Sanghamitra Saha

Key Takeaways New housing law aims to boost supply through zoning reforms and lower building costs.

Key Takeaways BABU soared 32% as Alibaba jumped on upbeat UBS commentary and strong AI-cloud growth expectations.

Key Takeaways DuPont analysis breaks ROE into margin, asset efficiency and leverage for deeper stock insights.

Key Takeaways Iran conflict keeps oil elevated, supporting income-focused MLP ETFs. MLPs offer 7.6-8.5% yields with fee-based, relatively stable cash flows.

Key Takeaways U.S. Hormuz blockade sent Brent and WTI prices sharply higher on supply disruption fears.

Key Takeaways AI capex is boosting chipmakers' cash flow while pressuring hyperscalers. Chinese AI competition and monetization delays pose risks to AI spending.

Key Takeaways Stripe and Advent offered $60.50 per share, valuing PayPal at over $53 billion, per Reuters.

Key Takeaways SK Hynix's U.S. listing sparked launches of 2X leveraged ETFs SKHL and HYNX. AI-driven HBM demand and policy support could fuel SK Hynix's long-term growth.

Key Takeaways HALO stocks own hard-to-replace assets, making them less vulnerable to AI disruption.

Key Takeaways Q2 earnings growth remains robust, with estimates up 23.8% on 11.3% higher revenues.