NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

How Investors May Respond To Marvell Technology (MRVL) Board Changes and Data Center Leadership Shift

Marvell Technology recently appointed Rajiv Ramaswami, President and CEO of Nutanix, to its Board of Directors and promoted Chris Koopmans to President and COO with Sandeep Bharathi now leading the Data Center Group, both reporting directly to CEO Matt Murphy. These leadership changes bring deep technology industry experience and may strengthen Marvell’s ability to execute its data center and cloud-focused growth initiatives. We’ll explore how the addition of Rajiv Ramaswami to the board...
NYSE:HWM
NYSE:HWMAerospace & Defense

Is Surging Aerospace Demand and CEO Retention Grant Shaping the Case for Howmet Aerospace (HWM)?

In recent days, Howmet Aerospace announced record highs amid strong analyst sentiment, fueled by robust market demand in both commercial and defense aerospace sectors and ongoing operational improvements. An additional point of interest is the CEO's US$45 million retention grant in restricted stock units vesting in 2028, underscoring management's confidence in the company's long-term prospects as it approaches its second-quarter earnings report. We'll now examine how surging aerospace sector...
NasdaqGS:STX
NasdaqGS:STXTech

Should Seagate’s (STX) 30TB HAMR Drive Launch Prompt Investor Action?

Earlier this month, Seagate Technology Holdings announced the global channel availability of its Exos M and IronWolf Pro hard drives, which offer industry-leading capacities of up to 30TB and leverage advanced HAMR technology on the Mozaic 3+ platform. This launch signals Seagate's ability to address rapidly growing enterprise storage needs as AI-driven data center and NAS demands continue to mount worldwide. We'll examine how the release of Seagate's 30TB drives using HAMR technology...
NYSE:VRT
NYSE:VRTElectrical

Does Appointment of Wei Shen as Greater China President Change the Bull Case for Vertiv (VRT)?

Vertiv recently appointed Wei Shen as president of Greater China, effective July 22, 2025, succeeding Edward Cui who led the region since 2022 and is now leaving the company. Shen’s track record in digital infrastructure and prior leadership in APAC positions him to shape Vertiv’s presence in this vital growth market. We'll explore how Shen’s appointment could influence Vertiv’s overall outlook, particularly as Greater China remains central to its growth strategy. The end of cancer? These 25...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Is Down 11.0% After Lowered Full-Year Earnings Guidance and Q2 Profit Drop

Lockheed Martin recently posted its second quarter results, reporting net income of US$342 million and diluted earnings per share of US$1.46, both down steeply from the previous year, and lowered its full-year earnings guidance while maintaining its revenue outlook. In addition to launching a new fixed-rate unsecured bond offering, Lockheed Martin repurchased one million shares in the latest quarter, bringing total buybacks since 2010 to nearly 60% of shares outstanding. We’ll examine how...
NYSE:TTI
NYSE:TTIEnergy Services

Exploring NPK International And 2 Other Undervalued Small Caps With Insider Activity

The United States market has shown positive momentum recently, with a 1.7% increase over the past week and an impressive 18% rise over the last year, as all sectors have gained ground. In this environment of anticipated annual earnings growth of 15%, identifying small-cap stocks with notable insider activity can present intriguing opportunities for investors seeking potential value plays.
NYSE:SPGI
NYSE:SPGICapital Markets

What S&P Global (SPGI)'s Barclays Partnership and AI Integration Means For Shareholders

S&P Global recently announced a multi-year strategic agreement with Barclays, granting the bank access to a wide range of S&P Global products, data, and solutions through the Capital IQ Pro platform, while also integrating Barclays’ data to enhance cross-asset pricing and valuation services. This collaboration, along with S&P Global’s launch of AI-ready metadata products and integration with Anthropic’s Claude, reflects the company's commitment to expanding its data ecosystem and supporting...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Why CoStar Group (CSGP) Is Up 6.9% After Q2 Revenue Beat and Raised 2025 Guidance And What's Next

CoStar Group reported second-quarter earnings for the period ended June 30, 2025, with revenue of US$781.3 million, up from US$677.8 million a year earlier, and updated guidance forecasting full-year revenue between US$3.14 billion and US$3.16 billion. Despite continued double-digit revenue growth, the company's net income for the second quarter declined significantly year-over-year, reflecting higher expenses or investments impacting profitability. We'll examine how CoStar Group's strong...
NasdaqGS:APP
NasdaqGS:APPSoftware

High Growth Tech Stocks In The US For July 2025

The United States market has shown a robust performance, climbing 1.7% over the past week and 18% in the last year, with earnings projected to grow by 15% annually in the coming years. In this thriving environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation, scalability, and adaptability to leverage these favorable conditions effectively.
NYSE:HIMS
NYSE:HIMSHealthcare

3 Stocks That Could Be Trading Below Their Estimated Value In July 2025

Over the last 7 days, the United States market has risen by 1.7%, contributing to an impressive 18% increase over the past year, with earnings forecasted to grow by 15% annually. In this environment of robust growth, identifying stocks that are potentially trading below their estimated value can offer investors opportunities for long-term gains as they seek assets that may be poised for appreciation amidst favorable economic conditions.