NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

Did New Clinical Evidence for Zio Redefine iRhythm Technologies' (IRTC) Competitive Advantage in Cardiac Monitoring?

Earlier this month, iRhythm Technologies announced the publication of the AVALON study in the American Journal of Managed Care, showcasing the clinical superiority of its Zio long-term continuous monitoring service for arrhythmia detection among commercially insured adults. This independent, real-world evidence study found that Zio offered the highest new arrhythmia diagnosis rate, faster time to diagnosis, reduced health care resource use, and lower total costs compared to competing cardiac...
NYSE:NOW
NYSE:NOWSoftware

A Fresh Look at ServiceNow (NOW) Valuation Following Landmark DFL Bundesliga Partnership Announcement

Kshitija Bhandaru
If you’ve been wrestling with your stance on ServiceNow (NOW) after this week's news, you’re not the only one. ServiceNow just announced a high-visibility partnership with DFL Deutsche Fussball Liga, the group that runs Germany’s elite Bundesliga and Bundesliga 2. As the Official Workflow Partner, ServiceNow’s platform is set to replace legacy systems behind the scenes in one of Europe’s most celebrated sports leagues, amplifying efficiency and automation for clubs, partners, and even fans...
NasdaqGS:BZ
NasdaqGS:BZProfessional Services

The Bull Case For Kanzhun (BZ) Could Change Following Dividend Debut, Buyback Boost and C-Suite Overhaul

Kanzhun Limited recently announced a series of developments, including strong half year earnings growth, the adoption of an annual dividend policy with a US$80 million initial payout, an increased US$250 million share buyback authorization, and new executive appointments aimed at optimizing governance and efficiency. These moves collectively highlight Kanzhun’s commitment to strengthening shareholder returns and signal management’s confidence in the company’s outlook, supported by upbeat...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Holdings (AFRM): Valuation in Focus After Return to Profit and Major Shelf Registration

Kshitija Bhandaru
If you have been following Affirm Holdings (AFRM) lately, you’ll know the company made waves after releasing its full-year earnings results and filing a hefty shelf registration. Affirm posted its first net profit in a year, with sales and revenue both jumping well above last year’s figures. To top it off, management announced a $1.56 billion shelf registration, which caught the attention of investors debating how these financial milestones and new funding possibilities could impact the...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Aviation (ACHR): Assessing Valuation After Breakthrough Midnight Flight and Commercial Progress

Kshitija Bhandaru
Archer Aviation (ACHR) just checked off a critical milestone on its commercialization journey, as the company successfully flew its Midnight aircraft for 55 miles in 31 minutes, reaching speeds up to 126 mph. This was not a routine test. United Airlines’ CFO, Mike Leskinen, observed the mission firsthand, underscoring ongoing support from a major early investor and highlighting the excitement surrounding Archer’s progress in advancing electric vertical takeoff and landing (eVTOL) technology...
NYSE:ESTC
NYSE:ESTCSoftware

Elastic (ESTC): Revisiting Valuation After Earnings Beat, Upbeat Guidance, and Positive AI Momentum

Kshitija Bhandaru
If you’re watching Elastic (ESTC) these days, you know the latest quarterly update has made waves with investors. The company posted stronger revenue and narrower net losses compared to last year, topping consensus expectations and signaling more than just a one-off win. Management’s upbeat guidance for both the next quarter and the full fiscal year points to double-digit growth ahead. The core message remains clear: Elastic is leaning hard into AI and data observability. As market...
NYSE:FLNG
NYSE:FLNGOil and Gas

Dividend, Buyback, and Guidance Moves Might Change the Case For Investing in FLEX LNG (FLNG)

On August 20, 2025, FLEX LNG announced its second quarter financial results, confirmed a US$0.75 per share dividend for Q2 2025, reaffirmed full-year 2025 revenue guidance, and authorized a new share repurchase program of up to 900,000 shares for US$15 million ending November 27, 2025. While earnings declined compared to the prior year, the simultaneous maintenance of dividends, share buybacks, and revenue targets highlights the company's ongoing commitment to shareholder returns and...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks (PANW): Evaluating Valuation After Leadership Change and Strong Revenue Growth

Kshitija Bhandaru
If you hold Palo Alto Networks (PANW) or are considering a position, you’re likely aware of the buzz around the company lately. Just this month, Palo Alto Networks posted strong fourth-quarter and full-year revenue growth, increased its outlook for fiscal 2026, and signaled a new era by announcing founder and CTO Nir Zuk’s retirement, passing the torch to Lee Klarich. Taken together, these moves suggest the company is not just riding the cybersecurity wave but is also trying to position...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Why Duolingo (DUOL) Is Down 6.6% After Google Unveils New AI Language Tools and What’s Next

In August 2025, Google unveiled a suite of AI-powered live translation and language learning tools, directly increasing competition for language-learning platforms like Duolingo. This move by a major technology company introduces advanced free offerings that could reshape the market and challenge Duolingo’s established user engagement model. We’ll explore how Google’s new AI language tools may influence Duolingo’s future growth prospects and competitive positioning. Rare earth metals are an...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN): Evaluating Valuation After Ultrafast EV Charging and Energy Management Breakthroughs

Kshitija Bhandaru
If you are watching Eaton (NYSE:ETN) stock after its recent headlines, you are not alone. This week, Eaton and ChargePoint unveiled a new ultrafast charging architecture aimed at supporting both passenger and commercial electric vehicles. The initiative directly addresses grid limitations that have long challenged the EV sector. With this launch, Eaton is not only furthering its push into electrification but also signaling progress in advanced energy management. The company is preparing to...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health (OSCR) Reports Net Loss of US$228 Million in Q2 Earnings

Oscar Health (OSCR) recently announced a partnership with Hy-Vee, Inc to offer innovative healthcare benefits, despite reporting a net loss of $228 million in their second-quarter earnings. The company's stock experienced a 23% price increase in the last quarter, aligning largely with the 18% yearly rise of the broader market, suggesting broader market trends rather than specific company catalysts may have played a significant role. However, the strategic partnership and reaffirmed corporate...
NYSE:U
NYSE:USoftware

Unity Software (U) Sees 70% Surge Over Last Quarter

Unity Software (U) has seen a notable price movement with its shares rising by 70% over the last quarter. This surge coincides with key developments like a global partnership with Globant aimed at expanding digital solutions across various high-growth sectors, providing Unity with market expansion opportunities. Despite reporting a decline in second-quarter sales, Unity's improved net loss figures demonstrated cost management, likely reassuring investors. The broader market has shown...