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Ackman and Berkshire Are Betting Against Each Other on AI
Key Points
- Interested in Pershing Square Inc.? Here are five stocks we like better.
- Bill Ackman's Pershing Square and Berkshire Hathaway both shook up their AI hyperscaler investment in a big way
AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth
Key Points
- Interested in Apple Inc.? Here are five stocks we like better.
- There's a growing argument that Apple's Services segment is significantly undervalued by the market and could by itself
The $132 Billion Infrastructure Pivot You Might Have Missed
Key Points
- Interested in Intel Corporation? Here are five stocks we like better.
- The emergence of agentic artificial intelligence workloads is driving a massive expansion in the central
Home Depot Q1 Earnings Call Highlights
Key Points
- Interested in The Home Depot, Inc.? Here are five stocks we like better.
- Home Depot’s Q1 results were largely in line with expectations, with sales rising 4.8% to $41.8 billion and
Astera Labs Touts AI Connectivity Boom as Scorpio, Optics Fuel Growth Outlook
Key Points
- Interested in Astera Labs, Inc.? Here are five stocks we like better.
- Astera Labs said demand tied to AI infrastructure is driving strong growth, with recent quarterly revenue of
Eagle Materials Q4 Earnings Call Highlights
Key Points
- Interested in Eagle Materials Inc? Here are five stocks we like better.
- Record fiscal 2026 revenue hit $2.3 billion, the company’s fifth straight year of record sales, as stronger
Eagle Point Credit Q1 Earnings Call Highlights
Key Points
- Interested in Eagle Point Credit Company Inc.? Here are five stocks we like better.
- Net asset value dropped sharply in Q1 2026, falling to $4.17 per share from $5.70 at year-end, as
Amer Sports Q1 Earnings Call Highlights
Key Points
- Interested in Amer Sports, Inc.? Here are five stocks we like better.
- Amer Sports delivered strong Q1 results, with sales up 32% reported and adjusted EPS rising to $0.38. Adjusted
KE Q1 Earnings Call Highlights
Key Points
- Interested in KE Holdings Inc. Sponsored ADR? Here are five stocks we like better.
- KE Holdings posted a sharp profit rebound in Q1 even as revenue and transaction volume fell, with
CMB.TECH Q1 Earnings Call Highlights
Key Points
- Interested in CMB.TECH nv? Here are five stocks we like better.
- CMB.TECH posted a strong Q1 with net profit of $368.8 million, helped by higher revenue, lower financing costs, and
Cranswick H2 Earnings Call Highlights
Key Points
- Interested in Cranswick plc? Here are five stocks we like better.
- Cranswick delivered solid fiscal 2026 growth, with revenue up 9.5% to £2.98 billion and adjusted operating profit
Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings
Key Points
- Interested in Nebius Group N.V.? Here are five stocks we like better.
- Nebius Group reported Q1 2026 revenue of $399 million, up 684% year over year, while reiterating its full-year
Oxford Lane Capital Q4 Earnings Call Highlights
Key Points
- Interested in Oxford Lane Capital Corp.? Here are five stocks we like better.
- Oxford Lane Capital’s NAV fell sharply in Q4, with net asset value per share dropping to $10.56 from
ACADIA Pharmaceuticals Spotlights Alzheimer’s Psychosis Pipeline, NUPLAZID and DAYBUE Growth
Key Points
- Interested in ACADIA Pharmaceuticals Inc.? Here are five stocks we like better.
- ACADIA is advancing remlifanserin for Alzheimer’s disease psychosis, emphasizing higher exposure
Eltek Q1 Earnings Call Highlights
Key Points
- Interested in Eltek Ltd.? Here are five stocks we like better.
- Eltek’s first quarter 2026 results weakened sharply, with revenue falling to $10.4 million from $12.8 million a year
Driven Brands Q4 Earnings Call Highlights
Key Points
- Interested in Driven Brands Holdings Inc.? Here are five stocks we like better.
- Driven Brands disclosed a broad financial restatement tied to accounting, systems and control issues
Hesai Group Q1 Earnings Call Highlights
Key Points
- Interested in Hesai Group Sponsored ADR? Here are five stocks we like better.
- Hesai delivered strong Q1 results with revenue up 30% year over year to RMB 681 million and lidar
Ceragon Networks Q1 Earnings Call Highlights
Key Points
- Interested in Ceragon Networks Ltd.? Here are five stocks we like better.
- Ceragon posted a solid Q1 with revenue of $85 million and non-GAAP EPS of $0.01, while management
Canaan Q1 Earnings Call Highlights
Key Points
- Interested in Canaan Inc. Sponsored ADR? Here are five stocks we like better.
- Canaan’s Q1 revenue was $62.7 million, but the company posted a gross loss driven by a $25 million
HORNBACH Holding AG & Co. KGaA Q4 Earnings Call Highlights
Key Points
- Interested in HORNBACH Holding AG & Co. KGaA? Here are five stocks we like better.
- HORNBACH posted solid fiscal-year growth, with group net sales up 3.8% to EUR 6.43 billion and
Bilibili Q1 Earnings Call Highlights
Key Points
- Interested in Bilibili Inc. Sponsored ADR? Here are five stocks we like better.
- Q1 revenue rose 7% year over year to RMB 7.5 billion, driven by strong advertising and value-added
Rewiring AI: NextEra Energy Sparks a Mega Merger
Key Points
- Interested in NextEra Energy, Inc.? Here are five stocks we like better.
- NextEra Energy agreed to acquire Dominion Energy in a $67 billion all-stock deal, forming the world's largest
Flipping the Switch: Is Ford the Next Big Energy Stock?
Key Points
- Interested in Ford Motor Company? Here are five stocks we like better.
- Ford is strategically pivoting its battery manufacturing capabilities away from consumer electric vehicles and
Addus HomeCare Says License Moratorium Won’t Slow Personal Care Growth, M&A
Key Points
- Interested in Addus HomeCare Corporation? Here are five stocks we like better.
- Addus HomeCare said the new federal moratorium on certain home health licenses should have little
Dye & Durham Q3 Earnings Call Highlights
Key Points
- Interested in Dye & Durham Limited? Here are five stocks we like better.
- Q3 fiscal 2026 results weakened as Dye & Durham reported revenue of CAD 91.2 million, down 12% year over