Key Takeaways Ondas Holdings experienced a significant surge in call option volume in August 2025, coinciding with a 100%+ rise in its share price. Market enthusiasm followed strategic moves, including...
Key Takeaways Several well-established firms, including Fiserv, UnitedHealth Group, and Novo Nordisk, are currently trading significantly below their fair value despite solid fundamentals. Valuation gaps arise from temporary headwinds, with...
Key Takeaways Instacart, operated by Maplebear Inc., has achieved profitability by scaling operations and leveraging advertising & retail partnerships. Unit economics remain tight, with early-stage operations often yielding negative margins...
Key Takeaways PepsiCo is increasing its stake in Celsius Holdings via a $585 million investment in convertible preferred stock, elevating its ownership to approximately 11%. The arrangement includes expanded distribution...
Key Takeaways Alibaba posted a 10% year-on-year rise in customer management revenue from Taobao and Tmall, indicating successful user engagement strategies amid fierce domestic competition. The Cloud Intelligence Group delivered...
Key Takeaways TSMC has achieved an 18% compound annual growth in revenue per wafer over the past five years, fuelled by its leadership in advanced semiconductor nodes. Gross margins remain...
Key Takeaways While degree holders typically earn more and face lower unemployment, the rising cost of higher education has prompted a reassessment of its financial return. Prominent voices, including Warren...
Key Takeaways CrowdStrike reported revenue of $1.17 billion and beat EPS expectations in Q2 FY2026, yet the stock declined 6% after hours due to market concerns about guidance and valuation....
Key Takeaways Shift4 Payments exceeded FY2024 expectations with 38,000 SkyTab installations versus initial projections of 30,000. FY2025 SkyTab installations are forecasted to reach 45,000, highlighting accelerating adoption in hospitality and...
Key Takeaways Shift4 Payments is targeting $1 billion in free cash flow by 2027—nearly triple current levels—potentially doubling its enterprise value. The company is growing revenue at ~20% annually, aided...
