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 10:29 am
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 03:20 pm
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 10:22 am
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 02:49 am
Air Canada :  Exceptional elements

Air Canada : Exceptional elements

The share price looks attractive, but there's a twist.
Our Logo February 19, 2024 at 04:17 pm
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 02:52 pm
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 10:37 am
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 06:06 am
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 04:12 pm
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 04:02 pm
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 10:41 am
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 02:57 pm
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 13, 2024 at 08:24 pm
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 03:50 pm
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 02:58 pm
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 03:04 pm
PayPal Holdings in a new era

PayPal Holdings in a new era

The online payment specialist published its annual results yesterday.
Our Logo February 09, 2024 at 02:48 pm
Snap Inc:  Vampirization in good order

Snap Inc: Vampirization in good order

The stock plummets following the publication of annual results that should not have surprised many.
Our Logo February 08, 2024 at 03:40 pm
UniCredit S.p.A.:  Star banker, dazzling results

UniCredit S.p.A.: Star banker, dazzling results

The Italian banking group concludes an exceptional year in a depressed European banking sector.
Our Logo February 07, 2024 at 04:40 pm
Ford Motor Company revises its roadmap

Ford Motor Company revises its roadmap

The automaker just published annual results that were welcomed by the market.
Our Logo February 07, 2024 at 10:40 am