Blue Owl has rapidly grown its AUM at a 54% CAGR in recent years, driven by its fee-centric business model and focus on permanent capital. I value its predictable revenue streams and relatively minimal exposure to market volatility, which make it a safer investment opportunity compared to traditional banks. Despite recent gains, OWL appears modestly undervalued. It offers a forward yield of 3.4% with further potential upside.

GlobalFoundries faces growth challenges due to weak demand in key segments, but Smart Mobile Devices show signs of recovery with forecasted 4% increase in smartphone shipments. The Communications Infrastructure & Datacenter segment struggles with competitiveness as customers shift to advanced nodes, impacting GlobalFoundries' market position. Home and Industrial IoT segments are expected to see slow recovery as customer inventories normalize and industrial production growth shows modest improvement.

Don't believe the rumors. Boeing's not going bankrupt, and it still has options to survive this strike.

There are many billionaires who style themselves as Buffett-esque investors.

It's hard to go wrong with either company, but one is more appealing.

Nvidia (NASDAQ: NVDA) board member and the company's second-largest shareholder, Mark Stevens, is increasing the rate at which he is offloading his stake in the semiconductor giant.

Tom Yeung here, with this week's Sunday Digest. Last week, I wrote how smaller companies tend to outperform when the U.S. Federal Reserve cuts rates.

Google is facing new competition in the advertising market as AI transforms the industry. Google's search ad market share in the US could fall below 50% for the first time in a decade.

The Information Technology sector, led by AI-related stocks like NVIDIA, has shown recent gains, but BOTZ ETF remains underperforming with valuation concerns. BOTZ ETF, focusing on robotics and AI, has a high P/E ratio and mixed technicals, with a bullish seasonal trend from mid-October to January. Despite a solid long-term EPS growth rate of 12.6%, BOTZ's concentrated allocation and high standard deviation history make it a risky investment.

Talen Energy will massively benefit from improved PJM capacity auction prices, premium data center contracts with Amazon, and rising whole sale electricity prices. The company's Susquehanna Nuclear Station has downside protection through the Inflation Reduction Act, cementing a lucrative margin. Large increases in FCF are due to changing market conditions and requires little to no capital spending on TLN's part. TLN will be a beneficiary of an underinvested market.