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Latest zacks.com · about 12 hours ago

3 Investment Management Stocks to Buy From a Flourishing Industry

Investment management stocks like BLK, AMP and IVZ are expected to benefit from continued asset inflows and digital transformation.

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SOL seekingalpha.com · about 12 hours ago

Ocular Therapeutix: AXPAXLI Can Turn Retina Capacity Into A Commercial Moat

Ocular Therapeutix (OCUL) is positioned for a potential 2027 launch of AXPAXLI, with a de-risked regulatory path and strong Phase 3 efficacy data. AXPAXLI's annual dosing and clinic productivity benefits could drive adoption beyond wet AMD, targeting broader retinal indications including diabetic retinopathy. The FDA has agreed to an NDA submission in Q4 2026 based on SOL-1 data and interim safety from SOL-R, reducing near-term regulatory risk.

ENTG seekingalpha.com · about 12 hours ago

Entegris: Great Business, Same Valuation Problem

Entegris, Inc. delivers strong Q2 results with 11% revenue growth to $883 million and 42% EPS growth, surpassing expectations. ENTG benefits from rising semiconductor complexity, driving increased content per wafer and positioning the company in the industry's fastest-growing, most advanced segments. Operational execution improves: gross margin hits 47.6%, EBITDA margin 28.4%, free cash flow $120 million, and net leverage is projected below 3x by year-end.

CG youtube.com · about 12 hours ago

Carlyle CFO Plouffe on M&A Market, Private Credit and AI

Carlyle CFO Justin Plouffe says the firm has maintained a strong pace of exits for more than a year, with broad-based realizations across regions including Japan, Europe and the US. Speaking on "Bloomberg Open Interest," Plouffe also discusses the M&A market, the "tricky" private credit environment and the opportunities in AI and data security.

PHOS proactiveinvestors.com · about 12 hours ago

First Phosphate secures federal backing for infrastructure development at Quebec phosphate project

First Phosphate Corp. (CSE:PHOS, OTCQX:FRSPF, FRA:KD0, OTC:FPHOY) announced that it has finalized agreements for $4.84 million in non-repayable funding from the Government of Canada through Natural Resources Canada's First and Last Mile Fund to support infrastructure development for its Bégin-Lamarche phosphate deposit in Quebec. The funding includes approximately $3.07 million for a study focused on clean energy infrastructure, including the site selection, connection corridors, feasibility work and design of a 161-kilovolt transmission line and substations in the Saguenay-Lac-Saint-Jean region.

AMD seekingalpha.com · about 12 hours ago

Why AMD's CapEx Shock Is Actually Bullish

Advanced Micro Devices, Inc. delivered Q2 2026 revenue of $11.5 billion, up 50% year-over-year, with data center revenue reaching $6.7 billion. AMD's CapEx increase reflects AI demand constraints, customer commitments, and capacity expansion rather than speculative infrastructure spending. Helios demand exceeded initial expectations, while AMD expects data center revenue to more than double by 2027.

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