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AerCap: Hidden Aircraft Value Still Makes It A Buy

AerCap: Hidden Aircraft Value Still Makes It A Buy

AerCap remains a buy as book value compounds, cash flow is robust, and asset sales consistently exceed carrying values. I downgrade AER from strong buy to buy as the easiest upside has materialized, but see continued value from disciplined capital deployment and supply-demand tailwinds. 2026 adjusted EPS guidance is $16.80, likely conservative; actual EPS could reach $18.25–$18.50 with second-half asset-sale gains.

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AER AER
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Patria Investments: Still Too Cheap After Another Outstanding Quarter

Patria Investments: Still Too Cheap After Another Outstanding Quarter

Patria Investments Limited remains a Strong Buy, with valuation implying a significant discount to fair value despite robust growth. In Q2, PAX delivered a 31% YoY increase in Distributable Earnings, strong fundraising, and 28% AUM growth, supporting confidence in 2027 FRE targets despite a modest potential miss in 2026. Macro headwinds and high yields continue to pressure LATAM equities, but PAX's growth and resilient balance sheet position it for future inflows.

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PAX PAX
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DigitalOcean Affirms 50%+ Growth Acceleration In FY 2027, Buy The Dip

DigitalOcean Affirms 50%+ Growth Acceleration In FY 2027, Buy The Dip

DigitalOcean offers a compelling buy-the-dip opportunity as shares are down ~25% from YTD highs despite strong fundamentals. DOCN posted a Q2 beat-and-raise, lifting full-year revenue guidance to over 30% y/y growth, underscoring robust AI-native enterprise momentum. Recurring revenue and $1.1B ARR growing >10% sequentially position DOCN favorably versus chip stocks reliant on one-time sales.

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DOCN DOCN
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Videndum H1 Earnings Call Highlights

Videndum H1 Earnings Call Highlights

Videndum LON: VID reported a difficult first half of 2026, with revenue broadly flat on a like-for-like constant-currency basis after adjusting for discontinued brands, while production issues, delayed Middle East projects and freight-cost disruption weighed on sales.

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VTEPF VTEPF
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S4 Capital H1 Earnings Call Highlights

S4 Capital H1 Earnings Call Highlights

S4 Capital LON: SFOR reported lower first-half revenue but sharply higher profitability, as cost reductions and tighter liquidity management helped offset continued caution among technology clients and a broader shift in spending toward artificial intelligence infrastructure.

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SFCAY SFCAY
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Glencore H1 Earnings Call Highlights

Glencore H1 Earnings Call Highlights

Glencore LON: GLEN reported first-half 2026 adjusted EBITDA of $10.1 billion, supported by stronger commodity prices, increased copper volumes and a near-record performance from its marketing business amid disrupted energy and freight markets.

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GLCNF GLCNF
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Beiersdorf Aktiengesellschaft Q2 Earnings Call Highlights

Beiersdorf Aktiengesellschaft Q2 Earnings Call Highlights

Beiersdorf Aktiengesellschaft ETR: BEI reported a weaker first half of 2026 as continued pressure at NIVEA outweighed growth in its Derma and Healthcare businesses. The company lowered its full-year outlook for its consumer segment and group sales, while outlining an 18-month plan intended to restore NIVEA to sustainable growth.

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BDRFY BDRFY
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Microsoft: AI Investment Is Driven By Orders Already In Hand

Microsoft: AI Investment Is Driven By Orders Already In Hand

Microsoft remains a strong buy, trading at attractive forward P/E and supported by robust earnings growth despite elevated capex levels. Q4 results confirmed segment strength: Azure revenue surpassed $100B (+43% YoY), and Microsoft Cloud revenue grew 27%, reinforcing the bullish outlook. Capex spending is strategically focused on short-lived assets to meet strong AI and cloud demand, with management projecting continued high growth.

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MSFT Microsoft Corporation
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This $39.77 Billion Leveraged ETF Jumped 10.09% Tuesday, But Volatility Decay Cost Holders Millions

This $39.77 Billion Leveraged ETF Jumped 10.09% Tuesday, But Volatility Decay Cost Holders Millions

ProShares UltraPro QQQ (NASDAQ:TQQQ), ripped 10.09% in a single session on Tuesday, closing at $74.82 as the underlying Nasdaq-100 tracker rose 3.24%.

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TQQQ TQQQ
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RBC says selloff on IG Group's Underdog deal was an overreaction

RBC says selloff on IG Group's Underdog deal was an overreaction

RBC Capital Markets has backed IG Group Holdings Plc (LSE:IGG) after the sharp fall that greeted last month's acquisition of Underdog, arguing the market has fixated on regulatory risk while ignoring what underpins the deal. The broker keeps its outperform rating and 1,850p price target, implying 39% upside from 1,371p.

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IGG IGG
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BTZ: Rates Are Attractive, Spreads Are Not

BTZ: Rates Are Attractive, Spreads Are Not

BlackRock Credit Allocation Income Trust is maintained at Hold/Neutral as spread risk and high leverage create asymmetric risk/reward. BTZ has shifted to a junk-heavy portfolio (53% junk, 39% U.S. high yield), amplifying spread and default risk exposure. The 10% distribution rate relies heavily on return of capital, with the actual portfolio yield to maturity at 7.5% and 30% leverage.

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BTZ BTZ
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AMD plummets 8% in premarket trading despite beating expectations

AMD plummets 8% in premarket trading despite beating expectations

AMD's shares plunged in premarket trading on Wednesday. Second quarter earnings came in "slightly ahead" of consensus but fell below "more optimistic estimates," Deutsche Bank analysts said in a Wednesday note.

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AMD AMD
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Micron's Pullback May Be The Market's Biggest Mistake (Rating Upgrade)

Micron's Pullback May Be The Market's Biggest Mistake (Rating Upgrade)

Micron Technology, Inc. delivered record fiscal Q3 results with $41.5 billion in revenue, 84.6% gross margins, and stronger guidance ahead. Memory stocks crashed as investors questioned AI spending durability, supply expansion risks, China competition, and elevated market expectations. Micron is transforming memory economics through 16 strategic agreements representing $22 billion in customer commitments and take-or-pay structures.

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MU MU
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BOW Investors Have Opportunity to Join Bowhead Specialty Holdings Inc. Fraud Investigation with SBS Law

BOW Investors Have Opportunity to Join Bowhead Specialty Holdings Inc. Fraud Investigation with SBS Law

LOS ANGELES, Aug. 5, 2026 /PRNewswire/ -- Schall, Brown & Schwartz LLP ("SBS"), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors Bowhead Specialty Holdings Inc. ("Bowhead" or "the Company") (NYSE: BOW) for potential breaches of fiduciary duty on the part of its directors and management. INVESTIGATION DETAILS: The investigation focuses on determining if the BOW board breached its fiduciary duties to shareholders.

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BOW BOW
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Orogen Royalties Acquires the Two Peaks Project in Arizona

Orogen Royalties Acquires the Two Peaks Project in Arizona

VANCOUVER, BC / ACCESS Newswire / August 5, 2026 / Orogen Royalties Inc. ("Orogen" or the "Company") (TSX.V:OGN) (OTCQX:OGNNF) is pleased to announce the acquisition of the Two Peaks CRD and skarn project in Arizona, USA. Two Peaks Project Highlights Two Peaks is an early-stage, road-accessible project hosting lead-zinc-silver-manganese replacement (CRD) and copper skarn targets in the Laramide porphyry copper belt of southeastern Arizona Project potential is based on the presence of an intrusive centre within a thick package of prospective carbonate rocks.

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OGNNF OGNNF
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