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Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?
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 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?
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?
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?
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?
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?
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?
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

Airline Stock Roundup: DAL, UAL Suspend Israel Flights, JBLU, CPA in Focus
Airline Stock Roundup: DAL, UAL Suspend Israel Flights, JBLU, CPA in Focus

Delta Air Lines DAL and United Airlines UAL joined many other carriers across the globe to cancel flights to Israel due to the Iran-Israel tensions. Apart from the Israel-Iran tensions-induced

TFC vs. PNC: Which Regional Bank is Poised for More Growth?
TFC vs. PNC: Which Regional Bank is Poised for More Growth?

Truist Financial Corporation TFC and PNC Financial Services Group, Inc. PNC are two U.S. regional banks that offer a variety of consumer and business banking services.Formed in December 2019

Retail Sales Comes in Significantly Lower Than Expected
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
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?
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?
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
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?
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

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on?
ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on?

AST SpaceMobile, Inc. ASTS and Iridium Communications Inc. IRDM are two leading satellite communications services providers. AST SpaceMobile is building the world’s first and only global cellular

Dutch Bros Ramps Up Expansion: Are Same-Shop Gains Holding Up?
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'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?
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

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?
Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Arista Networks, Inc. ANET and Juniper Networks, Inc. JNPR are two of the leading players in the global networking industry. Arista offers one of the broadest product lines of data center and campus

Can IonQ's New Acquisitions Propel It Toward Quantum Supremacy?
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'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

Mortgage Rates Declining: How to Approach AGNC Investment Stock Now?
Mortgage Rates Declining: How to Approach AGNC Investment Stock Now?

AGNC Investment Inc.'s AGNC performance and prospects are significantly influenced by mortgage rates. Mortgage rates have been witnessing a decline lately. Per a Freddie Mac report, the average rate

Retail Sales, Imports/Exports Reflect Tariff Realities
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