Tempus AI’s Stock Surge: A Close Look at the Numbers

The catalyst? A little good news from a recent acquisition: Ambry Genetics, the California-based genetic testing company Tempus picked up back in February. Ambry decided to drop a bombshell with its announcement this week: a major update to its cancer risk assessment platform, the CARE Program. This little tweak integrates breast density data into the Tyrer-Cuzick tool for more accurate breast cancer risk assessments. A move that could mean life or death, depending on which side of the betting table you’re sitting on.

Where Will Robinhood Stock Be in 3 Years?

The fintech superstar is a lot more than meme trades today. It serves a large and growing consumer base with an increasing array of services, and it has a lot more up its sleeve. But can it keep this up during the next three years? Let\’s see what might be happening at Robinhood in 2028.

Realty Income vs. Opendoor: A Comparative Analysis

Realty Income’s business model hinges on long-term tenant relationships and predictable cash flows. Its triple net lease structure transfers operational burdens to tenants, while its diversified tenant base mitigates concentration risk. The company’s historical resilience-maintaining occupancy rates above 96% since 1994-suggests a robust foundation. However, its reliance on recession-resistant retailers may limit growth in evolving market conditions.

Rate Cuts & REIT Redemption: A Portfolio Manager’s Guide

AGNC Investment (AGNC) is a mortgage REIT, which is to real estate as a spreadsheet is to a party. It doesn’t own houses; it owns mortgage-backed securities. Great if you enjoy watching spreadsheets sleep. Now, here’s the rub: High rates dry up mortgages like a drought in the Sahara. But falling rates? That’s the rainstorm everyone’s been waiting for. Suddenly, AGNC isn’t just a dusty ledger-it’s a kid with a piggy bank full of new investments. And since it borrows money to buy those mortgages (a practice I personally refer to as “leverage”), lower rates mean cheaper debt. That’s like getting a discount on your ex’s rent. The spread between what it earns and what it pays? That’s the margin you want to widen before the next coffee price hike.

OxyChem’s Exit: A Buffett Farce in Three Acts

Yet what of OxyChem, that chemical alchemist whose caustic soda and PVC pipes perfume the world? For $9.7 billion, Berkshire dons the mantle of savior, acquiring this “profitable” jewel. A sum not unlike the price of Lubrizol in 2011-ah, the sweet serendipity of repeating oneself! OxyChem’s “step-change in profitability,” they say, as if alchemy were a science and not a gamble dressed in spreadsheets.

Dividend Fortresses Amidst Political Storms

Two such entities emerge from the chaos: Tractor Supply (TSCO), custodian of rural America’s quiet resilience, and Kroger (KR), steward of the grocery cart’s sacred duty. One sells the tools of subsistence; the other, the sustenance itself. Together, they form a diadem of dependability in a world where even the moon might forget to rise.

Pfizer’s Landmark Agreement with Trump: A New Chapter or Just a Temporary Fix?

Until now, the pharmaceutical industry had grown accustomed to the rhythm of regulatory approval and clinical trials, where risks were measured and tangible. But the true peril of recent times has come not from the science of medicine, but from the hand of politics. With President Trump’s public vow to lower drug prices and his threats to impose tariffs on pharmaceutical imports, companies like Pfizer faced an uncertain future, their earnings threatened by forces far beyond their control. The political winds had shifted, and there was an undeniable sense of unease in the markets.