Urban One Transaction Snapshot
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US Special Situations: Urban One – Transaction Snapshot

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Oracle: Updating Forecasts; Maintain M/P

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Rakuten Funding Gap
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Rakuten 3Q25: Funding Gap Persists; Maintain U/P

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Autos Mythbuster
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Autos Mythbuster: Rear View Repos & the Road Ahead

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Hyperscaler Capex 2026 Estimates
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Technology: Hyperscaler Capex 2026 Estimates

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Telefonica: 3Q25 & Capital Markets Disappointment

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Technology: Reciprocal Tarrifs Impact

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Synopsys: 6-Pt Benchmark Issuance for Ansys Deal

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Strategy: Tracking Tech’s Tectonic Transformation

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INTC: Nearing Foundry Deal w/ TSMC at the Table?

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