Power Solutions International's revenue growth is strong, driven by strong demand from its Data Center Products in the Power Systems segment. My earlier margin expansion thesis is not playing out, ...

Helios Towers delivered strong H1 2025 results, with 7% revenue growth, 9% EBITDA growth, and positive free cash flow supporting our buy thesis. Margin expansion is driven by increased colocations and ...

Analysts Gordon Johnson and Jim Chanos are intensifying their critical stance on Tesla Inc. TSLA, citing significant challenges in the electric vehicle manufacturer’s performance and market position.

The artificial intelligence boom isn't slowing down; instead, it is quietly being packaged into ETFs. Bank of America's latest semiconductor outlook suggests that for investors hesitant to chase ...

Halliburton's first-quarter print saw revenue decline 3% sequentially to $5.4 billion, while adjusted operating margin declined 210 basis points to 14.5%. These are Halliburton's lowest sales and ...

We came across a bullish thesis on AppLovin Corporation on Elliot’s Musings’ Substack by Elliot. In this article, we will summarize the bull’s thesis on APP. AppLovin Corporation's share was trading ...

We came across a bullish thesis on Veeva Systems Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on VEEV. Veeva Systems Inc.'s share was ...

We came across a bullish thesis on Casey’s General Stores, Inc on Pitchstack Investing Substack by Pitchstack Investing. In this article, we will summarize the bulls’ thesis on CASY. Casey’s General ...

We came across a bullish thesis on Kohl’s Corporation on Cundill Deep Value’s Substack by FRAGMENTS. In this article, we will summarize the bulls’ thesis on KSS. Kohl’s Corporation’s share was trading ...

Dentsply Sirona(NASDAQ:XRAY) reported Q2 2025 earnings on August 7, 2025, posting net sales of $936 million (non-GAAP), down 4.9% year-over-year and 6.7% in constant currency and adjusted EPS of $0.52 ...