NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Is Starbucks' (SBUX) New Turnaround Plan a Sign of Resilience or Underlying Uncertainty?

Starbucks recently reported its fiscal third quarter 2025 results, revealing a decline in same-store sales and profit margin pressures despite a modest year-on-year revenue increase to US$9.46 billion. Management's decision to suspend forward guidance and accelerate major operational changes, like the Green Apron service model rollout, highlights ongoing uncertainty around the effectiveness of the company's turnaround strategy. We’ll examine how ongoing sales declines and margin challenges...
NYSE:VZ
NYSE:VZTelecom

Should Verizon’s (VZ) New Staples Retail Kiosks Change the Investment Story for Growth Investors?

Staples recently announced an expansion of its partnership with Verizon, rolling out Verizon kiosks in 35 Staples stores across key markets during the summer of 2025, offering device upgrades, internet services, consultations, and business solutions to both consumers and small businesses. This collaboration brings Verizon’s full suite of wireless, tech, and connectivity services directly into major retail locations, making advanced solutions more accessible to a wider range of customers...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Will Micron’s (MU) AI-Optimized Gen6 SSDs Redefine Its Data Center and Margin Expansion Narrative?

In late July 2025, Micron Technology unveiled three new data center SSDs powered by its advanced G9 NAND, setting performance, capacity, and efficiency benchmarks tailored to AI data center workloads. This launch marks Micron’s entry as the first provider of PCIe Gen6 NVMe SSDs and high-capacity liquid-cooled solutions designed to optimize the energy efficiency and throughput of next-generation AI servers. We'll examine how Micron's breakthrough in AI-optimized storage accelerates its...
NYSE:PH
NYSE:PHMachinery

Does Parker-Hannifin’s Strong FY25 Performance and 2026 Outlook Reinforce the Bull Case for PH?

Parker-Hannifin Corporation recently reported fourth quarter and full-year results for the period ended June 30, 2025, highlighting quarterly sales of US$5.24 billion and full-year net income of US$3.53 billion, alongside updated guidance for fiscal 2026 with expected sales growth of 2% to 5% and projected diluted earnings per share between US$24.68 and US$25.68. The company's continued year-over-year increases in net income and earnings per share, combined with its positive sales outlook,...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

How Apple and TI’s Supply Chain Alliance Could Shape Applied Materials’ (AMAT) Domestic Footprint

Apple recently announced a partnership with Texas Instruments to strengthen the U.S. semiconductor supply chain, with Applied Materials supporting the collaboration by providing American-made chipmaking equipment from its Austin, Texas facility to TI's factories and planning over US$200 million in new Arizona investments for advanced manufacturing. This initiative not only deepens Applied Materials' relationships across the U.S. semiconductor ecosystem, but also reinforces its leadership...
NYSE:NEE
NYSE:NEEElectric Utilities

How Investors May Respond To NextEra Energy (NEE) Expanding Its 30 GW Renewable Project Backlog

NextEra Energy recently expanded its operations through both organic projects and acquisitions, adding to a backlog of nearly 30 GW in renewable energy projects. This significant project pipeline highlights the company's ongoing commitment to renewables, which could further solidify its industry position and resilience. We'll now explore how the expanding renewable project backlog could influence NextEra Energy's broader investment outlook and risk landscape. The best AI stocks today may lie...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Can Robinhood (HOOD) Balance Share Buybacks With Regulatory Risks and Slowing Revenue Momentum?

Robinhood Markets, Inc. recently announced that its second quarter 2025 revenue declined to US$682 million from US$989 million a year ago, while net income fell to US$188 million compared to US$386 million the previous year, and the company also completed a substantial share repurchase program totaling over 20 million shares for US$702.81 million. In addition to these financial results, Robinhood is facing regulatory scrutiny from the Florida Attorney General over alleged misleading claims...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

The Bull Case For MicroStrategy (MSTR) Could Change Following Launch of Actively Managed Preferred Stock and Strong Q2 Earnings

MicroStrategy Incorporated recently reported robust second-quarter earnings with revenue of US$114.49 million and a very large turnaround in net income compared to the prior year, while also announcing the issuance of a new variable rate preferred stock series (STRC Stock) featuring a US$0.80 monthly dividend per share. A unique aspect of the STRC Stock is MicroStrategy's stated intention to actively manage dividends and undertake market interventions to keep the preferred stock trading near...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Technologies (PLTR) Is Up 15.1% After Landmark US Army Deal and Billion Dollar Quarter – What’s Changed

Palantir Technologies reported second quarter 2025 results with revenue exceeding US$1 billion for the first time, driven by strong demand for its AI platforms and major government contracts, including a newly secured US$10 billion agreement with the U.S. Army. The company also raised its full-year revenue guidance and highlighted exceptional growth in its U.S. commercial business, reflecting heightened confidence in both public and private sector momentum. We'll explore how the landmark...