Investing.com -- Bank of America maintained its underperform rating on Runway Growth Finance Corp. (NYSE: RWAY) following the company's acquisition of SWK Holdings. The deal increased RWAY's scale and expanded its investment capabilities in healthcare and life sciences while diversifying the portfolio.
The bank expressed concerns about the venture lending operating environment, concentration risk, upcoming debt maturities in 2026 and 2027, and high leverage levels.
Bank... (continue reading...)
Investing.com - Wolfe Research said CNH Industrial (NYSE: CNH) management expects an L-shaped recovery in agricultural equipment demand in 2027, with commodity prices remaining the primary obstacle to a stronger rebound.
Jason Omerza, CNH's vice president of investor relations, told the firm that early order intake for model year 2027 products is tracking at a similar pace to model year 2026. Management characterized the 2027 industry outlook as flat, with CNH's own... (continue reading...)
Investing.com -- Jefferies issued a research note on Friday highlighting concerns about currency debasement and the US fiscal situation, suggesting mining shares could serve as a hedge against these risks.
The firm pointed to recent price movements in gold and cryptocurrency as early indicators, stating it would not be surprised if copper and other industrial metals follow suit. Jefferies initiated coverage on several Canadian-listed copper and gold miners this week.
The... (continue reading...)
Investing.com -- Commodity Trading Advisor positioning in US Treasury futures remains heavily short, according to Bank of America. This week's sharp increase in yields provided additional room for those positions, moving short-covering triggers further away.
The US dollar continued its decline with a large drop on Wednesday, creating pressure on stretched EURUSD shorts held by slower-moving trend followers. Bank of America's model indicates EUR buying from 1.1691 to... (continue reading...)
Investing.com -- Raymond James released its Token Observer report for August 2026 on Friday, tracking trends in artificial intelligence model performance, pricing, and usage metrics.
The report found that the price difference between the top three and bottom three AI models expanded to approximately $50 per million tokens in August, compared to $30 in July. The increase was driven by new cybersecurity models pushing pricing higher at the top end of the market.
Silicon... (continue reading...)
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