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Everything we have picked from this writer, newest first.
MU 2026-08-28 SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…
Prakhar Agarwal, CFA 5 clicks CMCSA 2026-08-28 Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…
Max Greve 2 clicks HEI 2026-08-28 HEICO beat estimates again with strong organic growth, but limited guidance leaves investors questioning whether its recent growth can…
Marc Gerstein 2 clicks AMPX 2026-08-28 Amprius Technologies, after a 50% decline, reported 125.7% revenue growth and raised 2026 guidance to at least $140 million as…
Kurt Christensen 1 click INMB 2026-08-28 INmune Bio's Ebstrocel targets recessive dystrophic epidermolysis bullosa with UK, EU and US filings planned by early 2027, while XPro adds…
Tejo Strategy Investing 1 click BHVN 2026-08-27 Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…
Edmund Ingham 1 click KSTR 2026-08-27 Kraneshares China Semiconductor ETF, KSTR, is the only U.S.-listed ETF holding CXMT, giving investors direct exposure to China’s leading…
Chetan Woodun 1 click ACIW 2026-08-27 ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…
SiliconBytes Insights 1 click MT 2026-08-27 ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
Capital Connoisseur 1 click VRT 2026-08-27 Vertiv targets 20–22% organic sales CAGR through 2030 as AI data-center power, cooling and services raise content per megawatt and…
LL Insights 2 clicks FUFU 2026-08-27 BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…
Dorine Cherop 1 click GM 2026-08-27 General Motors trades at 8.2 times forward earnings as it targets $25 billion of software revenue by 2030 through OnStar, Super Cruise and…
Muhammad Cheema 1 click KGC 2026-08-27 Kinross Gold’s Great Bear and Lobo-Marte projects target 850,000 ounces annually at $800–$1,000 per ounce, underpinning margin expansion,…
The Bullionaire 1 click TPC 2026-08-27 Tutor Perini’s Q2 revenue rose 19% to $1.64 billion as higher-margin megaprojects lifted construction income 54%, prompting higher 2026 EPS…
The Curious Analyst RKLB 2026-08-26 Rocket Lab generated $234 million in Q2 revenue and built a $2.36 billion backlog, with Neutron priced at $50 million to $55 million before…
Pythia Research 4 clicks KMI 2026-08-26 Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.
Steven Fiorillo 1 click CBRS 2026-08-26 Cerebras’ CS-4 wafer-scale chips target latency-sensitive AI inference, but Nvidia’s ecosystem, manufacturing yields and KV-cache…
Star Investments 3 clicks SM 2026-08-26 SM Energy's Civitas acquisition doubled acreage and production, while underwater oil hedges depress cash flow through 2026 before rolling…
Elliott Gue WDS 2026-08-26 Woodside Energy drops its $5 billion new-energy target and reviews Beaumont New Ammonia as Scarborough nears completion, while Louisiana…
High Alpha Professor 2 clicks STNE 2026-08-25 StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.
IWA Research 3 clicks SBLK 2026-08-25 Star Bulk Carriers operates 138 dry-bulk vessels with sector-low breakeven costs and a 100% payout policy yielding 10.5%, supported by…
Kevin Avroutskii 3 clicks WLDN 2026-08-25 Willdan Group's Q2 contract revenue rose 33%, lifting EBITDA margin to 28.2% as a $110 million LADWP expansion and commercial mix support…
Miletus Research 2 clicks TTMI 2026-08-25 TTM Technologies' $1.7B defense backlog and committed data-center expansion are shifting its PCB mix toward contracted, higher-margin…
Jaden Mealy 1 click ARQQ 2026-08-25 Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.
Luis Cortes Dequidt 2 clicks
