BAE Systems plc:  A new normal

BAE Systems plc: A new normal

Another unforeseen consequence of Vladimir Putin's miscalculation when he decided to throw his army into Ukraine: the European defense industry is flexing its muscles and changing direction for good.
Our Logo February 23, 2024 at 08:46 pm IST
Monolithic Power Systems, Inc:  Quality at a price

Monolithic Power Systems, Inc: Quality at a price

MPS boasts a number of features that appeal to investors. The company is active in the technology field, growth is dazzling, margins are rising fast, the balance sheet is healthy, management is...
Our Logo February 22, 2024 at 09:01 pm IST
Behind the numbers:  At $1,077, Super Micro Computer shares hit a record high

Behind the numbers: At $1,077, Super Micro Computer shares hit a record high

Super Micro Computer's share price passed the $1,000 mark last week. Will good times last? The not-to-be-missed story behind important numbers, in one minute every week!
Our Logo February 22, 2024 at 04:26 pm IST
Nvidia:  A new coin in the machine

Nvidia: A new coin in the machine

Nvidia released its quarterly results for Q4 2024 yesterday evening after close of business. The GPU-accelerated computing pioneer reported record fourth-quarter revenues of $22.1 billion, up 265%...
Our Logo February 22, 2024 at 03:59 pm IST
The Hershey Company:  The next few months will be tough

The Hershey Company: The next few months will be tough

The panic in the cocoa market is real, but it's in 2024 that its impact is likely to be felt most acutely by confectioners.
Our Logo February 21, 2024 at 08:50 pm IST
Enterprise Products Partners in the shadow of US oil mega-mergers

Enterprise Products Partners in the shadow of US oil mega-mergers

The recent wave of consolidation in the Texas Permian Basin is securing long-term production and rekindling investor interest in the region's infrastructure.
Our Logo February 20, 2024 at 03:52 pm IST
Blue Bird Corporation :  A major player in school transport for children

Blue Bird Corporation : A major player in school transport for children

Blue Bird Corp is a bus manufacturing company based in the United States. The company operates in two main areas: the Bus segment and the Parts segment. It conducts its business activities in the...
Our Logo February 20, 2024 at 08:19 am IST
Air Canada :  Exceptional elements

Air Canada : Exceptional elements

The share price looks attractive, but there's a twist.
Our Logo February 19, 2024 at 09:47 pm IST
Has DoorDash finally validated its business model?

Has DoorDash finally validated its business model?

The pure player in home meal delivery has published annual results that are moving in the right direction. If share-based compensation were a little more reasonable, the company might even become a...
Our Logo February 16, 2024 at 08:22 pm IST
EPAM Systems, Inc:  Collateral damage

EPAM Systems, Inc: Collateral damage

The once exponential growth of the software engineering specialist seems to be a thing of the past.
Our Logo February 16, 2024 at 04:07 pm IST
Powell Industries, Inc. :  New era for the custom equipment designer?

Powell Industries, Inc. : New era for the custom equipment designer?

Founded in 1947 by William E. Powell in Houston, Texas, Powell Industries is a solutions provider for complex electrical application. It develops, design, manufacture and service custom-engineered...
Our Logo February 16, 2024 at 11:36 am IST
Taiwan Semiconductor Manufacturing Company Limited:  AI, 3nm, cash flows, competition from Intel

Taiwan Semiconductor Manufacturing Company Limited: AI, 3nm, cash flows, competition from Intel: Mr. Wei's predictions

The annual conference of the world leader in semiconductors was a must-attend event for investors who follow the sector.
Our Logo February 15, 2024 at 09:42 pm IST
Uber, a new era

Uber, a new era

The ride-hailing and meal-delivery company has reported its first-ever annual profit for fiscal 2023, after unveiling its first quarterly profit in Q2 2023. Some 14 years after its birth and more...
Our Logo February 15, 2024 at 09:32 pm IST
Heineken N.V.:  Unbridled growth, headwinds

Heineken N.V.: Unbridled growth, headwinds

The Dutch brewer slumped 6% on the stock market yesterday, following a below-expectations performance. It dragged its European rivals down with it. In the world of beer, volumes are under pressure.
Our Logo February 15, 2024 at 04:11 pm IST
Airbnb:  There's more than meets the eye

Airbnb: There's more than meets the eye

Interpreting the platform's financial results reveals a few surprises.
Our Logo February 14, 2024 at 08:27 pm IST
Janus International Group, Inc. :  A promising company in the storage sector

Janus International Group, Inc. : A promising company in the storage sector

Janus International Group is a leading global manufacturer and supplier of turn-key self-storage, commercial and industrial building solutions, including roll-up and swing doors, hallway systems,...
Our Logo February 14, 2024 at 01:54 am IST
Behind the numbers - $50 billion, that's the combined value of Diamondback & Endeavor Energy

Behind the numbers - $50 billion, that's the combined value of Diamondback & Endeavor Energy

At least $50 billion, that's what the new energy behemoth resulting from the merger between Diamondback Energy and Endeavor Energy Resources is expected to be worth. Here's a look back at this massive...
Our Logo February 13, 2024 at 09:20 pm IST
Arm Holdings plc:  More than one trick up its sleeve

Arm Holdings plc: More than one trick up its sleeve

Arm Holdings' valuation doubled in three days from $75 to $150 billion after the chipmaker announced a $160 million increase in its sales estimate for 2024.
Our Logo February 13, 2024 at 08:28 pm IST
Biogen expects to return to profit growth this year

Biogen expects to return to profit growth this year

Biogen forecast a return to annual profit growth following cost cuts and a pick up in sales of its newer drugs, but the company's shares fell 5% in premarket trading on Tuesday after missing Wall...
February 13, 2024 at 06:31 pm IST
Adyen is the underdog among payment companies

Adyen is the underdog among payment companies

The European competitor to PayPal and Stripe continues to gain market share.
Our Logo February 12, 2024 at 08:34 pm IST
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