SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…
S Jimmy's Journal 9h ago 5 clicks
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
S TSOH Investment Research 9h ago 6 clicks
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
S Latticework by MOI Global 11h ago 10 clicks
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
S Substack von Philipp 12h ago 5 clicks
SA Michael Fitzsimmons 13h ago 4 clicks Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
S Open Insights 13h ago 6 clicks
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
SA The Undercovered Dozen 19h ago 10 clicks Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
BL Hunterbrook 24h ago 22 clicks
Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.
SA Jeremy LaKosh 30h ago 5 clicks Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
S CV's Substack 41h ago 12 clicks
SKIN · long SkinHealth Systems owns a dominant professional skincare consumables franchise but trades at roughly $115 million market cap and $255…
BL Value Investors Club Jul 21
Cerebras, a wafer-scale AI chipmaker, is forecast to nearly 10x sales by 2028 as capacity expands, while its shares have fallen on capacity…
SA Stone Fox Capital 30h ago 8 clicks DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
BL The Technology Letter 44h ago 22 clicks
Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…
S P Equity Research 45h ago 14 clicks
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
S Eagle Point Capital Oct 17 54 clicks
SA Tim Travis Oct 17 10 clicks Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
YT Steve Eisman Oct 16 22 clicks
RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.
SA LA Capital Oct 16 8 clicks Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…
S Guardian Research Oct 16 17 clicks
Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…
S Orphan REITs Oct 16 4 clicks