News

Is this the Nvidia of nuclear power? Investors must think so - the stock is up almost 400% in the past year
Nuclear power is having its moment again. After decades in the wilderness, small modular reactors (SMRs) are emerging as a potentially transformative technology, backed by close to $1 billion in new U ...
Coursera Q2: A Great Buy As Growth Accelerates
Coursera's strong Q2 beat, accelerating growth, and improved free cash flow reinforce my bullish stance. Click here to find ...
MGC: A Sharper, Leaner S&P 500 Built For The Long Game
MGC closely mirrors SPY, offering concentrated exposure to mega caps without significantly altering sector allocations or ...
AI Capex: The New Arms Race in Tech?
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...
Robust Demand Sends Construction Partners (ROAD) Higher
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the ...
Federal Signal Corp. (FSS) Rose on Robust Results
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the ...
Speculative trading is booming again. That could turn into a headwind for the S&P 500, says Goldman Sachs.
"During the last 35 years, other sharp increases in speculative trading activity have signaled above-average subsequent 3-, 6-, and 12-month S&P 500 returns, but returns typically faltered on a ...