NYSE:GD
NYSE:GDAerospace & Defense

Assessing General Dynamics After Double Digit Gains and Strong Q1 Guidance in 2025

Deciding whether General Dynamics is a buy, hold, or sell right now? You are not alone. With its long track record and strategic position in the defense sector, General Dynamics has always been a stock that turns heads during uncertain markets and periods of growth alike. Lately, the stock has been on a steady upward trajectory, gaining over 21% year-to-date and posting a 10% total return over the past year. Of course, those kinds of returns get investors talking. Just in the past month,...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez a Bargain After Recent 11% Slide Amid Mixed Valuation Signals?

Thinking about what to do with Mondelez International stock? You are not alone. Much like a box of their signature snacks, MDLZ has offered investors a mix of flavors lately: some sweet, some a bit salty. Over the last year, the stock price has experienced its share of twists. After climbing early in the year, Mondelez recently dipped about 11% over the past month, despite moderate year-to-date growth of 5.8%. This gives investors both an opportunity and a puzzle. Are these moves setting up a...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Why Credo Technology (CRDO) Is Down 5.5% After Settling Patent Dispute With Amphenol – And What’s Next

In August 2025, Credo Technology Group Holding Ltd. and Amphenol reached a license and settlement agreement, ending all patent disputes related to active electrical cable technology and promptly dismissing their lawsuits. This legal resolution removes a major source of uncertainty for Credo, enhancing operational clarity by eliminating potential litigation risks and expenses. We'll explore how settling ongoing patent disputes with Amphenol could influence Credo's long-term growth outlook and...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Is It Too Late to Consider Axon Stock After 105% Rally and Strong Q1 Earnings?

Thinking about what to do with Axon Enterprise stock? You are in good company. Lately, investors have had plenty to cheer about as Axon's share price has seen a steady climb. In just the past month, AXON shares are up nearly 6%, adding to a remarkable 28% gain year-to-date. If you rewind a full year, the total return reaches an impressive 105%. That is not simply the market being generous, as Axon has been outpacing competitors and gaining attention for its innovative role in public safety...
NYSE:IT
NYSE:ITIT

Should You Take a Fresh Look at Gartner After Its 49% Drop in 2024?

Thinking About Gartner Stock? Here’s What You Need to Know If you are wondering whether it is finally time to take a closer look at Gartner, or if it is safer to wait on the sidelines, there has been plenty of recent activity to consider. Gartner’s stock has seen significant movement in recent years, with around 87% growth over five years. However, the company has faced more challenging conditions recently. Over the past year, shares are down nearly 49%, with similar pressure evident over...
NYSE:PPG
NYSE:PPGChemicals

PPG Industries Valuation in Focus Amid Smart Windows Momentum in 2025

Thinking about what to do with PPG Industries stock? You are not alone, and for good reason. PPG has recently shown some intriguing stock price movements, and investors are wondering if that signals an opportunity or a warning sign. Over the past month, shares have ticked down about 3%, even as the broader materials sector has seen plenty of ups and downs. Yet, despite the recent softness, PPG is still trading roughly 14% below the average analyst price target and a hefty 34.9% beneath its...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST): Evaluating Valuation After Securing Major Utah Smart Traffic Infrastructure Contract

Ouster (OUST) is making headlines after landing a major contract to expand its BlueCity traffic management solution across more than a hundred intersections in Utah. Partnering with Econolite and working closely with the Utah Department of Transportation, this initiative builds on a promising pilot at a dozen sites and marks a significant step forward in modernizing the state’s traffic infrastructure. For investors, this five-year commitment not only signals increased revenue visibility but...
NYSE:TDS
NYSE:TDSWireless Telecom

Should TDS's Lowered Revenue Guidance and Rising Income Prompt a Rethink by Investors?

Earlier in August 2025, Telephone and Data Systems, Inc. lowered its full-year revenue guidance after releasing its second quarter results, which showed quarterly and year-to-date revenue declines versus the previous year despite a rise in quarterly net income. Although the company maintained its quarterly dividends and reported improved net income for the second quarter, ongoing revenue softness and downward guidance revision signal continued operational pressures as it transitions its...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Should Investors Revisit Trip.com After Strong Q1 Growth and 50% Share Price Gain?

Picking what to do with Trip.com Group stock is a classic investor’s puzzle. Is it time to hold, buy, or wait? The last year has been especially interesting. Shares are up over 50% in the past 12 months and have more than doubled if you stretch out to three or five years. Even with some recent bumps and the broader market’s volatility, Trip.com’s stock is up about 5% in the past month and over 2% in the last quarter. Still, the stock price has dipped year-to-date, which some see as just a...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Will Cirrus Logic's (CRUS) GlobalFoundries Partnership Redefine Its Technology Portfolio and Supply Chain Strategy?

Cirrus Logic recently announced an expanded collaboration with GlobalFoundries to jointly develop and commercialize next-generation BCD process and Gallium Nitride (GaN) chip technologies, with manufacturing capabilities in both the U.S. and overseas. This initiative aims to strengthen Cirrus Logic's mixed-signal product portfolio and support more resilient, geographically diverse semiconductor supply chains for customers in sectors such as smartphones, vehicles, and industrial...
NYSE:GLW
NYSE:GLWElectronic

Should You Reassess Corning’s Value After Its 61% Stock Surge and Data Center Growth News?

Thinking about what to do with your Corning stock? You are not alone. Whether you are watching the ticker with cautious optimism or weighing up that next buy-and-hold move, there is plenty to unpack beneath Corning’s recent performance. The stock has posted a total return of over 61% in the past year, with major upward momentum, especially in the past three months, where it surged more than 34%. Year-to-date, Corning has climbed almost 39%, outpacing many other tech-adjacent companies. All...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy (NRG): Evaluating the Stock’s Value After Recent Price Pullback

NRG Energy (NRG) has caught the eye of investors this week after a sharp price reversal. The company’s stock, which cruised higher early this year, has cooled significantly in recent sessions. This has prompted a fresh round of questions about what comes next. While no major announcement or event appears to have caused the slide, the sudden shift is drawing attention to the underlying fundamentals and whether market sentiment is now overstating future risks or pricing in a period of slower...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

BeOne Medicines (ONC) Valuation: Assessing Prospects After EU Approval of Improved BRUKINSA Tablet

If you’ve been keeping an eye on BeOne Medicines (ONC), the new approval from the European Commission may have caught your attention. The regulators just greenlit a film-coated tablet version of BRUKINSA, the company’s flagship treatment, designed to cut patients’ daily pill burden in half and make the experience less daunting. This is not a groundbreaking new indication. However, it could make a real difference in patient adherence, which could influence sales momentum across Europe. It is...
NYSE:APO
NYSE:APODiversified Financial

Apollo Global Management (APO): Assessing Valuation After Recent Pullback and Market Performance

Apollo Global Management (APO) has slipped just under 1% today, catching the eye of investors who may be wondering if the price dip is a signal or just market noise. While there is no major event making headlines, the move has put fresh focus on where the stock stands after a year marked by shifts in the broader financial sector. These kinds of quiet price moves sometimes invite even more scrutiny, since there is no concrete news to anchor them. Looking at the bigger picture, Apollo Global...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Electric Vehicles Update - Federal Boost Sparks Opportunity in EV Infrastructure Expansion

Recent federal guidance from the U.S. Department of Transportation and the Federal Highway Administration has directed $5 billion toward establishing dependable electric vehicle (EV) charging infrastructure. This initiative aims to enforce quality standards for EV charging, reflecting existing practices implemented by Orion's Voltrek division. With a significant portion of these funds still unallocated, it underscores a substantial opportunity for the wider deployment and maintenance of EV...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Could Tilray (TLRY) Leverage New 10mg THC Drinks to Strengthen Its U.S. Wellness Strategy?

Earlier this month, Tilray Brands expanded its hemp-derived Delta-9 THC beverage portfolio by launching new 10mg format drinks under the Fizzy Jane's and Happy Flower brands, now available online and across retail markets in 10 states. This development marks a significant step for Tilray Brands into higher-dosage beverage offerings, broadening consumer choice and expanding distribution reach in the U.S. hemp beverage category. We'll explore how the entry into the 10mg THC beverage segment...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

Does Exponent’s Softer Revenue Guidance Recast Its Long-Term Growth Narrative and Valuation Story (EXPO)?

Earlier this week, Exponent reported revenues that narrowly exceeded analyst expectations but issued revenue guidance for the coming quarter that landed just below forecasts. This cautious outlook, and the company’s persistently high price-to-earnings ratio despite tepid earnings growth, has drawn attention to concerns about the sustainability of Exponent’s valuation given current performance trends. We'll explore how Exponent's softer revenue guidance and muted growth outlook may reshape...
NYSE:GWW
NYSE:GWWTrade Distributors

Where Does Grainger Stand After Recent Pullback and Strong Cash Flow Outlook?

If you are wrestling with what to do about W.W. Grainger stock right now, you are not alone. Investors have watched Grainger’s shares move sideways and then downward lately, with the price dropping slightly over the past month and a pullback of over 7% in the last 90 days. Yet, when viewed from a longer-term perspective, the story brightens. The stock has delivered a solid 2.6% total return over the past year and has more than doubled over five years. Clearly, this is not a sleepy industrial...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management (ARES): Exploring Valuation as Momentum Pauses After a Strong Year

Ares Management (ARES) has caught investor attention again this week, though not for a specific breaking event or dramatic headline. Instead, the stock’s recent moves have many asking themselves whether this quiet period is actually a signal. Perhaps the market is just taking a breather before its next decisive step. For long-term shareholders and those watching from the sidelines, it raises that ever-present question: are we missing something right in front of us? If you zoom out, Ares...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Can AeroVironment's (AVAV) Army UAS Delivery Reinforce Its Edge in Defense Innovation?

On August 20, 2025, AeroVironment announced the successful delivery and integration of its new P550 small Unmanned Aircraft Systems to the U.S. Army as part of the Long-Range Reconnaissance program, accompanied by comprehensive operator training and support for rapid deployment. This marks a foundational step in the U.S. Army's adoption of modular, AI-enabled UAS platforms, which offer adaptability and long-term upgrade potential for evolving defense needs. We’ll examine how the successful...