Key Takeaways The legal challenge by Fed Governor Lisa Cook against her attempted dismissal may redefine limits of presidential authority over independent agencies. The lawsuit hinges on the requirement for...
Key Takeaways The US Court of Appeals has ruled that President Trump’s “Liberation Day” tariffs exceed constitutional authority, escalating the matter to a likely Supreme Court review. The ruling temporarily...
Key Takeaways A US Court of Appeals ruling has invalidated tariffs imposed under emergency powers, casting doubt on the legality of significant aspects of recent US trade policy. The tariffs,...
Key Takeaways Duolingo trades at a discount on the EV/FCF metric despite strong free cash flow growth and sustained profitability. The company boasts exceptional performance on the Rule of 40,...
Key Takeaways The S&P 500 trades at a premium valuation of 29x trailing earnings, despite modest single-digit earnings growth for many constituents. Alphabet Inc. appears undervalued relative to its historical...
Key Takeaways Analyst upgrades from Oppenheimer and Roth MKM signal increased confidence in Chemomab’s lead candidate, nebokitug, and potential for M&A or partnership activity. Institutional holdings surged, with Morgan Stanley...
Key Takeaways Shift4 Payments leverages a dual strategy of operational excellence and calculated acquisitions to drive sustained growth, particularly in niche verticals like hospitality and stadiums. The company’s M&A model...
Key Takeaways Shift4 Payments leverages high switching costs and deep software integration to maintain merchant loyalty, particularly in hospitality and entertainment. Data and hardware migration complexities, along with extensive contractual...
Key Takeaways President Trump’s efforts to replace Federal Reserve Governor Lisa Cook could alter the Fed’s ideological balance, favouring a more conservative stance. The legality of Cook’s removal remains contested,...
Key Takeaways Okta achieved record non-GAAP operating margins of 28% in Q2 FY2026, marking a milestone shift towards sustainable profitability. Quarterly revenue reached $728 million, representing year-over-year growth of 12%,...
