Host Digital Authorizes $15 Million Share Buyback Program
NEW YORK, NY, October 20th, 2026, FinanceWire Board believes the current share price does not reflect the value of Host Digital’s contracted AI data center platform Host Digital...
Insider Monkey Blog
Snowflake (SNOW) Grows Revenue 35% and Still Loses Money on Every Dollar
Snowflake Inc. (NYSE:SNOW) sells a place to keep company data and the computing power to ask questions of it. Customers pay for what they consume rather than for seats.
Is CrowdStrike (CRWD) Still Priced for Perfection After the October Selloff?
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) had a hard session on October 16, falling 7% while the wider market gave up a fraction of that.
What Is Oracle’s (ORCL) Economic Moat, and Is It Widening or Narrowing?
A moat is usually tested by asking what a customer would have to do to leave.
Datadog’s (DDOG) Expectations Have Outrun Its Earnings. What Lies Ahead?
Datadog, Inc. (NASDAQ:DDOG) watches software while it runs. When an application slows or breaks, its tools are what the engineers look at first.
Enterprise Products (EPD) Lifted Its Distribution 2.8%. Is the Stock Still Cheap?
Enterprise Products Partners L.P. (NYSE:EPD) closed at $36.82 on October 16.
Knightscope Preliminary Q3 Revenue Grows Triple Digits for Third Consecutive Quarter
SUNNYVALE, California, October 20th, 2026, FinanceWire Third consecutive quarter with triple-digit year-over-year revenue growth; nine-month revenue up 170% to approximately $...
S&P Global (SPGI): Can AI Make Its Data More Valuable?
S&P Global Inc. (NYSE:SPGI) wants its data to remain essential as financial research moves into AI workflows.
American Express (AXP): Will Young Cardholders Become Its Most Valuable Customers?
American Express Company (NYSE:AXP) is winning customers before their peak earning years.
Costco (COST): Can Its Membership Model Travel Further Overseas?
Costco Wholesale Corporation (NASDAQ:COST), featured among the 10 Best Stocks to Buy According to Billionaire Richard Chilton, operates 292 of its 939 warehouses outside the United...
Disney (DIS): Should It Invest More in Cruise Ships or Theme Parks?
The Walt Disney Company (NYSE:DIS) is expanding its cruise fleet while travel demand remains resilient and operating costs rise.
Intuit (INTU): Can Credit Karma Grow Beyond the Lending Cycle?
Intuit Inc. (NASDAQ:INTU), featured among Insider Monkey’s 10 Best Software Stocks to Buy in 2026, has a growing financial marketplace inside its software business.
Oracle (ORCL): Can Rival Clouds Become Its Best Database Sales Channel?
Oracle Corporation (NYSE:ORCL) can sell more database services without moving every customer's applications to its own cloud.
Broadcom (AVGO): Can VMware Remain a Durable Cash Engine as Customers Reassess Private Clouds?
Broadcom Inc. (NASDAQ:AVGO) offers enterprises a way to control cloud costs while keeping critical systems reliable.
Meta (META): Can WhatsApp Become a Meaningful Business Beyond Advertising?
Meta Platforms, Inc. (NASDAQ:META) is turning business conversations into revenue.
Amazon (AMZN): How Much More Can It Earn From Sellers Before Their Economics Suffer?
Amazon.com, Inc. (NASDAQ:AMZN) increased second-quarter 2026 advertising revenue 26% year over year to $19.8 billion, ahead of total sales growth of 20%.
Alphabet (GOOGL): Can YouTube Subscriptions Make Its Earnings More Resilient?
Alphabet Inc. (NASDAQ:GOOGL) plans to bring ad-supported Peacock Premium to eligible U.S. YouTube Premium subscribers in early 2027.
Bank of America (BAC): Is Its Deposit Franchise Getting Stronger as Lending Accelerates?
Bank of America Corporation (NYSE:BAC) is growing lending faster than deposits, but the more useful question is what that funding costs.
Quest Diagnostics (DGX): Is Rapid Test Growth Translating Into Better Customer Economics?
Quest Diagnostics Incorporated (NYSE:DGX) is processing substantially more laboratory work as hospitals and dialysis providers expand their testing relationships.
Walmart (WMT): Can Suppliers Keep Funding Its Inventory Growth?
Walmart Inc. (NASDAQ:WMT) benefits from collecting shoppers' cash before many supplier bills fall due.
RTX (RTX): How Much of its Cash Recovery Comes From Selling Receivables?
RTX Corporation (NYSE:RTX) is benefiting from stronger aircraft maintenance and defense demand, but its cash recovery also reflects faster collection through receivable sales.
Billionaires Ken Fisher and Paul Tudor Jones Were Buying This AI Stock
Oracle Corporation (NYSE:ORCL) is down about 33% so far this year.
Should You Buy Meta (META) Ahead of Earnings?
Meta Platforms (NASDAQ:META) reports Q3 results on Oct 21, and the stock is on our list of the top 10 stocks in Trump’s latest stock portfolio.
Is Nvidia (NVDA) Stock Priced Right?
Chip stocks fell sharply last week, and Nvidia (NASDAQ:NVDA) dropped nearly 2% with them.
AMD vs. TSMC: How Much Faster Must AMD’s Cash Flow Grow?
Our 10 Best Semiconductor Stocks to Buy for the Next Decade includes both the chip designer and the foundry. Advanced Micro Devices, Inc.
Google’s Next AI Chip Is Running Late. Why Marvell May Be Fine
Google's next TPU chip is reportedly facing delays. Still, GF Securities believes Marvell Technology Inc.
Apple Has Outperformed the S&P 500, but is AAPL’s 35x Valuation Getting Ahead of its Growth?
Apple Inc. (NASDAQ:AAPL) is asking investors to believe two things at once.
Broadcom (AVGO) Sees AI Chip Sales Up 236%, but Who Is Paying?
Broadcom (NASDAQ:AVGO) has told investors its AI chips will bring in $21.7 billion this quarter, up 236% from a year ago.
Bristol Myers vs. Eli Lilly: Is BMY’s Deep Valuation Discount Hiding an Opportunity?
Bristol-Myers Squibb Company (NYSE:BMY) and Eli Lilly and Company (NYSE:LLY) are almost opposites in the pharmaceutical market.
AT&T Is in Trump’s Portfolio. Buy Before Earnings?
AT&T Inc. (NYSE:T) is down about 10% over the past year. It is one of the top stock picks in President Donald Trump’s latest stock portfolio.
7 AI Stocks Billionaires Ken Fisher and Paul Tudor Jones Were Buying
Rising volatility and higher interest rates have investors worried about what comes next. In times like this, many look to legendary money managers for clues.
Microsoft vs. Alphabet: Is GOOGL’s Cloud Growth Worth More Than Investors Think?
Microsoft Corporation (NASDAQ:MSFT) has long been treated as the safer way to own cloud computing, supported by its corporate subscriptions, large customers, and an established...
Sandisk (SNDK) at 6 Times Forward Earnings, Is a Peak Already Priced In?
Memory chip stocks came under heavy selling last week after China’s CXMT claimed a chip technology breakthrough.
Johnson & Johnson’s Dividend Machine Is Running. Can Earnings Keep Up?
Johnson & Johnson (NYSE:JNJ) stands out in the healthcare world for a reason.
U.S. Bancorp’s Dividend Is Doing Its Job. Can the Stock Do Its Part?
U.S. Bancorp (NYSE:USB) is becoming increasingly attractive to income-focused investors as its lending activity grows and fee revenue picks up.
PNC Financial Looks Like a Dividend Deal, but There’s a Catch
The PNC Financial Services Group, Inc. (NYSE:PNC) enters the final quarter with strong earnings, with its net interest income expanding and its loan book growing.
Texas Instruments: 3 Things to Watch Before Buying the Dividend Stock
Texas Instruments Incorporated (NASDAQ:TXN) stands out as a favorite among long-term dividend investors.
ExxonMobil’s Dividend Has Deep Pockets, but a Shallow Yield
ExxonMobil Holdings Corporation (NYSE:XOM) has a set of advantages that most smaller oil companies can only dream of.
ConocoPhillips’ 2.3% Yield Is Just the Start of the Story
ConocoPhillips (NYSE:COP) is more than just a play on oil prices.
Target (TGT) Has an Income Story. Does It Also Have a Growth Story?
For years, Target Corporation (NYSE:TGT) has stood out as a go-to for investors seeking steady income.
Is Stryker Corp. (SYK) Positioned for Above-Market Growth?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Accelerating Ad Business and Distribution Scale Create Compelling Value at Meta Platforms (META)
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Search Resilience and Cloud Growth Powers Alphabet’s (GOOGL) Resilience
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Aon plc (AON) Underperforms Amid Scrutiny Over USI Deal Price Tag
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Ameren Corp. (AEE): Regulated Utility Moat Offers Attractive Long-Term Outlook
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Grab (GRAB) Grew Revenue 22%, but Its Fastest Engine Is Now Lending
Grab (NASDAQ:GRAB) has grown its sales by about 48% a year over the past five years, a pace very few companies of its size have matched.
eToro Group Ltd. (ETOR) Looks Cheap on Earnings. Can Trading Growth Outrun Costs?
eToro Group Ltd. (NASDAQ:ETOR) faces an unusually revealing valuation test.
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