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Muhammad Ali

Author Profile

Muhammad Ali

Author

Muhammad is an investment professional with more than 12 years of experience in public and private markets. He has been actively involved in equity markets within the US, UK and Pakistan. Ali holds a Master's degree in Banking & Finance, and is currently pursuing the CFA charter.

Contributing since: 2025

Contact the editorial team Disclosure policy

Articles by Muhammad Ali

Can Medtronic’s (MDT) Core Units Keep Up With Management’s New Bets?

Medtronic plc’s (NYSE:MDT) investment thesis rests on accelerating growth across its key innovation platforms.

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September 27 - Hedge Funds, News

Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?

Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup.

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September 27 - Hedge Funds, News

Foldables, AI Servers and India Expansion: What Lies Ahead for Apple (AAPL) Under the New CEO?

Jim Cramer recently labelled Apple Inc. (NASDAQ:AAPL) as a standout performer, reflecting on the company’s product focus under the leadership of new CEO, John Ternus.

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September 27 - Hedge Funds, News

What Lies Ahead for Micron (MU) in the Upcoming Fourth Quarter Report?

Investor attention turns to Micron Technology Inc.’s (NASDAQ:MU) scheduled fourth quarter fiscal 2026 announcement on September 30.

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September 27 - Hedge Funds, News

Is Walmart’s (WMT) Digital Transformation Paying Off?

Consensus sentiment around Walmart Inc.

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September 27 - Hedge Funds, News

Buybacks, Balance Sheet Strength and Portfolio Strategy in Focus for Shell (SHEL)

The second quarter of 2026 was the 19th back-to-back quarter where Shell plc (NYSE:SHEL) announced a share repurchase of at least $3 billion.

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September 27 - Hedge Funds, News

Let’s Take a Closer Look at Amazon’s (AMZN) Debt-Fueled AI Buildout

Amazon.com Inc. (NASDAQ:AMZN) remains committed toward scaling up its cloud computing, logistics, artificial intelligence, and advanced manufacturing capabilities.

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September 25 - Hedge Funds, News

Commercial AI Momentum Meets Valuation Risk: What Comes Next for Palantir (PLTR)?

Palantir Technologies Inc.

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September 25 - Hedge Funds, News

How is Nike (NKE) Positioned to Overcome Persistent Headwinds to Support a Turnaround

NIKE Inc.’s (NYSE:NKE) turnaround strategy will remain in focus as the company approaches its Q1 FY27 results, scheduled to be announced on October 1.

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September 25 - Hedge Funds, News

Is Now the Time to Bet on Intel’s (INTC) Server CPU Comeback and AI Ambitions?

Intel Corp.

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September 25 - Hedge Funds, News

Can Microsoft (MSFT) Sustain its Recurring Cash Flows, Growing Payouts, and Azure Momentum?

A strong track record of payouts leads a compelling case for Microsoft (NASDAQ:MSFT).

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September 24 - Hedge Funds, News

Beyond Rides: How Uber Technologies (UBER) Is Building a Global Delivery and AV Powerhouse?

Long-term case for Uber Technologies Inc. (NYSE:UBER) expands beyond its ride-hailing solutions, as the management remains focused on an autonomous vehicle strategy.

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September 24 - Hedge Funds, News

Can Stellantis (STLA) Turn Around Quality Concerns While Betting on EREVs?

Stellantis N.V. (NYSE:STLA) has spiked investor attention through some recent developments.

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September 24 - Hedge Funds, News

What AeroVironment’s (AVAV) $464.8 Million Laser Contract Means for Its Defense Growth Outlook

Enduring High Energy Laser (E-HEL) contract awarded by the U.S. Army represents a landmark development for AeroVironment Inc. (NASDAQ:AVAV).

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September 24 - Hedge Funds, News

Buckle (BKE) Approves Quarterly Distribution for Shareholders: What Backs the Payout

The Buckle Inc. (NYSE:BKE) approved a quarterly dividend payout of $0.35 per share, during its board meeting on September 14.

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September 24 - Hedge Funds, News

How Is Nordson (NDSN) Positioned for This Next Chapter of Semiconductor Growth

Despite being highly cyclical, the broader semiconductor market is currently on a long-term growth trajectory, fueled by factors that are beyond any specific underlying segment...

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September 24 - Hedge Funds, News

MDA Space (MDA) Targets Defence SATCOM With AURORA BLACK — Can It Strengthen the Growth Story?

MDA Space Ltd. (NYSE:MDA) has expanded its MDA AURORA product line, which includes software-defined satellite solutions.

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September 24 - Hedge Funds, News

Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?

Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track.

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September 24 - Hedge Funds, News

Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity

The Boeing Company (NYSE:BA) achieved a major milestone by extending its established Landing Gear Exchange Program to single-aisle 737 MAX platform.

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September 24 - Hedge Funds, News

Marcus & Millichap (MMI) Arranges $75.1M Monroe Hotel Recapitalization. Can IPA Win More Complex Deals?

Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), is reinforcing its expertise in structuring complex multisource financing arrangements for ...

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September 24 - Hedge Funds, News

Uranium Royalty (UROY) Posts Strong Q1, But One-Off Gains Complicate the Earnings Picture

Uranium Royalty Corp. (NASDAQ:UROY) reported its first quarter FY27 results on September 14.

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September 24 - Hedge Funds, News

How PicPay’s (PICS) Kovr Acquisition and Estrutural Stake Support Its Insurance Strategy

Acquisition of Kovr Participações S.A.

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September 24 - Hedge Funds, News

CooperCompanies (COO) Keeps CooperSurgical and Expands Buybacks. What Did the Strategic Review Reveal?

With marginal growth across key metrics during the third quarter, The Cooper Companies Inc.

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September 24 - Hedge Funds, News

ServiceTitan (TTAN) Gains a Roofing Proof Point With Canopy. Can It Scale?

Canopy Services is leveraging ServiceTitan Inc.’s (NASDAQ:TTAN) end-to-end roofing capabilities for its growing portfolico of roofing brands.

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September 23 - Hedge Funds, News

Hain Celestial (HAIN) Moves Toward a Leaner Business. Can the Turnaround Hold?

Fiscal 2026 was marked with portfolio simplification, debt reduction and free cash flow improvements for The Hain Celestial Group Inc. (NASDAQ:HAIN).

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September 23 - Hedge Funds, News

Pinterest (PINS) Has Monetization Headroom. Can Growth Investments Pay Off Without Hurting Margins?

Despite improvements in monetizing its audience, Pinterest Inc. (NYSE:PINS) still faces gaps compared to its peers.

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September 23 - Hedge Funds, News

Canaan (CAN) Sold Crypto to Buy Back Stock. Can It Offset Weak Mining-Equipment Demand?

Canaan Inc. (NASDAQ:CAN) shared data for its bitcoin mining and production during August 2026.

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September 23 - Hedge Funds, News

MindWalk (HYFT) Is Pivoting to Recurring AI Revenue. Can ReefIQ Offset Widening Losses?

Commercial launch of ReefIQ data platform marks a strategic pivot for MindWalk Holdings Corp. (NASDAQ:HYFT).

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September 23 - Hedge Funds, News

Netskope (NTSK) Is Tackling a Major AI Agent Security Gap. Can Skylight Deepen Its Edge?

Netskope Inc.

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September 22 - Hedge Funds, News

NetApp (NTAP) Just Deepened Its VMware Cloud Integration. How Much Does It Matter?

For private and hybrid cloud deployments, NetApp Inc.’s (NASDAQ:NTAP) ONTAP platform now offers a credible and secure data infrastructure foundation.

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September 22 - Hedge Funds, News

Credo Technology (CRDO) Just Cleared a Key PCIe 6.0 Milestone. What Comes Next?

Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List.

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September 22 - Hedge Funds, News

How Does This F-35A Rollout Strengthen NATO Deterrence for Lockheed Martin (LMT)

Germany's first F-35A Lightning II marks a major milestone for Lockheed Martin Corp.

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September 22 - Hedge Funds, News

Intuitive Machines (LUNR) Just Opened a New Market for Its IM 300 Platform. How Big Is the Opportunity?

On September 1, Intuitive Machines Inc. (NASDAQ:LUNR) was awarded a contract to develop two IM 300 series satellite platforms for an undisclosed customer.

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September 22 - Hedge Funds, News

BWX Technologies (BWXT) Wins $4 Million Y-12 Design Contract. Could Construction Follow?

Earlier this month, BWX Technologies Inc.

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September 22 - Hedge Funds, News

Clean Harbors (CLH): $600 Million in New Debt Raises the Stakes on Acquisition Execution

Clean Harbors Inc.

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September 22 - Hedge Funds, News

Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand

The launch of ASYMTEK Vantage XL comes at a time when demand for advanced semiconductor packaging solutions is accelerating.

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September 20 - Hedge Funds, News

Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth

Following the successful launch of its last three O3b mPOWER satellites, The Boeing Company (NYSE:BA) has completed its 13-satellite constellation for operator SES.

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September 20 - Hedge Funds, News

MDA Space (MDA) Bets on Homegrown Innovation with New LaunchPad Ventures Program

MDA Space Ltd. (NYSE:MDA) has committed to offer support to small and mid-sized companies in Canada, which are engaged in the development of space and defense capabilities.

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September 20 - Hedge Funds, News

What Lies Ahead for Marcus & Millichap (MMI) Following These Multifamily Asset Sales

Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), finalized the sale of two Oregon apartment communities for a total consideration of $83 million...

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September 20 - Hedge Funds, News

Willis Lease Finance (WLFC) Bets on Malaysia for Next Phase of Global Expansion

Recent land acquisition in Malaysia backs Willis Lease Finance Corp.’s (NASDAQ:WLFC) plans to expand its global maintenance footprint.

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September 20 - Hedge Funds, News

Semtech’s (SMTC) LoRa Plus Expansion Is Bigger Than Two New Chips

Semtech Corp.

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September 20 - Hedge Funds, News

Navan’s (NAVN) Collaboration with Engine Offers New Lever for Platform Stickiness

Navan Inc.’s (NASDAQ:NAVN) strategic alliance with Engine, a provider of travel and spend technology solutions, is targeted toward offering more choices to travelers.

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September 20 - Hedge Funds, News

Red Violet (RDVT) Expands FOREWARN Reach Through This Latest Partnership

Red Violet Inc.’s (NASDAQ:RDVT) wholly-owned subsidiary, FOREWARN, has revealed its latest collaboration with the Pacific West Association of REALTORS (PWR).

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September 20 - Hedge Funds, News

PureCycle (PCT) Expands PureFive Use as Regulatory Tailwinds Meet Execution Risk

PureCycle Technologies Inc. (NASDAQ:PCT) announced a new line of sustainable tamper-evident packaging, SnapPack Square EVO, in partnership with IPL Schoeller.

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September 19 - Hedge Funds, News

BJ’s Wholesale Club (BJ) Formalizes Investment-Grade Financial Policy

BJ's Wholesale Club Holdings Inc.

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September 19 - Hedge Funds, News

The RealReal (REAL) Bets on Glendale to Capture Growing Vintage Demand

The RealReal Inc. (NASDAQ:REAL) continues to grow its footing within Southern California, with a new Glendale store scheduled to open on October 1.

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September 19 - Hedge Funds, News

Willis Lease Finance (WLFC) Expands Fleet with New Aircraft and Engine Acquisition

Willis Lease Finance Corp. (NASDAQ:WLFC) is adding 13 aircraft engines and 12 commercial aircraft to its aviation asset holdings, through a recently concluded transaction.

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September 19 - Hedge Funds, News

How Does This $40.3 Million Birwood Heights Financing Arrangement Benefit Marcus & Millichap’s (MMI)

Marcus & Millichap’s (NYSE:MMI) capital markets arm, IPA Capital Markets, secured a financing arrangement amounting to $40.3 million for Birwood Heights.

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September 19 - Hedge Funds, News

PicS N.V. (PICS) Delivers Credit Portfolio Momentum and Q2 Outperformance Across the Board

For the recently reported second quarter, PicS N.V. (NASDAQ:PICS) outperformed relative to its previous guidance across all profitability metrics.

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September 19 - Hedge Funds, News

Marketing Discipline Pays Off as GDEV Improves Operating Cash Flow

GDEV Inc. (NASDAQ:GDEV) saw a year-on-year drop in bookings from both its in-app purchases and advertising, during the second quarter fiscal 2026.

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September 19 - Hedge Funds, News

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