McDonald’s (MCD): Let’s Begin With a Smile
McDonald's Corporation (NYSE:MCD) has spent years trying to make its restaurants faster and more convenient.
Articles by Abdul Rahman
Lennar (LEN)’s Q3 Results Show the Cost of Protecting Home Sales
Lennar Corporation (NYSE:LEN) delivered 20,840 homes in its fiscal Q3 ended August.
Meta Platforms (META): Are You Going to Buy the Promise?
The promise is what Meta Platforms, Inc. (NASDAQ:META) can do with AI and the reward for investors.
Immunovant (IMVT): One Trial Failure Doesn’t Break the Bull Case
We all have bad days. Immunovant, Inc. (NASDAQ:IMVT) had its latest bad day on September 23 after a clinical-trial setback, sending the shares lower.
Ligand (LGND)-AvenCell Deal: Most of the Funding Is Tied to Milestones
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) is building a business model that differs from that of many drug developers.
Foundayo’s Early Growth Is Raising Lilly (LLY)’s Revenue Expectations. But Can It Outrun Pricing Pressure?
Eli Lilly and Company (NYSE:LLY) received a modest price target raise on September 18 from Guggenheim.
Intuit (INTU) Is Getting Existing Customers to Spend More. Now It Needs More Customers
At its fiscal 2027 investor day on September 17, Intuit Inc. (NASDAQ:INTU) outlined plans to rebuild its customer acquisition engine.
IonQ (IONQ) Just Landed Nvidia Less Than 2 Years After Jensen Huang’s 30-Year Quantum Warning
Some may recall that in January 2025, Nvidia CEO Jensen Huang predicted a long wait, up to 30 years, for “very useful” quantum computers.
Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason
Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network.
Micron (MU) Trades at Just 6.5x Forward Earnings. RBC Says SCAs Could Change That
RBC Capital believes the market is not fully recognizing how Strategic Customer Agreements (SCAs) could change Micron Technology, Inc. (NASDAQ:MU)’s earnings profile.
Coinbase (COIN) Gets a Path to Tokenized Stocks in the US. But Can It Turn That Into Revenue?
On September 17, the SEC approved a temporary framework for trading tokenized US equities. Called the Innovation Exemption, this framework could give Coinbase Global, Inc.
Netflix (NFLX)’s YouTube Problem Is Becoming Harder to Dismiss
All is not well for Netflix, Inc. (NASDAQ:NFLX), and things might get worse.
Palo Alto Networks (PANW): Can Platformization Keep Driving Growth?
Palo Alto Networks, Inc. (NASDAQ:PANW) is positioning itself to capture a larger share of customers’ security budgets.
SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?
SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S.
HubSpot’s AI Adoption Is Rising. Can It Turn Usage Into Revenue Growth?
HubSpot, Inc. (NYSE:HUBS) received a boost last week (September 16) after UBS raised its price target on the stock to $290 from $250 while maintaining a Buy rating.
Roivant (ROIV): $9 Billion Sales Potential Faces a Commercialization Test
Roivant Sciences Ltd. (NASDAQ:ROIV) may be entering the most important phase of its business, as its pipeline begins to move from clinical development to commercialization.
FDA Approves Fayuvi. What Does It Mean for Ultragenyx (RARE)’s 2027 Profitability Target?
Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) just added another commercial product to its portfolio.
Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver
Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets.
Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test
Cisco Systems, Inc. (NASDAQ:CSCO) is seeking to expand Splunk’s role in enterprise AI.
Micron (MU) Unveils Breakthrough Memory Product. It Says Much About the Memory Market
In a major milestone in memory innovation, Micron Technology, Inc.
Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?
Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company's outlook.
Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?
NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D).
Salesforce (CRM) Has a $3.9 Billion AI Engine. But the $63 Billion Target Is the Real Test
Salesforce, Inc. (NYSE:CRM) is no longer simply positioning AI as a future opportunity.
Northrop Grumman (NOC) Secures $4.8 Billion Army Contract. Execution Is the Bigger Test
The US Army has awarded Northrop Grumman Corporation (NYSE:NOC) a $4.8 billion contract for the Common Infrared Countermeasure (CIRCM) system.
Pentagon Adds $13.4 Billion to Boeing (BA) Contract. That Isn’t an Immediate Financial Windfall
The Pentagon has expanded the potential value of Boeing’s KC-46 Pegasus Combat Capability contract by $13.4 billion.
Samsara (IOT)’s Growth Momentum Meets Valuation Test. Can Samsara Justify the New Price Target?
The latest results indicate that Samsara Inc. (NYSE:IOT)’s growth engine remains solid.
If It Delivers Profit, Boeing (BA)’s Defense Franchise Can Buffer Its Commercial Recovery
Boeing Co (NYSE:BA) won a $241.3 million sole-source contract from the U.S. Navy on September 4.
GE Aerospace (GE)’s $12 Billion CPP Acquisition Puts Its Growth Strategy to the Test
GE Aerospace (NYSE:GE) is making its largest acquisition since becoming a standalone publicly traded company.
U.S. Bancorp (USB)’s Dividend Increase Has More Behind It
U.S. Bancorp (NYSE:USB) has raised its quarterly dividend by 3.8% to $0.54 per share. That brings the annualized payout at $2.16 and the yield at 3.5%.
Palo Alto Networks (PANW)’s AI Growth Faces a Higher Valuation Bar
Palo Alto Networks, Inc. (NASDAQ:PANW) is entering its fiscal 2027 with strong momentum, particularly in next-generation security.
Novo Nordisk (NVO)’s Pediatric Obesity Opportunity Faces a Bigger Test
Novo Nordisk A/S (NYSE:NVO) looks to open a new growth avenue for its blockbuster obesity drug Wegovy by targeting the pediatric market.
Alibaba (BABA)’s AI Bet Faces a $10.2 Billion Test
Alibaba Group Holding Limited (NYSE:BABA)’s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing scrutiny from investors...
Is Zscaler (ZS)’s Depressed Stock Opportunity Or Warning? Answer May Lie in Emerging AI Security Business
Cybersecurity company Zscaler, Inc. (NASDAQ:ZS) delivered solid results in the latest quarter.
Campbell’s (CPB) Turnaround Bid Faces a Tough Test as Costs and Weak Demand Persist
The Campbell's Company (NASDAQ:CPB) is taking aggressive steps to turn around its fortunes, but the food company faces a difficult test.
Robinhood (HOOD) Chain’s Early Revenue Is Explosive. But Can It Last?
Robinhood Markets (NASDAQ:HOOD) could gain an important new source of fee revenue with its recently launched Robinhood Chain platform.
Broadcom (AVGO)’s AI Chip Business Is Exploding. Can That Growth Last Through 2028?
The growing demand for custom AI chips is becoming a huge growth engine for Broadcom Inc. (NASDAQ:AVGO).
Ford Motor Company (F)’s Truck Production Rebounds Sharply. Can Sales Catch Up?
Ford Motor Company (NYSE:F) is finally making progress recovering from a problem that has weighed heavily on its truck business: production constraints.
HPE’s AI Growth Hinges on Execution
On September 3, Deutsche Bank raised its price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $68 from $62 and reiterated its Buy rating on the stock.
Johnson & Johnson (JNJ) Taps Sail Biomedicines in Bid for CAR-T Edge Over Bristol Myers Squibb
CAR-T therapies are transforming treatment for certain cancers and raising hopes for patients.
Cenovus (CVE) Enters the Ranks of the World’s Largest Oil and Gas Producers
It’s a good time to be a Canadian oil sands producer. First, higher crude prices have boosted earnings for producers.
Coinbase (COIN) Q2 Revenue Fell, but Its Diversification Story Got Stronger
It turns out that stubborn inflation and persistent geopolitical tensions create a difficult backdrop for crypto.
Is Rocket Lab (RKLB)’s Record Space Force Deal the Turning Point for Defense Investors?
Growing geopolitical tensions are fueling a global arms race.
Johnson & Johnson (JNJ)’s $5.5B Talc Settlement: Turning Point or Temporary Relief?
The World Health Organization projects that the share of the world's population aged 60 years and older will almost double from 12% in 2015 to 22% by 2050.
Inflation Hasn’t Disappeared, Yet Chipotle (CMG) Raised Guidance
According to the latest economic reading, America’s GDP growth slowed to 1.5% in Q2 from 2.1% in Q1.
Margins Under Pressure, Demand Accelerating — Is TE Connectivity (TEL) at a Critical Inflection Point?
The accelerating AI infrastructure buildout, along with the ongoing electric vehicle adoption and industrial automation, is driving huge demand for electronic connectors and sensors...
Rio Tinto (RIO)’s 43% Earnings Surge: Sustainable Growth or Commodity Mirage?
Hyperscalers are racing to build AI data centers and expand power capacity. U.S.
Will AT&T (T)’s Expanded Quantum Deal Turn D-Wave (QBTS) Into a Scalable Enterprise Player?
Telecom companies continue to expand their AI-powered services, fiber infrastructure, and 5G network capabilities.
AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals
Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom.
AI Infrastructure Backlog: How Dell, HPE, SMCI, and GE Vernova Are Positioned
Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power...
IBM’s Quantum Bet Just Got Bigger—What the HRL Deal Means for Investors
The quantum computing field is continuing to advance.