I don't understand why people think a high dividend paying stock is pointless? The argument is always "the stock price goes down by the exact amount of the distribution". But is that even true? Some of a stocks value is …
Democrats are expected to win according to prediction markets According to RealClearPolling's average of national generic congressional ballot surveys, which includes polls from organizations such as Reuters/Ipsos, Quinnipiac and Emerson, Democrats hold an advantage, with 48.2% of respondents saying they …
Been watching this one since last year, waiting for the valuation to cool off since it's always priced for perfection. Now the price has dropped enough that a lot of investors seem to be treating it like a falling knife. …
We see a breaking point now with the bleeding in the bond market. When the U.S. 10-year Treasury yield is rockets toward 4.8% and Japanese JGBs are spiking past 3% to hit multi-decade highs, the stock valuations changes because the …
GMI Cloud sought \~$439M to finance $NVDA GPUs for an AI data center in Taiwan, but around a dozen banks have already committed \~$947M. Demand could ultimately reach \~$1.26B. It’s one of Asia’s first major loans backed by future GPU-compute …
It takes a big man to admit his mistakes, and I am that big man. I said Nike stock wouldn’t close below $40 and here we are. Still, my point remains the same- Nike stock has very little downside at …
saw a bunch of posts saying japan is gonna dump a ton of bonds today and crash everything. looks like the usual recycled rumor tho. still kinda wild how fast their borrowing costs jumped after years of basically free money. …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why …
Mine is NBIS (Nebius). I think 2027 is going to be their best year yet. Quick reasons: Q2 revenue was -- up 454% YoY, and AI cloud alone grew 514%. They just posted their first positive adjusted EBITDA quarter The …
[https://www.axios.com/2026/09/02/iran-tankers-hormuz-attacks-oil](https://www.axios.com/2026/09/02/iran-tankers-hormuz-attacks-oil) America attacked 2 Iranian oil tankers today, which is a pretty big turn of events. For months, it has only enforced the naval blockade and has avoided outright attacking Iran's energy related assets to prevent escalation. But the article …