, streamlined app, and gamified approach toward investing. It attracted millions of new retail investors d ...

The $100 billion (annually) that Amazon.com, Inc. ( AMZN ) has invested in their AI infrastructure is based upon a semiconductor (chip) that the vast majority of investors are overlooking. Investors tend to be focused on theAt Vega North we write about investments and portfolio construction for readers who care more about process than predictions. We test ideas with open data (FRED, filings, index/factor libraries) and reproducible notebooks, focusing on position sizing, regime-aware risk, and the psycholog ...

Bitcoin treasury companies have mushroomed over the years and no serious discussion on digital assets can escape the topic. During a recent conversation with TheStreet Roundtable and The Wolf of All Streets host Scott Melker, Galaxy Digital's retail trading venture Galaxy One's managing director, Zac Prince, dissected one of crypto’s latest trends, the rise and fall of Bitcoin Treasury companies. These are firms that raise capital to hold Bitcoin on their balance sheets, promising to outperform the asset ...

US refiners struggle to absorb sudden surge in Venezuelan oil imports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view of refineries in Freeport, Texas, U.S., June 23, 2025. REUTERS/Joel Angel Juarez [Purchase Licensing Rights, opens new tab]- Companies- Summary- India may be possible buyer for excess crude- Some US refiners say oil cargoes on offer are too expensive- Venezuelan crude exports rose sharply in JanuaryHOUSTON/NE ...

If you want access to our entire Portfolio and all our current Top Picks, feel free to join us for a 2-week free trial at High Yield Landlord.Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns. Austin is a contributing author f ...

Key Takeaways Low price-to-sales ratios help identify stocks where revenues are undervalued despite solid business momentum.The screen favors firms with improving operations, disciplined capital use and growing sales in core segments.Combining low price-to-sales with balance-sheet strength helps filter value plays with sustainable upside.Investing in stocks based on valuation metrics is a proven strategy for identifying opportunities with strong upside potential. While the price-to-earnings (P/E) ratio is a ...

As previously reported, Deutsche Bank upgraded ING Groep (ING) to Buy from Hold with a price target of EUR 28, up from EUR 25. The firm, which says it likes European banks with exposure to above average volume growth and fee income exposure, notes that it raised its ING forecasts “meaningfully” following good results that included net interest income and fee beats as well as cost control. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See I ...