News
Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?
Oracle ORCL is leveraging Oracle Cloud Infrastructure (OCI) to drive AI growth. In fourth-quarter fiscal 2025, OCI consumption revenues jumped 62%, reflecting rising demand for high-performance
Commerce Bancshares Agrees to Buy Finemark for $585 Million
Commerce Bancshares, Inc. CBSH entered an agreement to acquire FineMark Holdings in an all-stock transaction valued at $585 million. The closing of the deal, expected on January 1, 2026, is subject
NMIH Stock Near 52-Week High: A Signal for Investors to Hold Tight?
Shares of NMI Holdings Inc. NMIH closed at $40.69 on Monday, near its 52-week high of $42.49. This proximity underscores investor confidence. It has the ingredients for further price appreciation
Can Optum Offset UnitedHealth's Health Benefits Growth Woes?
Yes, UnitedHealth Group Incorporated UNH is increasingly relying on its Optum business to drive growth and offset challenges in the health benefits segment, UnitedHealthcare. Optum has become the
Will Prisma Access Browser be Key to PANW's SASE Expansion?
Palo Alto Networks PANW is showing robust growth in Secure Access Service Edge (SASE), its cloud-based network security offering. In the third quarter of fiscal 2025, SASE was its fastest-growing
Oracle Earnings Impress: Are Cloud Stocks a Buy?
The big banks will really kick the Q2 earnings cycle into a higher gear in a few weeks, but the reality is that earnings season is never ‘over’. We’ve heard from several companies over recent weeks
Will GenAI and SaaS Adoption Fuel Zscaler's Data Security Expansion?
Zscaler ZS is seeing strong momentum in the Data Security Everywhere strategy, one of the company’s three main growth drivers. Historically, data security was most critical in data-heavy regulated
Is Cost Optimization the Key to Under Armour's Gross Margin Strength?
Under Armour, Inc. UAA reported a gross margin of 46.7% for the fourth quarter of fiscal 2025, representing a year-over-year increase of 170 basis points. This improvement was primarily driven by
Retail Sales Comes in Significantly Lower Than Expected
This morning, we see some important economic data hitting the tape. Pre-market futures are lower, but in fairness, they were lower before these reports came out. The Dow is currently giving back
Dan Ives AI ETF Tops $100M in AUM in Just 5 Days of Launch
Wedbush Securities’ first ETF, Dan Ives Wedbush AI Revolution ETF IVES, made a stunning debut, surpassing $100 million in assets under management (AUM) within its first five trading days. Launched
PGR's Property Insurance Fuels Growth: Can it Sustain the Momentum?
The Progressive Corporation PGR offers personal property insurance to homeowners, renters, and other property owners. Progressive has been consistently putting in efforts to further penetrate
Should You Buy FDX Stock Now After Recent Dividend Hike?
FedEx Corporation’s FDX board of directors recently announced a 5.1% hike in its quarterly dividend payout, raising this transportation heavyweight’s quarterly cash dividend to $1.45 per share
Coach Powers Tapestry's Momentum: Find Out What's Driving it
Tapestry, Inc.’s TPR Coach brand delivered exceptional performance in the third quarter of fiscal 2025, achieving net sales of $1.29 billion, reflecting a 13% year-over-year increase on a reported
Heritage's E&S Segment Fuels Growth: Can it Sustain the Momentum?
The Excess and Surplus (E&S) segment is a key driver of growth for Heritage Insurance Holdings HRTG. It offers diversification to the super-regional U.S. property and casualty insurer’s revenues
Dutch Bros Ramps Up Expansion: Are Same-Shop Gains Holding Up?
Dutch Bros Inc. BROS is rapidly expanding its footprint, backed by focused investments in real estate, development and construction. The company’s enhanced site selection process and commitment to
NuScale Power's SMR Tech Gains Traction: Will It Boost Revenue?
NuScale Power SMR is benefiting from advancements in Small Modular Reactor (SMR) technology. The company’s expanding partner base that includes tech giants and financial institutions position SMR as
Illicit E-Vapors Cloud Altira's Smoke-Free Ambitions: What's Next?
Altria Group, Inc. MO is facing growing challenges as it shifts its focus toward smoke-free alternatives. The company's efforts are being threatened by the rapid rise of illicit flavored disposable
Can IonQ's New Acquisitions Propel It Toward Quantum Supremacy?
IonQ IONQ is taking decisive steps to reshape the quantum landscape by leveraging acquisitions that strengthen both its computing power and quantum networking infrastructure. In first-quarter 2025
AbbVie's Venclexta Misses Goal in Myelodysplastic Syndromes Study
AbbVie ABBV announced that the phase III VERONA study failed to meet the primary endpoint of overall survival. The study evaluated a combination therapy involving its blockbuster cancer drug
Retail Sales, Imports/Exports Reflect Tariff Realities
Tuesday, June 17, 2025This morning, we see some important economic data hitting the tape. Pre-market futures are lower, but in fairness, they were lower before these reports came out. The Dow is


