Arista Networks Inc (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks Inc on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ANET.
Insider Monkey Blog
Atlassian Corporation (TEAM): A Bull Case Theory
We came across a bullish thesis on Atlassian Corporation on Compounding Your Wealth’s Substack by Sergey.
C3.ai, Inc. (NYSE:AI) Q2 2026 Earnings Call Transcript
Operator: Good day. And thank you for standing by. Welcome to the C3.ai, Inc.'s Second Quarter Fiscal Year 2026 Earnings Conference Call.
UiPath Inc. (NYSE:PATH) Q3 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the UiPath Third Quarter 2026 Earnings Conference Call. At this time, participants are in a listen-only mode.
Five Below, Inc. (NASDAQ:FIVE) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Five Below Third Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Sprinklr, Inc. (NYSE:CXM) Q3 2026 Earnings Call Transcript
Operator: Welcome to the Sprinklr Third Quarter Fiscal Year 2026 Financial Results Call. At this time, all participants are in a listen-only mode.
Tilly’s, Inc. (NYSE:TLYS) Q3 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to Tilly's, Inc. Third Quarter 2025 Earnings Conference Call. After today's presentation, there will be an opportunity to ask questions.
Snowflake Inc. (NYSE:SNOW) Q3 2026 Earnings Call Transcript
Operator: Good afternoon. Thank you for attending today's Snowflake Inc. Q3 Fiscal Year 2026 Earnings Call. My name is Jayla, and I'll be your moderator for today.
Dollar Tree, Inc. (NASDAQ:DLTR) Q3 2025 Earnings Call Transcript
Operator: Greetings. Welcome to the Dollar Tree, Inc. Q3 2025 Earnings Conference Call. At this time, participants are in a listen-only mode.
Dollar Tree, Inc. (NASDAQ:DLTR) Q3 2026 Earnings Call Transcript
Operator: Greetings. Welcome to the Dollar Tree Q3 2025 Earnings Conference Call [Operator Instructions] Please note that this conference is being recorded.
Salesforce, Inc. (NYSE:CRM) Q3 2026 Earnings Call Transcript
Leila: Good afternoon, everyone. My name is Leila, and I will be the conference operator today.
Torrid Holdings Inc. (NYSE:CURV) Q3 2026 Earnings Call Transcript
Torrid Holdings Inc. (NYSE:CURV) Q3 2026 Earnings Call Transcript December 3, 2025Torrid Holdings Inc. misses on earnings expectations.
Guidewire Software, Inc. (NYSE:GWRE) Q1 2026 Earnings Call Transcript
Guidewire Software, Inc. (NYSE:GWRE) Q1 2026 Earnings Call Transcript December 3, 2025Guidewire Software, Inc. beats earnings expectations.
Macy’s, Inc. (NYSE:M) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Macy's, Inc. Third Quarter 2025 Earnings Conference Call. As a reminder, this call is being recorded.
Marvell Technology, Inc. (NASDAQ:MRVL) Q3 2026 Earnings Call Transcript
Marvell Technology, Inc. (NASDAQ:MRVL) Q3 2026 Earnings Call Transcript December 2, 2025Marvell Technology, Inc. beats earnings expectations.
American Eagle Outfitters, Inc. (NYSE:AEO) Q3 2026 Earnings Call Transcript
Operator: Welcome to the AEO Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
HPE Announces Sale of Its Remaining H3C Stake for $643 Million
Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the AI Stocks in Focus This Week.
Reddit (RDDT) Seen as a Key Strategic AI Asset as Demand for Training Data Grows
Reddit, Inc. (NYSE:RDDT) is one of the AI Stocks in Focus This Week.
Why Analysts Say ASML Is the Top Semiconductor Pick Heading Into 2026
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus This Week.
AI Boom Fuels Bullish Analyst Outlook for Applied Materials (AMAT)
Applied Materials, Inc. (NASDAQ:AMAT) is one of the AI Stocks in Focus This Week.
Vertiv (VRT) Price Target Raised as AI Data Center Demand Accelerates
Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks in Focus This Week.
Analysts See Big Upside for Micron (MU) With Strong HBM Ramp Ahead
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks in Focus This Week.
Oracle (ORCL) Could Surge Higher as Analysts Highlight Major AI Growth Potential
Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in Focus This Week. On December 1, Deutsche Bank reiterated its Buy rating on the stock with a $375.00 price target.
Apple (AAPL) Price Target Raised as Loop Capital Sees Stronger iPhone 17 Demand
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus This Week.
Broadcom (AVGO) Price Target Raised as Google TPU Demand Surges
Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in Focus This Week.
Oppenheimer Boosts Amazon (AMZN) Price Target on Strong AWS Growth Outlook
Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks in Focus This Week.
Jim Cramer Recently Looked At These 7 Stocks
“I've been thinking, if OpenAI were a Netflix series, it would have some tragic moments, some tense moments, and some pure spit-take hilarity, and we’d all be addicted to ...
13 Best Augmented Reality Stocks to Buy Right Now
Augmented reality is a game-changing technology that is impacting a wide range of industries by delivering immersive, interactive experiences.
Jim Cramer Notes “Every Single Retailer That’s Reported is Doing Better Than Expected” Except Burlington
Burlington Stores, Inc. (NYSE:BURL) is one of the stocks Jim Cramer recently discussed.
Jim Cramer on Waters Corporation: “I Think It Should Be Loved on Wall Street
Waters Corporation (NYSE:WAT) is one of the stocks Jim Cramer recently discussed.
Jim Cramer Says “Danaher’s Been Acting Much Better”
“Now, first, there’s tried and true, but lately trying Danaher, DHR, a conglomerate that became more focused on life sciences diagnostics when it spun off its water and product...
Jim Cramer on Agilent: “The Thing’s Just Caught Fire”
“Last week, just before Thanksgiving, I got the chance to speak with Agilent Technologies. That’s an arms dealer to the life sciences industry.
Jim Cramer Says “Once again, I Say Own NVIDIA, Don’t Trade It”
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. Cramer showed his optimistic stance on the company during the episode.
Jim Cramer Notes That “The Gemini 3 Improvement Was Very Good News for Google”
“The Gemini 3 improvement was very good news for Google and all the stocks connected to the AI efforts… So Google stock soared, as did Broadcom, which helped make the custom...
Jim Cramer Says “Newmont is Real, Real Good”
Newmont Corporation (NYSE:NEM) is one of the stocks Jim Cramer was recently asked about. A caller asked if the stock is a buy, given that analysts are raising price targets.
Jim Cramer Recommends Affirm Over Klarna
Klarna Group plc (NYSE:KLAR) is one of the stocks Jim Cramer was recently asked about. A caller inquired if they should continue investing in KLAR or pull out.
Jim Cramer Prefers Agnico Eagle Over Hecla
Hecla Mining Company (NYSE:HL) is one of the stocks Jim Cramer was recently asked about.
Jim Cramer on Pfizer: “I Would Hold on to It”
Pfizer Inc. (NYSE:PFE) is one of the stocks Jim Cramer was recently asked about.
Jim Cramer on Vertiv: “I Think It’s a Buy Right Here”
Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer was recently asked about.
Jim Cramer Says “Buy, Buy, Buy the Stock of McDonald’s”
McDonald’s Corporation (NYSE:MCD) is one of the stocks Jim Cramer was recently asked about.
Jim Cramer on Reddit: “I Think It’s Worth a Heck of A Lot More Than It’s Selling For”
Reddit, Inc. (NYSE:RDDT) is one of the stocks Jim Cramer was recently asked about. A caller asked if they should hang on to the stock or trade around it.
Jim Cramer Says “EnerSys Looks to Be a Big Winner From the AI Data Center Theme”
“Finally, let’s talk about the one I really like, and that’s called EnerSys, which Sam in Pennsylvania asked about back on November 20th. EnerSys is really interesting.
Jim Cramer on Dave & Buster’s: “I Think It’s Too Early to Put Money In”
“Next, in early November, Jim in Florida asked about another consumer facing name. This was Dave & Buster’s.
Jim Cramer Says “Etsy’s Not Particularly Doing Well Either, But At Least They’re Making Money”
“Sadly, this whole industry just, I don’t know, might not be that good.
Jim Cramer on ThredUp: “I Don’t Feel Comfortable Recommending This One”
ThredUp Inc. (NASDAQ:TDUP) is one of the stocks on Jim Cramer’s radar.
Jim Cramer on SEALSQ: “No, Thank You”
SEALSQ Corp (NASDAQ:LAES) is one of the stocks on Jim Cramer’s radar.
Jim Cramer on Strategy Inc: “That’s Simply Become a Leveraged Bet on Bitcoin Itself”
“I want you to understand that Bitcoin has a peculiar, almost unknown hold, maybe I should say choke hold, on much of the market because as I painstakingly detailed in this ...
Jim Cramer Highlights NVIDIA’s Deal With Synopsys
“NVIDIA unveiled an important initiative with Synopsys, an electronic design automation company.
Jim Cramer on Regeneron: “They’re Doing a Lot of Good Stuff, I Lost Sight of It, I Shouldn’t Have”
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is one of the stocks Jim Cramer was recently asked about.
Jim Cramer Says He Feels “Particularly Good About” Thermo Fisher
Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the stocks Jim Cramer recently discussed.
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