Cadence Design Systems (CDNS) is Benefiting in a Big Way from the AI Supercycle
Generational innovations are creating strong demand for semiconductors, which are created with Cadence Design Systems (CDNS).
Will Trump MEan Better Times for Freight Shippers Like Old Dominion (ODFL)?
The freight industry seems to be picking up, but the good news seems to be reflected in shares of Old Dominion Freight Line (ODFL).
Supermicro Computer (SMCI) Stock Slammed After Accounting Scandal
Supremicro Computers (SMCI) hasn’t been releasing its financial as the company is caught up in a huge accounting scandal.
S&P Global (SPGI) Bond Ratings & Stock Indices Segments Are Growing Strong
S&P Global (SPGI) is doing quite well as bond issuance is strong as is the equity market, which helps push S&P 500 fees higher.
American Express (AXP) Expands Dining Perks as Millennials & Gen-Z Boost Spending
American Express (AXP) cards are in strong demand by young Millennials and Gen-Z consumers, who love to dine out at restautants.
Domino’s (DPZ) Posts 0% Profit Growth as International Franchisee Closes Stores
Domino’s (DPZ) had a one-time charge due to a franchisee closing stores. But the company looks to get back on track next quarter.
PepsiCo (PEP) is a Nice Conservative Stock With a Juicy 3% Dividend Yield
PepsiCo (PEP) can be appreciated for what it is: a stock that grew 6% a year the past decade and paid investors a yield of 3%.
RH (RH) Stock Rallies, But Can it Go Higher with the Housing Market Still Stagnant?
RH (RH) stock jumped after positive remarks from its CEO. But the housing market is still stagnent as a recent rate cut didn’t help.
Sterling Construction (STRL) is an Investment in the Buildout of Datacenters for AI
Sterling Construction (STRL) is growing profits nicely as the company is making good money building Datacenters to support AI.
Cintas (CTAS) Delivers Impressive Results, But The Stock Seems Super Overvalued
Cintas (CTAS) continues to deliver above average profit growht, but the P/E of 48 makes the stock super expensive in my opinion.
Floor & Decor’s (FND) Profits Look to Stay Depressed as Mortgage Rates Rise
Floor & Decor (FND) has had a couple tough years. And now with mortgage prices on the rise, demand could remain soft in 2025.
Accenture (ACN) Bookings Surge 21%, Setting the Company Up Nicely for 2025
Accenture (ACN) delivered just 3% revenue growht last quarter, but bookings jumped 21%. That bodes well for better growth in 2025.