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Microsoft’s Microsoft Copilot revenue dates are now the three most-watched items on the MSFT calendar, and the company gave investors a clear framework for judging whether…
The SpaceX IPO AI exposure story starts on page one of the S-1 filing: of a stated $28.5 trillion total addressable market, the company attributes $26.5…
Broadcom analyst price targets moved sharply higher in the days after the company’s Q2 FY2026 earnings report, even as AVGO shares fell roughly 20% from pre-earnings…
Everpure NAND supply risks rattled investors after the data storage company posted its strongest quarterly growth in four years, sending shares down 14.8% in a single…
GameStop’s $2 billion buyback authorization, approved unanimously by the board on June 2, 2026 and running through June 2, 2029, lands at an awkward moment: the…
Optical Cable backlog growth is the clearest signal in OCC’s fiscal Q2 2026 print: the order book hit $13.3 million at quarter end, up from $7.3…
Extra Space Storage pricing power is back for the first time in three years, according to the company’s 2025 Annual Report, lifting EXR as the operationally…
The PDD double earnings miss in fiscal Q1 2026 sent shares of PDD Holdings down roughly 14% in two sessions, extending a decline that now totals…
Campbell’s 7% dividend yield is the core thesis for CPB at $21.49, and the numbers from its fiscal Q3 2026 10-Q suggest the payout is durable…
The Broadcom post-earnings dip headlined a rough session for AVGO shareholders last week, but the underlying numbers suggest the selloff is a setup rather than a…