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GuruFocus's Comment & Analysis.
Access a complete archive of all posts and research produced by GuruFocus, including current material.
Has Palantir Run Too Hot in the AI Race? By GuruFocus - Aug 20, 2024

Big data giant Palantir Technologies Inc. (NYSE:PLTR) has been on quite the run over the past year. The stock has surged north of 74% year to date, fueled by stellar quarterly results and robust...

KLA Corp: Wonderful Business, Lousy Price By GuruFocus - Aug 20, 2024

KLA Corp. (NASDAQ:KLAC) is the world's dominant supplier of process control and yield management solutions for semiconductors, printed circuit boards and flat panel displays. Its products are...

Reshoring Trend May Benefit Eaton By GuruFocus - Aug 15, 2024

Reshoring to the U.S. could be a solid growth opportunity for Eaton Corp. PLC (NYSE:ETN)as companies pull out of China and invest in domestic or nearshore facilities. Eaton's electrical equipment...

Fiserv: An Interesting Fintech Market Leader By GuruFocus - Aug 14, 2024

Fiserv Inc. (NYSE:FI) is a fintech company that provides technology services to various financial institutions. These services range from processing transactions and digital cards for banks or...

A Stellar Quarter for Kinsale Capital By GuruFocus - Aug 12, 2024

Kinsale Capital Group Inc. (NYSE:KNSL), a niche player in the excess and surplus insurance market, continues demonstrating robust growth and strong financial performance. Despite disappointing...

Why Caution Is Warranted for McDonald's By GuruFocus - Aug 08, 2024

McDonald's Corp. (NYSE:MCD) presented disappointing second-quarter earnings on July 29. The quarter's indicators show how challenging the company's situation is, with negative same-store sales, flat...

Align Technology Is Positioned to Soar By GuruFocus - Aug 08, 2024

I recently did an analysis of Boston Scientific (NYSE:BSX) and concluded there are better options in the medical devices sector. Here, I am going to discuss one of those better options: Align...

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