Cable and connector company Amphenol (APH) is seeing exceptional growth in the IT Datacom market as datacenters get built.
Amphenol (APH) is Seeing Exceptional Revenue Growth in the IT Datacom Market Read More »
Tesla (TSLA) is making changes at its manufacturing plants. The company is discontinuing some cars to make a million robots.
Tesla (TSLA) Shifts Its Strategy From Auto Manufacturing to Making Robots Read More »
Microsoft (MSFT) delivered strong performance last qtr, but the stock is in a rut as the software sector is weak due to AI concerns.
Microsoft (MSFT) Stock’s Recent Decline Looks Like a Buying Opportunity Read More »
The average age of new American Express’ (AXP) U.S. Platinum cardholders is 33 years old and Gold cardholders is 29 years old.
American Express (AXP) Wins With Platinum and Gold Cards for Younger Users Read More »
Visa (V) continues to grow at a mid-teeens rate through its value-added offerings throughout its global digital payment network.
Expansion of Global Digital Payment Footprint Supports Visa’s (V) Growth Read More »
Sterling Infrastructure’s (STRL) profits jumped 51% last quarter on 32% revenue growth amid this datacenter building boom.
Datacenter Construction Fuels Sterling Infrastructure’s (STRL) Strong Growth Read More »
Cintas (CTAS) stock had been too-high-to-buy for years. Now the shares have been falling for a while. Is this a good time to buy?
Cintas (CTAS) Stock is in a Downtrend, But the Business is Healthy. Time to buy? Read More »
Costco (COST) continues to slide even though profits grew a respectable 11% last quarter. Here’s the price I think COST should be.
Costco (COST) Stock is in a Downtrend, But the Shares Are Still Expensive Here Read More »
Salesforce (CRM) is growing its AI agent — Agentforce — at a rapid rate. But will that translate into faster profit growth ahead?
Salesforce (CRM) Agentforce Use Rising Fast While its Impact Remains Small Read More »
Factset Resarch (FDS) used to be a buy-and-hold stock. Now its down-and-out. But if profits can grow 12% again, the stock can rise.
Factset Research (FDS) Growth Slows as AI Threatens this Financial Data Provider Read More »
Adobe (ADBE) stock remains under pressure even though ongoing AI investments have produced impressive results, like Firefly.
Adobe (ADBE) Extends Downtrend Amid Continued AI Innovation & Steady Growth Read More »
Oracle (ORCL) made it clear demand is not an issue, the challenge is building capacity fast enough to deliver already-signed deals
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Oracle (ORCL) Demand Remains Strong as Execution Becomes the Bottleneck Read More »
