A Qualitative Primer on the Nicotine Pouch Space
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.
Is the $NN trade completely over? https://t.co/wwSNNhdxl7
Form 144 indicates that $DUOL CEO is dumping $16.3m worth of stock. that's a shit-ton in any language https://t.co/57BBYQsRo2
Another lousy quarter at $LEVI. And what are they blaming on the call? Weather. The lamest excuse you can use in retail.
$LULU just now https://t.co/CMBjD201I0
$24b in equity from the gulf funds cut Larry’s personal guarantee by 50%. Liontree, Redbird, and the non Larry Ellison family money cuts it further Another $orcl boogeyman story that’s a nothingburger https://t.co/QifC1wSxtE
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…
OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…
Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…
Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…
Meta’s Muse could place ads inside its AI agent by letting a private VM select offers from advertisers without sharing user data with…
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
RGLD · long Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
SpaceX plans to build exclusively on Nvidia and lift compute toward 10 GW by end-2027, while Musk says AI memory demand is rising 200%…
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
Floor & Decor’s same-store sales improved to minus 2% in 2Q26, while $45 million of tariff refunds lifted profit and funded pricing,…
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
Amazon's AWS growth accelerated to 37%, while $220 billion of 2026 AI and AWS capex pushed trailing free cash flow to negative $7.6 billion.
Amazon’s AWS grew 37% year over year, with $496 billion of backlog and plans to double power capacity by 2027, challenging doubts about…
Meta’s adjusted LTM ROIC is in the mid-50s after excluding $80 billion of construction in progress; that capacity will lower returns as AI…
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.