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.
Insider Monkey Blog
Robinhood (HOOD) Has 13 $100M Businesses, but Can Trading Keep Funding Them?
Robinhood Markets (NASDAQ:HOOD) used its annual summit in recent weeks to announce more than 15 new products.
Block (XYZ) Grew Lending-Led Gross Profit 43%, but Are Its Costs Catching Up?
Court filings made public on October 8 revealed that the Federal Trade Commission is investigating whether Block (NYSE:XYZ) left customers with frozen Square and Cash App accounts...
Gemini Space Station (GEMI) Card Revenue Jumped 231%, Can That Outrun Its Losses?
Last week, Gemini Space Station (NASDAQ:GEMI) told the SEC that an investor could resell up to 7,142,857 of its Class A shares.
Bullish (BLSH) Revenue Rose 62% as Trading Cooled, but Is Tokenization Priced In?
Next week, Bullish (NYSE:BLSH) and Equiniti are due to meet issuers and capital-market leaders at the New York Stock Exchange through the Issuer Sponsored Token Coalition, which...
MARA Holdings (MARA) Mined More Bitcoin, but Revenue Fell 27%
MARA Holdings (NASDAQ:MARA) mined 2,422 bitcoin in the second quarter, a little more than it mined a year earlier.
Hut 8 (HUT) Has $26.6B in Leases, but Where Is the Revenue?
Hut 8 (NASDAQ:HUT) reports third-quarter results early next month, and the quarter itself may not be the interesting part.
Micron (MU) vs. Sandisk (SNDK): Is the Smaller Factory Bill Really an Advantage?
Our 10 Best Semiconductor Stocks to Buy for the Next Decade shows where Micron and Sandisk rank against other durable chip franchises using weighted hedge-fund sentiment, durability...
Broadcom (AVGO) vs. Texas Instruments (TXN): Higher Income or Stronger Dividend Coverage?
Our 10 Best Semiconductor Stocks to Buy for the Next Decade ranks durable franchises using weighted sentiment, business resilience and valuation.
ASML vs. Lam Research: How Much Protection Does Service Revenue Really Provide?
ASML Holding N.V. (NASDAQ:ASML) reported about €3.3 billion of installed-base management sales in its September quarter.
12 Tech Stocks Everyone Is Talking About
Investors are asking tougher questions than they were during the early stages of the AI boom. Recent sessions have seen an AI-led decline in tech indices.
Nvidia (NVDA) Stock Price Lags Massive Earnings Growth—A Compelling Value Opportunity
Munro Partners, an investment management firm, issued its third-quarter 2026 commentary for the “Munro Global Growth Fund”. The letter can be downloaded here.
Is TC Energy (TRP) a Good or Bad Investment at Today’s Multiple?
TC Energy Corporation (NYSE:TRP) is priced at 21.19 times what analysts expect it to earn next year. Nothing in the business looks broken.
The Critical Role of Zebra Technologies (ZBRA) in Enterprise Automation
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q3 2026 investor letter. The letter can be downloaded here.
RS Large Cap Value Strategy’s Q3 2026 Investor Letter
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q3 2026 investor letter.
10 Best Pipeline and MLP Stocks to Buy According to Hedge Funds
A pipeline is a toll road. The company charges a fee to move someone else's gas or oil through steel it already owns.
L1 International Capital’s Q3 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Longleaf Partners Fund’s Q3 2026 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”.
Munro Global Growth Fund’s Q3 2026 Investor Letter
Munro Partners, an investment management firm, issued its third-quarter 2026 commentary for the “Munro Global Growth Fund”.
TSMC (TSM) Underperforms in Q3 as Semiconductor ‘Crowded Trade’ Unwinds
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
AppLovin Corporation (APP) Grew Revenue 53%. What Must Happen to Defend Its Valuation?
AppLovin Corporation (NASDAQ:APP) reported second-quarter 2026 revenue growth of 53%, yet its stock fell sharply after missing revenue expectations and management’s own execution...
10 Best Undervalued Stocks to Buy Now According to Reddit
Finding Value Requires Looking Beyond the Market Average The best undervalued stocks discussed on Reddit need more than an enthusiastic following: they need a credible gap between...
Money, Rates, and Megawatts. The Three Questions Deciding the AI Buildout.
NEW YORK, NY, October 19th, 2026, FinanceWire Harmol Samra, Chief Executive Officer, Host Digital (NYSE American: HOST) letter to shareholders: Host Digital Inc.
Mixed Results Pressured Carrier Global Corporation (CARR)
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.
Taiwan Semiconductor Manufacturing Co. (TSM) is Capturing AI Growth Through Foundry Leadership
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.
Transocean (RIG) is Positioned to Benefit from Offshore Demand and Valaris Merger
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.
Knightscope Announces Signals Breakthrough
SUNNYVALE, California, October 19th, 2026, FinanceWire One Analyst Can Now See, Patrol, and Protect an Entire Site from Anywhere The first living digital twin for physical security...
Gartner’s (IT) Medium-Term Growth Trajectory Remains Intact
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.
Top 10 Unstoppable Dividend Stocks to Buy
Dividend cuts have been a major concern for income investors. It is easy to see why they dislike dividend reductions, suspensions, and eliminations.
PrimeXBT Launches 14-Day VIP Welcome Offer, Cutting Trading Costs for All New Users
Castries, Saint Lucia, October 19th, 2026, FinanceWire PrimeXBT, a global multi-asset broker and crypto asset service provider, has introduced a new VIP Welcome offer, giving ...
Coherent (COHR) Could Benefit From AI Networking Even if CPO Adoption Takes Time
Coherent Corp. (NYSE:COHR) is preparing for the next phase of AI data center expansion. On September 21, the company launched PhotonLink, an integrated optics platform.
Novartis Has Five Fast-Growing Drugs, but Is Its Valuation Asking Too Much?
Novartis AG (NYSE:NVS) is selling more of its newer medicines, but shareholders have yet to see the full financial benefit.
Can Eli Lilly’s Growth Keep Justifying its Premium?
Eli Lilly and Company (NYSE:LLY) has delivered the kind of growth that helps explain why investors are willing to pay a premium for its shares.
TSMC’s Profit Soars 69%, but Can its Next Chip Breakthrough Justify the Valuation?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has delivered the kind of earnings report that makes an earlier worry look rather different.
Corning Is Moving Beyond Fiber Cables. Can AI Networking Pay Off?
Corning Incorporated (NYSE:GLW) is one of the top 10 Co-Packaged Optics Stocks to buy in 2026.
Bristol Myers is Cheaper Than Pfizer, but Its 40% Earnings Jump Has a Catch
Bristol-Myers Squibb Company (NYSE:BMY) looks cheaper than Pfizer Inc. (NYSE:PFE) on earnings, even though its latest revenue growth was stronger.
Copper, Optics, or CPO? Credo Is Positioned to Win Whichever Way It Goes
On October 12, Credo Technology Group Holding Ltd (NASDAQ:CRDO) unveiled a new cable for AI data centers.
Intel’s AI Growth Is Accelerating. Can Packaging Add More Upside?
Intel Corp (NASDAQ:INTC) is expanding its advanced-packaging research as AI systems demand faster connections between chips.
Evercore Says Ciena Could Be Worth $550+. Here’s the Math
Evercore ISI upgraded Ciena Corporation (NYSE:CIEN) from In Line to Outperform in late September.
Trump Added Netflix to His Portfolio. Should You Buy Before Earnings?
Netflix, Inc. (NASDAQ:NFLX) reports its Q3 Oct 20, and President Donald Trump bought the stock four times in August, according to his latest disclosure filed on Oct 8.
Microsoft vs. Amazon: Is AMZN’s AI Growth Being Undervalued by Investors?
Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc.
Meta vs. Alphabet: Is GOOGL’s AI Growth Being Overlooked by Investors?
Meta Platforms (NASDAQ:META) and Alphabet Inc.
Meta Tested Broadcom’s CPO for 1 Million Port-Hours. What It Found
On October 13, Micas Networks announced three new switches built on Broadcom’s Tomahawk 6 chip.
Lumentum (LITE) Can’t Meet Demand. Can Its Valuation Hold Up?
According to Lumentum Holdings Inc. (NASDAQ:LITE) CEO Michael Hurlston, the company is now almost sold out of components for 2029, as he said in a recent interview.
Nvidia Has $62 Billion in Cash and a Lower P/E. Is It a Buy?
Nvidia Corporation (NASDAQ:NVDA) is reportedly in early discussions to acquire Reflection AI or make a larger investment in the startup, according to the Financial Times.
Applied Materials is Going Solid. Is its AI Growth Already Priced In?
Applied Materials, Inc. (NASDAQ:AMAT) has given investors more than an AI growth story by delivering the earnings necessary to support it.
Applied Optoelectronics Is Down 60%. Is the Selloff a Buying Opportunity?
Applied Optoelectronics Inc. (NASDAQ:AAOI) has had a rough few days.
Can Uber (UBER) Keep Growing as Robotaxis Spread?
Uber Technologies (NYSE:UBER) ranks fourth on our list of President Trump and Nancy Pelosi Portfolio: Top 4 Picks.
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