Whenever tensions rise between the US and Iran, the "perpetual purveyors of doom" quickly start posting clips stating that "WWIII is imminent." Read more here.
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Seeking Alpha | Stock Market Analysis & Tools for Investors
Sandisk's Kioxia JV gives it leading-edge NAND manufacturing at 5.8% capex-to-revenue. Read why I am bullish about SNDK stock right now.
Kraken Robotics (KRKNF) shifts to commercialization in defense UUV/AUVs; Q3 growth driven by acquisitions, 2025 guide $120-135M. Read more macro analysis here.
CrowdStrike, Cloudflare, and Rubrik remain strong 'buy' ratings despite the recent sell-off triggered by Anthropic's Claude. Read more on the BUG ETF here.
Supreme Court tariffs ruled invalid, but Trump's 15% tariff adds uncertainty. Read more on what investors should know about this company.
Organon reported a disappointing Q4, with revenue down 5% YoY and significant weakness in Women's Health. Find out why OGN stock is a hold.
Pinterest (PINS) upgraded to Buy: strong user growth, resilient revenue, $1.3B buybacks, and discounted valuation after sell-off--read more macro analysis here.
Dollar still seems to be caught up in a corrective/consolidative technical phase that was threatened by the Supreme Court decision, which was as most expected. Read more here.
Lam Research is fundamentally robust, showing strong growth, margin expansion, and solid guidance. But read why LRCX is downgraded to Hold.
Transitioning to long-term agreements could reduce cyclicality for Sandisk but introduces risks if not carefully negotiated. Read why SNDK stock is a Hold.