Market News - Mboum.com

Feb 8, 2026, 1:40 AM EST - 47 minutes ago

SoFi Technologies: The Pullback I've Been Waiting For

Fee revenue grew from $260M in 2021 to $1.5B in 2025, surpassing 40% of total adjusted revenue. Q4 added 1M members and 1.6M products, with cross-buy reaching 40%, improving growth efficiency and marg...

SOFI

Feb 8, 2026, 1:39 AM EST - 48 minutes ago

Palo Alto Vs. Fortinet: Why Fortinet Comes Out On Top

Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue ...

FTNT PANW

Feb 8, 2026, 12:33 AM EST - 1 hour ago

Annaly Capital: Strong Rate Setup For 2026

Annaly (NLY) is rapidly expanding its mortgage-backed securities portfolio, delivering strong Q4 results with robust net interest income and book value growth. NLY's net interest spread rose to 0.93%,...

NLY PANW

Feb 8, 2026, 12:27 AM EST - 2 hours ago

American Battery Technology: Another Good Quarter Under The Belt

American Battery Technology Company is progressing toward profitability, leveraging large-scale mineral deposits amid the U.S. electrification boom. ABAT benefits from Department of Energy support, in...

ABAT PANW

Feb 8, 2026, 12:01 AM EST - 2 hours ago

Super Bowl Is Our ‘Peak Moment,' Says BetMGM CEO

Adam Greenblatt, CEO of BetMGM, discusses the company's record 2025 performance and expectations for Super Bowl weekend. He tells Romaine Bostick and Katie Greifeld on “The Close” that there's concern...

MGM PANW

Feb 7, 2026, 11:58 PM EST - 2 hours ago

AGG: Muted Volatility And Light Positioning, Why That's Bullish

I reiterate a buy rating on iShares Core US Aggregate Bond ETF (AGG), citing strong fixed income fundamentals and positive real yield prospects. AGG's 4.4% yield, low volatility, and favorable risk-ad...

AGG PANW

Feb 7, 2026, 11:57 PM EST - 2 hours ago

Indian refiners avoid Russian oil in push for US trade deal

Indian refiners are avoiding Russian oil purchases for delivery in April and are expected to stay away from such trades for longer, refining and trade sources said, a move that could help New Delhi se...

BNO DBO GUSH IEO OIH PXJ UCO

Feb 7, 2026, 11:45 PM EST - 2 hours ago

Near-Term Outlook For MDU Resources Is Good, Not Great

MDU DBO GUSH IEO OIH PXJ UCO

Feb 7, 2026, 11:23 PM EST - 3 hours ago

DIV: Global X SuperDividend ETF Uses A Highly Unsound And Risky Strategy

DIV offers an extremely attractive yield in the 6-7% range. However, its selection process is unsound, and many holdings benefit from generous buffer screens, implying the main criteria are insufficie...

DIV DBO GUSH IEO OIH PXJ UCO

Feb 7, 2026, 10:45 PM EST - 3 hours ago

Perfect Corp: The Pendulum Swings

Perfect Corp went public via a SPAC merger in October of 2022. The market has a pessimistic view of SPACs after the SPAC boom and bust during the COVID-19 years. This market pessimism has driven PERF'...

PERF DBO GUSH IEO OIH PXJ UCO

Feb 7, 2026, 10:29 PM EST - 3 hours ago

Under Armour: Sell The Spike

Under Armour saw a 20%+ stock spike after Q3 results, but I reiterate a sell rating due to persistent fundamental weaknesses. UAA's North America revenue declined -10% y/y, worsening from Q2, and foot...

UA UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 10:15 PM EST - 4 hours ago

MetLife: Limited Upside Given VII Reliance

MetLife is rated a 'hold' due to modest upside, stable dividend, and shares trading slightly below fair value. MET's 'New Frontier' restructuring targets 10% EPS growth, 15-17% ROE, and an 11.3% expen...

MET UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 10:06 PM EST - 4 hours ago

Sharplink: An Unfairly Penalized Ethereum Treasury Company

Blood is on the Ethereum streets, and Sharplink hasn't been spared. Compared to a pure play Ether long position, Sharplink offers some unique advantages. A closer look at Sharplink's price and underly...

SBET UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 9:51 PM EST - 4 hours ago

EMB: Solid Emerging Market Bond ETF, But Stronger, Cheaper Choices In The Market

Emerging market bonds have some of the highest dividend yields in the market right now. EMB is a simple emerging market bond index ETF, focusing on quality bonds, with significant investments in riski...

EMB UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 6:23 PM EST - 8 hours ago

Tropical Cyclone Mitchell approaches Western Australia's Pilbara region, ports closed

Tropical Cyclone Mitchell intensified on Sunday, Australia's weather bureau said, as it tracked towards the country's remote northwest, home to the world's biggest iron-ore export hub of Port Hedland.

EMB UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 5:19 PM EST - 9 hours ago

Dorsey's Block cutting up to 10% of staff, Bloomberg News reports

Jack Dorsey's fintech Block is considering cutting up to 10% of its workforce during annual performance reviews, Bloomberg News reported on Saturday citing people familiar with the matter.

XYZ UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 3:46 PM EST - 10 hours ago

Hims & Hers pulls copycat weight-loss pill after threats of legal action

Hims & Hers on Saturday said it would stop offering its copycat Wegovy weight-loss pill. The decision comes after Novo Nordisk, maker of Wegovy, and the U.S. Food and Drug Administration threatened le...

HIMS UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 3:44 PM EST - 10 hours ago

Roche's multiple sclerosis drug fenebrutinib meets goal in late-stage trial

Swiss pharmaceutical company Roche said on Saturday its experimental multiple sclerosis drug fenebrutinib met the main goal in a late-stage trial in patients with primary progressive multiple sclerosi...

HIMS UAA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 3:14 PM EST - 11 hours ago

Donald Trump Endorses Nexstar-Tegna Merger, And FCC Chair Responds: “Let's Get It Done”

Donald Trump gave his endorsement to Nexstar's proposed merger with Tegna, a transaction that would create a broadcast giant reaching 80% of TV households. On Truth Social, Trump wrote, “We need more ...

NXST TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 2:18 PM EST - 12 hours ago

Hims & Hers to stop offering compounded semaglutide pill after FDA crackdown

Hims & Hers said in a statement on Saturday that it will stop offering access to the compounded semaglutide pill after the U.S. Food and Drug Administration said it would take action against the teleh...

HIMS TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 1:34 PM EST - 12 hours ago

State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript

HIMS TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 1:27 PM EST - 13 hours ago

IDVO Vs. DIVO: Why The International Twin Is Currently Outperforming Its U.S. Counterpart

This article compares the twin funds, IDVO and DIVO, which deliver divergent performance results despite their shared strategic DNA. IDVO's superior returns are driven by its unhedged currency exposur...

DIVO IDVO GUSH IEO OIH PXJ UCO

Feb 7, 2026, 1:26 PM EST - 13 hours ago

JD.Com: Priced For Collapse, Poised For 100% Upside

JD.com (JD) is deeply undervalued, trading at ~8 PE despite 15% YoY revenue growth in Q3 and a $12B net cash position. JD's logistics arm has become a strategic moat, driving 24% YoY growth in Q3 and ...

JD IDVO GUSH IEO OIH PXJ UCO

Feb 7, 2026, 1:05 PM EST - 13 hours ago

In reversal, Trump backs Nexstar's proposed acquisition of Tegna

President Donald Trump expressed support for Nexstar's offer to buy Tegna, which would significantly expand the network's reach. "Letting Good Deals get done like Nexstar - Tegna will help knock out t...

NXST TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 12:30 PM EST - 13 hours ago

This 8.6% Dividend Is A Top Play On A REIT Revival

A multi-year disconnect in high-yielding REITs is about to turn on its head. When it does, these solid income plays are poised to shoot ahead of stocks.

RFI TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 11:40 AM EST - 14 hours ago

JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains

JPM TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 11:13 AM EST - 15 hours ago

Trump backs Nexstar-Tegna merger, says big TV networks need more competition

"We need more competition against THE ENEMY, the Fake News National TV Networks," Trump wrote. "GET THAT DEAL DONE!

NXST TGNA GUSH IEO OIH PXJ UCO

Feb 7, 2026, 10:57 AM EST - 15 hours ago

India-US trade deal gives tariff-free access to Harley bikes, no reprieve for Tesla

India will slash tariffs on high-end American cars to 30% from as high as 110% and eliminate duties on Harley-Davidson bikes under an interim trade pact, an official said, but will not make concession...

INDA TSLA HOG IEO OIH PXJ UCO

Feb 7, 2026, 10:44 AM EST - 15 hours ago

GDX: Opportune Time To Reduce Gold Miners (Rating Downgrade)

VanEck Gold Miners ETF (GDX) appears to have experienced a blowoff top, resembling the 2011, 1980, and 1974 peaks in precious metals. I believe the recent parabolic move in GDX, with a 300% gain since...

GDX TSLA HOG IEO OIH PXJ UCO

Feb 7, 2026, 10:43 AM EST - 15 hours ago

Nearly a thousand Google workers sign letter urging company to divest from ICE, CBP

Hundreds of Google workers signed an open letter urging the company to cut its ties with ICE and CBP after rising violence. The letter also calls on the company to institute protections for its worker...

GOOG GOOGL HOG IEO OIH PXJ UCO

Feb 7, 2026, 10:31 AM EST - 15 hours ago

Visa: Business As Usual - Buy The Dip Before The Next Swipe Higher

Visa (V) remains a buy despite recent price weakness and near-term volatility, driven by economic uncertainty and regulatory threats. V continues to deliver double-digit growth in revenue, EPS, and fr...

V GOOGL HOG IEO OIH PXJ UCO

Feb 7, 2026, 10:29 AM EST - 15 hours ago

Enel: Still A Buy With Balance Sheet Optionality

Utilities continue to screen attractively versus history and US peers, while Enel benefits from scale in renewables, regulated networks, and an emerging third earnings pillar linked to data centers. P...

V GOOGL HOG IEO OIH PXJ UCO

Feb 7, 2026, 10:15 AM EST - 16 hours ago

FDG: Worth Buying The Dip On AI Worries

American Century Focused Dynamic Growth ETF delivers consistent outperformance versus the Russell 1000 Growth ETF benchmark with a concentrated, actively managed portfolio. FDG's portfolio emphasizes ...

FDG GOOGL HOG IEO OIH PXJ UCO

Feb 7, 2026, 10:00 AM EST - 16 hours ago

How the Debt Problem is Fueling the Gold Market

The price of gold has experienced significant volatility this year, rising past $5,500 an ounce before plummeting in a matter of days. Yet overall, gold prices remain elevated from recent years and th...

AAAU BAR DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 10:00 AM EST - 16 hours ago

Millicom International Cellular: Infrastructure Re-Rating Driven By Colombia Consolidation Edge

Millicom International Cellular earns a buy rating, driven by structural cash flow transformation and an anticipated re-rating toward digital infrastructure multiples. TIGO's Colombia consolidation an...

TIGO BAR DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:54 AM EST - 16 hours ago

GPIQ Vs. QYLD Revisited: Structure Still Matters, Timing Now Does Too

GPIQ remains a buy for long-term investors, despite recent underperformance versus QYLD in a sideways market. GPIQ's active, growth-focused strategy preserves upside by covering only ~38.5% of its por...

GPIQ QYLD DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:45 AM EST - 16 hours ago

JEPQ: Solid Income Vehicle, But Superior Alternatives Exist

JPMorgan Nasdaq Equity Premium Income ETF remains popular for high income, but I maintain a neutral rating due to persistent underperformance versus peers. JEPQ's ELN-driven strategy delivers strong r...

JEPQ QYLD DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:35 AM EST - 16 hours ago

Barrick: Stars Aligning For Higher Valuation

Barrick Gold is rated a buy, driven by a compelling valuation discount to peers and catalysts like the Mali mine restart and potential US asset spin-off. B's EBITDA margins are set to exceed 70% in 20...

B QYLD DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:32 AM EST - 16 hours ago

Our Bond: AI-Driven Personal Security Solution

Our Bond leverages AI-driven personal security services via a proprietary mobile platform, targeting global B2B and B2C markets. OBAI boasts 100% customer retention, rapid early adoption, and serves m...

OBAI QYLD DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:30 AM EST - 16 hours ago

Digital Realty Trust Proves AI Growth Remains Robust - Reiterate Buy

Digital Realty Trust demonstrates accelerating profitable growth, with FQ4'25 bringing forth growing bookings at higher rates, expanded cash renewal rates, and record high multi-year backlogs. This is...

DLR QYLD DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:27 AM EST - 17 hours ago

My Top 2 Picks for 2026

January has flown by and it's been a bit of a whirlwind. The shortened holiday week of the 20th handed us the worst day for the market since October.

CLX HTGC DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:17 AM EST - 17 hours ago

Oracle: Start Tranching In

Oracle is rated a strong buy, targeting $320 per share by 2028–2029, implying 100% upside from a value-tranche strategy. ORCL's $523B RPO backlog, robust cloud growth, and durable legacy cash flows un...

ORCL HTGC DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:15 AM EST - 17 hours ago

GPIQ: Buy Monthly Income From The Nasdaq While Uncertainty Is High

The Goldman Sachs Nasdaq-100 Premium Income ETF offers a 10.3% yield and monthly payouts, appealing to long-term income-focused investors. GPIQ's dynamic option-writing strategy buffers volatility but...

GPIQ HTGC DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:15 AM EST - 17 hours ago

Oaktree Specialty Lending: Better Safe Than Sorry, I'm Still Avoiding

Oaktree Specialty Lending trades at a steep discount, P/NAV of 0.74x. The discount has pushed up the yield to a very attractive level of ~13%. The picture looks even better if we consider the fact tha...

OCSL HTGC DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:10 AM EST - 17 hours ago

XSW And The Crisis Of The Software Sector That You Need To Know

XSW tracks the S&P Software & Services Select Industry index through a passive replication mechanism. The result is about 140 holdings, where the average weight of each security is around 0.71%, which...

XSW HTGC DBP GLD GLDM IAU OUNZ

Feb 7, 2026, 9:01 AM EST - 17 hours ago

Palantir, Strategy, Amazon And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.

AMZN PLTR MSTR AMD GOOG GOOGL OUNZ

Feb 7, 2026, 9:00 AM EST - 17 hours ago

Fivespan brings amicable activism to Appian in a bid to lift the share price and build value

The activist firm prefers to take a "behind the scenes" approach when it works with a portfolio company.

APPN PLTR MSTR AMD GOOG GOOGL OUNZ

Feb 7, 2026, 9:00 AM EST - 17 hours ago

A Once-In-A-Decade Chance To Win Big With REITs

The AI revolution is set to disrupt a lot of businesses and their stocks. As investors become increasingly worried about this value destruction, I expect capital to rotate towards AI-resilient asset c...

BX CPT INTU ROP VNQ GOOGL OUNZ

Feb 7, 2026, 9:00 AM EST - 17 hours ago

DTH: A Better International Dividend Strategy Following The 2025 Hype

WisdomTree International High Dividend ETF offers attractive valuation and a 4.6% yield, outperforming peers after a 50% rally in the past year. DTH's unique stock selection and underweight Japan posi...

DTH CPT INTU ROP VNQ GOOGL OUNZ

Feb 7, 2026, 9:00 AM EST - 17 hours ago

ILF: Strong Long-Term Record, But Lacks Broad Latin American Exposure

iShares Latin America 40 ETF offers exposure to the region's forty largest public companies. ILF's portfolio is heavily concentrated, with approximately 82% in Brazil and Mexico, limiting true regiona...

ILF CPT INTU ROP VNQ GOOGL OUNZ

Feb 7, 2026, 9:00 AM EST - 17 hours ago

Palantir: AI SaaS Winner Still Expensive - Bull Trap Plays Out

Palantir is a winner during the ongoing AI SaaS consolidation, as observed in the robust FQ4'25 numbers and the Rule of 127% outperformance, along with the outsized FY2026 guidance. Particularly, AIP ...

PLTR CPT INTU ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:58 AM EST - 17 hours ago

Gen Z is nostalgic for 2016 amid economic unease. Mall brands like Abercrombie & Fitch may see a revival

Gen Z is romanticizing 2016, a period many associate with a stronger economy and lighter cultural mood. Experts say nostalgia is functioning as a form of risk aversion, as consumers gravitate toward b...

ANF CPT INTU ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:54 AM EST - 17 hours ago

Trump administration equity stakes pose risks to U.S. companies and markets

The Trump administration has taken stakes or has agreements to do so with at least 10 companies. The stakes range from critical mineral companies, like USA Rare Earth and MP Materials, to big industri...

INTC MP USAR ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:54 AM EST - 17 hours ago

The Trump administration equity portfolio is growing. These are the investments so far

The Trump administration is acting as a strategic investor across a range of industries that it views as vital for national security. The investments are primarily in critical mineral and semiconducto...

USAR MP USAR ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:51 AM EST - 17 hours ago

Petrobras: My Controversial Top Pick For 2026 (Rating Upgrade)

Petrobras is my top pick for 2026, upgraded from hold to buy, driven by macro, sector, and company-specific catalysts. PBR trades at a significant valuation discount to global peers, despite superior ...

PBR MP USAR ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:50 AM EST - 17 hours ago

Berkshire Hathaway outperforms this week as tech stocks sink

Berkshire Hathaway's stock outperformed the benchmark S&P 500 stock index this week as investors sought safety from tech selling.

PBR MP USAR ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:45 AM EST - 17 hours ago

Molina Healthcare: Still Not Buying This Sick Puppy

Molina Healthcare reported a disastrous Q4, with a 94.6% MCR and a net loss, slashing 2026 EPS guidance to $5. MOH's management assumptions on claims inflation (5%) lack credibility given recent under...

MOH MP USAR ROP VNQ GOOGL OUNZ

Feb 7, 2026, 8:30 AM EST - 17 hours ago

Big Pharma's Earnings Week: Strong Performance, Obesity Wars, LOE Management And More

Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and di...

IYH PPH XLV XPH VNQ GOOGL OUNZ

Feb 7, 2026, 8:30 AM EST - 17 hours ago

Missed Bitcoin's Run To $126k? Long-Term Investors May Get A Second Chance With IBIT

iShares Bitcoin Trust ETF offers the largest, most liquid pure-play Bitcoin exposure with a competitive 0.12% expense ratio. Despite recent crypto volatility and a hold rating, I remain bullish on Bit...

IBIT PPH XLV XPH VNQ GOOGL OUNZ

Feb 7, 2026, 8:20 AM EST - 18 hours ago

5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (February 2026)

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filter...

ADP AEG ARCC CAG CME KMB LYB

Feb 7, 2026, 8:15 AM EST - 18 hours ago

Revenge Of The Dividend Stocks

Dividend stocks have sharply outperformed AI-related tech stocks since November 2025, reversing a multi-year trend. I see the rally in dividend ETFs like SCHD as overextended, prompting a pause in new...

AAPL AMH AMT ARKK CDL CGDG CHAT

Feb 7, 2026, 8:02 AM EST - 18 hours ago

Pressure mounts on American Airlines CEO as carrier lags rivals

American Airlines made $111 million last year, while rivals Delta Air Lines and United Airlines posted in $5 billion and more than $3 billion in profit, respectively. Pilot and flight attendant unions...

AAL AMH AMT ARKK CDL CGDG CHAT