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Following DoorDash's (NASDAQ:DASH) recent earnings release, the company continues to strengthen its position in the food delivery and broader local commerce markets. When I last wrote about DoorDash...
According to HedgeFollow tracker, Elliott Investment Management has had nearly 17% 3-year annualized return performance across its top 50 weighted holdings. Founded by Paul Singer, the activist hedge...
Yesterday, we received the consumer confidence report from the Conference Board, which showed that one-year inflation expectations rose to 6% from 5.2% in January. This follows the University of...
Palantir remains highly valued with a 460x P/E ratio and a 42.5x P/B ratio, far above its peers. The stock's beta of 2.81 signals high volatility, meaning sharp moves in both directions. Fair Value...
In this video we’ll interview Dave Hudson, Head, Structured Solutions at BMO (TSX:BMO) Global Asset Management to ask burning subscriber questions about CDRs (Canadian Depository Receipts)....
Adobe (NASDAQ:ADBE) is a powerhouse in the software industry, commanding a global market share of over 80%. The company continues to generate massive subscription revenue while quietly building an...
Arista Networks (NYSE:ANET) is a leading provider of cloud networking solutions for data centers. The company's core products include high-performance switches, routers, and network software. Arista...
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the air freight and logistics industry, including FedEx (NYSE:FDX) and its peers. The growth...
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how medical devices & supplies - diversified...
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how household products stocks fared in Q4,...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how RXO (NYSE:RXO)...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Universal...
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at MACOM (NASDAQ:MTSI) and the...
The S&P 500 had started to clear resistance, posting new all-time highs before sellers struck with a vengeance. The selling was bad, similar to that seen in December, which markets had only...
Metas (NASDAQ:META) data center capital expenditures ('capex') have been both praised by AI enthusiasts and criticized by investors concerned with return on invested capital. In reality, Meta is...