Can Apple’s (AAPL) Record Quarter Justify Its Multiple?
A while ago, Apple (NASDAQ:AAPL) posted the kind of growth that rarely shows up at a company its size: fiscal third-quarter 2026 revenue of $109.4 billion, up 16 percent.
Insider Monkey Blog
Can Palantir (PLTR) Justify a Multiple that’s 5 Times the Sector’s?
Palantir (NASDAQ:PLTR) just about doubled its revenue in fiscal Q2 2026, up 93% to $1.935 billion, and turned 47% of it into GAAP operating income.
Meta Platforms (META) Advances Following Record Launch of Muse Personal AI Agent
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Motorola Solutions (MSI): Showcasing Resilient Demand and Intrinsic Value in a Volatile Market
Orbis Investment Management, an investment management company, released its Q3 2026 investor letter for “Orbis Global Equity Strategy”. The letter can be downloaded here.
Vstock Transfer Names Securities Industry Veteran Erica Goodstein General Counsel and Chief Compliance Officer
New York, USA, October 6th, 2026, FinanceWire Vstock Transfer today announced that Erica Goodstein, a veteran securities attorney with over 26 years of experience, has joined ...
Alphabet (GOOGL): Well-Positioned to Capitalize on Ongoing AI Adoption
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
Beyond Disruption Fears: How ServiceNow (NOW) is Harnessing AI
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
MercadoLibre (MELI) Capitalizes on Early-Stage E-Commerce and Digital Finance
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
GM Defense Delivers in 22 Days. What It Means for Lockheed Martin (LMT)
The first delivery of mission-critical components from GM Defense represents a major milestone for Lockheed Martin Corp.’s (NYSE:LMT) PAC-3 Missile Segment Enhancement (MSE) ...
Workiva (WK) Performance Update: Accelerated Margin Expansion in Focus
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
Foundayo Showed Better Results Than Oral Semaglutide in a New Analysis. There’s a Catch Investors Shouldn’t Miss
At the European Association for the Study of Diabetes meeting in Milan, Eli Lilly and Company (NYSE:LLY) presented data showing that its oral GLP-1 pill, Foundayo, delivered greater...
STARTRADER Adds 20 Stock and ETF CFDs to Its 24/7 Trading Range
Port Louis, Mauritius, October 6th, 2026, FinanceWire Available from October 6, 2026, the 12 stocks and 8 ETFs extend STARTRADER's round-the-clock access across South Korea, Hong...
Indulgence Spending Is Still Growing, and These 4 Companies Are Building on It (TRWD, RICK, BUD, MO)
Naples, United States, October 6th, 2026, FinanceWire Spending on nights out and other forms of consumer indulgence has continued to hold up even as households keep a closer eye...
NIKE Trades 28% Below Its Usual Earnings Multiple. Here’s Why That Doesn’t Make It Cheap Yet
NIKE, Inc. (NYSE:NKE) launched Caitlin Clark’s signature collection worldwide on October 1, the same day it reported earnings.
$10 Million and Counting: Hola Prime Hits Major Trader Payout Milestone
New York, USA, October 6th, 2026, FinanceWire Hola Prime, the global proprietary trading firm known for its 1-Hour Payout model, today announced it has paid out more than $10 ...
Deepening AI Integration Powers MapleBear’s (CART) Larger Basket Sizes and Lower Order Friction
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
Deckers Outdoor Corporation (DECK) Navigates Athletic Footwear Pullback and Tariff Concerns
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
Here’s What Pressured StandardAero (SARO)
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
What Makes Otis Worldwide Corp. (OTIS) a Compelling Bet?
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
SpaceX Is About to Spend $53 Billion on AI. Evercore Sees an $83 Billion Payoff
Space Exploration Technologies Corp.
ClearBridge Investments Large Cap Growth Strategy’s Q3 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”.
Orbis Global Equity Strategy’s Q3 2026 Investor Letter
Orbis Investment Management, an investment management company, released its Q3 2026 investor letter for “Orbis Global Equity Strategy”.
Lakehouse Global Growth Fund’s August 2026 Investor Letter
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026.
BHP Group (BHP): Copper Strength Drives 18% Quarter Rally to All-Time Highs
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here.
Gold Price Volatility Drives Short-Term Pressure on Newmont Corporation (NEM)
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here.
The Walt Disney Company’s (DIS) Experiences and Streaming Moats Support Earnings Acceleration
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here.
Navigating the Long-Term Investment Case for Charles Schwab (SCHW)
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here.
Can Rocket Lab Capitalize on Falcon 9’s Exit Before Neutron Slips Again
Space Exploration Technologies Corp.’s (NASDAQ:SPCX) decision to stop selling new Falcon 9 rideshare missions after 2028 creates the biggest opening in the medium-lift launch...
Grab’s CEO Sees Value in the Stock. Does the Market Agree?
Grab Holdings Ltd (NASDAQ:GRAB) shares surged after CEO Anthony Tan purchased roughly $29.9 million worth of stock.
Nvidia vs. Broadcom: Which AI Chip Stock Is the Better Buy Now?
NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) offer two different claims on the AI computing budget.
Michael Burry Quoted a 1968 Book to Answer Nvidia (NVDA). The Passage Is Uncomfortable
NVIDIA Corporation (NASDAQ:NVDA) was trading at around $238 on October 5, near its 52-week high, days after it showed investors a slide defending how long its chips hold their...
Applied Digital (APLD) Reports Wednesday With 21% of Its Float Sold Short
Applied Digital Corporation (NASDAQ:APLD) was trading at around $24 on October 5, down 3.88% on the day, and reports first-quarter results after the close on October 7.
What is Occidental’s (OXY) Economic Moat, and is it Widening or Narrowing?
Occidental Petroleum Corporation (NYSE:OXY) was trading at around $58.50 on October 5, up 1.62% on the day and 27.93% over twelve months.
Estee Lauder’s (EL) Revenue Is Growing Again. Its Margin Is Not.
The Estee Lauder Companies Inc. (NYSE:EL) closed at $91.97 on October 2, up 3.73% over twelve months.
Is UnitedHealth (UNH) a Good or Bad Investment at Today’s Price?
UnitedHealth Group Incorporated (NYSE:UNH) closed at $371.90 on October 2, up 3.66% over twelve months.
Goldman Sachs (GS) vs Charles Schwab (SCHW): Which is a Better Stock to Buy?
The Goldman Sachs Group, Inc. (NYSE:GS) closed at $902.56 on October 2, and The Charles Schwab Corporation (NYSE:SCHW) at $96.70. Both grew earnings sharply last quarter.
What is ASML’s (ASML) Economic Moat, and is it Widening or Narrowing?
ASML Holding N.V. (NASDAQ:ASML) closed at $1,867.31 on October 2, up 3.25% on the day and 78.98% over twelve months. ASML makes the machines that print circuits onto silicon.
Is Disney (DIS) a Good or Bad Investment at Today’s Price?
The Walt Disney Company (NYSE:DIS) closed at $102.19 on October 2, down 9.37% over twelve months. Revenue grew 6.80% in the most recent quarter. Earnings fell 49.90%.
Jim Cramer Says Software Was the Story of Q3. The Numbers Agree
Salesforce, Inc. (NYSE:CRM) rose 46% over the third quarter, and Microsoft Corporation (NASDAQ:MSFT) rose 37%.
AT&T (T) vs Verizon (VZ): Which is a Better Stock to Buy?
AT&T Inc. (NYSE:T) closed at $24.30 on October 2 and Verizon Communications Inc. (NYSE:VZ) at $45.92.
Blackstone vs. BlackRock: Is the Bigger Dividend Worth the Extra Uncertainty?
Blackstone pays investors more while they wait. BlackRock offers a broader business to do the waiting with.
Adobe (ADBE) vs. Autodesk (ADSK): Which AI-Hit Software Stock Has the Better Comeback?
Adobe Inc. (NASDAQ:ADBE) and Autodesk, Inc. (NASDAQ:ADSK) have something unusual in common.
Is the AI Memory Supercycle Sustainable for Micron Technology (MU) Beyond 2026?
Micron Technology Inc. (NASDAQ:MU) sees itself well-positioned in the midst of the ongoing AI-fueled memory upswing.
PayPal (PYPL) Has Fallen From Grace. Could AI Commerce Be Its Way Back?
PayPal Holdings, Inc. (NASDAQ:PYPL) is a strange company to look at today. A decade ago, PayPal was one of the defining names in digital payments.
How Are Investors Weighing Nike (NKE) Following The Q1 Print?
Nike Inc. (NYSE:NKE) continues to navigate a bumpy path toward turnaround under the leadership of Elliott Hill.
KLA (KLAC): Does Its Semiconductor Moat Justify the Premium?
KLA Corporation (NASDAQ:KLAC) is one of those companies that becomes more important the more complicated the semiconductor industry gets.
Rubrik (RBRK) Has Outperformed the Market in 2026. Is the Rally Sustainable?
Rubrik Inc. (NYSE:RBRK) has delivered market-beating returns in 2026.
Abercrombie (ANF) vs. e.l.f. Beauty (ELF): Which Consumer Stock Is the Better Buy?
Abercrombie & Fitch Co. (NYSE:ANF) and e.l.f. Beauty, Inc. (NYSE:ELF) are both targeting younger consumers, but investors are valuing their growth stories very differently.
Is Costco’s (COST) Moat Really Worth the Premium?
Costco Wholesale Corporation (NASDAQ:COST) has built something most retailers would love to have: customers who pay just to shop there.
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