Category: Event-Based
-
Boeing: When Good News Requires More News
Investors aren’t ignoring Boeing’s good news. They’re weighing that news against a longer list of open questions and a premium valuation.
-
Starship Proves Space Is Ready for Its Next Big Leap
Starship’s orbital debut confirms that the space sector is ramping up, and the companies building alongside SpaceX could get a bid.
-
NVIDIA’s $150B Buyback Is the Headline. Its Cash Machine Is the Story
NVIDIA just approved a $150 billion increase to its stock buyback program, do other AI leaders have balance sheets strong enough to play the same game?
-
Google’s Bold Suncatcher Project Could Transform AI Data Centers
Google’s Project Suncatcher sounds futuristic but is a key test as to whether the hardware can operate in orbit.
-
Ads, Chicken, and $8.5 Billion: Is McDonald’s Turnaround Worth Buying?
The market is pricing McDonald’s as a broken brand. Management calls it an execution problem. Either way, MCD stock looks tasty.
-
Viking Therapeutics’ Weight-Loss Drug Shows Substantial Promise
Even weekly weight loss injections can become difficult to fit into everyday life. New results from Viking Therapeutics may solve that problem.
-
Meta Platforms Stock Gets a Fresh AI Catalyst From Muse
For investors who have been questioning Meta Platforms massive AI spending plans, Muse offers something they have been waiting to see.
-
BUD Stock: Why Deutsche Bank Sees a Stronger Road Ahead
With nearly 60% of profit coming from emerging markets growing double digits, the investment case for BUD holds up even as the U.S. is drying up.
-
Crypto Stock Weakness Could Be a Buying Opportunity
The failed vote on the CLARITY Act creates uncertainty, but it doesn’t change how crypto companies) operate.
-
CLARITY Act Fails: Why Coinbase, Robinhood Stocks Are Sinking
The failed vote on the CLARITY Act adds a real, near-term overhang to Coinbase and Robinhood, but it doesn’t break the crypto thesis.