News

Dutch Bros' long-term trajectory remains unchanged.

Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.

Insider activity at Delta Air Lines stock Recent insider sales at Delta Air Lines (DAL) have put executive trading activity in focus. Investors are assessing what these transactions might signal about incentives, timing and overall alignment with shareholder interests. See our latest analysis for Delta Air Lines. Despite a small 0.70% decline in the latest trading day, Delta Air Lines’ share price has gained 4.46% over the past week and 28.29% over 90 days. Its 1 year total shareholder return...

The digital streaming platform reported a notable insider sale as its stock surged 77% over the past year.

SpaceX’s $300 billion swing in market value this past week put Musk back in grind mode, having to execute on highflying promises made in the lead-up to the biggest IPO ever.

QuantumScape stock has had a tough long run, with the share price down about 72.0% over the past five years, yet it still screens as expensive on several valuation checks. Recent short term swings add noise, so the key issue for investors is whether the current price around US$6.08 fairly reflects the risks around the business model and funding needs. Over five years, QuantumScape has declined about 72.0%, which means anyone looking at the stock today is assessing a business that the market...

The disposition reduced the insider's total equity holdings by 10%.

What does $12 billion of market value buy when combined sales run about $12 million?

President Donald Trump pushed back against reports of depleting munitions, saying that the nation is ramping up domestic weapons production. Trump took to Truth Social early Thursday and said the U.S. has “massive” amounts of munitions, especially of certain types,...

Liquidation reduced his equity stake by 21% through a pre-arranged trading plan, though he retains over 533,000 shares across direct and indirect holdings.

Insider liquidated 28% of equity holdings following option exercise at $51.23 strike, capturing gains as stock surged 76% over one year.

Paul Tudor Jones didn't become a Wall Street legend by making bold, exciting trades. He became a legend by prioritizing capital over profit.

VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.

Westinghouse is a hidden asset for Cameco.

Sunrun’s latest internal fair value estimate has shifted from US$18.84 to US$17.05, signaling a more conservative stance on the stock’s pricing. This reset lines up with recent Street research that balances enthusiasm for Sunrun’s grid scale storage and AI related projects with concerns about execution, cash generation, and sector level risks. As you read on, you will see how these moving pieces shape the evolving Sunrun narrative and what that can mean for your own view on the stock. Stay...

The non-discretionary disposition was tied to equity vesting.

The best robotics investments may lie deeper in the supply chain.

Tesla’s deliveries in the UK have fallen sharply as the popularity of the carmaker’s Chinese rivals surges.

Tesla’s deliveries in the UK have fallen sharply as the popularity of the carmaker’s Chinese rivals surges.

Huffman exercised options at $25.29 and immediately sold under a pre-scheduled Rule 10b5-1 trading plan, reducing his stake by 5% while maintaining 380,711 indirect shares.

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company’s energy-efficient CPU designs are increasingly being adopted by major cloud providers building AI data centers. As ARM continues to grow its presence […]

Insider retains 127,060 shares valued at $13 million following structured liquidity event under Rule 10b5-1 trading plan. Stock has gained 42% over the past year.

A lot of AMD's success has already been priced into the stock.

Hims & Hers Health (NYSE:HIMS) has issued a public response to a Federal Trade Commission lawsuit that challenges aspects of its telehealth practices and use of patient data. The company addressed the FTC action by outlining its position on how it handles telehealth consultations and consumer information, aiming to reassure users and investors. The lawsuit raises questions about regulatory risk for telehealth providers and how patient data is collected, stored, and used across the...

Alphabet's quarter was boosted by huge SpaceX gains.

Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...

Adobe stock has lost around 58% over the past 5 years, yet its current valuation checks still suggest the shares lean cheap rather than expensive, which puts the recent bounce in focus for investors trying to judge where value really sits. Over the past 5 years Adobe has declined about 58%, which means long term holders are still sitting on substantial losses despite the recent rebound. Participation in initiatives such as the new Open Source AI Cybersecurity Alliance can support...

Datadog (DDOG) sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue of $1.12 billion, up 36% ...

The rig count in the Permian Basin was up three this week, the latest count Friday by Baker Hughes shows, with 263 rigs active in the region. A year ago, 256 rigs were active in the region. Nationally, the oil and gas rig count is unchanged from last week at 588 rigs. A year ago, 539 rigs were active. The count shows that 454 rigs sought oil, up three from the previous week, and 124 explored ...

Uber Technologies Inc. says the next phase of AI will focus less on consuming more tokens and more on improving efficiency, reducing costs and maximizing value. Uber Lowers AI Cost Per Token On Wednesday, Uber CTO Praveen Neppalli said the...