Porch Group offers software and services to its network of homeowners, giving it early access to homebuyers and property data ...

Tetra Tech is a global leader in water-focused engineering and consulting, driven by aggressive acquisitions. Find out why ...

AWS drives 60.3% of Amazon's operating income, with accelerating revenue/margin expansion. Find out why AMZN stock is a Buy.

AppLovin is transforming beyond mobile gaming ads, expanding its AI-powered platform to e-commerce. See why I remain bullish ...

Project Prometheus is the first phase two project under the Genesis Mission and targets nuclear energy applications.

Lumentum is experiencing rapid AI infrastructure-driven growth, with profitability and FCF improving meaningfully. Read why ...

Coherent Corporation is evolving from a cyclical component vendor to a vertically integrated photonics platform. Read why ...

Palm Harbour Capital discusses the spinoff of Louis Hachette Group from Vivendi and the valuation of Lagardère. Read the full ...

Comcast is rated Buy with a $29.50 price target, offering ~26% upside from current levels. CMCSA trades at distressed ...

Strong Buy on Core Scientific (CORZ) stock with a $28 target (40% upside). Read here for a detailed investment analysis.

Third Point highlights Block's transition toward monetization via Cash App Borrow and AI-driven efficiency. Read the full ...

SK hynix and Sandisk unveil High Bandwidth Flash (HBF) specs at FMS 2026—UCIe interconnect, up to 512GB and 3TB/s to ease AI ...