Browsing Tag
NYSE
89 posts
Carnival (NYSE: CCL) Q2 FY26 print meets Iran fuel shock as PROPEL 2029 targets land
Carnival (NYSE: CCL) just printed record Q1 and launched a USD 2.5B buyback. The Iran fuel shock is the part the bull case has to absorb.
QuantumScape (NYSE: QS) solid-state milestones meet Honda-PowerCo validation test
QuantumScape (NYSE: QS) just added Honda to its PowerCo partnership on solid-state batteries. The QSE-5 ramp and 2027 licensing are the next real tests.
Wolfspeed (NYSE: WOLF) post-Chapter 11 reset meets the AI data center SiC pivot
Wolfspeed (NYSE: WOLF) emerged from Chapter 11 and ran 3,595% in 12 months on AI silicon carbide demand. The 200mm wafer transition is the next real test.
Butterfly Network (NYSE: BFLY) AI ultrasound thesis meets the Home Care launch test
Butterfly Network (NYSE: BFLY) beat Q1 with 25% growth, 69% margins and a Midjourney deal. The Home Care launch in Q3 is the next real test.
Argan (NYSE: AGX) record Q1 FY27 print runs into the data center power debate
Argan (NYSE: AGX) just printed 50 percent revenue growth on AI data center power demand. The real test is whether the USD 2.8B backlog converts cleanly.
Bed Bath & Beyond (BBBY) to acquire Fathom (FTHM) in all-stock Everything Home expansion
$BBBY to acquire Fathom Holdings for $53.38M in all-stock deal expanding Marcus Lemonis's Everything Home strategy. Read the full executive analysis here.
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
Julie Sweet maps the AI transformation reset at Accenture as $ACN drops 17% and dividend yield rises above 5%
Accenture ($ACN) Q3 FY26 beats on EPS but stock falls 17 per cent to 52-week low. Full executive analysis on guidance cut, $9B M&A push, and IT services impact.
Cava Group (NYSE: CAVA) climbs on a UBS upgrade as traffic-driven growth sets it apart in a cautious restaurant market
Cava Group (CAVA) climbs as UBS upgrades to buy with a $90 target, citing traffic-driven sales and rapid expansion, though the valuation is rich. Full analysis.
Oscar Health (OSCR) climbs on a Barclays upgrade as the ACA insurer’s margin-recovery thesis meets a stretched valuation
Oscar Health (OSCR) climbs as Barclays upgrades to overweight with a $35 target on a margin-recovery thesis, though the valuation is stretched. Full analysis.