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Latest Articles

Evolution Metals & Technologies Reports Second Quarter 2026 Financial Results and Provides Corporate Update

Evolution Metals & Technologies Reports Second Quarter 2026 Financial Results and Provides Corporate Update

Evolution Metals & Technologies Corp. announced its second quarter 2026 financial results, highlighting significant progress in establishing a defense-grade, non-China rare earth magnet supply chain. The company achieved OEM qualifications for several NdFeB magnet grades, received its first shipment of non-China NdPr metal ahead of upcoming U.S. de…

TTM Technologies, Inc. Continues Global Growth Strategy with Planned Acquisition of Epiq Solutions, Enhancing Technologically Differentiated Market Offerings

TTM Technologies, Inc. Continues Global Growth Strategy with Planned Acquisition of Epiq Solutions, Enhancing Technologically Differentiated Market Offerings

TTM Technologies, Inc. has agreed to acquire Epiq Solutions, a leading provider of AI-enabled software-defined radios and high-performance RF products for defense applications, in a $1.1 billion all-cash transaction. This strategic acquisition aims to enhance TTM’s vertical integration, expand its technological capabilities in mission-critical defe…

LexinFintech Holdings Ltd. to Report Second Quarter 2026 Unaudited Financial Results on August 31, 2026 (Beijing time)

LexinFintech Holdings Ltd. to Report Second Quarter 2026 Unaudited Financial Results on August 31, 2026 (Beijing time)

LexinFintech Holdings Ltd., a China-based technology-driven personal financial service provider, will release its unaudited financial results for the second quarter ending June 30, 2026, before U.S. market open on August 31, 2026. The company will hold a conference call to discuss the results and provide insights into its business performance.

Equinox Gold Receives Positive Record of Decision for South Railroad; Significant Permitting Milestone Unlocks Next North American Growth Project

Equinox Gold Receives Positive Record of Decision for South Railroad; Significant Permitting Milestone Unlocks Next North American Growth Project

Equinox Gold has obtained a positive Record of Decision from the US Bureau of Land Management for its South Railroad gold mining project in Nevada, marking a significant permitting milestone. The company has commenced early construction works and submitted applications for state permits and water rights, aiming to start gold production by 2028. Thi…

Energy Fuels: Proof of Growth — Time to Upgrade to Long Bias

Energy Fuels: Proof of Growth — Time to Upgrade to Long Bias

Energy Fuels has moved from promise to production. Recent commercial rare-earth output, a conditional $725M DoD loan commitment, and the $1.9B Vacuumschmelze acquisition create a clearer path to earnings and vertical integration. The shares are volatile and still loss-making, but the risk/reward now favors a long position with a well-defined stop a…

Planet Labs: The Q2 Proof Point That Needs to Arrive to Earn Its Multiple

Planet Labs: The Q2 Proof Point That Needs to Arrive to Earn Its Multiple

Planet Labs trades near $25 with a market cap of about $8.8B and a stretched price-to-sales multiple (~26x). The company has visible growth - recent revenue prints near $94M and a reported ~$900M backlog - but margins, free cash flow conversion, and dilution risk are the items investors need to see improve in the Q2 report to defend the current val…

Jakarta Stocks Rise as Infrastructure, Financials and Agriculture Lead Gains

Jakarta Stocks Rise as Infrastructure, Financials and Agriculture Lead Gains

Indonesia's benchmark IDX Composite climbed 1.59% at Monday's close in Jakarta, supported by advances in Infrastructure, Financials and Agriculture sectors. Notable top performers included Dana Brata Luhur PT (TEBE), Yanaprima Hastapersada Tbk (YPAS) and Asia Sejahtera Mina Tbk (AGAR), while Bersama Mencapai Puncak PT Tbk (BAIK), Multitrend Indo Tb…

Correction: Director/PDMR Shareholding

Correction: Director/PDMR Shareholding

The Magnum Ice Cream Company N.V. has amended a prior announcement to correct share prices related to the vesting of share awards for several of its senior executives. The transactions involve ordinary shares traded on both the Amsterdam and London Stock Exchanges, with vesting prices and volumes disclosed. The correction aligns with regulations un…

Kepler Lowers Mowi Rating as Feed and Fishmeal Inflation Looms

Kepler Lowers Mowi Rating as Feed and Fishmeal Inflation Looms

Kepler Cheuvreux downgraded Mowi ASA from Buy to Hold and reduced its price target from 225 to 200 Norwegian crowns, pointing to escalating raw material cost pressures that could erode earnings despite stronger-than-expected second-quarter results. The broker highlighted a healthy Q2 operating EBIT and volume growth but warned of rising feed-relate…

AmpliTech: Reset Expectations, Compelling Risk-Adjusted Entry Near $4

AmpliTech: Reset Expectations, Compelling Risk-Adjusted Entry Near $4

AmpliTech (AMPG) has legitimately advanced its Open RAN radios and won technical validations, but recent financing and mixed cash flow argue for tempered revenue expectations. At roughly $4.06 today the shares offer a better risk/reward than during the June rally. This is a tactical mid-term long idea that leans on improving order flow, an authoriz…

Chord Energy: Cash Flow Strength Makes Buybacks a Credible Growth Engine

Chord Energy: Cash Flow Strength Makes Buybacks a Credible Growth Engine

Chord Energy's balance sheet and free cash flow profile make a buyback-and-FCF-per-share thesis viable. With free cash flow near $1.19B, modest leverage, and a sub-9x P/E, the stock trades at a valuation that gives management room to repurchase shares while still funding dividends and selective reinvestment. I recommend a position-sized long with a…