ServiceNow’s Growth Is Intact But Investors Are Paying Less for It, Here’s Why
ServiceNow (NYSE:NOW) grew total revenue 24% in its fiscal second quarter of 2026.
Insider Monkey Blog
Heartland Mid Cap Value Fund’s Q3 2026 Investor Letter
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.
Nu Holdings (NU) Now Earns $1B a Quarter. Is the Premium Earned?
Nu Holdings (NYSE:NU) crossed a line in the second quarter of 2026 that few digital lenders ever reach: $1.1 billion in quarterly net income, up 49% from a year earlier on a currency...
GE Aerospace (GE): Can an $11.75B Foundry Deal Defend Its Premium?
Most companies go shopping when growth starts to fade. GE Aerospace (NYSE:GE) went shopping with revenue still climbing more than 20%.
Chevron Corporation (CVX) Gains Momentum from Venezuelan Ventures and Americas Growth
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.
Short-Term Gas Price Weakness Overshadows DT Midstream’s (DTM) Long-Term Power & LNG Upside
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.
Chevron (CVX) Is Cleaning House Before the Earnings Peak Fades
Earlier this month, Chevron (NYSE:CVX) agreed to take a one-time loss of roughly $3 billion to $4 billion.
GE Vernova (GEV): A $176B Backlog Meets a 66x Price Tag
Most industrial companies would celebrate a quarter where orders nearly double.
ASML (ASML) Has EUV to Itself. Is 41 Times Earnings Too Much?
The most important machine in the AI boom isn’t a chip. It’s the tool that prints them, and only one company makes the most advanced version.
Can Coupang (CPNG) Turn Customer Retention Into Margin Expansion?
Coupang (NYSE:CPNG) spent the first half of 2026 pulling in two directions.
Is Alphabet’s (GOOGL) Cloud Growth Masking a Paper EPS Gain?
A few weeks earlier, Alphabet (NASDAQ:GOOGL) put up a second quarter of 2026 that looks almost too good on paper. Diluted earnings per share hit $9.11, up 294%.
ExxonMobil (XOM) Trades at a Premium Yet Earnings Are Expected to Shrink
Few companies can turn a messy quarter into a giant one, but ExxonMobil (NYSE:XOM) pulled it off in the second quarter of 2026.
Adobe (ADBE) Trades Under 10 Times Earnings. Is the AI Fear Overdone?
Adobe (NASDAQ:ADBE) posted record revenue in its fiscal third quarter, raised its full-year targets, and crossed 1 billion monthly active users. The stock shrugged.
Reaves Dividend Income Strategy’s Q3 2026 Investor Letter
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”.
Is Tesla (TSLA) a Car Market Leader or a $1 Trillion Robotics Gamble?
Tesla (NASDAQ:TSLA) opened October with a sales number worth celebrating.
Micron (MU) at 5.8x Earnings: Peak Cycle or Permanent Shift?
Micron Technology (NASDAQ:MU) brought in more revenue in a single quarter than it did in its entire previous fiscal year.
Applied Materials (AMAT) Trades at 39.66 Times Earnings. Can 2027 Growth Carry It?
Applied Materials (NASDAQ:AMAT) keeps adding heavyweight partners.
Can Cerebras (CBRS) Turn Its $25.4B Backlog Into High-Margin Growth?
Cerebras Systems (NASDAQ:CBRS) is sitting on $25.4 billion in contracted future revenue. Its stock has been acting like that number doesn’t exist.
SpaceX (SPCX): Can Starlink Carry the AI Bill?
SpaceX (NASDAQ:SPCX) has become two companies wearing one jersey. One is a satellite internet business that keeps signing up customers at a pace most telecoms would envy.
Nvidia Corp (NVDA): Jensen Huang’s Visionary Leadership Drives Long-Term AI Growth
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
Why Google (GOOGL) Offers Asymmetric Upside Potential?
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
Amazon.com (AMZN) Holds Compelling Risk/Reward and Multiple Ways to Win in AI
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
What Makes Meta Platforms (META) an Attractive Opportunity?
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
Here’s What Weighed on Fanuc Corporation (FANUY)
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Rate-Driven Sell-Off Disconnects Brookfield Renewable Partners L.P. (BEP) from Fundamentals
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
BeOne Medicines (ONC) Surged on Strong Financial Performance and Upgraded Guidance
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Ryanair Holdings plc (RYAAY): Geopolitical Pressures Cut Outlook, but Fuel Hedging & Net Cash Protect Margin Moat
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Weak Marmaxx Division Pressured TJX Companies (TJX)
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Waste Management (WM) vs. Republic Services (RSG): Which Trash Giant Is the Better Buy?
Waste Management, Inc. (NYSE:WM) and Republic Services, Inc.
Nvidia (NVDA) vs. Broadcom (AVGO): Which AI Stock Is a Better Buy After the OpenAI Scare?
On October 8, the Financial Times reported that OpenAI’s annualized revenue was about $50 billion, roughly $20 billion below figures widely reported in September.
Wall Street’s Biggest Micron Bull Just Raised Its Target Again. It Now Sees the Stock Nearly Tripling
Micron Technology Inc. (NASDAQ:MU) trades at about 6 times forward earnings, the kind of multiple investors give memory makers they expect to peak soon. D.A.
TransDigm (TDG) Has Negative Book Value of almost $168 a Share. Is That a Problem?
TransDigm Group Incorporated (NYSE:TDG) closed at $1,107.99 on October 9.
Nvidia’s Equity Investments Consume Half Its Free Cash Flow. Can the Payout Pace Last?
Nvidia passed our low-debt and strong-cash-flow screen. See the other businesses that cleared those financial hurdles alongside it.
Ventas (VTR) Pays Out Over 370% of Its Earnings as Dividends, So What Actually Funds It?
Ventas, Inc. (NYSE:VTR) closed at $82.04 on October 9.
Charter Communications (CHTR) Trades at 2.69 Times Earnings With 41.52% of Its Float Sold Short. Which Side Is Reading It Right?
Charter Communications, Inc. (NASDAQ:CHTR) closed at $103.38 on October 9.
ServiceNow (NOW) Grew Revenue 24% While Earnings Fell 22.60%. Where Did the Profit Go?
ServiceNow, Inc. (NYSE:NOW) closed at $140.86 on October 9.
Is Western Digital (WDC) a Good or Bad Investment at Today’s Price?
Western Digital Corporation (NASDAQ:WDC) closed at $397.28 on October 9.
State Street (STT) vs BNY (BNY) and Northern Trust (NTRS): Which Custodian Bank is a Better Buy?
State Street Corporation (NYSE:STT) closed at $174.96 on October 9.
Biogen (BIIB) vs Amgen (AMGN) and Gilead (GILD): Which Big Pharma Stock is a Better Buy?
Biogen Inc. (NASDAQ:BIIB) closed at $225.71 on October 9.
Starbucks (SBUX) vs McDonald’s (MCD) and Yum Brands (YUM): Which Restaurant Stock is a Better Buy?
Starbucks Corporation (NASDAQ:SBUX) closed at $90.75 on October 9.
10 Best 52-Week Low Mid Cap Stocks to Buy Now
In this article, we will take a look at the 10 Best 52-Week Low Mid Cap Stocks to Buy Now.
Jefferies Financial Group (JEF): Record Banking Revenue Is Not Enough to Resolve the Valuation Discount
Jefferies Financial Group Inc.
Applied Digital Wants to Add 600 Megawatts in a Year. Can It Pay for It?
Applied Digital Corporation (NASDAQ:APLD) has about $36 billion in contracted revenue.
KKR (KKR) Agrees to $5.1 Billion Gen II Deal. Can It Deliver Attractive Returns?
On October 5, KKR & Co. Inc. (NYSE:KKR) announced an agreement to acquire Gen II Fund Services in a $5.1 billion deal, including debt.
Waste Management vs. Republic Services: How Much Cash Is Left After Investment?
Waste Management and Republic Services made our recycling-stock list. See the waste operators and metal producers competing for a place in that portfolio.
Booking’s Traveler Advances Boost Cash Flow. What Can Shareholders Actually Keep?
Booking ranked thirteenth in our 20-year performance screen. See the companies that outranked it over that measured window.
Top 10 Large-Cap Stocks to Buy At 52-Week Lows
A familiar company trading at its lowest price in a year can look like an opportunity, especially when the broader market is setting records.
Gold, Silver, Copper and Critical Minerals Companies Present Online at the Precious Metals & Critical Minerals Virtual Investor Conference, October 13 to 15
Lineup Spans Gold, Silver, Copper, Nickel, Rare Earths, Phosphate, Uranium and Royalties, and Every Session Ends With Audience Q&A From Early-Stage Exploration to Producing Mines...
Hedge Fund Resource Center
