Stocks
858 articles in this category
Why MercadoLibre Is My Top Pick Even as Growth Cools
Despite slower revenue growth, MercadoLibre is my top pick for Latin American exposure - resilient e-commerce and fintech operations, improving margins, and long-term upside.
Biotech Trades Hold Up Through a Tough Sector Rotation
Despite turbulent sector rotation, strategic biotech swing trades delivered a net gain this quarter. Disciplined entries, catalyst focus and tight risk controls helped turn volatility into profit.
Five Market Warning Signs Investors Should Watch Before 2026
Heading into 2026, investors face five warning signs: tighter Fed policy, lofty valuations, narrowing market breadth, a worrisome yield curve, and slowing corporate profits.
Fortive Streamlines Operations but Near-Term Benefits Remain Unclear
Fortive has streamlined its operations to focus on core industrial technology assets. The strategy improves clarity and efficiency, but meaningful growth and valuation upside remain unclear.
Veeva AI's High Price Triggers Rating Downgrade, Raises Margin Worries
Analysts cut Veeva's rating after its new Veeva AI offering brought hefty price tags and near-term margin pressure, sparking investor concern over adoption and profitability.
How an Amicus Move Recast BioMarin’s Investment Case Overnight
A sudden Amicus development forced investors to reassess BioMarin's pipeline and valuation, changing market assumptions about competition, timing, and future cash flows.
JPMorgan, Deutsche Bank and Howmet Reach Record Highs as Nasdaq Stocks Trade in Buy Zones
JPMorgan Chase, Deutsche Bank and Howmet Aerospace hit all-time highs as Nasdaq stocks trade near peaks within buy zones; investors monitor momentum and technical setups.
SHLD Climbs 74% in 2025 — Strong Defense Returns Poised to Continue in 2026
SHLD returned 74% in 2025 amid strong defense spending and contract wins. Analysts see momentum into 2026 but warn of budget, supply-chain and execution risks.
Medical Stocks Join IBD 50 as Health Sector Momentum Strengthens
Medical stocks are climbing into IBD's top growth list as the health sector brightens. Diagnostics and select biotech names, including Guardant Health, are drawing investor attention.
Luckin Coffee: Growth, Profitability and a Convincing Buy Case
Luckin Coffee has combined rapid store expansion with improving unit economics to deliver profitable growth. Execution and margin trends will determine whether it remains a buy.
Dan Ives Calls 2026 a Defining Year for Tesla's Path Toward $3 Trillion
Wedbush's Dan Ives calls 2026 a defining year for Tesla, citing production scale, FSD progress, new models and margin gains as milestones that could justify a $3T valuation.
Why the 2025 'Rotation' Never Happened — Tech Led, and 2026 Followed Suit
Investors expected a 2025 rotation into value and cyclicals, but mega-cap tech outperformed instead — and that dominance carried into 2026, fueled by AI, earnings and ETF flows.
STMicroelectronics Likely Undervalued, but Recovery May Take Several Quarters
STMicroelectronics may be undervalued due to its strong foothold in automotive and industrial chips, yet inventory adjustments and weak end-demand suggest a gradual, multi-quarter recovery.
enGene Holdings Eyes Oncology: Gene-Delivery Platform Could Pivot to Cancer Therapy
enGene Holdings is evaluating an oncology pivot by adapting its targeted gene-delivery technology for cancer drugs. Early-stage data, strategic alliances, and regulatory steps will shape prospects.
Dividends vs. Buybacks: Which Cash Return Strategy Suits Investors?
Dividends and buybacks both return cash to shareholders. Which is better depends on taxes, corporate flexibility, signaling and your investment goals - no one-size-fits-all answer.
How CACI Became a Strong M&A Player in Government IT
CACI International leverages disciplined M&A, a robust balance sheet and proven integration skills to grow its footprint in government IT and defense services, boosting investor confidence.
Quanta Services: Discounted Growth Play in Infrastructure — Buy
Quanta Services offers a buy-worthy entry: a large infrastructure contractor poised to gain from grid upgrades, renewables and electrification while trading at a valuation discount.
GFLW: Navigating Slower Growth While Benefiting From Lower Rates
GFLW is entering a phase of slower top-line expansion, but easing interest rates may lower financing costs, improve cash flow and make the stock more attractive to yield-focused investors.
Alerus Outlook Remains Muted as Growth and Margin Pressures Persist
Alerus delivered a guarded update: stable credit and capital but muted loan growth, margin pressure and deposit competition limit upside, keeping investor optimism restrained.
Why Chagee's Q3 Report Didn't Alter My Investment View
Chagee's third-quarter results offered modest margin gains and uneven sales. Management's cautious outlook and persistent risks mean my thesis and position are unchanged.