Stock Market News
Latest financial news · Updated Jul 18, 2026
Celestica (CLS) to Establish New Manufacturing Campus in Fort Worth, Texas
Celestica's Fort Worth expansion signals a bet on US onshoring trends, but execution risks, margin compression, and competition pose challenges …
London Company Small-Mid Cap Strategy Remains Confident on Churchill Downs Incorporated (CHDN) Despite Market Fears
The panel consensus is bearish on CHDN, citing regulatory risks around i-gaming, cyclical headwinds, and questionable capital allocation strategies, particularly …
Insights from Wall Street: 3 things regular investors should know about the SpaceX IPO
The panel consensus is bearish on the SpaceX IPO, with key risks including cash flow timing, capital intensity, and potential …
Can Qualys (QLYS) Weather AI Challenges?
The panel has a bearish consensus on Qualys (QLYS), citing potential margin compression due to AI commoditization and competition, as …
Amazon's stock buybacks explained
The panel generally views Amazon's $10B buyback as modest and largely symbolic, with the real story being the offset of …
Murphy USA (MUSA) Surged Along with a Spike in Fuel Prices
The panel consensus is bearish on Murphy USA (MUSA), with concerns about the sustainability of its recent performance and the …
Cypress Creek Closes $3.5-Billion in Financing for Large Arkansas Solar+Storage Project
The financing of the Steel River project signals strong appetite for utility-scale solar+storage, but the long execution timeline, reliance on …
Truckload carriers eyeing multiyear rate upcycle
While there's consensus on capacity reduction driving rate hikes, the durability of the upcycle is uncertain due to potential demand …
Should You Continue Holding Visa (V)?
The panel's net takeaway is that Visa's current valuation is precarious, with risks including a potential erosion of its moat …
Oppenheimer launches Wall Street's first coverage of SpaceX with bullish outlook
The panel's net takeaway is that SpaceX's IPO valuation is aggressive and hinges on speculative future cash flows from Starlink …
SpaceX IPO to launch this group of teachers into dream retirement — massive $11B jackpot possible. How to ride the wave
The panel generally agrees that the article overhypes SpaceX's potential IPO, glossing over significant risks and uncertainties. They caution against …
London Company Large Cap Strategy Added Martin Marietta Materials (MLM) Signals Industry Optimism
Despite strong tailwinds from IIJA funds and oligopoly pricing power, MLM's growth and margins may be compressed due to long-term …