Our Blogs

Jun 30, 2025 3:00 PM - Alex Lavoie

Hewlett Packard Enterprise Co (NYSE:HPE) Strategic Moves and Market Impact

Hewlett Packard Enterprise Co (NYSE:HPE) is a global technology company that provides solutions in IT infrastructure, software, and services. It competes with major players like Cisco Systems in the networking and server markets. Recently, Bank of America Securities maintained a "Buy" rating for HPE...

Jun 30, 2025 2:00 PM - Gordon Thompson

The Greenbrier Companies: A Pillar in Global Freight Transportation

The Greenbrier Companies, trading on the NYSE under the symbol GBX, is a key player in the global freight transportation market. Headquartered in Lake Oswego, Oregon, Greenbrier designs, builds, and markets freight railcars across North America, Europe, and Brazil. The company also provides essentia...

Jun 30, 2025 11:34 AM - Davit Kirakosyan

Oppenheimer Lifts DoorDash Target to $280 on Strong Growth and Profit Upside

Oppenheimer raised its price target on DoorDash (NASDAQ:DASH) to $280 from $220 while maintaining an Outperform rating, citing accelerating profitability and stronger-than-expected data on order volumes and advertising revenue. The firm highlighted DoorDash’s recent disclosure of $1 billion in adver...

Jun 30, 2025 11:31 AM - Davit Kirakosyan

Mizuho Upgrades Consolidated Edison to Outperform, Sees Selloff as Buying Opportunity

Mizuho upgraded Consolidated Edison (NYSE:ED) to Outperform from Neutral, raising its price target to $107 from $105, arguing that the recent weakness in shares creates an attractive entry point for a premium utility stock. The firm noted that ED shares have underperformed the UTY index over the pas...

Jun 30, 2025 11:20 AM - Davit Kirakosyan

BofA Downgrades ProKidney to Underperform on Weaker REACT Outlook

BofA Securities downgraded ProKidney (NASDAQ:PROK) to Underperform from Neutral and cut its price target to $1 from $3, citing a sharply reduced outlook for the company’s sole drug candidate, REACT, targeting diabetic chronic kidney disease. As a result, the company’s shares fell over 10% intra-day ...

Jun 30, 2025 11:12 AM - Davit Kirakosyan

Citi Reiterates Buy on Cogent, Sees Big Upside Ahead of Key Trial Readout

Citi reaffirmed its Buy rating and $15 price target on Cogent Communications (NASDAQ:CCOI), highlighting a highly favorable risk/reward profile ahead of pivotal data expected in July from the registrational Part 2 of the Phase 2 SUMMIT trial testing bezuclastinib in non-advanced systemic mastocytosi...

Jun 30, 2025 11:10 AM - Davit Kirakosyan

Guggenheim Boosts Disney Target, Highlights Cost Efficiencies and DTC Strategy

Guggenheim raised its price target on Walt Disney (NYSE:DIS) to $140 from $120 while maintaining a Buy rating, pointing to stronger operating leverage, improving advertising trends, and a clearer path to unified direct-to-consumer (DTC) growth. The analysts cited refined expectations for Disney’s Li...

Jun 30, 2025 11:08 AM - Davit Kirakosyan

Loop Capital Raises TD Synnex Target on Strong IT Demand and Growth Momentum

Loop Capital raised its price target on TD SYNNEX (NYSE:SNX) to $160 from $150 while reiterating a Buy rating, citing the company’s robust performance in IT distribution and hyperscale solutions, as well as continued momentum across key segments. The firm highlighted TD Synnex’s better-than-expected...

Jun 30, 2025 10:25 AM - Parth Sanghvi

Oracle’s Cloud Surge: Pre‑Market Jump, Growth Drivers & What’s Next

Oracle (NYSE: ORCL) stock climbed 7% in pre‑market trading after CEO Safra Catz highlighted a strong start to FY 2026, led by 100%+ MultiCloud database growth and a landmark $30 billion cloud agreement for FY 2028. Here’s what investors need to unpack—and how to pull live data yourself. What’s Be...

Jun 30, 2025 10:24 AM - Parth Sanghvi

Will Inflation Catch Up with Tariffs? What Investors Aren’t Seeing Yet

The Lagging Impact of Trade Wars on U.S. Inflation Despite aggressive trade policies introduced during President Trump’s term, recent U.S. inflation data appears largely stable. But according to Morgan Stanley, the effects of these tariffs are only now beginning to filter through—and may soon res...

Jun 30, 2025 10:21 AM - Parth Sanghvi

Market Preview: Jobs Report, Tesla Deliveries, and Senate Bill Dominate a Short Trading Week

Why This Week’s Headlines Could Reshape Market Sentiment With U.S. markets facing a shortened week due to the July 4th holiday, investor focus is expected to concentrate around four major catalysts: the Senate’s tax-and-spending bill debate, the June nonfarm payrolls report, Tesla’s Q2 delivery f...

Jun 30, 2025 10:20 AM - Parth Sanghvi

Google’s Fusion Energy Bet: Why Its 200 MW Offtake from CFS Signals a Paradigm Shift

A New Era of Corporate Energy Strategy In a move that could redefine the intersection of climate tech and corporate energy procurement, Google (NASDAQ:GOOGL) has signed the largest direct corporate offtake agreement for fusion energy with Commonwealth Fusion Systems (CFS). The deal marks a milest...

Jun 30, 2025 10:20 AM - Parth Sanghvi

Palantir Stock Rebounds After FTSE Russell Selloff: What’s Driving the Bounce?

Understanding the 11% Drop and 5% Recovery in PLTR Shares Palantir Technologies Inc. (NASDAQ:PLTR) jumped 5% in pre-market trading Monday, rebounding from a steep 11% decline during Friday’s FTSE Russell index rebalancing. The data analytics firm, known for its defense contracts and expanding art...

Jun 30, 2025 10:19 AM - Parth Sanghvi

Fitch Upgrades Boeing’s Outlook to Stable: What It Means for Investors

Boeing’s Post-Strike Recovery Wins a Vote of Confidence In a significant vote of confidence, Fitch Ratings revised its outlook on Boeing Co. (NYSE:BA) from ‘negative’ to ‘stable’, citing improved financial flexibility, asset sales, and momentum in aircraft production post-strike. The upgrade main...

Jun 30, 2025 10:18 AM - Parth Sanghvi

Exxon Mobil Loses Supreme Court Appeal Over $14.25M Environmental Penalty

Legal Overhang Persists as U.S. Supreme Court Declines to Review Case Exxon Mobil Corp. (NYSE:XOM) suffered a legal blow Monday as the U.S. Supreme Court declined to hear the oil giant’s appeal over a $14.25 million civil penalty tied to air pollution at its Baytown, Texas, facility—the largest i...

Jun 30, 2025 10:18 AM - Parth Sanghvi

SRM Entertainment Stakes 365M TRON Tokens: Strategic Shift or Risky Gamble?

Crypto-Driven Yield Strategy Sends SRM Shares Higher SRM Entertainment (NASDAQ:SRM) surged 8% on Monday after announcing that it had staked over 365 million TRON (TRX) tokens through JustLend, aiming for a yield potential of up to 10% per annum. The move comes as part of a broader $100 million...

Jun 30, 2025 10:17 AM - Parth Sanghvi

Siemens Hires Amazon AI Executive to Drive Industrial Copilot Vision

Vasi Philomin’s Appointment Marks Strategic Deepening of AI Focus Siemens (ETR:SIEGn) has appointed Vasi Philomin, a senior executive from Amazon Web Services, to lead its newly created Data and Artificial Intelligence division—a clear signal that the German industrial giant is doubling down on i...

Jun 30, 2025 10:16 AM - Parth Sanghvi

AbbVie’s $2.1 Billion Capstan Acquisition: Strategic Rationale, Valuation & Modeling Guide

AbbVie (NYSE: ABBV) is acquiring CAR‑T specialist Capstan Therapeutics for up to $2.1 billion in cash. This move accelerates AbbVie’s push into cell therapies now that Humira’s exclusivity has lapsed. Below, we break down the strategic fit, deal metrics, and exactly how to model the impact with Fina...

Jun 30, 2025 4:09 AM - Parth Sanghvi

Bitcoin Climbs as U.S. Trade Hopes and Regulatory Clarity Boost Crypto Sentiment

Bitcoin continued its upward momentum on Monday, buoyed by rising global risk appetite, progress on U.S. trade deals, and growing institutional adoption. The world’s largest cryptocurrency rose 1% to $108,358.7 by 01:10 ET (05:10 GMT), edging closer to breaking out of a tight June range. Trade Di...