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Faizan Farooque
Software
CoreWeave Holds Firm on Core Scientific Bid Amid Shareholder Pushback
CEO says the Bitcoin miner is “nice to have, not a need to have” as vote approaches
Stocks:
CRWV
24 hours ago
Moz Farooque ACCA
Consumer Packaged Goods
Unilever Hits Pause on Magnum Spinoff Amid U.S. Shutdown
SEC delay stalls listing, but company still plans 2025 completion.
Stocks:
UL
20 hours ago
Moz Farooque ACCA
Drug Manufacturers
AbbVie's Rinvoq Beats Humira in Key Arthritis Trial
New data show stronger remission rates as AbbVie shifts beyond Humira.
Stocks:
ABBV
20 hours ago
Faizan Farooque
Semiconductors
AMD and Intel Face Analyst Caution Despite AI Momentum
Bernstein's Stacy Rasgon sees limited upside as both chipmakers head into earnings
Stocks:
AMD
INTC
20 hours ago
Moz Farooque ACCA
Semiconductors
BofA Turns Extra Bullish on Semiconductor Boom
Memory and AI demand fuel a brighter long-term semiconductor outlook.
Stocks:
NVDA
AMD
AVGO
LRCX
KLAC
20 hours ago
Faizan Farooque
Hardware
Apple Nears $4 Trillion Value as iPhone 17 Sales Lift Analyst Confidence
Early demand signals a stronger product cycle ahead
Stocks:
AAPL
24 hours ago
Moz Farooque ACCA
Interactive Media
Google Cloud Rolls Out Nvidia-Powered G4 AI Machines
Nvidia Blackwell and AMD Turin chips drive next-gen enterprise workloads.
Stocks:
GOOG
AMD
NVDA
20 hours ago
Moz Farooque ACCA
Software
Wedbush Sees Snowflake Entering Next Phase of AI Growth
Palantir tie-up and growing enterprise demand boost confidence.
Stocks:
SNOW
PLTR
20 hours ago
Moz Farooque ACCA
Drug Manufacturers
Merck Kicks Off $3 Billion Expansion in Virginia
New Elkton site to produce small molecule drugs and create 500 jobs.
Stocks:
MRK
19 hours ago
Faizan Farooque
Consumer Packaged Goods
Unilever Delays Ice Cream Spinoff Amid U.S. Government Shutdown
SEC closure stalls Magnum listing across major exchanges
Stocks:
UL
24 hours ago
Moz Farooque ACCA
Metals & Mining
BHP Q1 Output Mixed as Copper, Coal Shine
Early maintenance trimmed volumes, but demand and guidance hold steady.
Stocks:
BHP
19 hours ago
Insurance
WR Berkley Corp (WRB) Q3 2025 Earnings Call Highlights: Strong Financial Performance Amid Industry Challenges
WR Berkley Corp (WRB) reports robust growth in net income and investment income, while navigating industry headwinds and catastrophe losses.
Stocks:
WRB
1 day ago
Insurance
WR Berkley Corp (WRB) Q3 2025 Earnings: EPS of $1.28 Beats Estimate, Revenue Surpasses Forecast at $3.77 Billion
Net Income Soars by 39.8%, Outperforming Market Expectations
Stocks:
WRB
1 day ago
Retail - Cyclical
Market Today: Amazon Outage Hits Major Platforms, Apple Faces Antitrust Suit
Stocks:
AMZN
SNAP
HOOD
LYFT
DIS
1 day ago
Faizan Farooque
Interactive Media
Google Cloud Expands Nvidia Partnership With New G4 Virtual Machines
Launch targets enterprise and industrial AI workloads with Nvidia's latest Blackwell GPUs
Stocks:
GOOG
NVDA
1 day ago
Renato Neves, CFA
REITs
Crown Castle Q3 2025 Preview: Fiber Exit Tests the Tower-REIT's Focus
As it moves toward a pure-play tower model, investors want clarity on growth, 5G demand, and dividend strength.
Stocks:
CCI
VZ
TMUS
T
1 day ago
Renato Neves, CFA
Semiconductors
Lam Research Q1 2026 Preview: After Doubling YTD, What's Next for AI's Quiet Supplier?
Investors will watch whether record AI-chip demand can keep margins and growth on track.
Stocks:
LRCX
1 day ago
Faizan Farooque
Retail - Cyclical
Amazon Cloud Outage Knocks Major Websites Offline, Recovery Underway
AWS issue disrupted services at Snapchat, Disney+, Reddit, and others
Stocks:
AMZN
1 day ago
Renato Neves, CFA
Software
IBM Q3 Preview: Cash Flow and AI Set the Bar High
Investors will watch whether software strength and AI bookings can translate into real revenue growth and margin gains.
Stocks:
IBM
1 day ago
Renato Neves, CFA
Vehicles & Parts
Tesla Q3 2025 Preview: Pull-Forward or Real Rebound?
Investors question whether Q3 deliveries reflect lasting demand or a one-time boost ahead of the EV tax-credit expiration.
Stocks:
TSLA
1 day ago
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