Analog Devices expects data center revenue to reach 26.7% of sales by 2029, lifting its five-year revenue growth forecast to 15% and net margin to 30.7%.
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1 stake now faces trading-window restrictions.
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand and upstream spending.
Pfizer’s new products and $9.7 billion cost-cut plan target earnings support through COVID normalization and patent expiries, alongside a roughly 6% dividend yield.
Beam Therapeutics’ BEAM-302 AATD gene-editing program anchors its 2028–2029 upside, while a 2–3 year cash runway leaves dilution likely before meaningful revenue.
Meta’s Enterprise Platform creates a third-party compute outlet, reducing the cost of overbuilding AI infrastructure while adding enterprise revenue to support its multigigawatt capex plan.
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice underwater options, including for executives.
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales services rather than new installations.
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA from $22 million in FY21 to $671 million in FY25.
Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving ACHR at roughly half Joby's visible-revenue multiple.
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes. The brief tracks rate pressure on AI infrastructure.
