US Stock Analysis
Page 9 of 61 · 3,007 articles on US companies
Investor Briefing Note: Meta's Sweeping Layoffs - Implications & Second Order Effects.
Meta Platforms ($META) • By Divergent Capital 7651 • 2026-03-16
Intel Foundry: A Last Chance
Intel ($INTC) • By Damnang's Substack • 2026-03-16
RBB Bancorp Stock Analysis
RBB Bancorp ($RBB) • By Enterprising Investor • 2026-03-15
Kinsale's PYD: Hidden risk?
Kinsale ($KNSL) • By Slow Compounding • 2026-03-15
Meta at the AI Crossroads
Meta Platforms ($META) • By MBI Deep Dives • 2026-03-14
Pershing Square U.S. and Pershing Square Inc. Dual Listings
Pershing Square U.S. ($PSH.L) • By Eagle Point Capital • 2026-03-14
Editing Adobe
Adobe ($ADBE) • By MBI Deep Dives • 2026-03-13
Meta's Chip Resilience
Meta Platforms ($META) • By MBI Deep Dives • 2026-03-12
Marvell & Broadcom: Q1 Earnings Roundup
Broadcom ($AVGO) • By The Pragmatic Optimist • 2026-03-12
CEO Interview #1: Michael Kehoe (Kinsale Capital Group)
Kinsale ($KNSL) • By Slow Compounding • 2026-03-11
Dividend Informer Q1 2026 Update: The Toro Company
Toro Company ($TTC) • By Dividend Informer • 2026-03-10
Laminated: The Corporate version of Strategy
Strategy ($MSTR) • By Semiconductor Business Intelligence • 2026-03-09
Unit Corporation: A Post-Bankruptcy Energy Company With Hidden Asset Value
Unit Corporation ($UNTC) • By Enterprising Investor • 2026-03-08
Berkshire Hathaway: Willing and Abel
Berkshire Hathaway ($BRK.A) • By Eagle Point Capital • 2026-03-07
March [Morgan Stanley TMT] Madness
Morgan Stanley ($MS) • By Irrational Analysis • 2026-03-05
Vital Farms: Fragility
Vital Farms ($VITL) • By TSOH Investment Research • 2026-03-05
Microsoft and the Agentic Race
Microsoft ($MSFT) • By Patient Capital Fund Newsletter • 2026-03-04
Review|MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty
Strategy ($MSTR) • By FUNDA • 2026-03-03
Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook
NVIDIA ($NVDA) • By FUNDA • 2026-03-03
Floor & Decor: Awaiting Normalization
Floor and Decor ($FND) • By TSOH Investment Research • 2026-03-02
Nvidia’s Q4: 9 Things For Investors To Takeaway
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-03-01
Kinsale Q4 2025 & Full Year 2025
Kinsale ($KNSL) • By Slow Compounding • 2026-03-01
Celsius 4Q’25 / FY’25 recap and one-year postmortem
Celsius Energy ($CELH) • By Capital Compounding • 2026-03-01
Meta’s AI Advantage is "In the Water"
Meta Platforms ($META) • By MBI Deep Dives • 2026-02-28
Netflix / Warner Bros.
Netflix ($NFLX) • By TSOH Investment Research • 2026-02-27
Airbnb: Setting The Stage (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-02-27
The Nvidia Math
NVIDIA ($NVDA) • By MBI Deep Dives • 2026-02-26
A Closer Look at Palantir's Receivables (PLTR)
Palantir Technologies ($PLTR) • By A Peek Behind the Numbers • 2026-02-23
Alphabet: From Search to AI to "AGI"
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-02-23
NSTS Bancorp Stock Analysis
NSTS Bancorp ($NSTS) • By Enterprising Investor • 2026-02-22
Walmart’s Trillion-Dollar Mojo
Walmart ($WMT) • By MBI Deep Dives • 2026-02-21
Copart: 2Q26 Business Recap
Copart ($CPRT) • By Speedwell Memos • 2026-02-21
Waste Management: A Forever Stock
Waste Management ($WM) • By Crack The Market • 2026-02-19
Dividend Informer Q4 2025 Update: Hershey
Hershey ($HSY) • By Dividend Informer • 2026-02-19
Progress Software (PRGS): The Anatomy of a Repeatable Earnings Beat
Progress Software ($PRGS) • By A Peek Behind the Numbers • 2026-02-19
Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-19
Airbnb: Platform Pivot
Airbnb ($ABNB) • By TSOH Investment Research • 2026-02-19
Dividend Informer Q1 2026 Update: Qualcomm
Qualcomm ($QCOM) • By Dividend Informer • 2026-02-18
Dividend Informer Q4 2025 Update: AbbVie
AbbVie ($ABBV) • By Dividend Informer • 2026-02-18
Q1'26 Idea Inventory, Part 1: $CPH.TO, $RCI.B, $SNAP, $HON.
Honeywell ($HON) • By Divergent Capital 7651 • 2026-02-18
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX
NVIDIA ($NVDA) • By SemiAnalysis • 2026-02-16
I Found a 33% Value Gap in Dell. Here's Why I'm Not Trading It.
Dell Technologies ($DELL) • By Flow Value Investing • 2026-02-16
Universal Electronics Stock Analysis
Universal Electronics ($UEIC) • By Enterprising Investor • 2026-02-15
Airbnb 4Q25: Business Update
Airbnb ($ABNB) • By Speedwell Memos • 2026-02-14
Airbnb 4Q'25 Update
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-13
How Pool stacks up to Watsco
Watsco ($WSO) • By scuttleblurb • 2026-02-13
Philip Morris International: The Next Phase (Ticker: PM)
Philip Morris International ($PM) • By Chit Chat Stocks • 2026-02-13
SanDisk: 17x 1 Year after Spin Off
SanDisk ($SNDK) • By Crack The Market • 2026-02-13
Dividend Informer Q4 2025 Update: Tractor Supply
Tractor Supply ($TSCO) • By Dividend Informer • 2026-02-12