Stock picks

Oracle Sits Far Below Wall Street's Target. Here's What Gets It There.

Oracle trades nearly $100 below Wall Street’s consensus target, yet the forces that crushed the stock over the past year have not touched its hyperscaler peers. Whether that gap is a value opportunity or a value trap hinges on a few high-stakes catalysts coming due this fall.

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UIUbiquiti Inc.
Q4 2026
EPS
$4.73
est $4.03+17.3%
Revenue
$937M
est $850M+10.2%

Enterprise Technology revenue of $868.31 million, up 27.7% year over year, carried Ubiquiti past consensus on both lines and funded a commitment to at least $1.00 per share in quarterly dividends through fiscal 2027. Management is flagging rising component costs and supply constraints as the next squeeze on gross margin, currently 45.8%.

Quarterly EPS — reported vs estimate
Market warnings

Bessent Says He Knows Something The Bond Market Doesn't

Treasury Secretary Scott Bessent told CNBC he holds asymmetric information about the long bond market that other investors lack, then refused to say what it is. The 30-year yield rose anyway.

Macro

"Get Long And Buckle Up." Jeff Currie Says Commodity Supercycle Is Underway

Jeff Currie, the former Goldman Sachs commodities chief now running energy strategy at Carlyle, told clients this week to “Get long and buckle up: the next leg of the ride will see more vol with higher highs across more markets.” The note, dated Aug. 20, 2026, extends a call he…

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