US Stock Analysis
Page 13 of 50 · 2,472 articles on US companies
AI Skepticism & Oracle's Big Risk
Oracle • By Eagle Point Capital • 2025-09-13
Synopsys is probably a buy.
Synopsys • By Irrational Analysis • 2025-09-13
Notes and thoughts on Meta and Microsoft discussion at GS Communicopia
Meta Platforms ($META) • By MBI Deep Dives • 2025-09-12
Why Synopsys Sank
Synopsys • By MBI Deep Dives • 2025-09-11
Vimeo Stock: Valuation Matters after all!
Vimeo • By High Growth Investing • 2025-09-11
Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
Oracle • By Crack The Market • 2025-09-10
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Intel ($INTC) • By Irrational Analysis • 2025-09-10
More Alphabet!
Alphabet ($GOOGL) • By MBI Deep Dives • 2025-09-10
Oracle & Nebius Are Breaking AI Expectations
Oracle • By The Pragmatic Optimist • 2025-09-10
Stock of the Week: Alphabet - Does Its Court Victory Matter?
Alphabet ($GOOGL) • By Quality Stocks • 2025-09-09
Google's evolving TPU strategy
Google • By MBI Deep Dives • 2025-09-07
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-09-06
Dividend Informer Q2 2025 Update: Dollar General
Dollar General • By Dividend Informer • 2025-09-05
Dividend Informer Q2 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2025-09-04
Dollar General: Delivering
Dollar General • By TSOH Investment Research • 2025-09-04
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Amazon ($AMZN) • By SemiAnalysis • 2025-09-03
Why I bought more Alphabet!
Alphabet ($GOOGL) • By MBI Deep Dives • 2025-09-03
Intuit vs. Nu Holdings: The Fintech Face-Off
Intuit ($INTU) • By Compound & Fire • 2025-09-02
Adobe (NASDAQ: ADBE)
Adobe ($ADBE) • By Possible Value • 2025-09-02
FICO: The Score Behind the Score
FICO • By Crack The Market • 2025-08-31
Another Celsius (ticker: CELH) update
Celsius Energy ($CELH) • By Capital Compounding • 2025-08-30
Google's "first mistake"
Google • By MBI Deep Dives • 2025-08-30
Portfolio Update and Why I’m Trimming Rocket Lab
Rocket Lab ($RKLB) • By Growth Curve Investing • 2025-08-30
Dollar General 2Q'25, Microsoft's Cybersecurity business
Dollar General • By MBI Deep Dives • 2025-08-29
ER Reviews: Software, Cybersecurity & Nvidia’s China Woes
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-08-28
Meta's (lack of) Agency
Meta Platforms ($META) • By MBI Deep Dives • 2025-08-28
Warner Bros. Discovery Stock: 100% Chance until the Split?
Warner Bros. Discovery • By High Growth Investing • 2025-08-28
Amazon's Ambition in Groceries: Part 2
Amazon ($AMZN) • By MBI Deep Dives • 2025-08-27
Justifying Meta’s $69B Reality Labs Loss — Here’s My Case
Meta Platforms ($META) • By Rijnberk Investinsights • 2025-08-27
Update on Intel Headcount
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-08-27
Preview|OKTA 2Q25:Marginal Business Improvement, But Limited Inflection This Quarter
Okta ($OKTA) • By FUNDA • 2025-08-25
Airbnb's unique demand driver
Airbnb ($ABNB) • By MBI Deep Dives • 2025-08-23
Adobe - The Return of the King?
Adobe ($ADBE) • By 41investments • 2025-08-22
Walmart and Target Earnings
Walmart ($WMT) • By MBI Deep Dives • 2025-08-22
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
NVIDIA ($NVDA) • By Irrational Analysis • 2025-08-22
Union Pacific: Chasing the Transcontinental Dream
Union Pacific ($UNP) • By MBI Deep Dives • 2025-08-20
Union Pacific
Union Pacific ($UNP) • By MBI Deep Dives • 2025-08-20
Palo Alto Networks Q2: Cybersecurity’s AI Arms Race Is Heating Up (Part 2)
Palo Alto Networks • By The Pragmatic Optimist • 2025-08-19
Celsius Holdings (ticker: CELH) Partial Sale & Adyen (ticker: ADYEN) Frustration
Celsius Energy ($CELH) • By Capital Compounding • 2025-08-19
Dividend Informer Q2 2025 Update: United Parcel Service
United Parcel Service ($UPS) • By Dividend Informer • 2025-08-18
Earnings Previews: Palo Alto Networks & Nvidia
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-08-18
Portillo's: Texas Troubles
Portillo's • By TSOH Investment Research • 2025-08-18
Amazon's Ambition in Groceries: Part 1
Amazon ($AMZN) • By MBI Deep Dives • 2025-08-17
ServiceNow - One of the Best Tech Stocks to Own for the Next 10+ Years
Now ($NOW) • By Rijnberk Investinsights • 2025-08-16
Arista Networks Q2/2025 Earnings Review
Arista Networks ($ANET) • By 41investments • 2025-08-13
FICO vs Moody's: The Analytics Titans Clash
FICO • By Compound & Fire • 2025-08-13
Massive Moat, Relentless Growth, and a Bright AV Future — Uber Is Still a Buy
Uber • By Rijnberk Investinsights • 2025-08-13
Q2 ER Special Report 2: Software Slumps, CoreWeave's Q2, Micron’s Surprise
Micron • By The Pragmatic Optimist • 2025-08-13