Latest Articles
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8 Green Days In A Row: Warner Bros. Discovery Stock Is Up 8.5%
A sustained run in this media stock has drawn investor attention, but the underlying numbers tell a different story. Warner Bros. Discovery (WBD) stock has now moved higher for 8 consecutive trading days, posting a cumulative gain of 8.5%. That...
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Super Micro Computer Stock Climbs 36% On A 6-Day Winning Streak
A multi-day run has added billions in value, but the underlying business fundamentals tell their own story. Super Micro Computer (SMCI) stock has moved higher for 6 consecutive trading days, delivering a cumulative gain of 36%. That streak has ...
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Dell Stock Is Daring You To Believe Its Numbers
Management put a number on the board so big it forces a question, and the market is paying up as if it’s a sure thing. When Dell Technologies (DELL) updated its outlook on May 28, it didn’t just nudge the numbers. Management announced a st...
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What Could Push TPR Stock Higher From Here?
At $128.39, Tapestry (TPR) looks set up for roughly 22% upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest mov...
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Home Depot Paid Shareholders $68 Billion. The Stock Still Lagged.
The home improvement giant showered its owners with cash, yet the stock fell far behind the market. Here is the accounting of what investors actually got, and what the trade-off cost them. How much cash would a company have to return for you to ...
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Which Medtech Giant Would Buy Inspire Medical Systems?
The market may be focused on temporary hurdles, but a strategic acquirer would see a unique technology at a strong price. When a company with a first-of-its-kind therapy for a large, underserved market gets hit by what its own team calls a “temp...
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PCG Passed Our Value-Trap Test. Now What?
A major California utility is trading at a steep discount to the market, forcing investors to decide if the price reflects a temporary fear or a permanent flaw. Why is PG&E (PCG), a utility serving much of Northern and Central California, tr...
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Reddit Stock’s Pullback Is Tempting, But Don’t Ignore The User Question
The social media company’s business is booming, but a nagging concern about its audience has investors on edge after the recent drop. Reddit (RDDT) is in a strange spot. On one hand, its business engine is humming. On the latest earnings ...
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AbbVie Defends Its Turf, But Leaves One Big Question Open
AbbVie’s growth engine is firing on all cylinders, but on its latest earnings call, analysts focused on whether the company can defend its turf and execute on its next big pipeline bet. AbbVie (ABBV) is on a roll, with the stock up in the...
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The Engine Behind XYZ Stock Has Real Parts
This payment processor’s stock is on a tear, fueled by real business success, but investors now face the classic question of whether the next leg of growth is already built into the price. Block (XYZ), the company behind the Square seller...
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ADBE Stock: Collect 12% While Setting A 30%-Off Buy Price
Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles. Adobe (ADBE) shares have been...
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The Line In The Sand For ADSK Stock
A familiar floor has appeared beneath Autodesk stock, a level where buyers have repeatedly stepped in before. But this time, the company arrives with a large new acquisition and a sales force in transition, asking a new question of an old pattern...
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QCOM: A Cash Gusher At A Marked-Down Price
The market is punishing a chip giant’s stock while it offers a cash return that most blue chips can’t match, forcing a hard look at the engine inside. Shares of semiconductor designer Qualcomm (QCOM) trade around $164.79, having fall...
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The Best House On The Block Costs The Most: PLTR
This data-software powerhouse is delivering leading growth, but the market is already charging a leading price for the privilege. Palantir Technologies (PLTR), whose stock trades around $179.01 a share, presents a sharp contradiction for invest...
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What Separates AVGO From Its Peers Right Now
This chip giant’s profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story? Broadcom (AVGO) designs the high-end custom silicon that p...
