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1596 articles about companies over $300M

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

DASH $96B

MBI Deep Dives Aug 22 8 clicks

NVDA 2026-08-22

Nvidia: It's All About SpaceX Now

NVDA $5.4T

Uttam Dey Aug 22 2 clicks

@irbezek Aug 22 8 clicks

Ian Bezek on X

@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.

TGTX 2026-08-22

TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors

TGTX $8.6B

ONeil Trader Aug 22 1 click

DKS 2026-08-22

DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings

DKS $13B

Mike Arnold Aug 22 2 clicks

OPLN 2026-08-22

Private Equity Exit Offers Opportunity At Openlane

OPLN $4.3B

Mike Arnold Aug 22 1 click

AMAT 2026-08-22

Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates

AMAT $348B

The Curious Analyst Aug 22

NEXT 2026-08-22

NextDecade: The Ownership Staircase Is The Real Bull Case

NEXT $2B

Capital Connoisseur Aug 22

STX 2026-08-22

Seagate: Shares May Fall Aggressively If Gross Margins Won't Last

STX $182B

Cavenagh Research Aug 22 1 click

CNC 2026-08-22

Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up

CNC $33B

Chris Bazzle Aug 22

O 2026-08-22

Realty Income: European Growth Engine Backs This Monthly Dividend Payer

O $58B

IWA Research Aug 22

GD 2026-08-22

General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)

GD $99B

Burak Kaan Yilmaz Aug 22

@DeepSailCapital Aug 21

Deep Sail Capital on X

@WaterworldCapi1 @tierrapartners $ARQQ and $BTQ as well.

@SowingAlphaSeed Aug 21 1 click

Farmer on X

@nkreu113r Somewhat at odds with $DXYZ up like 50% this month.

@BlueDuckCap Aug 21 5 clicks

BDC on X

@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.

@ChrisCamillo Aug 21 2 clicks

Chris Camillo on X

Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc

@evantindell Aug 21

Evan Tindell on X

Blog post alert: $MRNA https://t.co/32w6RYXr0p

@irbezek Aug 21 3 clicks

Ian Bezek on X

@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.

@irbezek Aug 21 2 clicks

Ian Bezek on X

@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...