Company News & Analysis

Stay updated with the latest news and in-depth analysis for publicly traded companies.

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UAL (UAL)

3 posts
Latest post: Dec 5, 2025
United Airlines Expands Ecosystem with Bilt Rent Payment Partnership

MLM (MLM)

4 posts
Latest post: Dec 5, 2025
Martin Marietta's Guidance Retreat: SOAR 2030 Timeline Faces Scrutiny

CMCSA (CMCSA)

5 posts
Latest post: Dec 5, 2025
Paramount's $5B Bid Forces Comcast Into WBD Crossroads

BR (BR)

3 posts
Latest post: Dec 5, 2025
Broadridge Distributed Ledger Repo Platform Validates Blockchain Infrastructure Strategy

FDS (FDS)

2 posts
Latest post: Dec 5, 2025
FactSet's Amazon Partnership Validates Cloud Strategy Amid Leadership Transition

COO (COO)

2 posts
Latest post: Dec 5, 2025
Cooper Companies Launches Strategic Review: Jana Partners Wins in Record Time

BMY (BMY)

5 posts
Latest post: Dec 5, 2025
Bristol Myers Breyanzi MZL Approval Extends CAR T Franchise Momentum

NGG (NGG)

2 posts
Latest post: Dec 3, 2025
National Grid Deploys AI Wildfire Platform Across US and UK Networks

WYNN (WYNN)

2 posts
Latest post: Dec 2, 2025
Goldman Sachs Conviction Buy Propels Wynn to Four-Year High on Macau Recovery

WAB (WAB)

2 posts
Latest post: Dec 2, 2025
Wabtec Closes Frauscher Deal on Schedule, Shifting Focus to Integration Execution

MET (MET)

2 posts
Latest post: Dec 2, 2025
MetLife Completes $10B Variable Annuity Risk Transfer, Validating Retirement Pivot

LB (LB)

2 posts
Latest post: Dec 2, 2025
LandBridge's 35% Rout: When Sponsor Exit Meets Valuation Reality

LEG (LEG)

2 posts
Latest post: Dec 2, 2025
Somnigroup's $1.6 Billion Bid Tests Leggett & Platt's Strategic Options

GOLD (GOLD)

3 posts
Latest post: Dec 2, 2025
Barrick's Dual Catalysts: Mali Deal and IPO Study Accelerate Elliott Thesis

AJG (AJG)

4 posts
Latest post: Dec 2, 2025
Gallagher's Fourth Acquisition in Five Weeks Escalates Integration Risk

APTV (APTV)

2 posts
Latest post: Nov 28, 2025
Aptiv's Separation Blueprint: Q3 Results Validate $12.4B RemainCo Positioning

ATO (ATO)

2 posts
Latest post: Nov 28, 2025
Atmos Energy Earnings Call Validates Bull Thesis: $26B Capital Plan, FY2030 Roadmap

WELL (WELL)

3 posts
Latest post: Nov 27, 2025
Welltower: Analyst Upgrades Validate Transformation Thesis

TFC (TFC)

4 posts
Latest post: Nov 26, 2025
Truist's Dual-Track Execution: Consumer Tech Validates Transformation Breadth

PFG (PFG)

3 posts
Latest post: Nov 26, 2025
Principal Financial: Why Dividend Growth Transcends the Earnings Miss

CLX (CLX)

2 posts
Latest post: Nov 26, 2025
Q1 Earnings Validation Tests Clorox's Pricing Power Amid ERP Transition

BSX (BSX)

3 posts
Latest post: Nov 26, 2025
BSX Q3 Margin Expansion: FARAPULSE-OPAL Integration Accelerates

ADSK (ADSK)

1 post
Latest post: Nov 26, 2025
Autodesk Q3 Validates Operational Inflection as Direct Sales Accelerate

BLK (BLK)

3 posts
Latest post: Nov 26, 2025
BlackRock Besieged: Political Attack Compounds Internal Portfolio Crisis

THC (THC)

3 posts
Latest post: Nov 25, 2025
Tenet Repricing Inflection: Analyst Upgrades Validate Q3 Margin Thesis

ADI (ADI)

1 post
Latest post: Nov 25, 2025
ADI Confirms Margin Recovery: FY2025 Earnings Validate Capital Efficiency Strategy

CL (CL)

1 post
Latest post: Nov 25, 2025
Colgate-Palmolive Faces Valuation Pressure Amid Analyst Skepticism

AEE (AEE)

2 posts
Latest post: Nov 25, 2025
Ameren Missouri Clears Path to Growth: Rate Structure Approval Unlocks Capex

WBD (WBD)

5 posts
Latest post: Nov 24, 2025
Paramount's Trump Edge: CNN Acquisition Shifts Regulatory Dynamics

WY (WY)

3 posts
Latest post: Nov 24, 2025
WY: When Margin Vindication Meets Valuation Reality

XOM (XOM)

8 posts
Latest post: Nov 24, 2025
Exxon's Capital Discipline Accelerates: Hydrogen Freeze Meets Permian Ambition

WSM (WSM)

3 posts
Latest post: Nov 24, 2025
Williams-Sonoma Q3 Earnings Resolve Consensus Paradox, Catalyse 2026 Upside

VTRS (VTRS)

1 post
Latest post: Nov 24, 2025
Viatris Q3 Beat Validates Specialty Pharma Pivot as Transformation Gains Traction

VRSN (VRSN)

2 posts
Latest post: Nov 24, 2025
VeriSign's Narrowed Guidance Betrays Management Doubts

TWO (TWO)

1 post
Latest post: Nov 24, 2025
Two Harbors clears litigation, but dividend path remains uncertain

TJX (TJX)

2 posts
Latest post: Nov 24, 2025
TJX's Q3 Validates Execution, But Valuation Tests Perfection

TEL (TEL)

2 posts
Latest post: Nov 24, 2025
TE Connectivity's Analyst Day Resets Valuation Narrative as Management Targets 21% Margins

TDY (TDY)

1 post
Latest post: Nov 24, 2025
Teledyne's Q3 Reality Check: Defense Alone Cannot Sustain Growth

SMCI (SMCI)

5 posts
Latest post: Nov 24, 2025
SMCI's Multi-Vendor Pivot: De-Risking Margin Recovery Through AMD MI355X

SBUX (SBUX)

2 posts
Latest post: Nov 24, 2025
Starbucks in the Political Economy Trap: When Labour Becomes Reputational Risk

RVTY (RVTY)

1 post
Latest post: Nov 24, 2025
Revvity Consolidates Software With ACD/Labs, Signaling Margin Inflection

S (S)

1 post
Latest post: Nov 24, 2025
SentinelOne's Valuation Inflection: Institutional Conviction Clashes with Insider Caution

ROL (ROL)

1 post
Latest post: Nov 24, 2025
Rollins Faces Wall Street's Margin Inflection Thesis as Analyst Consensus Shifts to Buy

PTC (PTC)

3 posts
Latest post: Nov 24, 2025
PTC's Platform Strategy Gains Traction as Garrett Motion Expands to Integrated Ecosystem

QCOM (QCOM)

2 posts
Latest post: Nov 24, 2025
Qualcomm's Data Center Inflection: HUMAIN Partnership Validates AI Chip Momentum

REGN (REGN)

1 post
Latest post: Nov 24, 2025
Regeneron's Hematology Inflection and EYLEA HD Defensibility

PYPL (PYPL)

8 posts
Latest post: Nov 24, 2025
PayPal Breaks Through: Perplexity Partnership Validates Agentic Ecosystem Dominance

PODD (PODD)

1 post
Latest post: Nov 24, 2025
Insulet's Automation Inflection: From Niche to Secular Growth

PANW (PANW)

2 posts
Latest post: Nov 24, 2025
PANW's Observability Gambit Tests Integration Prowess Amid Valuation Reset

NFLX (NFLX)

7 posts
Latest post: Nov 24, 2025
Netflix's M&A Inflection: From Builder to Buyer in the Warner Bros. Discovery Auction

NOC (NOC)

4 posts
Latest post: Nov 24, 2025
Northrop's European Stronghold: Durability Beyond the Conflict Cycle

MCD (MCD)

2 posts
Latest post: Nov 24, 2025
McDonald's at the Inflection: From Dividend King Promise to Operational Test

Meta Platforms, Inc. (META)

10 posts
Latest post: Nov 24, 2025
Meta's Regulatory Victory Tested by Congressional Scrutiny and Capex Skepticism

LLY (LLY)

12 posts
Latest post: Nov 24, 2025
Lilly's Clinical and Commercial Execution Validate Multi-Franchise Strategy

HSY (HSY)

5 posts
Latest post: Nov 24, 2025
Hershey's LesserEvil Bet: Category Diversification to Offset Demand Elasticity

GOOG (GOOG)

11 posts
Latest post: Nov 24, 2025
Gemini 3 Market Validation Cascade: AWS Defection Proves Cloud Inflection

GMAB (GMAB)

3 posts
Latest post: Nov 24, 2025
Genmab Achieves EPKINLY Regulatory Victory as Bispecific Strategy Proves Executable

EG (EG)

2 posts
Latest post: Nov 24, 2025
Everest Elevates Habayeb as CFO, Signalling Capital Discipline Amid Rating Scrutiny

ED (ED)

2 posts
Latest post: Nov 24, 2025
Consolidated Edison Faces Political Pressure on Rates from Trump and NYC Leadership

CME (CME)

2 posts
Latest post: Nov 24, 2025
Treasury Record Validates [CME](/dashboard/companies/CME)'s Institutional Demand Thesis

CNC (CNC)

2 posts
Latest post: Nov 24, 2025
ACA Subsidy Win Validates Centene's Margin-First Pivot

CMG (CMG)

2 posts
Latest post: Nov 24, 2025
Chipotle's Promotional Gambit: When Wall Street Stops Believing in Recovery

CNP (CNP)

1 post
Latest post: Nov 24, 2025
CenterPoint Upgraded on Load Growth Conviction

CMI (CMI)

2 posts
Latest post: Nov 24, 2025
Truist Buy Upgrade Validates Cummins Margin Inflection as Skepticism Yields

C (C)

4 posts
Latest post: Nov 24, 2025
Citigroup Financial Leadership Consolidation: CFO Succession and Consumer Banking Reset

BRK-B (BRK-B)

4 posts
Latest post: Nov 24, 2025
Gates Foundation Trust Rebalances Berkshire Stake: Valuation Caution, Succession Risk

BP (BP)

3 posts
Latest post: Nov 24, 2025
BP's Capital Redeployment Accelerates: Tiber OneSubsea Contract Validates Portfolio Pivot

ARE (ARE)

5 posts
Latest post: Nov 24, 2025
Alexandria Real Estate: Analyst Downgrades Intensify Pressure Ahead of December Forum

AVGO (AVGO)

5 posts
Latest post: Nov 24, 2025
Broadcom's 2026 Inflection: CapEx Acceleration and SAM Update Catalysts

ADM (ADM)

2 posts
Latest post: Nov 24, 2025
ADM's Strategic Paradox: Carbon Infrastructure Cannot Rescue Cyclical Collapse

ABT (ABT)

1 post
Latest post: Nov 24, 2025
Abbott's Libre Correction Raises Manufacturing Risk as Walmart Expands

TYL (TYL)

1 post
Latest post: Nov 19, 2025
Tyler Technologies Targets $1 Billion Free Cash Flow, Eyes M&A Acceleration

PFE (PFE)

7 posts
Latest post: Nov 19, 2025
Pfizer Escalates Cost Discipline: $7.7B Savings Programme Validates Metsera Investment

NRG (NRG)

2 posts
Latest post: Nov 19, 2025
NRG Energy's LS Power Regulatory Approval De-Risks Integration Path

LMT (LMT)

6 posts
Latest post: Nov 19, 2025
Black Hawk Next Operationalizes Rotorcraft Autonomy and Production Acceleration

Alphabet Inc. (GOOGL)

3 posts
Latest post: Nov 19, 2025
Management Pragmatism Amid Bubble Concerns: Alphabet's Recalibrated AI Risk Narrative

WDAY (WDAY)

2 posts
Latest post: Nov 19, 2025
Workday Accelerates Platform Consolidation With Pipedream and Ecosystem Expansion

WAT (WAT)

2 posts
Latest post: Nov 19, 2025
Waters' Three-Pillar Inflection: CDMS, BD Integration, and Software Margin Expansion

TGT (TGT)

3 posts
Latest post: Nov 19, 2025
Target's Design Strategy Crumbles Under Q3 Reality: From Owned Brands to Price Warfare

PPL (PPL)

2 posts
Latest post: Nov 19, 2025
PPL Executes Capex Funding Strategy with $1 Billion Exchangeable Notes Issuance

NET (NET)

4 posts
Latest post: Nov 19, 2025
Cloudflare's November Outage: Execution Stress Test Post-Replicate

ORCL (ORCL)

4 posts
Latest post: Nov 19, 2025
Oracle's Capital Discipline Inflection: ROE Compression and Shareholder Accountability

NOW (NOW)

4 posts
Latest post: Nov 19, 2025
ServiceNow's AI Governance Bet: Why Enterprise Trust Becomes the Next Competitive Moat

MCO (MCO)

1 post
Latest post: Nov 19, 2025
Moody's Charts AI-Powered Expansion as Ratings Recovery Takes Hold

LH (LH)

3 posts
Latest post: Nov 19, 2025
Plasma Detect Clinical Validation Confirms Labcorp's Precision Oncology Moat

MKC (MKC)

2 posts
Latest post: Nov 19, 2025
McCormick's dividend increase signals confidence in margin recovery despite Q3 headwinds

FCX (FCX)

4 posts
Latest post: Nov 19, 2025
FCX November 18: Grasberg Timeline Clarity Meets Litigation Wave and Commodity Headwind

GEV (GEV)

3 posts
Latest post: Nov 19, 2025
GE Vernova's Margin Inflection Arriving Earlier Than October Miss Suggested

COF (COF)

3 posts
Latest post: Nov 19, 2025
Capital One Faces Regulatory Capital Showdown as FDIC Escalates Litigation

APH (APH)

2 posts
Latest post: Nov 19, 2025
Amphenol's M&A Acceleration: CommScope, Trexon, and Portfolio Diversification

ADBE (ADBE)

2 posts
Latest post: Nov 19, 2025
Adobe's Semrush Bet Completes Experience Cloud Stack as AI Monetization Intensifies

ABBV (ABBV)

4 posts
Latest post: Nov 19, 2025
AbbVie's EPKINLY Approval Validates Oncology Platform as Third Pillar of Transformation

ZBH (ZBH)

3 posts
Latest post: Nov 18, 2025
ZBH Credibility Inflection: ROSA OptimiZe Clearance Validates Robotics Innovation Pipeline

W (W)

3 posts
Latest post: Nov 18, 2025
Wayfair Faces CMA Probe: Regulatory Risk to Execution Narrative

UNH (UNH)

6 posts
Latest post: Nov 18, 2025
Gottlieb Appointment Anchors UnitedHealth Governance Credibility Amid Turnaround Execution

UNP (UNP)

2 posts
Latest post: Nov 18, 2025
Union Pacific Approval Removes Merger Uncertainty—Labor Signals Integration Readiness

TTWO (TTWO)

2 posts
Latest post: Nov 18, 2025
Take-Two's Mobile Inflection: Strategic Pivot Beyond Console Dominance

UBER (UBER)

4 posts
Latest post: Nov 18, 2025
New Zealand Employment Ruling Tests Uber's International Labor Model

TXG (TXG)

2 posts
Latest post: Nov 18, 2025
10x Genomics Xenium Validates Through ASTRA Consortium Platform Expansion

TECH (TECH)

2 posts
Latest post: Nov 18, 2025
Bio-Techne's Monod Bio Alliance: AI-Designed Proteins Meet Cell Therapy Infrastructure

TER (TER)

3 posts
Latest post: Nov 18, 2025
Teradyne's Robotics Bet Reshapes the Automation Thesis Beyond Semiconductors

T (T)

2 posts
Latest post: Nov 18, 2025
AT&T's Q3 Vindication: From Dividend Question Mark to Strategic Capital Confidence

SLB (SLB)

3 posts
Latest post: Nov 18, 2025
SLB's Russian Sanctions Exposure Complicates Digital Transformation Narrative

LULU (LULU)

2 posts
Latest post: Nov 18, 2025
Michael Burry's Contrarian Bet Signals Lululemon's Valuation Inflection

MDT (MDT)

3 posts
Latest post: Nov 18, 2025
Medtronic's Symplicity Inflection: CMS Coverage Validates Renal Denervation Revenue

HON (HON)

5 posts
Latest post: Nov 18, 2025
Honeywell at an Inflection: BofA's Downgrade Challenges Pure-Play Aerospace Thesis

FIS (FIS)

2 posts
Latest post: Nov 18, 2025
FIS Expands Auto Finance Platform; Barbell Strategy Pivots to Vertical Diversification

EFX (EFX)

2 posts
Latest post: Nov 18, 2025
Equifax Deploys Capital into Workforce Solutions with Vault Verify Acquisition

EA (EA)

3 posts
Latest post: Nov 18, 2025
F1 Entry Validates Deal Strategy as Shareholder Litigation Escalates

DD (DD)

1 post
Latest post: Nov 18, 2025
DuPont's China Capex Bet Signals Growth Confidence in Specialty Lubricants

RTX (RTX)

2 posts
Latest post: Nov 18, 2025
Raytheon-Avio Partnership Signals Defense Supply Chain Modernization Commitment

RL (RL)

1 post
Latest post: Nov 18, 2025
Ralph Lauren's Analyst Upgrade Wave Signals Conviction in Brand Elevation Thesis

RJF (RJF)

5 posts
Latest post: Nov 18, 2025
Raymond James: Advisor Moat Validates as CEO Deploys Capital

ROK (ROK)

2 posts
Latest post: Nov 18, 2025
Q4 Validates Inflection; FY2026 Guidance Signals Caution

PNC (PNC)

1 post
Latest post: Nov 18, 2025
PNC's $2B Bet: Branch Expansion and Fintech Integration Reshape Regional Banking

PH (PH)

4 posts
Latest post: Nov 18, 2025
Parker-Hannifin's Filtration Ascent: Capital Deployment Validates Earnings Confidence

NDAQ (NDAQ)

3 posts
Latest post: Nov 18, 2025
Nasdaq's Digital Assets Push: XRP ETF Validates Institutional Crypto Strategy

MRK (MRK)

1 post
Latest post: Nov 18, 2025
Merck's Cardiovascular Gambit: Enlicitide Oral PCSK9 Opens Third Pillar of Diversification

Microsoft Corporation (MSFT)

2 posts
Latest post: Nov 18, 2025
Microsoft Shifts From Partnership Announcements to Infrastructure Execution in Portugal

JPMorgan Chase & Co. (JPM)

5 posts
Latest post: Nov 18, 2025
Trump DOJ Escalates Regulatory Pressure on JPMorgan: Epstein Investigation

JNJ (JNJ)

4 posts
Latest post: Nov 18, 2025
Halda Acquisition Validates JNJ's Pharma-Focused Capital Discipline

DELL (DELL)

2 posts
Latest post: Nov 18, 2025
Dell Under Pressure: Morgan Stanley Downgrade Resurrects Margin Risk Debate

DAL (DAL)

3 posts
Latest post: Nov 18, 2025
Delta's Thanksgiving Test: ATC Recovery Confirmed, Structural Shortage Emerges

EMR (EMR)

2 posts
Latest post: Nov 18, 2025
Emerson's Critical Minerals Portfolio Build Accelerates With South32 Win

ECL (ECL)

2 posts
Latest post: Nov 18, 2025
Ecolab's AI Data Center Cooling: Validating High-Margin Diversification

COIN (COIN)

3 posts
Latest post: Nov 18, 2025
Coinbase's Selective Ambition: Asia Expansion and Echo Acquisition Test Capital Discipline

IVZ (IVZ)

2 posts
Latest post: Nov 15, 2025
Invesco October AUM Growth Masks Strategic Divergence as QQQ Surges, Alternatives Stall

IQV (IQV)

1 post
Latest post: Nov 15, 2025
IQVIA's Booking Inflection Signals End of Clinical Research Trough

IPG (IPG)

2 posts
Latest post: Nov 15, 2025
Interpublic Group Q3 Beat Signals Advertising Recovery Amid Omnicom Merger

XYL (XYL)

2 posts
Latest post: Nov 15, 2025
Xylem Dividend Raise Validates Operational Inflection and Capital Confidence

Walmart Inc. (WMT)

3 posts
Latest post: Nov 15, 2025
Walmart Leadership Succession: Furner's Insider Promotion Signals Continuity

TFX (TFX)

2 posts
Latest post: Nov 15, 2025
Teleflex Faces Analyst Reckoning as Guidance Cuts Signal Integration Caution

NSC (NSC)

3 posts
Latest post: Nov 15, 2025
Norfolk Southern's Regulatory Gamble: Shareholder Vote Masks Antitrust Battles Ahead

MPWR (MPWR)

2 posts
Latest post: Nov 15, 2025
Monolithic Power Validates Diversification as Earnings Beat Extends Execution Streak

MDLZ (MDLZ)

1 post
Latest post: Nov 15, 2025
Mondelez's Margin Puzzle: Cocoa Peak Meets Rising Consumer Elasticity

LEN (LEN)

4 posts
Latest post: Nov 15, 2025
Miller's Consolidation: Lennar Signals Organisational Ruthlessness During Margin Trough

LDOS (LDOS)

1 post
Latest post: Nov 15, 2025
Leidos Breaks Into Space: How the Defense Contractor Is Expanding Beyond Government IT

HPQ (HPQ)

3 posts
Latest post: Nov 15, 2025
Activist Investor Einhorn Abandons HPQ as Institutional Exodus Reaches Consensus

FICO (FICO)

3 posts
Latest post: Nov 15, 2025
FICO's Deceleration Inflection: When Growth Momentum Collapses Into Regulatory Testing

EBAY (EBAY)

3 posts
Latest post: Nov 15, 2025
eBay Faces European Regulatory Reckoning as France Tightens Marketplace Compliance

DG (DG)

2 posts
Latest post: Nov 15, 2025
Dollar General: Taylor's Operational Pivot Amid Consumer Deterioration

CVX (CVX)

1 post
Latest post: Nov 15, 2025
Chevron's Dividend Bifurcation: Buffett Skepticism vs. India Demand Validation

COST (COST)

2 posts
Latest post: Nov 15, 2025
Kirkland Tequila Litigation Threatens Costco's Quality-at-Value Brand Moat

CVS (CVS)

2 posts
Latest post: Nov 15, 2025
CVS Q3 Earnings Expose Transformation Thesis Failure as Dual-Engine Strategy Sputters

CINF (CINF)

1 post
Latest post: Nov 15, 2025
Capital Discipline in a Volatile Cycle: Cincinnati Financial's Dividend Confidence

AIG (AIG)

3 posts
Latest post: Nov 15, 2025
AIG's Leadership Test: Executive Turnover Challenges Capital Deployment Thesis

EPAM (EPAM)

2 posts
Latest post: Nov 14, 2025
[EPAM](/dashboard/companies/EPAM) Microsoft Partnership: GSI Status and AI Platform Award

PLTR (PLTR)

3 posts
Latest post: Nov 14, 2025
Palantir's Guidance Gamble Pays Off: Margin Expansion Arrives Ahead of Skeptics

NKE (NKE)

2 posts
Latest post: Nov 14, 2025
Nike's Margin Recovery Inflection: Analyst Sentiment Resets as Visibility Improves

PBR (PBR)

6 posts
Latest post: Nov 14, 2025
Petrobras Yield Tests the Limits of Cost Discipline Amid Structural Margin Pressures

PCG (PCG)

2 posts
Latest post: Nov 14, 2025
PG&E Advances Vehicle-to-Grid Automation and DER Monetization Strategy

MPLX (MPLX)

1 post
Latest post: Nov 14, 2025
MPLX LP: Portfolio Discipline Validates the Consolidation Thesis

LUV (LUV)

2 posts
Latest post: Nov 14, 2025
Southwest's Thanksgiving Test: Shutdown Recovery and Margin Expansion Inflection

LNC (LNC)

2 posts
Latest post: Nov 14, 2025
Capital Management Validates Lincoln National's Operational Inflection

LKQ (LKQ)

3 posts
Latest post: Nov 14, 2025
LKQ to Divest Specialty Division: Activist Pressure Triggers Management Action

IDXX (IDXX)

1 post
Latest post: Nov 14, 2025
IDEXX Laboratories: Pet Diagnostics Leader Captures Secular Spending Surge

ELV (ELV)

2 posts
Latest post: Nov 14, 2025
Institutional Validators Affirm Elevance Recovery Thesis Through Q3 Portfolio Builds

DIS (DIS)

2 posts
Latest post: Nov 14, 2025
Disney Earnings Miss Exposes Structural Headwinds as YouTube TV Blackout Deepens

DHI (DHI)

2 posts
Latest post: Nov 14, 2025
D.R. Horton Operationalizes AI Execution Edge as Rate Recovery Unfolds

DJT (DJT)

1 post
Latest post: Nov 14, 2025
Trump's Epstein Directive Raises Governance Questions for Trump Media

DLTR (DLTR)

1 post
Latest post: Nov 14, 2025
Dollar Tree's Margin Gains Hit an Inflection Point

DASH (DASH)

2 posts
Latest post: Nov 14, 2025
DoorDash's Catalyst Validation: When Specific Partnerships De-Risk Execution Uncertainty

DE (DE)

1 post
Latest post: Nov 14, 2025
Deere & Company Announces Fourth-Quarter 2025 Earnings Call for November 26

BX (BX)

7 posts
Latest post: Nov 14, 2025
Wolf Summit: Blackstone's Energy Pivot Amid Real Estate Crisis

BLDR (BLDR)

1 post
Latest post: Nov 14, 2025
Builders FirstSource: Management Conviction vs. Housing Recovery Skepticism

AZO (AZO)

2 posts
Latest post: Nov 14, 2025
Goldman Sachs Pivots to Buy as Analyst Community Validates AutoZone's Transformation

AXON (AXON)

3 posts
Latest post: Nov 14, 2025
Axon's Platform Solutions Boom Masks Tariff Impact on Device Margins

AIZ (AIZ)

2 posts
Latest post: Nov 14, 2025
Assurant Accelerates Capital Returns: Dividend Hike and Buyback Signal Conviction

Apple Inc. (AAPL)

9 posts
Latest post: Nov 14, 2025
Apple's Dual Innovation Validated: China iPhone Growth and Mini Apps Repositioning

YUM (YUM)

2 posts
Latest post: Nov 13, 2025
Yum! Brands Q3 Earnings Reset: Pizza Hut Exit, Taco Bell Surge, Digital at 60 Percent

SPGI (SPGI)

3 posts
Latest post: Nov 13, 2025
SPGI Q3 Results Validate Transformation with Market Intelligence Stabilization

RCL (RCL)

3 posts
Latest post: Nov 13, 2025
Royal Caribbean's Geographic Expansion Tests Demand Thesis at Scale

PG (PG)

2 posts
Latest post: Nov 13, 2025
Tariff Reality Reshapes P&G's Growth Trajectory as Guidance Disappoints

MMC (MMC)

2 posts
Latest post: Nov 13, 2025
Mercer Research: DC Plan Sponsors Pivot to AI, Wellness, and Delegation

KDP (KDP)

2 posts
Latest post: Nov 13, 2025
KDP's Optimism Clashes With Rising Costs and Coffee Decline: Execution Test Begins

GS (GS)

1 post
Latest post: Nov 13, 2025
Goldman Sachs Positioned for Regulatory Tailwind on Capital Relief

EQT (EQT)

1 post
Latest post: Nov 13, 2025
EQT's Strategic Pivot: From Dividend Play to AI Data Center Infrastructure Essential

DAY (DAY)

1 post
Latest post: Nov 13, 2025
Dayforce shareholders back USD 12.3bn Thoma Bravo take-private deal

BNT (BNT)

1 post
Latest post: Nov 13, 2025
BNT Reports Strong Q3 Earnings, Advances UK and Japan Expansion

AXP (AXP)

2 posts
Latest post: Nov 13, 2025
American Express Pushes into Healthcare: From Consumer Cards to B2B Provider Services

APO (APO)

2 posts
Latest post: Nov 13, 2025
Apollo Expands Industrial Platform With €750M Kelvion Thermal Solutions Financing

ACN (ACN)

2 posts
Latest post: Nov 13, 2025
Accenture Expands AI Platform Strategy Into Marketing Tech, Signaling Ecosystem Ambition

ABNB (ABNB)

3 posts
Latest post: Nov 13, 2025
Airbnb's Instacart Pivot: Services Monetization Moves From Promise to Execution

SPG (SPG)

3 posts
Latest post: Nov 12, 2025
Simon Property Group Launches Simon+ Loyalty Platform for Tenant Economics

PLD (PLD)

1 post
Latest post: Nov 12, 2025
Prologis Delivers FFO Beat Amid Strategic Data Center Expansion

NVIDIA Corporation (NVDA)

2 posts
Latest post: Nov 12, 2025
NVIDIA's Earnings Reckoning: When AI Infrastructure Leadership Meets Valuation Reality

IBM (IBM)

7 posts
Latest post: Nov 12, 2025
[IBM](/dashboard/companies/IBM) Quantum Loon Chip: Path to Fault Tolerance by 2029

GPN (GPN)

1 post
Latest post: Nov 12, 2025
Elliott Board Seats Drive Global Payments Governance Reset Amid Worldpay Integration

EL (EL)

2 posts
Latest post: Nov 12, 2025
Estée Lauder's Innovation Thesis Finds Validation in Earnings Beat and Digital Pivot

DECK (DECK)

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AKAM (AKAM)

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VRTX (VRTX)

1 post
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VZ (VZ)

2 posts
Latest post: Nov 12, 2025
Verizon's $11 Billion Bond Sale Validates Schulman Execution as Frontier Deal Advances

VICI (VICI)

3 posts
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VICI Properties Golden Entertainment Acquisition Validates Growth Thesis

VLO (VLO)

1 post
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VST (VST)

1 post
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TSN (TSN)

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Tesla, Inc. (TSLA)

1 post
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TRMB (TRMB)

1 post
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TRGP (TRGP)

1 post
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TEF (TEF)

1 post
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STT (STT)

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STE (STE)

1 post
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SW (SW)

1 post
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QSR (QSR)

3 posts
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NTAP (NTAP)

1 post
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OXY (OXY)

2 posts
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MOS (MOS)

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LYB (LYB)

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MAR (MAR)

1 post
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MA (MA)

1 post
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LVS (LVS)

1 post
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LREN3 (LREN3)

1 post
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[LREN3](/dashboard/companies/LREN3) Q3 2025: Margin Expansion and Fintech Inflection

KO (KO)

1 post
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KMX (KMX)

1 post
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KEYS (KEYS)

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KMB (KMB)

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JBL (JBL)

1 post
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ITUB (ITUB)

1 post
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INTC (INTC)

1 post
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IP (IP)

1 post
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IRM (IRM)

1 post
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IEX (IEX)

1 post
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HST (HST)

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HII (HII)

1 post
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2 posts
Latest post: Nov 11, 2025
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3 posts
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GDDY (GDDY)

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FNF (FNF)

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EOG (EOG)

1 post
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CRWD (CRWD)

7 posts
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DLR (DLR)

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BALL (BALL)

3 posts
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UPS (UPS)

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TPR (TPR)

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TDG (TDG)

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PGR (PGR)

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PAYC (PAYC)

2 posts
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ORLY (ORLY)

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NTR (NTR)

2 posts
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MKTX (MKTX)

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LNT (LNT)

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HSIC (HSIC)

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GEN (GEN)

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GILD (GILD)

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F (F)

4 posts
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FANG (FANG)

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EXPE (EXPE)

2 posts
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G (G)

1 post
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ES (ES)

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ETN (ETN)

3 posts
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DUK (DUK)

1 post
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DOV (DOV)

1 post
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CPT (CPT)

1 post
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CEG (CEG)

3 posts
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CAT (CAT)

5 posts
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CBRE (CBRE)

3 posts
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BA (BA)

6 posts
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NCLH (NCLH)

2 posts
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MHK (MHK)

1 post
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LRCX (LRCX)

2 posts
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KAR (KAR)

2 posts
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JCI (JCI)

2 posts
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HUM (HUM)

2 posts
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HRL (HRL)

3 posts
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HLF (HLF)

2 posts
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EXPD (EXPD)

2 posts
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EVRG (EVRG)

1 post
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ETR (ETR)

3 posts
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DVN (DVN)

2 posts
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CTVA (CTVA)

2 posts
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CPAY (CPAY)

2 posts
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CDW (CDW)

2 posts
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CRL (CRL)

2 posts
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CB (CB)

2 posts
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BDX (BDX)

2 posts
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ALB (ALB)

2 posts
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AES (AES)

1 post
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THG (THG)

2 posts
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NEM (NEM)

2 posts
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CAH (CAH)

2 posts
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PEG (PEG)

2 posts
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NTRS (NTRS)

3 posts
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TMUS (TMUS)

4 posts
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MMM (MMM)

2 posts
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IBKR (IBKR)

3 posts
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GLW (GLW)

2 posts
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ULTA (ULTA)

2 posts
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SO (SO)

2 posts
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CCL (CCL)

1 post
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GM (GM)

3 posts
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DPZ (DPZ)

2 posts
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DXCM (DXCM)

3 posts
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XEL (XEL)

1 post
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WDC (WDC)

2 posts
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WEC (WEC)

2 posts
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TMO (TMO)

3 posts
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SNPS (SNPS)

2 posts
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MO (MO)

3 posts
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On! Plus Launch Offers Proof-of-Concept for Altria's Oral Transformation

LIN (LIN)

2 posts
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NI (NI)

5 posts
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TPG (TPG)

1 post
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TPG's Dry Powder Deluge Sets Stage for Fee-Growth Inflection

SNA (SNA)

1 post
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Snap-on's Q3 Earnings Mark Inflection in Professional Tools Market

SJM (SJM)

1 post
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Smucker's Three-Pillar Strategy Signals Outperformance in Packaged Foods Downturn

JKHY (JKHY)

1 post
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Jack Henry's Deconversion Windfall Signals Durability Amid Banking Consolidation Wave

ERIE (ERIE)

1 post
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CBOE (CBOE)

1 post
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Cboe's derivatives fortress sharpens focus, pivots to retail alternative markets

CDNS (CDNS)

4 posts
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AVB (AVB)

2 posts
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ZTS (ZTS)

2 posts
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WTW (WTW)

2 posts
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PSA (PSA)

2 posts
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K (K)

1 post
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HWM (HWM)

2 posts
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ICE (ICE)

3 posts
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GME (GME)

2 posts
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EXP (EXP)

1 post
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ESS (ESS)

1 post
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DTE (DTE)

2 posts
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BAX (BAX)

2 posts
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WM (WM)

3 posts
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UDR (UDR)

2 posts
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TKR (TKR)

2 posts
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PSX (PSX)

2 posts
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PARA (PARA)

2 posts
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MGM (MGM)

2 posts
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MELI (MELI)

2 posts
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GNRC (GNRC)

2 posts
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EXR (EXR)

1 post
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EXE (EXE)

1 post
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DOW (DOW)

2 posts
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DVA (DVA)

2 posts
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CTSH (CTSH)

3 posts
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MPC (MPC)

1 post
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Marathon Petroleum Emerges as 2025's Refining Outperformer

GEHC (GEHC)

2 posts
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CTAS (CTAS)

1 post
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Cintas Signals Confidence with Aggressive Capital Acceleration

CSGP (CSGP)

2 posts
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BRO (BRO)

4 posts
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BXP (BXP)

1 post
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ADP (ADP)

2 posts
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AEP (AEP)

1 post
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AEP Pivots to Growth: $72B Capex Plan and 28 GW Load Surge Reshape Earnings Profile

HIVE (HIVE)

1 post
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HIVE Hits 22 EH/s, Targets 35 EH/s and 6,000 GPUs by 2026

VFC (VFC)

2 posts
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VF Corporation's Earnings Beat Reshapes Credibility Narrative as Vans Stabilizes

ZBRA (ZBRA)

1 post
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Zebra Delivers Operational Resilience as Tariff Headwinds Test Margin Architecture

TPL (TPL)

1 post
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Texas Pacific Land Pivots to Hybrid Capital Structure With Inaugural $500M Credit Facility

UHS (UHS)

1 post
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Universal Health Services Breaks Through on Earnings and Capital Discipline

QRVO (QRVO)

1 post
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Qorvo Merges with Skyworks to Build $22B RF Semiconductor Powerhouse

SHW (SHW)

1 post
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Sherwin-Williams Proves Professional Pivot as DIY Demand Persists Softer for Longer

PEP (PEP)

2 posts
Latest post: Oct 28, 2025
PepsiCo's Risk Discipline Validates Dividend as Volume Recovery Remains Unproven

NEE (NEE)

2 posts
Latest post: Oct 28, 2025
NextEra Energy Seals Google Partnership, Converting AI Strategy into Signed Revenue

HPE (HPE)

2 posts
Latest post: Oct 28, 2025
HPE Secures Oak Ridge Contract: Federal Validation Counters Guidance Shock

HUBB (HUBB)

1 post
Latest post: Oct 28, 2025
Hubbell's Infrastructure Dividend: How Electrical Equipment Rides the AI Buildout

GE (GE)

2 posts
Latest post: Oct 28, 2025
GE Aerospace: Analyst Wave Validates Structural Pricing Power as Targets Rise to $365

CARR (CARR)

1 post
Latest post: Oct 28, 2025
Carrier Confronts Residential Collapse While Defending Share Buyback Strategy

ACGL (ACGL)

2 posts
Latest post: Oct 28, 2025
Arch Capital's Capital Cycle Inflection: Q3 Beat and India Expansion Signal New Trajectory

USB (USB)

1 post
Latest post: Oct 27, 2025
U.S. Bank's Treasury Automation Push Tests Mid-Market Retention Strategy

ITW (ITW)

1 post
Latest post: Oct 27, 2025
Illinois Tool Works Proves Margin Defence Works When Volumes Falter

GPC (GPC)

1 post
Latest post: Oct 27, 2025
Genuine Parts: Global Diversification Anchors Earnings Resilience

AWK (AWK)

1 post
Latest post: Oct 27, 2025
AWK-Essential Merger: Integration Risk and Regulatory Complexity

DOC (DOC)

1 post
Latest post: Oct 25, 2025
Healthpeak Properties Emerges from Portfolio Transition with Q3 Earnings Beat

GD (GD)

1 post
Latest post: Oct 25, 2025
General Dynamics Executes Flawlessly on All Fronts, Record Backlog Anchors 2026 Growth

WST (WST)

2 posts
Latest post: Oct 23, 2025
West Pharmaceutical: The GLP-1 Thesis Validated as Guidance Rises

WFC (WFC)

2 posts
Latest post: Oct 23, 2025
Wells Fargo's Texas Campus: From Regulatory Relief to Tangible Capital Deployment

URI (URI)

1 post
Latest post: Oct 23, 2025
United Rentals Bets on Growth Capital as Margins Face Pressure

PKG (PKG)

1 post
Latest post: Oct 23, 2025
PKG's Operational Resilience Masks Integration Noise as Greif Acquisition Takes Shape

MOH (MOH)

2 posts
Latest post: Oct 23, 2025
When Predictions Become Reality: Molina's Q3 Reckoning and the Marketplace Margin Collapse

NDSN (NDSN)

1 post
Latest post: Oct 23, 2025
Nordson's Premium Valuation Justified by Q3 Growth Inflection

JBHT (JBHT)

2 posts
Latest post: Oct 23, 2025
J.B. Hunt Authorizes $1 Billion Buyback, Validating Freight Recovery Conviction

J (J)

1 post
Latest post: Oct 23, 2025
Jacobs Bets on AI and Infrastructure Digital Twins to Drive Margin Expansion

HLT (HLT)

2 posts
Latest post: Oct 23, 2025
Hilton's Earnings Vindicate Abacus as Luxury Travel Offsets Sector Headwinds

GIS (GIS)

1 post
Latest post: Oct 23, 2025
General Mills: The Valuation Inflection Moment Arrives

GL (GL)

1 post
Latest post: Oct 23, 2025
Globe Life Delivers Q3 Earnings Beat Amid Dual Margin Expansion

FE (FE)

1 post
Latest post: Oct 23, 2025
FirstEnergy's Rate Thesis Validated Amid AI-Driven Transmission Boom

CRM (CRM)

2 posts
Latest post: Oct 23, 2025
Salesforce's $7B Buyback Bet: Capital Discipline Under Fire

CCI (CCI)

2 posts
Latest post: Oct 23, 2025
Crown Castle Delivers Q3 Beat and Guidance Raise; REIT Resilience Narrative Shifts

FEDS.L (FEDS.L)

1 post
Latest post: Oct 23, 2025
FEDS.L Posts Strong FY25 Growth with Cash Flow Turnaround

WRB (WRB)

2 posts
Latest post: Oct 22, 2025
W.R. Berkley Passes Credibility Test But Premium Valuation Faces Investor Repricing

PCAR (PCAR)

2 posts
Latest post: Oct 22, 2025
Paccar's Q3 Results: Parts Moat Holds, Tariff Clarity Resets Recovery Timeline

LII (LII)

1 post
Latest post: Oct 22, 2025
Lennox Navigates Refrigerant Transition and Residential Retrenchment, Eyes 2026 Inflection

AVY (AVY)

1 post
Latest post: Oct 22, 2025
Avery Dennison Pivots to High-Value Categories as Materials Deflation Weighs

PM (PM)

1 post
Latest post: Oct 22, 2025
Philip Morris's Zyn Gambit: Transformation Thesis Meets Market Scepticism

NWS (NWS)

1 post
Latest post: Oct 22, 2025
Thomson's "Fundamental Miscalculation": News Corp Escalates AI Content Valuation Battle

ROST (ROST)

1 post
Latest post: Oct 21, 2025
Ross Stores Concludes Disciplined Expansion with 90 New Outlets as Comps Stabilise

PNR (PNR)

1 post
Latest post: Oct 21, 2025
Pentair Raises Guidance After Q3 Beat, Signals Digital-First Leadership Pivot

PHM (PHM)

1 post
Latest post: Oct 21, 2025
PulteGroup's Earnings Beat Masks Deepening Housing Market Decline

PPG (PPG)

1 post
Latest post: Oct 21, 2025
PPG Executes Integrated Digital Ecosystem Strategy to Offset Macroeconomic Headwinds

OMC (OMC)

1 post
Latest post: Oct 21, 2025
Omnicom Merger Approved; Q3 Growth Falters at 2.6%

NXPI (NXPI)

1 post
Latest post: Oct 21, 2025
NXP Semiconductors Positioned as Earnings Beater Ahead of Critical October Report

FAST (FAST)

1 post
Latest post: Oct 21, 2025
International Markets Offset Fastenal's North American Weakness

LHX (LHX)

1 post
Latest post: Oct 21, 2025
L3Harris: The Defence Income Play for a Generational Budget Cycle

HAL (HAL)

2 posts
Latest post: Oct 21, 2025
Halliburton Q3 Beat Validates International Pivot, But Cost Cuts Signal Caution Ahead

HAS (HAS)

1 post
Latest post: Oct 21, 2025
Hasbro's Netflix Licensing Win Validates Content-to-Consumer Pivot

FOX (FOX)

1 post
Latest post: Oct 21, 2025
Fox One Posts 1.1M Signups in First Month, But Trails ESPN's Streaming Momentum

TAP (TAP)

1 post
Latest post: Oct 20, 2025
Goyal's First Move: Molson Coors Restructures to Fund Transformation

SYK (SYK)

1 post
Latest post: Oct 20, 2025
Stryker Raises 2025 Guidance as Operational Leverage Accelerates

PAGS (PAGS)

1 post
Latest post: Oct 20, 2025
PagSeguro Digital: Disciplined Capital Allocator Trading at Fintech Discount

MSTR (MSTR)

1 post
Latest post: Oct 20, 2025
Hedge Funds Validate MicroStrategy's Bitcoin Treasury Pivot

FTNT (FTNT)

1 post
Latest post: Oct 20, 2025
Fortinet's Refresh Cycle Reckoning: From Strategic Inflection to Shareholder Siege

SWK (SWK)

1 post
Latest post: Oct 17, 2025
Stanley Black & Decker: Dividend Sustainability Tests Transformation

STZ (STZ)

1 post
Latest post: Oct 17, 2025
STZ Debt Offering: Refining Balance Sheet Strategy Amid Operating Pressures

SRE (SRE)

1 post
Latest post: Oct 17, 2025
Sempra Energy: The Regulated Infrastructure Backbone of America's AI Boom

RF (RF)

1 post
Latest post: Oct 17, 2025
Regions Financial's Dealmaking Revival Signals Return to Normal Banking

OTIS (OTIS)

1 post
Latest post: Oct 17, 2025
Institutional Conviction Validates Modernization Inflection

OKE (OKE)

1 post
Latest post: Oct 17, 2025
ONEOK's Dividend Fortress: How Integration Success Masks a Compelling Valuation

MU (MU)

1 post
Latest post: Oct 17, 2025
Micron's China Exit Clarifies Western HBM Thesis, Raising Stakes for Capex Execution

MAA (MAA)

1 post
Latest post: Oct 17, 2025
Quality REIT Enters Buy Zone: Mid-America Apartment's Valuation Inflection

GWW (GWW)

1 post
Latest post: Oct 17, 2025
Grainger Divests Cromwell as Portfolio Optimization Accelerates

MTB (MTB)

1 post
Latest post: Oct 17, 2025
M&T Bank Q3 Earnings Beat Fails to Quell Growth Concerns

CSX (CSX)

1 post
Latest post: Oct 17, 2025
CSX Navigates Coal Headwinds with Q3 Beat, Tests Efficiency Thesis Amid Energy Transition

TRV (TRV)

1 post
Latest post: Oct 16, 2025
Travelers Q3 Earnings Beat Meets Market Skepticism as Insurance Cycle Questions Intensify

SYF (SYF)

1 post
Latest post: Oct 16, 2025
Synchrony Delivers Q3 Beat, Announces $1 Billion Buyback Amid Platform Transition

MS (MS)

1 post
Latest post: Oct 16, 2025
Morgan Stanley Hits All-Time High as Q3 Beat Validates Strategic Pivot

BAC (BAC)

1 post
Latest post: Oct 16, 2025
Bank of America Q3 Beat Validates Resilience as Buffett's Strategic Doubts Persist

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