Palo Alto Networks posted 34% Q4 revenue growth to $3.41 billion, boosted by CyberArk and Chronosphere, while NGS ARR reached $9.1 billion as valuation climbed to fresh highs.
@Liquidn8w @KULOLO808 I don’t have a big enough position in $U to warrant a deep research dive, so not much more to say rn.
@accrued_int @AndrewRangeley Halfway through but I'm really enjoying your $NTDOY bear points.
Long $EVC https://t.co/Ds3MvBLp5v
"the aircraft flew 3,199 miles with no control inputs from its onboard safety pilot, including autonomous taxi, takeoff, cruise and landing" Joby Says it Completed First Fully Autonomous Flight Across the U.S. $JOBY https://t.co/nu2FMvE5qs
Multibillion-Dollar Stock-Market Scandal Roils Erdogan’s Turkey $TUR https://t.co/8dsSZFTVqE
Obvs starting point matter but good number of LT consumer winners The Highest-Returning Stock of the Last 45 Years Is Home Depot $HD https://t.co/MG1DLQ5QNd
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
Fernanda Galvez Jalil 
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…
Marc Gerstein 
Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
The Market Auditor 2 clicks
GPC · long Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
VYX executive chair James Kelly replaces David Wilkinson as CEO.
Playtika's governance is so poor it may create a contrarian opportunity.
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.
AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…
Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…
ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…
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