T-Mobile (TMUS) Faces a SpaceX Selloff. What Is Its Cash Flow Worth?
A Sharp Selloff Changed the Price, Not Yet the Cash Flow T-Mobile US, Inc.
Insider Monkey Blog
Expedia Group, Inc. (EXPE) Trades Below Its Old Earnings Multiple. Is AI a Real Threat to Growth?
Expedia Group, Inc. (NASDAQ:EXPE) is entering a new phase of the online travel debate.
Booking Holdings Inc. (BKNG) Is Building Its Own AI Agent. Can Cash Flow Defend the Multiple?
Booking Holdings Inc. (NASDAQ:BKNG) is no longer only defending its travel marketplace from rival online agencies.
First Solar (FSLR) Has a Huge Backlog. Will New Orders Deliver the Cash?
Policy Protection and Backlog Are Not the Same as Cash First Solar, Inc. (NASDAQ:FSLR) has sizable contracted solar-module demand at a time when U.S.
Deckers Outdoor Corporation (DECK) Has Stronger Margins but a Lower Multiple. What Changed for Hoka?
Deckers Outdoor Corporation (NYSE:DECK) is still growing its Hoka and UGG brands, yet its valuation has contracted sharply.
Micron (MU) Looks Cheap at 5 Times Forward Earnings. Can Its Profit Boom Last?
Micron’s Earnings Boom Raises a Durability Question Micron Technology, Inc.
Old Dominion Freight Line (ODFL) Detracted Despite Posting Robust Results
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Riot (RIOT) Signed a $9.1B Lease, but Can It Fund the Build?
Riot Platforms (NASDAQ:RIOT) has signed a 20-year lease with a frontier AI lab worth about $9.1 billion in contract revenue, a deal large enough to reshape its story.
Multi-Year Land Pipeline Positions Toll Brothers (TOL) for Double-Digit Growth
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
AWS Margin Expansion and Retail Execution Power Amazon (AMZN) in Q3
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Lucid (LCID) Is Selling More Cars Than It Builds, Can the Reset Work?
Lucid Group (NASDAQ:LCID) delivered 3,806 vehicles in the third quarter but built only 2,954.
United Rentals’ (URI) Specialty Rentals Up 25% as Data Centers and Infrastructure Drive Growth
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
What Makes Motorola (MSI) a Strong Bet?
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Deep Hardware-Software Integration Drives Apple’s (AAPL) Underappreciated AI Advantage
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Nu Holdings (NU) Earned $1.1 Billion in a Quarter, Can Credit Keep Up?
Nu Holdings (NYSE:NU) reports third-quarter results in less than four weeks, its first report since the Brazilian digital bank passed $1 billion in quarterly profit.
The Investment Case for JPMorgan Chase & Co. (JPM)
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.
Can SentinelOne (S) Justify Its Premium?
SentinelOne (NYSE:S) used to be a story about how fast sales could grow. Over the past five years they rose about 60.83% a year.
Is Kinetik (KNTK) a Good or Bad Investment After Growing Earnings 65%?
Kinetik Holdings Inc. (NYSE:KNTK) closed at $55.30 on October 16.
Arcutis Biotherapeutics (ARQT) Gets New Rating Uprgades from 2 Analysts; Shares Climb
Arcutis Biotherapeutics (NASDAQ:ARQT) saw its share price jump by 10.65 percent to close at $31.89 apiece after earning a bullish outlook and a double-digit price target hike ...
Is Kinder Morgan (KMI) a Good or Bad Investment at This Price?
Kinder Morgan, Inc. (NYSE:KMI) closed at $34.20 on October 16.
Atlassian Corporation (TEAM) Shares More Than Double in the Third Quarter
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Brown Advisory Notes a Sharp Decline in MasTec, Inc. (MTZ)
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Is DT Midstream (DTM) a Good or Bad Investment After Falling 19% From Its High?
A share price well below its high usually says something about the balance sheet behind it. For DT Midstream, Inc.
Why Is Enbridge (ENB) 18% Below Its High While Revenue Nearly Doubled?
Enbridge Inc. (NYSE:ENB) reported revenue close to twice the year-earlier figure and earnings a third lower.
What Is Antero Midstream’s (AM) Economic Moat, and Is One Customer Enough?
Antero Resources drills for natural gas in Appalachia.
What Is Williams’ (WMB) Economic Moat, and Is It Steel or Permits?
A moat is usually described as something a competitor cannot copy. The test for The Williams Companies, Inc. (NYSE:WMB) is narrower than that.
Is ONEOK (OKE) Cheap at 14 Times Next Year’s Earnings?
ONEOK, Inc. (NYSE:OKE) closed at $93.31 on October 16.
Should You Buy This Trump AI Stock Ahead of Earnings?
Microsoft Corporation (NASDAQ:MSFT) reports quarterly results on Oct 28, and the stock ranks eighth in our list of the 10 stocks in Trump’s latest stock portfolio.
Targa (TRGP) Borrowed Five Times Its Equity and the Stock Nearly Doubled
Two things are true of Targa Resources Corp. (NYSE:TRGP) at once.
Why AppLovin’s Discount May Be Unwarranted Ahead of Q3
AppLovin (NASDAQ:APP) reports third-quarter results in early November, and the question hanging over it is whether the company can keep growing this fast.
Strong Dupixent Trajectory Anchors Regeneron Pharmaceuticals’ (REGN) Solid Financial Results
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Here’s Why The Strategy is Bullish on Verisk Analytics (VRSK)?
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q3 2026 investor letter. The letter can be downloaded here.
Is Coherent (COHR) Fairly Valued?
Coherent (NYSE:COHR) reports its fiscal first-quarter results early next month, and it has already set a high bar.
Can Alibaba (BABA) Cover the AI Bill?
Alibaba Group (NYSE:BABA) is reportedly about to put more money into AI.
Super Micro (SMCI) Won Over $60 Billion in Orders, Is the Discount Deserved?
Super Micro Computer (NASDAQ:SMCI) has spent October fielding questions about a smuggling case.
Oracle’s (ORCL) Growing but Can It Pay for the Buildout?
Yahoo Finance reported earlier this month, citing the Wall Street Journal, that Oracle (NYSE:ORCL) is in talks with Apollo and Goldman Sachs about paying for AI chips.
Nvidia vs. AMD: Who Can Afford the Next Jump in Research Spending?
Our 10 Best Semiconductor Stocks to Buy for the Next Decade weighs the ability to keep investing through technology changes.
Sandisk (SNDK) vs. Texas Instruments (TXN): How Much Cash-Yield Protection Does Memory Offer?
Our 10 Best Semiconductor Stocks to Buy for the Next Decade includes both memory and analog exposure.
Broadcom vs. Applied Materials: Which Buybacks Are Actually Shrinking the Share Count?
Broadcom and Applied Materials both generate cash and repurchase shares, but shareholders ultimately own a fraction of a business.
Micron vs. Lam Research: Does Buying the Tool Supplier Reduce Memory-Cycle Risk?
Micron Technology, Inc. (NASDAQ:MU) generated $89.68 billion of operating cash in its fiscal year ended September 3.
Nvidia vs. TSMC: Which Business Depends Less on Picking the Winning AI Chip?
Nvidia and TSMC both appear in our 10 Best Semiconductor Stocks to Buy for the Next Decade, but they offer different answers to a long-term problem: what happens if the winning...
Cleveland-Cliffs (CLF) Posts Strongest Quarter in 3 Years, Swings to Profit; Shares Soar 16.3%
Cleveland-Cliffs (NYSE:CLF) snapped a five-day losing streak on Monday, surging 16.34 percent to close at $14.10 after reporting its strongest quarterly performance in three years...
Silence Therapeutics (SLN) Gets 130% Premium Offer From Merck, Shares Surge Over 100%
Silence Therapeutics (NASDAQ:SLN) kicked off the trading week by more than doubling its share price, as investors snapped up its shares following Merck KGaA’s offer to acquire...
Applied Materials vs. ASML: Which Can Carry a Bigger Research Bill?
Keeping a semiconductor-equipment franchise valuable for ten years requires repeated invention.
Stock Market Movers: 10 Biggest Gainers and Losers – 19 October 2026
Monday's 10 Biggest Losers 10. MOS: The Mosaic Company (MOS) tumbles 4.89% as Q3 earnings loom. 9.
Billionaires and Trump Were Buying This Healthcare Stock
Abbott Laboratories (NYSE:ABT) is one of the top 10 picks in President Trump’s latest stock portfolio. Trump bought $1 million to $5 million of Abbott in August.
Trump and Famous Billionaires Were Buying This Oil Stock
Chevron Corporation (NYSE:CVX) reports Q3 results on Oct. 30, and the stock ranks ninth on our list of the 10 stocks in Trump’s latest stock portfolio.
QXO (QXO) Grew Sales to $3.25B, but Can It Grow Profit?
QXO Inc. (NYSE:QXO) reported $14.54 million in revenue in its second quarter two years earlier, when it was still mostly a software and services company.
Coinbase (COIN) Is Leaning on Institutions as Retail Revenue Fell 31%
Late last week, Marqeta said it is expanding its work with Coinbase (NASDAQ:COIN) so businesses can offer cards funded by stablecoin balances.
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