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Innovative Industrial Properties: FFO Expands On Life Science Investment
Innovative Industrial Properties is trading at a steep discount at 7.6x annualized third-quarter FFO and a 13.86% dividend yield. Read why IIPR stock is a buy.
Flutter Entertainment: FanDuel's Customer Growth Keeps Our Buy Case Alive
Flutter's Q3 revenue increased 2%, but adjusted EBITDA fell 25% as US promotions and higher investment costs weighed on profitability.
Webtoon Entertainment's Big Bets Are The Only Thing Stopping A Downgrade
WEBTOON Entertainment has outperformed the S&P 500, rising 19.9% despite revenue and user declines. Read why I can't take a bullish stance on WBTN stock right now.
Melco Resorts & Entertainment Limited 2026 Q3 - Results
2026-11-07. The following slide deck was published by Melco Resorts & Entertainment Limited in conjunction with their 2026 Q3 earnings call.
Oracle: Priced For The AI Bet To Disappoint, With A Database Business Underneath
AI-driven Oracle Cloud Infrastructure backlog is significant but concentrated, with half tied to OpenAI. Find out why ORCL stock is a hold.
Sionna Therapeutics: The Market May Be Wrong About The Science, But Right About The Stock
Sionna Therapeutics is rated Hold after SION-719 failed its Phase 2a endpoint in cystic fibrosis when combined with Trikafta. Click to read my analysis on SION stock.
CVS Health: The Breakup Puts A Price On The Pharmacy
CVS Health will split into two public companies by 1H 2028, separating its pharmacy and health services businesses. Read why CVS stock is a buy.
AMC Entertainment Is Finally Back (Rating Upgrade)
AMC Entertainment delivered record Q3 revenues, driven by a robust domestic box office and higher ticket prices. Learn more about AMC stock here.
Sphere Entertainment revenue tops estimates as Las Vegas venue growth offsets MSG Networks weakness
Sphere Entertainment stock jumped after Q3 revenue beat estimates on strong Las Vegas Sphere growth.
Oracle canceling $7B AI deal with Tencent could be about politics, Wedbush says
Oracle canceled a $7B Tencent AI deal amid U.S.-China pressure, with implications for cloud demand and Western AI firms.
Accel Entertainment: The Chicago Green Light
Accel Entertainment remains a Buy with a $15–$16 price target, driven by strong earnings and the Chicago VGT rollout greenlight. Read more on ACEL stock here.
Flutter Entertainment plc 2026 Q3 - Results
2026-11-04. The following slide deck was published by Flutter Entertainment plc in conjunction with their 2026 Q3 earnings call.
Healthpeak Properties: Potential Life Science Rebound Creates A Strong Re-Rating Setup
Healthpeak Properties remains a Buy on resilient earnings, growth across key segments, and a 6.26% yield. Click for more on DOC stock.
Accel Entertainment, Inc. 2026 Q3 - Results
2026-11-04. The following slide deck was published by Accel Entertainment, Inc.
Meta's AI shopping agent threatens Amazon's lucrative advertising business
Meta’s AI shopping assistant Muse could threaten Amazon’s retail and ad dominance.
ARKG: Revolutionary Science, Unremarkable Returns
The ARK Genomic Revolution ETF is rated a HOLD with MODERATE conviction, given high valuations and moderate expected returns. Read more here on ARKG.
KKR invests $475M in Alexandria Real Estate Equities' life science Megacampus
KKR & Co. (KKR) has acquired a 49% noncontrolling equity interest in Alexandria Real Estate Equities' (ARE) Campus Point for $475M.
Caesars Entertainment records stronger regional casino growth than with Vegas properties
Caesars Q3 earnings missed estimates as Las Vegas revenue fell and losses widened amid its pending buyout.
Live Nation Entertainment: Buy The Dip - Strong Q3 2026 Results Expected
Live Nation Entertainment remains a 'Buy' as concert demand and profitability momentum continue into Q3 2026. Click to read my full update on the LYV stock.
Apple responds to early screen flaws on $1,999 foldable iPhone Duo
Apple’s foldable iPhone Duo faces early screen issues near the hinge.
Lionsgate Studios: Legendary Entertainment Is Back
Lionsgate Studios surged on reports of a potential Legendary Entertainment bid, with M&A interest reigniting after prior quiet periods. Read more on LION stock.
Ubisoft Entertainment: Watch Out For The Convertible
Sell case for Ubisoft (UBSFY): persistent losses, weak title momentum, and debt refinancing risk.
No science background? AI does the lab work
Financial analysts used Anthropic’s Claude to design protein minibinders that bound scorpion toxins in lab tests—showing AI can compress drug discovery...
Accel Entertainment: Chicago Is Delayed, But The Investment Thesis Is Intact
Accel Entertainment stays a Buy with $13–$14 near-term and $16 upside post-Chicago rollout. Click here to read my analysis on ACEL stock.
Elevance Health: Why I Don't Believe In The Stock At This Price
Elevance Health faces structural headwinds, with rising medical costs outpacing reimbursement and government program pressures eroding margin stability. I rate ELV stock a Hold.
AMC Entertainment Continues To Score In And Out Of The Box Office
AMC stock remains a buy as box office rebounds, debt refinances to 2031–2033, and new revenue streams grow. Read the full analysis here.
Madison Square Garden Entertainment: Expect Strong Q1 Earnings To Drive A Re-Rating
Madison Square Garden (MSGE) stock remains a Buy: strong earnings, packed concert lineup, and NYC tourism tailwinds. Read here for a detailed analysis.
Six Flags Entertainment plunges 14% after fatal roller coaster incident
Six Flags (FUN) stock plunges 14% to a 52-week low after a fatal coaster incident and ride closures; see key metrics, risks, and what’s next—read now.
Streaming vs. theaters: Where entertainment value hides
Skydance merger spotlights streaming vs theaters. Compare margins, valuations & Quant Ratings for NFLX, AMC, CNK, IMAX & more—read now to find stocks to...
Procter & Gamble: A Business To Hold Forever
Procter & Gamble remains a Hold, serving as a stable, conservative portfolio anchor despite recent underperformance. Read more on PG stock here.
Microsoft Xbox broadens entertainment push with new XP division
Microsoft Xbox launches new XP division to expand franchises into movies, TV, merch, partnerships and theme parks.
Seaport Entertainment: Qualitative Story Seems Interesting, But Execution Risks Suggest Caution
Seaport Entertainment Group appears to have 90-150% upside, yet positive cash flow remains elusive. See why SEG stock is a Hold.
Flutter Entertainment: We Double Down (Rating Upgrade)
Flutter stock is down 20% since May. See why FLUT's FanDuel investment, international diversification, prediction markets & cost savings improve risk/reward.
Paramount-WBD deal closes; here are top quant-rated entertainment stocks
Paramount Skydance–WBD merger reshapes entertainment—see 20 top quant-rated movies & broadcasting stocks (AMC, DIS, NFLX, ROKU).
Sphere Entertainment: Don't Let The Selloff Spook You
Sphere Entertainment stock pullback may be a buying chance: Sphere segment growth, new venues pipeline, and undervalued valuation.
Sphere Entertainment declines 14%, hits multi-month low
SPHR stock plunged 14% to a 6-month low as short interest stays high and ticketing trends blur.
Euro drops to 17-month low as political and fiscal risks rise
Euro hits 17-month low as French politics and fiscal worries shake markets.
Apple to replace iPhone 18 Pro Max facing AT&T glitch
Apple (AAPL) offers to replace some of the iPhone 18 Pro Max devices after customers on the AT&T (T) network faced a cellular connectivity issue. Read more here.
Starz Entertainment: Price Increases, Sub Growth, And Distribution Deals
Starz Entertainment (STRZ) stock is up 100%+ YTD as guidance rises, deleveraging continues, and buyout chatter grows. See here for more details.
AMC Entertainment: This Time, Fundamentals Support The Surge
AMC Entertainment has had a very volatile history, driven by volatile box office trends and very high debt. Click here to read this AMC stock update.
AirJoule: Exciting Science, Decent Acquisition, But No Revenue Yet
AirJoule’s acquisition of BitSink adds $11M revenue and data center cooling distribution.
Inspired Entertainment slides after Brazil's ban on online betting and gambling
Inspired Entertainment (INSE) warns Brazil’s online betting ban may hit digital revenue; outlook may change with Q3 results as Congress reviews.
Flutter Entertainment reacts to online betting and gaming ban in Brazil
Flutter (FLUT) halts Brazil online betting after a provisional ban; SEC filing outlines possible $70M revenue hit.
Lucky Strike Entertainment: A Weak Consumer Leads To Downside Risks
Lucky Strike Entertainment rated SELL: premium EV/EBITDA, high leverage, weak demand, and negative FCF. Click for more on LUCK stock.
UnitedHealth: Quality Dividends From Health Insurance
UnitedHealth raised 2026 adjusted diluted EPS guidance to $19.50–$20.00, reflecting strong margin discipline. Read why UNH stock is a Buy.
Earnings matter more than politics for S&P 500 gains, BofA says
Corporate profits drive S&P 500 returns more than politics, says BofA.
Oscar Health: Market Share Gains Are Only Part Of The Plan
Oscar Health (OSCR) buy thesis: $45–$49 fair value on ACA growth, improving margins and Lucie upside.
Tesla's Roadster reveal: Rocket science or reality check?
Tesla teases next-gen Roadster ahead of Oct. 1 Waco event.
Google expands free AI video generation in Google Vids
Google expands Google Vids: create free AI videos with Gemini Omni 1.1 Flash, 1080p HD, avatars & SynthID watermark.
AMC Entertainment starts $3.97B debt plan to refinance notes, term loans
AMC raises $3.97B in new debt to refinance and restructure existing loans and notes, targeting 2027-2029 maturities.
SL Science: A $1.15 Billion Valuation Built On Preclinical Promises
SL Science Holding Limited is rated Sell due to an unsustainable $1.15B valuation built on a strictly preclinical pipeline. Click for this SLBT stock update.
Inspired Entertainment: Could Be Faced With Headwinds Emanating From Global Events
INSE stock has slid, but improved earnings outlook for FY2026–FY2027 may spark a bounce.
Sphere Entertainment Makes For An Entertaining Opportunity
Sphere Entertainment Co. is rated a soft Buy due to strong growth, unique assets, and expansion plans. Read more on SPHR stock here.
Alliance Entertainment's Dip Is An Opportunity To Add This To Your Stock Collection
Alliance Entertainment Holding Corporation rated Buy: revenue/EBITDA growth, cheap valuation, and 2027 upside from media & collectibles. Click for more on AENT.
Selling/Rotating Is An Art, Not A Science
A disciplined value investing approach is advocated, emphasizing active rotation when future returns no longer justify holding a position. Read what investors need to know.
PENN Entertainment: Not Much To Get Excited About
PENN Entertainment remains a Hold with an $18 price target due to mixed earnings and limited valuation upside versus peers. Learn more about PENN stock here.
Elevance leads UBS health benefits survey as employers brace for higher costs
UBS benefits survey ranks Elevance top insurer as 77% of employers rebid 2027 plans; GLP-1 costs surge and big PBMs stay strong—read now.
Disney: IP-Rich Entertainment Conglomerate With Value Trap Risks
Disney contrarian buy: streaming and parks growth, FY2026/27 guidance, and discounted P/E support a deep value thesis. Click for more on DIS stock.
As Nvidia rumors swirl, Hugging Face unveils a $399 robot
Hugging Face unveils Microduck, a $399 AI robot for hands-on learning.
AMC Entertainment: Watch The Share Count
AMC Entertainment's unit economics have improved, with breakeven free cash flow at ~$10.4B domestic box office. Read why AMC stock is a Buy.
Lone Star vibes: Six Flags Entertainment is returning to its Texas roots
Six Flags (FUN) will move its HQ to Arlington, Texas in 2027, boosting support for its parks network and operations—get the latest stock and strategy...
Carl Icahn bid $34 a share for Caesars Entertainment last month
Carl Icahn’s $34-per-share bid for Caesars beat Tilman Fertitta’s $31 deal and was the only go-shop offer.
Starz Entertainment's Stock Is Powerful, But It Still Rates As A Hold
Starz Entertainment Corp. stock outlook: technical momentum vs. leverage and cash flow risks. Click for this STRZ update.
Flutter Entertainment: Let's Not Only Focus On U.S. Sportsbook Growth
Flutter Entertainment plc reported weak Q2 results and a slight downgrade to the 2026 financial guidance. Click here to read an analysis of FLUT stock now.
Flutter Entertainment officially ends its London Stock Exchange listing
Flutter Entertainment (FLUT) delists from the London Stock Exchange and trades only on the NYSE. Get the reasons and what to watch before Aug.
Why Tesla selling its China business could be a negative for shareholders
Tesla China spin-off rumors: analysts warn a sale could erase humanoid/robotaxi upside and cut TSLA value.
Google pulls AI feature after users create fake satellite images
Google paused a new AI feature in Google Earth after it created realistic fake satellite images.
Madison Square Garden Entertainment: The Calendar Is Becoming The Growth Engine
Madison Square Garden Entertainment is now more of an earnings-driven story, with valuation upside hinging on operational improvements. See why MSGE stock is a buy.
Data centers: The business structure that's reshaping AI infrastructure finance
Learn how data center REITs fund AI/HPC growth via joint ventures and institutional capital, plus stocks to watch and rising regulation risks—read now.
Strategy buys preferred stock in past week instead of bitcoin, hit to business model signaled
Strategy (MSTR) was trading higher as the bitcoin treasury company announced a repurchase of its preferred stock instead of buying bitcoin in the past week.
Fertitta Entertainment’s buyout of Caesars progresses
Fertitta’s $17.6B all-cash Caesars deal advances after a Nevada Gaming Board hearing.
AMC Entertainment's Strong Showing Was Well-Deserved (Upgrade)
AMC Entertainment delivered a strong Q2 FY2026, with revenue up 14.2% to $1.60B and adjusted EPS beating expectations. Read more on AMC stock here.
AMC Entertainment soars after strong earnings, massive weekend for The Odyssey
AMC stock jumps after Q2 earnings beat as revenue hits $1.6B and EBITDA surges 70% on strong box office trends.
Sphere Entertainment: Too Many Unanswered Questions
Sphere Entertainment (SPHR) rated Sell: high capex, unproven sphere demand, $330M depreciation drag and premium valuation. See more details here.
Lucky Strike Entertainment: Gutter Ball
LUCK stock outlook: declining brand interest, high debt, and a 22% EV/EBITDA premium despite just 2% forward EBITDA growth: read why it’s a SELL now.
Amazon's Next Business Is Hiding Inside Its Delivery Network
Amazon launches Supply Chain Services to offer cheaper parcel delivery and boost logistics efficiency. Click here to read my most recent analysis of AMZN.
Seaport Entertainment: Bill Ackman's Hidden Gem
Seaport Entertainment has irreplaceable experiential real estate assets, including NYC’s South Street Seaport and Las Vegas. Read why SEG stock is a strong buy.
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Sky (Comcast) to buy ITV’s Media & Entertainment unit for up to £1.6B, targeting £200M synergies and a £2.1B content deal—get the key terms now.
T-Mobile phasing out older plans, moving customers to 5G offerings
T-Mobile is ending legacy wireless plans and auto-upgrading customers to newer, pricier options.
PENN Entertainment: A Cautious Buy As The Turnaround Takes Shape
PENN Entertainment is transitioning from a digital-betting disappointment to a credible turnaround story. Check out why PENN stock is a buy.
Snap gets a reality check as premium AR glasses drive stock slump
Snap unveils costly AR glasses amid inflation concerns and tough competition. Read more.
Flutter Entertainment is called undervalued by Wedbush
Wedbush starts Flutter (FLUT) at Outperform, citing FanDuel’s U.S. strength and prediction market upside after a 50% drop.
Sony: The Market Is Mispricing Its Entertainment Transformation
Sony’s record FY2025 shows Music & image sensors driving profits.
PEJ: Leisure And Entertainment Portfolio Unlikely To Outperform IVV, A Hold
Invesco Leisure and Entertainment ETF offers exposure to a concentrated portfolio of U.S. leisure and entertainment stocks. Read more on PEJ here.
Casino M&A: Caesars Entertainment agrees to buyout offer from Feritta Entertainment
Caesars Entertainment to be acquired by Fertitta in a $17.6B all-cash deal at $31/share (49% premium).
Is The Market Mispricing Flutter Entertainment On FanDuel Concerns?
Flutter Entertainment faces headwinds from prediction markets and declining US sports betting revenues. Learn why FLUT stock is a buy.
Flutter Entertainment: Attractive Entry Point
Flutter Q1 revenue +17% to $4.3B on iGaming growth and acquisitions; margin gains ahead. World Cup/NFL could be catalysts. Read here for an analysis of FLUT.
Casino M&A could pick up with Caesars Entertainment in play
Fertitta in talks to buy Caesars for $18B. See JPM’s take on asset sales, REIT impacts, and valuation read-through for MGM & PENN—read now.
Take-Two rallies after confirming Grand Theft Auto 6 will be released on November 19
Take-Two confirms GTA 6 launches Nov 19; Oppenheimer projects 40M units and $3.45 FY27 non-GAAP EPS. See winners like TTWO, SONY, MSFT.
Seaport Entertainment Seeks New Path With Closure Of Food Hall
Seaport Entertainment's sale of 250 Water Street has eliminated $61.3 million in debt and $7 million of annual cash burn. See why SEG stock is a Hold.
Watsco: A Great Business That's Still Priced Expensively
Watsco remains the leading HVAC distributor with a debt-free balance sheet, a robust technology platform, and a strong market position. Read more on WSO stock.
Verra Mobility Is Still A Quality Business Despite The Selloff
Verra Mobility rated a buy after 40% YTD drop: DCF implies 22% upside to $16.48, with MOSAIC margin gains ahead.
Google unveils new $100 per month AI Ultra plan; cuts price of top-tier plan
Google unveils $100/mo AI Ultra plan at I/O for developers: higher Gemini limits, Antigravity access, 20TB storage, YouTube Premium.
Google I/O kicks off with reveals on AI models, Gemini product expansion, and agentic features
Google I/O 2024: Alphabet highlights Gemini AI surge (3.2 quadrillion tokens, 900M MAUs), unveils Ask YouTube + Omni Flash video AI.
Microsoft reveals new business Surface devices with Intel and Qualcomm processors
Microsoft unveils Surface Pro/Laptop for Business with Intel Core Ultra Series 3 and upcoming Snapdragon X2 for faster on-device AI—see prices and...
Accel Entertainment: All Eyes On Chicago
Accel Entertainment maintains steady earnings growth but remains rangebound. Click here to read more on ACEL stock and why it is a Hold.
Blackstone pledges $5B to launch TPU-powered AI cloud business with Google
Blackstone and Google launch a new U.S. data center venture offering TPU compute-as-a-service, with $5B committed for 500MW by 2027.
Starz Entertainment: Even After The Sharp Rally, Upside Remains
Starz Entertainment remains a compelling Buy with strong tailwinds and an attractive valuation despite doubling YTD. Read more on STRZ stock here.
Sphere Entertainment: Priced To Perfection
Sphere Entertainment delivered a strong 1Q26, with revenue up 38% year-over-year, with Sphere venue driving 67% of AOI. Learn why SPHR stock is a hold.
Elliott builds big stake in life-science firm Bio-Rad Labs, WSJ reports
Elliott takes a stake in Bio-Rad (BIO), eyeing changes to lift the stock as Sartorius ties shape strategy.