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
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
Dhierin Bechai 1 click
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…
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 2 clicks
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…
OKLO · short Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.
Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…
NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…
Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.
Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…
JinkoSolar sold control of its Florida solar plant to a Delaware entity run by China’s “Sun King” family, potentially sidestepping new…
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…
WillScot Mobile Mini returned to revenue growth in Q2 2026, raised full-year targets and invested $114 million in fleet capacity for data…
Adobe’s valuation fell from 70x earnings in 2020 to 11x as generative AI challenges its creative-software franchise; product standards,…
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