Posts

Shopify (SHOP): GMV Growth Shows Why Its Commerce Platform Still Has Operating Leverage

Shopify (SHOP): GMV Growth Shows Why Its Commerce Platf...

Jun 16, 2026 0

NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain

NVIDIA (NVDA): AI Factory Demand Shows How Growth Can S...

Jun 16, 2026 0

Palantir (PLTR): Debt-Free AI Growth Shows Why Its Software Story Still Has Financial Firepower

Palantir (PLTR): Debt-Free AI Growth Shows Why Its Soft...

Jun 16, 2026 0

Lumentum (LITE): JPMorgan Pushback Helps Keep the AI Optical Networking Case Intact

Lumentum (LITE): JPMorgan Pushback Helps Keep the AI Op...

Jun 16, 2026 0

GitLab (GTLB): Google Cloud Expansion Shows How AI Is Deepening Enterprise DevSecOps Demand

GitLab (GTLB): Google Cloud Expansion Shows How AI Is D...

Jun 16, 2026 0

monday.com (MNDY): AI Work Platform Shift Shows Why Workflow Automation Could Extend Growth

monday.com (MNDY): AI Work Platform Shift Shows Why Wor...

Jun 16, 2026 0

Toast (TOST): Cash Flow Gains Show How Restaurant Tech Growth Is Becoming More Durable

Toast (TOST): Cash Flow Gains Show How Restaurant Tech ...

Jun 16, 2026 0

CrowdStrike (CRWD): ARR Growth Shows Why Falcon Still Has Room to Expand Across Cybersecurity Budgets

CrowdStrike (CRWD): ARR Growth Shows Why Falcon Still H...

Jun 16, 2026 0

Samsara (IOT): Large-Customer Growth Shows How Connected Operations Is Moving Upmarket

Samsara (IOT): Large-Customer Growth Shows How Connecte...

Jun 16, 2026 0

Cathie Wood buys $529.7 million of popular new stock

Cathie Wood buys $529.7 million of popular new stock

Jun 16, 2026 0

Costco Wholesale Corporation (COST) Shows How Digitally Enabled Sales Are Outrunning Its Core Business

Costco Wholesale Corporation (COST) Shows How Digitally...

Jun 16, 2026 0

Amazon.com Inc. (AMZN) Shows How Logistics Scale Can Become a Broader E-Commerce Service

Amazon.com Inc. (AMZN) Shows How Logistics Scale Can Be...

Jun 16, 2026 0

Fox Corporation announces $22B acquisition of Roku in landmark streaming and live TV deal

Fox Corporation announces $22B acquisition of Roku in l...

Jun 16, 2026 0

Lachlan Murdoch calls the $22 billion Roku acquisition a defining moment for FOX...

KFC adds new menu items, updates logo as part of global...

Jun 16, 2026 1

The Yum Brands-owned chain is introducing new menu items, sauces, beverages and ...

LARRY KUDLOW: Because We Never Trust Iran, That’s All the More Reason To Verify, Verify, Verify

LARRY KUDLOW: Because We Never Trust Iran, That’s All t...

Jun 16, 2026 1

Trump proves himself a master at coercive diplomacy.

Some rich Californians are giving away cash to skirt the state's proposed billionaire tax

Some rich Californians are giving away cash to skirt th...

Jun 16, 2026 1

From charitable donations to buying expensive art and yachts, California billion...