American Express (AXP) continues to see strong Millenial and Gen Z spending, with card member spending hitting a 3-year high.
American Express (AXP) Posts Strong Quarter as Millennial & Gen Z Drive Spending Read More »
Yesterday’s Supreme Court ruling may drive more freight toward safe truckers like Old Dominion Freight Line (ODFL).
Old Dominion (ODFL) Could Gain From Supreme Court Trucking Safety Ruling Read More »
Competition from AI software has taken away Factset’s (FDS) edge. Now, financial software is cheaper, and FDS’s profits are hurting.
Factset (FDS) Loses its Moat to AI as Financial Analysis Software is Now Cheap Read More »
Costco’s (COST) ecommerce segment (sales +23% last qtr) continues to be a bright spot. But the P/E of 49 is too high, in my opinion.
Costco’s (COST) Profits Jump 14% on E-Commerce, Membership Strength Read More »
MercadoLibre’s (MELI) stock has gotten crushed as the company invests in free shipping, which helped grow GMV 37% last qtr.
MercadoLibre (MELI) Stock Drops as Profits Deline 13% Due to Growth Spending Read More »
AppLovin (APP) is a marketing platform with revenue and profits growing brislkly. APP might not be getting the love it deserves.
Marketing Platform AppLovin (APP) is Under Loved Even as its Growth is Strong Read More »
Adobe (ADBE) posted another nice quarter with profits up 19%. But the stock is still in a downtrend due to AI competition.
Adobe (ADBE) Delivers Another Solid Quarter, Yet the Stock Keeps Sliding Read More »
Rubrik (RBRK) is an emerging company that protects and recovers corporate data from cyberattacks. But does RBRK have a moat?
New Tech Player Rubrik (RBRK) Delivers Solid Results, Yet the Stock Plunges Read More »
Sea’s (SE) stock is getting hammered even though profit growth (+62%) and sales growth (+38%) has been great. Let’s look at why.
Sea (SE) Delivers Another Solid Quarter Yet Stock Continues to Free-Fall Read More »
Broadcom (AVGO) is going gangbusters with its AI semiconductors as demand is staggering with revenue up 106% year-over-year.
Broadcom (AVGO) Breaks Out in Anticipation of its 2027 AI Chip Rollout Read More »
Chinese hotel operator Atour Lifestyle (ATAT) reaches 2,015 hotels last quarter as profits jumped 58% during the quarter.
Atour Lifestyle (ATAT) Continues Its Expansion, Surpassing 2,000 Hotels in China Read More »
CrowdStrike (CRWD) thinks AI is weaponizing adversaries to attack with increased speed, sophistication, & precision in the Middle East.
CrowdStrike (CRWD) Stops Cyberattacks from Adversaries in the Middle East Read More »
