Blog
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Daily Market Brief 4th June 2026
U.S. markets delivered a classic rotation session on Thursday as investors moved aggressively out of technology and into healthcare, financials, and other value-oriented sectors. While…
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Daily Market Brief 3rd June 2026
Markets retreated sharply on Tuesday as investors responded to rising geopolitical tensions in the Middle East and renewed concerns around energy prices. All three major…
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CrowdStrike Q1 2026 Earning Results
CrowdStrike entered fiscal 2027 (Q1 2026) with something to prove. Less than two years removed from the widely publicized July 2024 outage, investors have been…
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Daily Market Brief 2nd June 2026
U.S. equities continued their march higher on Tuesday, with all three major indices closing at or near fresh record highs. While the headline gains were…
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Alphabet’s $80 Billion Bet: Dilution Today, Dominance Tomorrow?
Alphabet has spent much of the past decade as one of the most shareholder-friendly companies in the world. The company generated enormous free cash flow,…
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S&P 500 YTD Sector Rotation: AI Winners, Consumer Strength and the Collapse of Defensive Leadership
Five months into 2026, the S&P 500 continues to paint a picture of a highly selective bull market. While the index itself sits near record…
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Daily Market Brief 1st June 2026
U.S. equities began June on a positive note, with the S&P 500 and Nasdaq once again reaching fresh record territory as investors continued to embrace…
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Why Does the Market Still Pay a Premium for Bio-Techne with Falling Earnings?
At first glance, Bio-Techne (NASDAQ: TECH) appears difficult to understand. Over the past decade, revenue has more than doubled, growing from roughly $5 billion to…
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Daily Market Brief 29th May 2026
US equities finished the session modestly higher, though the headline gains masked a clear divergence beneath the surface. The S&P 500 advanced 16.43 points (+0.22%)…
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Understanding the Difference Between AI Demand and AI Valuation for National Grid
National Grid has increasingly found itself mentioned alongside discussions about artificial intelligence, data centres, and the future of electricity demand. As investors search for companies…