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Sunday, 16 August 2026

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What Makes Roper (ROP) an Attractive Bet?

Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…

Dear Baidu Stock Fans, Mark Your Calendars for June 30

Chinese internet services provider Baidu (BIDU) shares fell 2.1% intraday on June 8, as the company’s name was added to the Department of Defense’s (DoD) list of Chinese military companies (CMC) operating in the U.S. Un…

Apple (AAPL) Declined Defies Strong Fundamentals

The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…

Amazon secures $17.5 billion loan facility for AI spending

Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …

Norway’s Kongsberg Gruppen Targets Sharp Rise in Revenue

At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market. Gold stood out as a bright spot in 2024, deliveri…

Market Swings Fueled Marex (MRX) Rally

Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…

The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO

There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…