Verano Holdings Corp. (VRNO:CA) Q2 2026 Earnings Call Transcript
Verano Holdings Corp. (VRNO:CA) Q2 2026 Earnings Call Transcript
Market News
Fidus Investment: Too Expensive To Buy Before Earnings (Earnings Preview)
FDUS remains a hold as recent price appreciation limits upside, despite strong Q1 results and robust dividend coverage. FDUS's portfolio is well-structured, with a significant first-lien debt focus and resilient software/IT exposure, supported by high switching costs and sponsor backing. NII growth of 22.5%, 151% regular DPS coverage, and minimal non-accruals underscore FDUS's superior performance versus BDC peers.
LATAM Airlines Group S.A. (LTM) Q2 2026 Earnings Call Transcript
LATAM Airlines Group S.A. (LTM) Q2 2026 Earnings Call Transcript
As Warsh and the Fed contemplate fewer meetings, markets brace for potential volatility ahead
Fed Chairman Kevin Warsh has floated the idea of holding fewer policy meetings than the current eight. The plan would further the strategy of reducing the central bank's communications to financial markets, causing some to worry about the chances of heightened volatility.
Wall Street's 'fear gauge' is doing something unusual as stocks hit record highs
Stocks and the Cboe Volatility Index move together only about 20% of the time.
This Jacked-Up Tech ETF Demands a Strong Stomach
Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.
Natural Gas, WTI Oil, Brent Oil Forecasts – WTI Oil Tests The $75 Level As Iran Signals Progress In Talks
Oil traders focus on negotiations between Iran and Oman.
Sprott Inc. (SII:CA) Q2 2026 Earnings Call Transcript
Sprott Inc. (SII:CA) Q2 2026 Earnings Call Transcript
Market expert eyes the ‘BIGGEST RISK LURKING OUT THERE'
'The Big Money Show' panel analyzes the stock market as Eli Lilly surges on raised guidance and the S&P 500 eyes a record close. The panel also debates SpaceX spending concerns and rising Treasury yields.
iA Financial Corporation Inc. (IAG:CA) Q2 2026 Earnings Call Transcript
iA Financial Corporation Inc. (IAG:CA) Q2 2026 Earnings Call Transcript
The K-shaped economy isn't dead yet
The shape of the economy, and which letter best describes it, has become a point of contention. Treasury Secretary Scott Bessent said the K shape is over, and the C shape is in.
Bank of America tech executive Liu leaving for competitor, memo says
Senior Bank of America technology executive Ed Liu has resigned and plans to join a competitor, the bank said in an internal memo on Wednesday.
Novo Nordisk A/S (NOVO:CA) Q2 2026 Earnings Call Transcript
Novo Nordisk A/S (NOVO:CA) Q2 2026 Earnings Call Transcript
Diamond Hill Small Cap Fund Q2 2026 Portfolio Activity
Astrana Health outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding. Magnolia Oil & Gas saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz. We initiated a position in Insteel Industries, the nation's largest manufacturer of steel wire reinforcing products for concrete construction.
Stoke: 'Buy' On Zorevunersen NDA SCN1A DS And STK-002 Advancement
Stoke Therapeutics remains a "Buy," driven by progress on zorevunersen for SCN1A Dravet Syndrome and robust clinical milestones ahead. The company expects an FDA meeting in H2 2026, rolling NDA submission in Q1 2027, and phase 3 EMPEROR data in Q3 2027 for zorevunersen. The advancement of STK-002 for autosomal dominant optic atrophy in the phase 1 OSPREY study showcases the TANGO platform's broader therapeutic potential.
Thomson Reuters Corporation (TRI:CA) Q2 2026 Earnings Call Transcript
Thomson Reuters Corporation (TRI:CA) Q2 2026 Earnings Call Transcript
Iran Says Agreement Reached With Oman on Hormuz Shipping
Iran said it reached an agreement with Oman on a proposed route for shipping through the Strait of Hormuz, a potential step toward a reopening of the critical waterway for energy supplies. Both sides have been talking for days about how to manage the Strait.
Home-Building Is Sputtering, but Lumber Prices Haven't Been So High in Years
Steep duties on Canadian lumber, wildfires and sawmill closures have cut supply and pushed up prices.
Major Wall Street hedge funds targeted in attempted cyberattacks, Bloomberg News reports
Hackers attempted a series of sophisticated cyberattacks on major Wall Street money managers in recent days, targeting their information systems, Bloomberg News reported on Wednesday, citing people familiar with the matter.
Match: No AI-Driven Makeover Can Save This Company
Match Group faces persistent declines in its payer base, with only Hinge showing growth that fails to offset Tinder's losses. I maintain a sell rating on MTCH, as recent Q2 results reinforce concerns over shrinking users and limited success from AI-driven initiatives. MTCH's ambitious AI and Tinder redesign efforts appear risky, with little evidence they will reverse user attrition or drive meaningful revenue growth.
