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Mon Sep 7
Sun Sep 6
Jacobs (J) Backlog Hits $28.9B As Guidance Rises Again
1mo
Y
Summit Therapeutics (SMMT) Soars 28% on Ivonescimab Progress
1mo
Y
Veolia: Thesis Materialization After Close To A 10% Decline (Rating Upgrade)
1mo
S
SBA Communications (SBAC) Wins Investment Grade While Profits Slide
1mo
Y
Shipping Fuel Shortage Looms as Refiners Prioritize Diesel
1mo
Y
Broadcom: The Valuation At This Point Is Absurdly Inadequate
1mo
S
MACOM’s (MTSI) Earnings Explosion Raises A Very Big Question
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Y
Expeditors (EXPD) Posts A 51% Earnings Jump, But Some Of It Won’t Last
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Y
Check Point Software: AI Could Change The Growth Equation
1mo
S
Onto Innovation (ONTO) Bets $720M on X-Ray Chip Technology
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Y
Chevron Targets $7B Investment in Venezuela
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Y
Battered Oracle May Be Poised for Rally as Investors Renew Software Bets
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Y
As China Sales Sag, BYD Gains Global Edge
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Y
One Regulator Just Ended Fair Isaac’s (FICO) Mortgage Monopoly. The Stock Fell 16% – Is It Justified?
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The Pentagon Doubled Down on Its Anthropic Blacklist. Why Amazon and Alphabet Investors Should Care
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Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test
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Y
Docusign Is Opening Its AI Tools to Every Agent. What It Means for Salesforce
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Y
Snowflake and C3.ai Reported the Same Night. Only One AI Story Won
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Dell and HPE Just Posted Record AI Numbers. Why Did Their Stocks Split?
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Elevra PFS Backs Near-Doubling of Quebec Lithium Output
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Meta’s $18 Billion Teen Safety Deal Puts the Pressure on TikTok and YouTube Next
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Tesla (TSLA) Rolls Out its Safety Numbers ahead of a Make-or-Break EU Vote
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Y
VinFast Auto (VFS) Quietly Pumps the Brakes on Its India Manufacturing Plans
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Y
Ford (F)’s Third Recall in a Week Hits Nearly 149,000 Mustangs
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Y
Keurig Dr Pepper (KDP) Cashes Out of Chobani to Clean Up its Books Before a Split
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Y
GoPro (GPRO) Trades its Camera Story for an AI Data Center One, and Investors Cheer
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Y
Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day
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Rivian (RIVN) Loses its CFO to GE Vernova (GEV) Right in the Middle of its Biggest Bet Yet
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Y
Lucid (LCID)’s Biggest-Ever Recall Hits More Cars Than it Sold All Last Year
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