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Eagle Capital's Q2 2026 letter cautions against crowded AI trades while highlighting Capital One (COF). The fund notes COF's 20% return on equity, scalable digital banking model, and synergies from i…
Stronger-than-expected US jobs data has triggered macro risk repricing, driving Treasury yields higher and causing a sharp pullback in the Nasdaq 100. Huatai Securities warns of monthly pressure on r…
Broadcom (AVGO) shares plummeted following a revenue miss and weak outlook, triggering a broader semiconductor sector sell-off. Meanwhile, geopolitical instability in the Middle East and anticipation…