Previously we covered a bullish thesis on Madison Square Garden Sports Corp. (MSGS) by Boyar Research and Jonathan Boyar in October 2024, which highlighted the valuation gap between MSGS’s market price and the combined value of the Knicks and Rangers, with potential unlocking through minority sales or spin-offs. The stock has appreciated approximately 3.64% since coverage. Simeon McMillan shares a similar perspective but focuses on Fox’s Tubi platform, emphasizing FAST market growth, underrecognized viewership gains, and strategic value within Fox’s portfolio. Union Pacific ( UNP ) CEO Jim Vena on state of economy: "So it's interesting in that the consumer from everything we see is still strong at this point. They are still out there spending, they're still out there moving. We've seen some products being a little bit less [in demand], homes are not selling at the same rate as they were before. But overall, our business is up. Our volume is strong year over year, it's up by a few percentage points. So far we have not seen the impact that some people claim that we were going to have with the economy. In specific segments [you are seeing a slowdown]." Yahoo Finance updates reveal semiconductor stocks gaining momentum, with SOXX ETF up 3% in five sessions. Analysts see continued demand from AI infrastructure build-outs driving earnings beats through year-end.
