French IT giant Capgemini has divested its U.S. federal subsidiary, Capgemini Government Solutions, following sustained controversy over its work with Immigration and Customs Enforcement. The move highlights growing pressure on tech contractors to align government work with corporate ethics and risk profiles.
A massive, sophisticated options trade signals deep institutional confidence in Intel's turnaround, betting against a collapse as the chipmaker's foundry business gains traction and financials stabilize.
As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.
Advanced Micro Devices (AMD) is capturing Wall Street's attention with a compelling growth thesis centered on its chiplet architecture and surging free cash flow. As AI workloads expand, analysts see a structural market opportunity that could propel the semiconductor giant beyond near-term stock volatility.
As Tempus AI reaches a key financial milestone, investors are betting its unique combination of diagnostic testing and AI-driven data insights will redefine healthcare profitability.
Amid market volatility, Interactive Brokers (IBKR) stands out with its unique, founder-led model and resilient financials. We examine the investment thesis behind this brokerage powerhouse and its potential for sustained growth.
Yum! Brands announces plans to close approximately 250 underperforming Pizza Hut restaurants in the U.S. by 2026, citing a strategic pivot amid global sales challenges and a potential sale of the iconic chain.
As retail giants Walmart and Target grapple with billions in losses from theft, Costco's controlled-access membership model and stringent exit checks keep its inventory shrinkage remarkably low, offering a stark contrast in loss prevention strategies.
Alphabet's stronger-than-expected fourth-quarter results provided a welcome respite for the tech sector, easing fears of a broader selloff. While heavy AI spending continues, analysts highlight the company's vertical integration and Google Cloud's surging profitability as key competitive advantages.
Asian markets tumbled Thursday, extending a Wall Street retreat fueled by growing investor skepticism over soaring AI expenditures and stretched tech valuations. Analysts warn of a fragile sentiment shift as capital rotates away from high-flying tech names.
After navigating a turbulent housing market, Rocket Companies is betting its future on a vertically integrated real estate and finance platform. With key acquisitions now under its belt, analysts debate whether its premium valuation is justified by a new, more resilient business model.
Amazon's latest round of job cuts, part of a global restructuring, has landed heavily in California, with 27 offices across the state affected and the Bay Area bearing a significant brunt.
Upstart Holdings (UPST) faces a critical investor dilemma as its share price languishes near $38, starkly contrasting its high P/E ratio and bullish long-term fair value estimates. We examine whether the market is overlooking a deep value opportunity or correctly pricing in significant execution risks.
Denali Therapeutics (DNLI) shares have surged nearly 50% in three months as the biotech firm prepares to unveil new clinical data for its Enzyme Transport Vehicle platform at the upcoming WORLDSymposium. Investors are weighing whether the recent rally has fully priced in the pipeline's potential.
A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.
AST SpaceMobile's vision of a space-based cellular network has sent its stock soaring over 300% this year. As the company transitions from testing to commercialization, investors are weighing its transformative potential against the substantial execution risks.
As CEO Bob Iger's tenure nears its end, a growing chorus of analysts warns that Disney's legacy television assets are becoming an unsustainable burden, threatening to overshadow the strength of its parks and studios and potentially leading to prolonged stock underperformance.
Root, Inc. is leveraging its unique, app-based driving data and embedded partnership model to transform auto insurance. Despite recent stock volatility, its improving loss ratios and scalable tech platform present a compelling long-term growth story.
Deep cuts at The Washington Post have triggered industry-wide alarm and calls for Jeff Bezos to sell, but sources close to the billionaire suggest a sale is not imminent. The void left by the Post's retreat is already being filled by new ventures and displaced journalists.
Starbucks shows early signs of recovery with positive comparable sales, but Motley Fool analysts debate whether the stock's premium price aligns with its moderated growth trajectory. The discussion also covers General Motors' steady performance and the speculative rally in silver markets.
