Nvidia and Palantir face contrasting fortunes as Nvidia weathers a stock dip despite strong growth, and Palantir sees analyst optimism despite a recent price pullback. Billionaire Stanley Druckenmiller shifts his AI investments. Read more...

Okta's Q4 2025 earnings call reveals strong financial performance, exceeding analysts' estimates. A comparative analysis also pits Okta against SentinelOne. Read more...

Marvell Technology's stock price plummeted over 14% following its Q4 2025 earnings report, sparking debate about whether this drop presents a valuable investment opportunity. The company is expected to release quarterly earnings data on March 5th. Read more...

A look at the latest earnings estimates and analyst outlook for several companies including Alphabet, Rocket Pharmaceuticals, Pharming Group, Structure Therapeutics, uCloudlink Group, and Longeveron. Read more...

A roundup of recent earnings call transcripts, including insights from Beazley plc, First National Financial, Brown-Forman, Arcturus Therapeutics, Marvell Technology, and BJ's Wholesale Club. Read more...

Explore potential investment opportunities with insights into MGP Ingredients, Chatham Lodging Trust, Amadeus IT Group, and key Q4 2024 earnings call transcripts. Read more...

A look ahead at key business events in 2025, including earnings call transcripts from major tech companies, income tax filing deadlines, and a promising investment opportunity. Read more...

A summary of recent business news including the ADP employment report, Tradeweb's government bond update, and earnings call transcripts from Veeva, Identiv, and Sleep Number. Read more...

A roundup of recent earnings call transcripts and an analysis of Mayville Engineering's investment potential, offering insights into company performance and future outlook. Read more...

CrowdStrike reported a strong Q4, but its stock price dipped. We delve into the earnings call, outage narratives, and compressed FCF margins to uncover the reasons behind the market's reaction. Read more...

Recent analyst activity includes a buy rating for Jamf and lowered earnings estimates for Fortrea, Verisk, Teladoc Health, and VSE, all involving insights from William Blair. CentralReach is also exploring a sale with William Blair's assistance. Read more...

William Blair reaffirmed ratings for AvePoint and Biodesix, reiterated a "market perform" for Fortrea, and issued Q1 earnings forecast for Rocket Pharmaceuticals. Read more...

A look at recent stock performance and investment strategies, including Veeva Systems' surge, Domo's earnings call, Nu Holdings' drawdown, and Discover Financial's merger prospects. Read more...

National Bank Financial analysts have adjusted their earnings per share (EPS) estimates for several Canadian companies, including Candente Copper, Premium Brands, Stella-Jones, and Boralex. The updates reflect a mixed outlook across various sectors. Read more...

MongoDB experiences a surge in both call and put options trading, followed by a stock crash, raising questions about its financial outlook. Read more...