News

Snap restructures into agile startup squads to boost innovation and address ad revenue slowdown amid rising competition.
Despite Target's recent declines in revenue and earnings, I view these as temporary setbacks, not structural issues. Read why ...
Anglo American is nearing a deal to acquire Teck Resources for ~$20B, with an announcement potentially coming as soon as this ...
Harding Loevner shares Q2 2025 insights on emerging markets, highlighting tech headwinds, AI disruption, and portfolio shifts ...
Merit Medical has faced near-term headwinds, but core operations remain fundamentally strong. Read why MMSI stock is a solid, ...
ERH trades at a 6.94% discount to NAV, below its five-year average. Click here to read more about ERH CEF and why it is a Buy ...
Arqit Quantum generates no cash flow and is reliant on issuing new equity to continue funding itself. Read why I strongly ...
Rivian continues to burn cash with automotive sales dropping and persistent losses, despite some improvement in margins. Read ...
The Microsoft deal alone could add $3.5–$3.9B in annual revenue, tripling 2026 projections and bringing valuation multiples ...
Applied Digital's pivot to focus on hyperscalers sets up an estimated 80% revenue CAGR through 2028. Read why APLD stock is a ...
The deal with Microsoft significantly accelerates Nebius' growth pipeline. Click here to read why I am double-upgrading NBIS ...
​Microsoft ( NASDAQ: MSFT) shares are consolidating after a sharp pullback, closing near $495 following profit-taking sparked ...