Sales Growth and Margin Expansion Improve Amer Sports’ (AS) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Insider Monkey Blog
How Is Nordson (NDSN) Positioned for This Next Chapter of Semiconductor Growth
Despite being highly cyclical, the broader semiconductor market is currently on a long-term growth trajectory, fueled by factors that are beyond any specific underlying segment...
Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Tributary Capital Management Multi Cap Core Equity Strategy’s Q2 2026 Investor Letter
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”.
How H World Group Limited (HTHT) Captures China’s Domestic Lodging Expansion?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of...
Emerald Wealth Partners Added Booking Holdings (BKNG) as AI Creates New Growth Opportunities
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Fortinet (FTNT) is Positioned to Benefit From an Expanding Cybersecurity Market and AI Adoption
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Emerald Wealth Partners – Growth Equity Strategy’s Q2 2026 Investor Letter
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
MDA Space (MDA) Targets Defence SATCOM With AURORA BLACK — Can It Strengthen the Growth Story?
MDA Space Ltd. (NYSE:MDA) has expanded its MDA AURORA product line, which includes software-defined satellite solutions.
Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?
Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track.
Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity
The Boeing Company (NYSE:BA) achieved a major milestone by extending its established Landing Gear Exchange Program to single-aisle 737 MAX platform.
Marcus & Millichap (MMI) Arranges $75.1M Monroe Hotel Recapitalization. Can IPA Win More Complex Deals?
Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), is reinforcing its expertise in structuring complex multisource financing arrangements for ...
Uranium Royalty (UROY) Posts Strong Q1, But One-Off Gains Complicate the Earnings Picture
Uranium Royalty Corp. (NASDAQ:UROY) reported its first quarter FY27 results on September 14.
On Holding Just Poached One Of Football’s Biggest Star From NIKE— And Wall Street Is Paying Attention
For nearly two decades, Kylian Mbappé has worn NIKE, Inc. (NYSE:NKE).
AMD Just Joined the Trillion-Dollar Club. Is the Stock Still a Buy, or Is This the Top?
Advanced Micro Devices, Inc.
How PicPay’s (PICS) Kovr Acquisition and Estrutural Stake Support Its Insurance Strategy
Acquisition of Kovr Participações S.A.
Tigress Raises Alphabet (GOOGL) Price Target to $485 as AI Fuels Growth. Can the Momentum Last?
AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses.
Intuit (INTU) Bets on AI and Big Bets. Can They Offset Slower Growth?
Intuit Inc. (NASDAQ:INTU) used its Investor Day to reinforce its long-term growth strategy rather than introduce a major change to its financial outlook.
CooperCompanies (COO) Keeps CooperSurgical and Expands Buybacks. What Did the Strategic Review Reveal?
With marginal growth across key metrics during the third quarter, The Cooper Companies Inc.
ServiceTitan (TTAN) Gains a Roofing Proof Point With Canopy. Can It Scale?
Canopy Services is leveraging ServiceTitan Inc.’s (NASDAQ:TTAN) end-to-end roofing capabilities for its growing portfolico of roofing brands.
Hain Celestial (HAIN) Moves Toward a Leaner Business. Can the Turnaround Hold?
Fiscal 2026 was marked with portfolio simplification, debt reduction and free cash flow improvements for The Hain Celestial Group Inc. (NASDAQ:HAIN).
Pinterest (PINS) Has Monetization Headroom. Can Growth Investments Pay Off Without Hurting Margins?
Despite improvements in monetizing its audience, Pinterest Inc. (NYSE:PINS) still faces gaps compared to its peers.
Voyager Technologies (VOYG) Loses 16% on Dilution Potential of $350M Fundraising
Voyager Technologies (NYSE:VOYG) dropped its share price by 16.33 percent on Wednesday to end at $31.40 apiece amid the dilution potential of its plan to raise $350 million in...
NASA’s $946 Million SpaceX Award Extends Crew Dragon Through 2030, But Redundancy Remains Uncertain
With a new $946 million, NASA has extended Space Exploration Technologies Corp.’s (NASDAQ:SPCX) crewed ISS mission commitments through 2030, bringing the total contract value...
Can Globant (GLOB)’s AI Pivot Lead to Better Economics? Early Results Offer Hope
Artificial intelligence is tearing up the business model that built Globant S.A. (NYSE:GLOB). The company’s stock price has dropped sharply to around $40 from $350 in 2021.
Wells Fargo Raises Salesforce’s Price Target. Can $1.5 Billion Agentforce ARR Drive Growth?
Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business.
Hims and Hers Is Scaling Rapidly, But Management Needs To Address The Difficult Questions
At first glance, Hims & Hers Health, Inc. (NYSE:HIMS) delivered the kind of result that investors typically reward.
GE HealthCare (GEHC) is Down 28% and Wall Street is Starting to Buy. Is the Selloff Finally Over?
GE HealthCare Technologies Inc. (NASDAQ:GEHC) specializes in hospital imaging, including MRI, CT, and ultrasound machines, and the contrast agents required to interpret scans.
Boeing’s Demand Is Strong. Can Production Finally Catch Up?
Boeing’s long-term growth hinges on one question: can the company increase aircraft production and turn its massive backlog into cash flow? Recent comments from CEO Kelly Ortberg...
Paramount Settled the Warner Bros. Antitrust Fight. Is the Deal Finally Close?
Paramount Skydance Corporation (NASDAQ:PSKY)'s $110 billion takeover of Warner Bros. Discovery, Inc.
Here is Why Uber (UBER) is a Good Investment at Today’s Price
Uber Technologies, Inc. (NYSE:UBER) has lost nearly a third of its market value over the past year, closing at $69.89 on September 22. The reason is not the business.
Is Target Hospitality’s (TH) Big Buyback a Sign of Undervaluation or Insider Hesitation?
Target Hospitality (NASDAQ:TH) presents a compelling capital allocation story: a specialized modular housing provider leveraging disciplined balance sheet management to capitalize...
Micron (MU) vs Western Digital (WDC): Which is a Better Stock to Buy
Micron Technology (NASDAQ:MU) and Western Digital Corporation (NASDAQ:WDC) have both been transformed by the AI buildout, and both are effectively sold out.
Redburn Says Its Southwest Sell Thesis Has “Played Out.” So Why Does It Still Prefer Delta and United?
Analyst calls don't often come with an admission that a thesis has run its course, but that's exactly what Rothschild & Co Redburn did on Southwest Airlines Co.
Is Establishment Labs’ (ESTA) Profitability Inflection the Ultimate Buying Opportunity?
For growth investors, Establishment Labs Holdings (NASDAQ:ESTA) presents a compelling equity thesis: a medical aesthetics disruptor transitioning from cash-burning expansion to...
Can Mastercard’s Fee Model Survive the Agentic Commerce It’s Building For?
Mastercard Incorporated (NYSE:MA) is moving quickly to keep AI shopping agents on its payments network.
TIC Solutions (TIC): Is This High-Flying Technical Services Platform a Buy?
Evaluating a specialized engineering and asset-integrity provider requires looking past headline growth numbers to examine long-term fundamentals, including historical multi-year...
CoreWeave and Nebius Just Got Sell Ratings. Can Their AI Economics Hold Up?
The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive.
Is Global Net Lease (GNL) Finally Shedding Its Past to Become an Industrial Powerhouse?
At the intersection of net-lease real estate repositioning and disciplined balance sheet restructuring lies Global Net Lease (NYSE:GNL), a company historically characterized by...
Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months
Nscale filed for a U.S.
SoftBank Is Raising $11 Billion for OpenAI. Its Arm Stake Backs a $25 Billion Loan Facility
Masayoshi Son is turning SoftBank's public-market assets into fuel for his OpenAI bet.
Can McDonald’s Turn Better Restaurant Economics into Faster Growth?
On September 23, McDonald's Corporation (NYSE:MCD) warned that customer traffic in key markets could remain flat while inflation stays elevated, highlighting that its turnaround...
Is Perdoceo’s Education (PRDO) Healthcare Bet the Ultimate Value Play?
At the intersection of shifting workforce demographics and career-focused higher education lies Perdoceo Education Corp.
Here is Why Intel (INTC) is a Bad Investment at Today’s Price
Intel Corporation (NASDAQ:INTC) has been one of the market's biggest recoveries this year.
AMD Just Hit $1 Trillion. Can Oracle’s 50,000-GPU Deployment Help Justify It?
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what...
Google Is Helping Upgrade Southern’s Nuclear Plants. Can 96 MW Ease Its AI Power Bottleneck?
Google is moving from buying clean electricity to helping create more of it at existing nuclear plants.
Nvidia Backed This AI Drug Startup. AbbVie Just Became a Partner Before Its IPO
AI drug discovery is about to get a public-market test with unusually recognizable backers. Iambic Therapeutics filed for a U.S.
Morgan Stanley Sees a 33-GW AI Power Shortfall. These 2 Stocks Could Help Fill It
Morgan Stanley has put a number on one of the AI boom's most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting...
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