Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates ...
Nvidia's revenue surged 94% year-over-year last quarter, driven by solid demand for its GPU chips. Cloud hyperscalers like Amazon, Microsoft, and Alphabet are driving Nvidia's booming chip sales. The ...
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Is There Anyone That Can Catch Microsoft in the AI Race?
Microsoft (NASDAQ:MSFT) is seen as one of the few companies that has gone all in on AI, spending tens of billions in capex ...
MasTec has transformed into a diversified infrastructure provider, with 59% of 2024 revenue from recurring Master Service Agreements, despite past profitability challenges. The company's strategic ...
SaaS companies are leaning hard on AI. Usage charts look strong and features seem sticky. But beneath that polished growth story, patterns often tell a different tale. I’ve seen this up close across ...
Earnings Call Insights: The Coca-Cola Company (NYSE:KO) Q4 2024 Chairman and CEO James Quincey highlighted a 7% comparable ...
This might be the perfect time to add exposure to value stocks, with growth stocks having lead to high price ratios for the S&P 500. The broad rally for the S&P 500 index has continued so far in 2025, ...
Palantir's Q3 results blew past Wall Street's estimates. However, even the company's CEO admits that its stock valuation is in "a nosebleed zone." Palantir has a great business, great products, and ...
Bloom experienced double-digit revenue growth since its 2018 IPO but remains unprofitable. To be profitable, it has to grow revenue beyond its breakeven level and improve efficiency. Bloom has ...
MercadoLibre has long been a top growth stock on the market. In fact, since its 2007 IPO, the stock is up 6,950%, which is ...
Healthcare providers’ operating margins declined in November due to lower patient demand levels and persistent increases in expenses, according to a report released this week by Strata Decision ...
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