Tank Maker KNDS: Will the Next Big Defense IPO Be Delayed? Analysts see signs that combat vehicles manufacturer KNDS’ IPO in Paris and Frankfurt could be pushed back. Karen Gilchrist
Ryanair Earnings: Record Profit Despite Boeing Delays, Supported by European Capacity Constraints Loredana Muharremi, CFA
AI Bubble or Buying Opportunity? How to Choose the Best Pure-Play AI Stocks Today James Gard and Michael Field, CFA
IAG Earnings: Strong Profit, Low Leverage, but Higher 2026 Fuel Bill Forces Modest Fair Value Cut Loredana Muharremi, CFA
Saudi Aramco Earnings: Higher Oil Prices Support Earnings but Affect Cash Flow Generation Allen Good, CFA
Shell Earnings: Strong Trading Leads to Better-Than-Expected Results, but Repurchase Rate Trimmed Allen Good, CFA
Disney Earnings: Firm Strong on All the Most Important Fronts and Poised to Accelerate Matthew Dolgin, CFA
SpaceX Launches History’s Largest IPO We believe shares of SpaceX are significantly overvalued. Nicolas Owens
Which Funds Are Best For AI Exposure? Morningstar analysts believe that AI infrastructure is where both the exposure and the valuation argument are strongest. Kenneth Lamont
Which Funds Are Best For AI Exposure? Morningstar analysts believe that AI infrastructure is where both the exposure and the valuation argument are strongest. Kenneth Lamont
Oil Prices Fall as US-Iran Peace Deal Signals Possible End to Energy Crisis Washington and Tehran struck a peace deal to halt their three-and-a-half month war and reopen trade through the Strait of Hormuz. Karen Gilchrist
For SpaceX IPO Investors, a Long List of Unfriendly Shareholder Policies Leslie P. Norton and Tom Lauricella