Microsoft’s current valuation requires a revenue CAGR of 20% over the next 8 years, maintaining margins and free cash flow ...

Delta Air Lines is finally trading above pre-Covid levels, overcoming the July IT outage. Cruise lines and other industrial ...

Q3 results showed a step change in gross margins from the company's baseline compressor fleet. The TOPS fleet should continue ...

Ecolab reported strong financial results with 4% organic revenue growth and 22% adjusted operating profit growth, yet I ...

Discover why Sixth Street Specialty Lending, Inc. is a top performer with solid NII growth, despite lower gains. Click for my ...

Financial writer discusses Jerome Powell's stance on rate cuts, Federal Reserve's securities portfolio reduction, and ...

The sale of Worldpac for $1.5 billion significantly strengthens AAP's balance sheet, eliminating solvency risk and providing ...

Prologis (PLD) presents a promising investment opportunity with a 3.4% dividend yield, strong growth metrics, and discounted ...

Arm's EV-to-EBITDA ratio is unsustainably high, implying a -10.43% annual decline in enterprise value by 2029 based on ...

SiTime is in the midst of a huge rally, which got another boost from the Q3 FY2024 report. Read why I am neutral on SITM ...

WisdomTree’s EM ex-state-owned Indexes offer targeted exposure that outperformed broader EM benchmarks over the last year by ...

I rate the VanEck Semiconductor ETF (SMH) as a Hold due to concentration risk, high valuation, and technical analysis ...