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Articles by Sheryar Siddiq

Michael Burry Says He Sold Alibaba, Calling It Pricey Before $10.2 Billion Share Sale

Michael Burry, the investor famous for his subprime mortgage bets detailed in "The Big Short," said on August 23 that he has sold his stake in Alibaba Group Holding Limited (NYSE...

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September 5 - News

The Canary in Foot Locker’s Coalmine: DICK’S Guidance Cut Drags NIKE Down With It

On August 25, DICK’S Sporting Goods, Inc. (NYSE:DKS) not only missed Wall Street numbers, but also sent a warning signal to NIKE, Inc.

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August 31 - News

Healthcare’s Best Week Since June Traces Back to a Single Moderna and Merck Cancer Trial

The health-care sector was on track for its strongest week since June 26, with the Health Care index rising more than 4% in the five trading days leading up to August 21, compared...

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August 30 - News

Klarna Recently Went for Its Worst Week Ever, Down More Than 30%

Shares of Klarna Group plc (NYSE:KLAR) were headed for their worst week as a public company recently, with more than a 30% decline over the five trading days leading to August...

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August 30 - News

Coinbase and Robinhood Rally as Bitcoin Marches Toward Its Best Week in Months

Crypto-related stocks surged significantly on August 21, as bitcoin extended its rally, putting the digital currency on track to finish the week more than 20% higher.

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August 28 - News

Barclays Analysis: Major Record Labels Narrow Streaming Growth Gap With Spotify

According to Barclays' 12th Global Music Results Wrap, released August 21, major music companies reported an average streaming growth of 8.3% in the second quarter of 2026, with...

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August 28 - News

Broadcom’s Debt Deal Could Reach $100 Billion in the AI Buildout’s Latest Mega-Financing

A Broadcom Inc.

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August 28 - News

IBM Introduces New Mainframe Processor Combining Its Own Tech With Arm Architecture

On August 24, International Business Machines Corporation (NYSE:IBM) introduced its next-generation dual-architecture processor for IBM Z and LinuxONE, the first processor milestone...

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August 28 - News

Quantum Computing’s Insiders Have Sold Nearly $863 Million More Than They’ve Bought. Should Investors Worry?

Insiders at ​IonQ, Inc. (NYSE:IONQ), ​Rigetti Computing, Inc. (NASDAQ:RGTI), and D-Wave Quantum Inc.

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August 28 - News

Carvana Shares Slide as a Federal Probe Into an Outside Billionaire Investor Rattles the Stock

Carvana Co.

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August 28 - News

Intuitive Machines Misses Big on Earnings. Stifel Upgrades It Anyway

Intuitive Machines, Inc. (NASDAQ:LUNR) recently released one of its messier quarterly reports as a public company, missing revenue and earnings by significant percentages.

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August 22 - News

Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind

President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc.

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August 21 - News

EchoStar’s $8.5B Profit Surge Meets AT&T’s Wireless Juggernaut

High capital expenditure demands and persistently high interest rates are putting strain on telecom balance sheets and industry participants have divided into two different frameworks...

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August 21 - News

Applied Materials Delivered a Record Quarter. The Stock Fell Anyway

Applied Materials, Inc. (NASDAQ:AMAT) just reported a record quarter and guided its next one well above Wall Street projections. Even so, the stock went down.

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August 20 - News

Nielsen’s $2.15 Billion Bet on DoubleVerify: What It Means for Ad-Tech

The global media analytics and digital advertising market is at a phase of rapid restructuring, as evidenced by Nielsen's definitive agreement to buy digital ad verification leader...

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August 19 - News

Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters

Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts.

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August 19 - Hedge Funds, News

Who’s Better Positioned for Higher Rates: American Tower or Crown Castle?

The real estate investment trust (REIT) industry is facing a turbulent interest rate environment this year, with the 10-year Treasury yield rising to 4.74% in late July and remaining...

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August 18 - Hedge Funds, News

SaaSpocalypse Defied: Atlassian and Cloudflare Push Back Against Enterprise Tech Fears

After a torturous series of mixed-to-poor tech earnings that shook software values, fears over AI disruption and slowing enterprise software demand, dubbed the "SaaSpocalypse" ...

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August 17 - News

NVIDIA’s $3 Billion Bet on the Power Behind AI

NVIDIA Corporation (NASDAQ:NVDA)'s latest push into the infrastructure supporting AI chips extends all the way to the power grid.

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August 16 - News

Under Armour’s Turnaround Hits a Wall as North America Demand Craters

Under Armour, Inc. (NYSE:UAA)'s long-running turnaround just got tougher.

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August 16 - News

Bending Spoons Beats on Earnings in Its Public Market Debut Quarter. Investors Focus on the Fine Print Instead

Bending Spoons S.p.A. (NASDAQ:BSP) just released its first earnings report as a public company, and it was impressive by almost every headline measure.

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August 16 - News

Workday Has Its Best Day in a Decade on Report of a Potential $43 Billion Buyout

Workday, Inc. (NASDAQ:WDAY) recently experienced its best trading day since 2016, even though the company has yet to confirm anything has happened.

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August 16 - News

Wendy’s Jumps on Report That Nelson Peltz Wants to Take His Old Company Private

The Wendy’s Company (NASDAQ:WEN) just had its best week in months, with shares of the fast-food giant rising up to 16% on August 12 after the Financial Times reported that Nelson...

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August 16 - News

Greg Abel Starts Spending: Berkshire’s Cash Hoard Finally Gets Put to Work

For the majority of the past two years, a hallmark of Berkshire Hathaway (NYSE:BRK-B)'s balance sheet was inertia: a record cash pile that continued to grow while the conglomerate...

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August 16 - News

AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc.

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August 15 - News

American Auto’s Retreat From China Accelerates as GM and Ford Both Pull Back

General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world's largest auto market, and Ford Motor Company (NYSE:F) announced a different...

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August 15 - News

Eli Lilly’s Weight-Loss Pill Just Got Its First Foothold in Europe

Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain's drug regulator authorized the company's oral GLP-1 drug orforglipron, becoming...

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August 15 - News

How New Mexico’s $567 Million Ruling Could Change Meta

A New Mexico judge has imposed Meta Platforms, Inc.

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August 15 - News

Doximity Doubled, Then Gave Most of It Back. Here’s Why the Market Doesn’t Trust the Rally

For a few hours on August 7, Doximity, Inc. (NYSE:DOCS) appeared to be the story of the earnings season.

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August 13 - News

From Courtroom Rivals to Corporate Partners: Archer Buys Its Way Into Boeing’s Orbit

Five years ago, Wisk Aero sued Archer Aviation Inc. (NYSE:ACHR) for allegedly stealing its trade secrets.

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August 13 - News

SpaceX’s Most Loyal Buyers Blinked

Retail investors were steadfast for nearly eight weeks after Space Exploration Technologies Corp (NASDAQ:SPCX) went public.

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August 13 - News

GameStop’s Ryan Cohen Considers Scrapping $56B eBay Takeover for Store Partnership

Three months after Ryan Cohen startled Wall Street with an unsolicited $56 billion bid for eBay Inc. (NASDAQ:EBAY), GameStop Corp.

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August 13 - News

Verisk (VRSK) Tried to Walk Away From a $2.35 Billion Deal. A Judge Sent It Back

Verisk Analytics, Inc. (NASDAQ:VRSK) believed it had made a clean break from its $2.35 billion cash deal.

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August 13 - News

Sweetgreen and Yum Brands: Two Restaurant Stocks Still Reeling From the 2026 Cyclospora Outbreak

The US restaurant industry is dealing with the aftermath of the largest cyclosporiasis outbreak on record, caused mostly by shredded iceberg lettuce provided by Taylor Farms de...

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August 11 - News

One Company’s Clinical Miss Is Another’s Moat: Vertex Rallies as Sionna’s CF Bet Collapses

Cystic fibrosis investors came to learn a harsh lesson on August 10 about how concentrated a market can be: Sionna Therapeutics, Inc.

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August 11 - News

European Banks Resurge: Deutsche Bank and UBS Beat On Par With Wall Street

The European banking sector is facing a re-rating this year, led by a "higher for longer" interest rate environment that continues to enhance net interest margins across core ...

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August 5 - News

$70 Billion in Combined Backlog: What EMCOR and Quanta’s Earnings Say About AI’s Physical Buildout

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity.

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August 5 - News

Royal Caribbean vs. Norwegian Cruise Line: Pricing Power Divide Sparks Cruise Divergence

The second-quarter 2026 earnings season highlighted a sharp divide within the cruise sector, as high interest rates and persistent inflation continued to strain discretionary ...

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August 4 - News

The $280 Million Reason Boeing Missed—and Why Wall Street Shrugged It Off

The global aerospace sector is currently characterized by a stark contrast between rising commercial fleet demand and friction in legacy fixed-price defense manufacturing.

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August 4 - News

Mondelez’s (MDLZ) Earnings Beat May Matter Less Than Its 2027 Growth Bet

While cost-conscious buyers in developed markets continue to face cumulative inflation and greater scrutiny around discretionary snack consumption, international demand in emerging...

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August 4 - News

Rambus’s (RMBS) Margin Problem: When Record Revenue Isn’t the Whole Story

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement.

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August 4 - News

The Backlog Tells the Real Story: Inside IQVIA’s Blowout Q2

The global healthcare ecosystem in 2026 is leading to a strong recovery in clinical research, with global pharma R&D investment topping $250 billion and the clinical research ...

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August 4 - News

TransDigm (TDG) Adds Another Bolt-On: What the $1.07 Billion Prince & Izant Deal Says About Its Playbook

Although chronic supply chain bottlenecks continue to dampen new commercial aircraft deliveries, the main driving force of the aerospace sector this year is the aging of the global...

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July 31 - News

Detroit’s Divided Quarter: How General Motors (GM) Outpaced Ford in a High-Rate Environment

The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer...

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July 31 - News

Rocket Lab (RKLB) Just Won Its Biggest-Ever Contract. The Stock Barely Noticed

On July 27, Rocket Lab Corporation (NASDAQ:RKLB) announced its largest launch contract in corporate history, a $266 million multi-launch arrangement with the United States Space...

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July 31 - News

Inside Project Peregrine: Why Blackstone and KKR Bought Into Kuwait’s Oil Pipelines

The signing of "Project Peregrine" on July 25 marks a historic moment for alternative asset managers in 2026.

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July 31 - News

Equinor’s (EQNR) Best Quarter in Years Came With an Asterisk Its Own CFO Pointed Out

Growing conflict in the Middle East has significantly altered global energy trading channels in 2026, leading to a steep gap between vulnerable producers and protected operators...

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July 30 - News

Tesla’s (TSLA) Margins Broke in a Way Deliveries Can’t Fix

July 22 and 23 proved to be one of the most significant 48-hour periods of 2026's artificial intelligence trade, showing a clear flaw in how public equity markets reward massive...

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July 30 - News

World Cup Cross-Border Acceleration and AI Workforce Pivot Anchor Visa’s Fiscal Q3 Beat

The global payments ecosystem in 2026 is being defined by two merging macro tailwinds: staggering growth in international travel and an aggressive corporate push for AI-driven...

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July 30 - News

The Coca-Cola Company: Volume Scale Beats CPG Stagflation as FIFA Activation Drives Guidance Upgrade

The Consumer Packaged Goods (CPG) industry is going through a major shift this year, with broad inflation-driven price hikes having reached their peak.

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July 30 - News

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