The average brokerage recommendation (ABR) for TSMC (TSM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for TSMC (TSM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
jetcityimage/iStock Editorial via Getty Images Raymond James Financial Inc. ( RJF ) is an American multinational independent investment bank and financial services company. Founded in 1962, Raymond James is now a $29 billion (by market cap) financial services mover and shaker employing nearly 20,000 people. The company reports results across four segments: Private Client Group, 68% of FY 2025 reve...
jetcityimage/iStock Editorial via Getty Images Raymond James Financial Inc. ( RJF ) is an American multinational independent investment bank and financial services company. Founded in 1962, Raymond James is now a $29 billion (by market cap) financial services mover and shaker employing nearly 20,000 people. The company reports results across four segments: Private Client Group, 68% of FY 2025 revenue; Capital Markets, 12%; Bank, 12%; Asset Management, 8%. Raymond James mainly creates revenue (via PCG) by providing financial planning, investment advisory, and securities transaction services through a large and developed branch office network throughout the US, Canada, and the U.K. In doing so, and by offering a one-stop shop for wealthy clients through its full suite, Raymond James generates asset management and administration fees after acquiring fee-based accounts and placing them under administration. Raymond James has approximately $1.8 trillion in assets under administration, which represents the underlying fee and compounding engine for the entire enterprise. And this engine is expanding from two powerful forces working simultaneously. First, there’s the nature of global capital markets, leading to higher asset prices over time (which lifts market values of AUA and then the fees applied to AUA). Second, there’s the consistent net inflows of assets, increasing AUA yet again (and, thus, fees). While Raymond James has no control over the first component, that second component is where the company shines. Whereas a lot of legacy asset managers have struggled with persistent net outflows, Raymond James continues to attract assets via its relationship-heavy, client-first, advisor-centric model via a wide branch network. The company recorded $52 billion in domestic PCG net new assets for FY 2025, and these assets tend to be sticky once in place. These two forces are showing no signs of abating, indicating that Raymond James has plenty of ability to continue growing it...
Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is involved in seemingly every industry of the economy, but insurance is its bread and butter. Lemonade (NYSE: LMND) is an up-and-coming insurance enterprise leaning on its technological capabilities to provide consumers with a better value proposition. When it comes to these financial stocks , investors have a lot to think about before making an inform...
Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is involved in seemingly every industry of the economy, but insurance is its bread and butter. Lemonade (NYSE: LMND) is an up-and-coming insurance enterprise leaning on its technological capabilities to provide consumers with a better value proposition. When it comes to these financial stocks , investors have a lot to think about before making an informed decision. Each provides an interesting opportunity. Is Berkshire Hathaway or Lemonade the better long-term buy? Image source: Getty Images. Continue reading
Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.
Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.
Scientists believe footballs could be designed to reduce the impact of heading after new research discovered the action caused a previously unreported pressure wave energy transfer to the brain.
Scientists believe footballs could be designed to reduce the impact of heading after new research discovered the action caused a previously unreported pressure wave energy transfer to the brain.
An Iranian flag flutters as a woman walks past damaged buildings amid a 10-day ceasefire between Lebanon and Israel, in the southern suburbs of Beirut, Lebanon, April 20, 2026. Marko Djurica | Reuters "Complacent" investors risk getting wrong-footed as they continue to misread developments in the Iran war, analysts said after markets reacted to the brief reopening of the Strait of Hormuz on Friday...
An Iranian flag flutters as a woman walks past damaged buildings amid a 10-day ceasefire between Lebanon and Israel, in the southern suburbs of Beirut, Lebanon, April 20, 2026. Marko Djurica | Reuters "Complacent" investors risk getting wrong-footed as they continue to misread developments in the Iran war, analysts said after markets reacted to the brief reopening of the Strait of Hormuz on Friday, only for their hopes to be dashed. Growing investor optimism over an end to hostilities in the Gulf has helped propel stocks higher since a two-week ceasefire was agreed between the U.S. and Iran on April 7. Tehran's announcement on Friday that the Strait was open to shipping spurred a strong market response. The S&P 500 gained 4.5% last week, while the Nasdaq Composite popped 7.2%. The latter also posted its 13th consecutive winning session on Friday, matching a streak not seen since 1992. But global equity markets faltered on Monday, reversing course as traffic on the Strait once again ground to a halt. The fragile ceasefire is set to expire on Tuesday, and some strategists have warned that investors are at risk of misreading how news about the conflict is reflected in market movements. Matt Gertken, chief geopolitical strategist at BCA Research, said that investors had adapted to respond to U.S. President Donald Trump's tariff announcements since his "liberation day" last year, but should understand that Trump is not fully in control of events in the Middle East. "The market is believing this is like 'liberation day' – that President Trump can raise the temperature but then lower the temperature at the perfect time, and that he's the maestro," he told CNBC's "Squawk Box Europe" on Monday. "But we could be in a different situation now, because Iran has been attacked, and they have a higher pain threshold." watch now VIDEO 7:58 07:58 Market is reading disinformation as bullish sign, says strategist Squawk Box Europe Friday's jubilation that the Strait of Hormuz – through...
ismagilov/iStock via Getty Images The AI trade has come back with a vengeance over the past couple of weeks, coinciding with the calming of tensions around the US-Israel-Iran conflict, with returns on individual stocks within this space dramatically outperforming the broader index. Nebius Group N.V. ( NBIS ) has been an example of such a stock benefiting from this trend. The question arises, howev...
ismagilov/iStock via Getty Images The AI trade has come back with a vengeance over the past couple of weeks, coinciding with the calming of tensions around the US-Israel-Iran conflict, with returns on individual stocks within this space dramatically outperforming the broader index. Nebius Group N.V. ( NBIS ) has been an example of such a stock benefiting from this trend. The question arises, however, whether all this is justified. In this article, I will address this question when it comes to Nebius. It will be my contention that, in fact, the current run-up is not justified and that investors are assuming significantly more risk, as a result, at current prices than they were even just a few weeks ago. What’s New Since my last coverage of NBIS on February 17 th , the shares have increased by ~62%. With such a rapid increase in share price, investors would be justified in wondering whether the price of NBIS shares has gotten a bit ahead of itself. Well, to answer this question, we can look to what has happened during this time period. Nvidia Partnership and META agreement Nebius and Nvidia ( NVDA ) announced a partnership on March 11 th whereby Nvidia would invest $2 billion into Nebius, ostensibly helping it deploy more than 5 GW of compute capacity by 2030. Additionally, Nebius and Meta Platforms ( META ) signed a $27 billion contract whereby Nebius will provide META with $12 billion in dedicated compute capacity, and META will effectively backstop up to $15 billion in compute capacity in the event Nebius is unable to sell said capacity to third parties over the next five years. AI Industry Developments Additionally, there have been further developments within the AI industry as well. First, there have been the continued announcements of various plug-ins by Anthropic ( ANTHRO ) that have sent various stocks of white-collar legacy companies in a continued downward direction, most notably with downside momentum continuing in the software space. Second, there has been...
JulPo/E+ via Getty Images Well, I am here again, with my analysis and earnings preview of Sanofi ( SNY ). In my previous article , " AbbVie vs. Sanofi: Which Is the Better Investment Right Now ," I compared this giant in the IMIDs treatment market with its direct competitor, AbbVie ( ABBV ). In this one, I'll focus on its latest milestones, Sanofi's drug/vaccine sales in Q4, and, more importantly,...
JulPo/E+ via Getty Images Well, I am here again, with my analysis and earnings preview of Sanofi ( SNY ). In my previous article , " AbbVie vs. Sanofi: Which Is the Better Investment Right Now ," I compared this giant in the IMIDs treatment market with its direct competitor, AbbVie ( ABBV ). In this one, I'll focus on its latest milestones, Sanofi's drug/vaccine sales in Q4, and, more importantly, what I expect from its Q1 report. So, on April 7 , Sanofi reported that lunsekimig, a dual-targeted anti-TSLP/IL-13 antibody , was effective in treating moderate-to-severe asthma and CRSwNP [chronic rhinosinusitis with nasal polyps]. Source: table was made by Author However, it hasn't yet provided exact numbers for the reduction in the annualized rate of severe asthma exacerbations or the nasal polyps score. But I think the fact that it met its primary and secondary endpoints in the AIRCULES phase 2b trial [ NCT06102005 ] and DUET phase 2a [ NCT06454240 ] already partially reduces the uncertainty about who will be the successor to Dupixent. Now, move on to Wayrilz [ rilzabrutinib ], which is a reversible BTK inhibitor. It's already FDA-approved, on August 29 last year, for the treatment of people with a rare blood disorder called immune thrombocytopenia . And Wayrilz sales grew from €1 million in Q3 to €6 million in Q4 , beating my "base case" scenario by 22.4%. Source: graph was made by Author based on the financial reports of Sanofi But I think it's just as important that the FDA granted it a BTD status on February 9 for the treatment of patients with wAIHA [ warm autoimmune hemolytic anemia ], a condition in which IgG autoantibodies destroy healthy red blood cells [erythrocyte]. The U.S. regulatory agency's decision was based on promising results from the Phase 2b LUMINA 2 trial [ NCT05002777 ]. So, according to data published in ASH Publications , the median baseline hemoglobin level in patients taking rilzabrutinib increased from 8.2 g/dL to 11.7 g/dL [from 6.6 to 14....