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25,526 signal articles · 28 in last 24h · 122,310 total before filter · latest 1h ago
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SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss
24/7 Wall St.116d agobearish
SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

Forget Bitcoin, gold, or the occasional WallStreetBets options trade that pays off. One of the biggest winners of the last decade has been the VanEck Semiconductor ETF (NASDAQ: SMH). Over the trailing 10-year period as of March 31, 2026, SMH delivered a 31.34% annualized return at net asset value. That’s exceptional compounding over a sustained ... SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

Investors Favour Legence Corp. (LGN) Due to Its Mission-Critical Role in the “AI Infrastructure” Build-Out
Insider Monkey116d agobearish
Investors Favour Legence Corp. (LGN) Due to Its Mission-Critical Role in the “AI Infrastructure” Build-Out

Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 began with optimism about the domestic economy and attractive Small Cap valuations, but was impacted by volatility from Middle East geopolitical unrest and changing interest rate expectations. This unrest drove […]

Benzinga116d agobearish
POET Technologies Shares Plunge On Marvell Order Cancellation: What Investors Need To Know

Shares of POET Technologies Inc are trading sharply lower Monday morning following news that Marvell Semiconductor has canceled all outstanding purchase orders from Celestial AI, a company Marvell recently acquired. The cancellation notice, received on April 23, effectively terminates a partnership that included initial production units first disclosed by POET in April 2023. Here’s what investors need to know. Marvell Alleges Confidentiality Breach In POET Order Cancellation The justification fo

Is It Time To Reassess Klarna Group (KLAR) After A 51.2% Year To Date Slump?
Simply Wall St.117d agobearish
Is It Time To Reassess Klarna Group (KLAR) After A 51.2% Year To Date Slump?

If you are trying to work out whether Klarna Group at US$13.95 is attractively priced or not, the key question is how that share price compares with what the business might be worth. The stock has been volatile recently, with a 6.4% decline over the last 7 days alongside a 13.7% gain over the past 30 days, while the year to date return sits at a 51.2% loss. Recent headlines around Klarna Group have focused on its position within the broader Diversified Financial space and shifting sentiment...

Why Marvell Technology (MRVL) Stock Is Falling Today
StockStory117d agobearish
Why Marvell Technology (MRVL) Stock Is Falling Today

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 4% in the afternoon session after the company canceled all purchase orders with POET Technologies that were originally placed by Celestial AI, a firm Marvell recently acquired.

DLocal Lawsuit Dismissal Shifts Spotlight To Valuation And Share Price Potential
Simply Wall St.119d agobearish
DLocal Lawsuit Dismissal Shifts Spotlight To Valuation And Share Price Potential

New York's Appellate Division unanimously affirmed the dismissal of a securities class action lawsuit against DLocal. The court confirmed that claims of misleading statements in DLocal's registration documents lack legal merit. The decision removes a significant legal overhang that had been tied to DLocal's disclosures. DLocal, listed on the NasdaqGS under the ticker NasdaqGS:DLO, now faces fewer legal questions around its disclosure practices after the lawsuit dismissal was upheld. With...

Is It Time To Reassess Trade Desk (TTD) After Its Prolonged Share Price Slump
Simply Wall St.120d agobearish
Is It Time To Reassess Trade Desk (TTD) After Its Prolonged Share Price Slump

If you are wondering whether Trade Desk's current share price lines up with its underlying value, this breakdown is designed to give you a clear, numbers first view. The stock closed at US$22.62, with returns of 1.3% over 30 days but declines of 40.0% year to date and 57.5% over 1 year, which may have shifted how investors see its risk and reward profile. Over the past year, the sharp 64.8% 3 year and 69.8% 5 year share price declines have kept Trade Desk in focus for investors reassessing...

3 Healthcare Stocks That Fall Short
StockStory120d agobearish
3 Healthcare Stocks That Fall Short

From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. But financial performance has lagged recently as players offloaded surplus COVID inventories in 2023 and 2024, a headwind for overall demand. The result? Over the past six months, the industry’s return was flat while the S&P 500 climbed by 5%.

MoffettNathanson Downgrades DraftKings: Are Prediction Markets Killing the Sports Betting King?
24/7 Wall St.120d agobearish
MoffettNathanson Downgrades DraftKings: Are Prediction Markets Killing the Sports Betting King?

DraftKings (NASDAQ:DKNG) got a downgrade from MoffettNathanson to Neutral from Buy on April 24, with a price target cut to $27 from $38. The firm acknowledged prediction market competition as the overhang it can no longer dismiss. For long-term investors, the downgrade reframes the DraftKings stock thesis around regulatory risk rather than valuation. DKNG shares ... MoffettNathanson Downgrades DraftKings: Are Prediction Markets Killing the Sports Betting King?