Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help story.

Check Point Software’s AI-centric cybersecurity platform could lift revenue growth to 10%, supporting a $166 intrinsic value estimate versus a $137 share price.

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

Apple's iPhone upgrade cycle has stretched to 3.2 years as iPhone 18 models face memory costs that could consume 34% to 42% of bill of materials.

MBI Deep Dives will update prior company analyses through year-end, beginning with Uber, while deferring new work on Micron and S&P Global.

Lululemon’s Americas revenue fell 8% and comps dropped 12%, while a $134.5 million tariff refund masked weakening underlying margins after the stock’s 18% selloff.

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6% and gross margin reached 65.4%.

National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing supported margins.

Scholar Rock’s apitegromab could become the first muscle-targeted SMA therapy by September 2026, but manufacturing setbacks and a single-asset valuation leave SRRK exposed to approval and launch risk.

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates PepsiCo's brand strategy.

Tecnoglass could recover tariff- and FX-hit margins as U.S. blanket tariffs on Colombian goods lift. Colombia’s mining reforms face legal and social hurdles.