Monolithic Power Systems (MPWR) vs. TXN and ADI: Are Investors Paying Too Much for AI Power Growth?

Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s ...

Is Alibaba the Best Chinese AI Play After Apple’s Endorsement?

Alibaba (NYSE:BABA) has strengthened its position as one of China’s most compelling artificial intelligence investment ...

Here’s Why NZS Capital Decided to Strengthen Its Position in Quanta Services (PWR)

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor ...

Market Thinks Cadence’s (CDNS) Moat Is at Risk Due To Kimi K3. We Think it’s Not, Here’s Why

Cadence Design Systems Inc (NASDAQ:CDNS) stock dropped by more than 10% on July 17. The trigger came from an unlikely place.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor ...

The Progressive Corporation’s (PGR) EPS Growth Not Reflected in Share Price

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor ...

GeneDx Holdings Corp. (WGS) Slid as It Fell Short of Revenue Expectations

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor ...

Is The Charles Schwab Corporation (SCHW) Trading at a Discount?

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor ...

Should You Be Bullish on Forte Biosciences (FBRX)

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor ...

Mastercard (MA) Trails Market Despite Earnings Growth

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor ...

Here’s Why Investors Favour DigitalOcean Holdings (DOCN)

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” ...

Here’s What Boosted Marvell Technology (MRVL) in Q2

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor ...