Decide Faster.With Evidence.

Analyst-grade notes on companies and sectors, built from long-run fundamentals, transcripts, and institutional flow data.

2604 new
0
Published Insights
Stable
0+
Companies Analyzed
Stable
10K+
News Processed

Trending Now

Market insights that matter

Market sector trends: semiconductor equipment stocks sell-off, healthcare resilience, and solar strength amid broader volatil

Featured Analysis

Semis stumble, insurers surge as Wall Street ends mixed

Stocks finished mixed into the close as chip-equipment shares sank while managed care, solar, and REITs led. Volatility edged up and breadth narrowed.

monexa-ai
Stock market near highs with tariff-driven semiconductor divergence, weak consumer sentiment, and pressured profit margins

Market Update

Midday market update: Dow sets record as chips slump

At midday Friday, the Dow hit a record while the S\&P 500 eased and Nasdaq fell on chip weakness, as retail sales rose 0.5% and sentiment slipped to 58.6.

Coherent (COHR) Q4 performance, networking deceleration, Aerospace & Defense divestiture, and AI hardware valuation repricing

Deep Dive

Coherent, Inc. (COHR): FY25 Results, Margin Path and Strategic Re‑shape

Coherent reported FY25 revenue of $5.81B (+23.36% YoY) and swung to $49.4M net income, but guidance and a networking slowdown drove the stock re‑price amid a $400M A\&D sale.

Rocket Lab (RKLB) vertical integration with Geost acquisition, defense contracts, and Neutron rocket boosting national safety

Expert Opinion

Rocket Lab (RKLB): Acquisition-Fueled Growth and a Capital-Intensive Pivot to Defense

Rocket Lab closed the $275M Geost deal and posted +78.34% revenue growth in FY2024, but leverage and cash burn have surged as the company pivots to vertically integrated defense solutions.

monexa-ai

News by Company

Select a company to see their latest news and analysis

View all

Latest Posts

Showing 12 of 46 posts