Palantir is growing fast and printing profits, but the stock is still priced for years of near-perfect execution.
Nvidia has plenty of room to run after its blowout earnings and strong guidance.
When crude prices surge on geopolitical shock, refiners do not all respond equally. The death of Iranian Supreme Leader ...
Michael Burry questions soaring AI data centre spending, warning of leverage risks, cash flow strain, and possible accounting pressures as hyperscalers accelerate infrastructure buildout.
Commerce has gotten torched over the last six months - since September 2025, its stock price has dropped 33.2% to $2.97 per ...
PM EST One nuance: cash flow margin was still excellent, but FCF margin fell from 42% to 33% YoY, which may also be weighing ...
We came across a bullish thesis on Waste Management, Inc. on Roche Capital’s Substack by Pedro Ortiz. In this article, we ...
Costco shares have climbed 17% year-to-date, reaching $1,007.77 to close out March 3rd, a stark contrast to the S&P 500, which is essentially flat at -0.24% YTD. Yet despite that outperformance, ...
Full Year 2025 Highlights Revenue increased 17% to a record €1,290 millionGenerated profit for the period of €100 million, 7.8% as a percentage of revenueAdjusted EBITDA1 increased 33% to a record ...
Much as I predicted last week, the Hope Scholarship educational voucher program remains intact for the next fiscal year. Instead of recommending its first originating bill to reform the Hope program, ...
The S&P 500 rose on Monday, boosted by technology stocks, while the Dow Jones Industrial Average reached new heights as ...
Much as I predicted last week, the Hope Scholarship educational voucher program remains intact for the next fiscal year. Instead of recommending its first originating bill to reform the Hope program, ...
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