Luca Socci

Brookfield Infrastructure trades under two separate tickers for one identical business, with a price premium between the two.

Fabrinet (FN) is a key optical component manufacturer benefiting from AI-driven demand, but its valuation has become stretched amid the AI supplier trade.

Summary Corning's Q2 results were strong across optical and solar, but growth is clearly decelerating relative to H1.

Summary Rithm Capital reported a strong Q2, with EAD of $0.60 per share, supporting a 19.7% ROE and a secure 10%+ dividend yield.

Summary Ford delivered a strong Q2 beat and raised guidance again, but the headline numbers rely heavily on a one‑time $1.3B tariff refund.

Summary Visa Inc. and Mastercard Incorporated both beat earnings, but adjusting for acquisitions and World Cup effects shows Visa's growth closer to Mastercard's.

Summary Ferrari N.V.'s Q2 showed strong pricing, richer personalization, and disciplined scarcity, driving margin expansion and reinforcing the brand's unmatched earnings visibility.

Summary Hershey delivered strong Q2 2026 results, with adjusted EPS up 57% and gross margin expanding to 45.3%.

Summary The Mag 7 have fractured into distinct stories, no longer moving as a single trade but diverging across strategy, funding, and earnings quality.

Summary Disney delivered a strong Q3 with 7% revenue growth, 21% operating income expansion, and a 13% SVOD margin—confirming the turnaround in Entertainment and continued strength in Experiences.