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MicroVision, Inc. (MVIS) Q4 2025 Earnings Call Transcript
MicroVision, Inc. (MVIS) Q4 2025 Earnings Call Transcript
Pegasystems Inc. (PEGA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Pegasystems Inc. (PEGA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Telecommunication 2026 Dividend Roundup: I Prefer Comcast Over Verizon
Comcast Corporation is upgraded to Buy, outperforming Verizon on valuation, balance sheet strength, and forward growth prospects. CMCSA's PEGY ratio of 0.72x is about 20% lower than VZ's 0.90x, signal...
International Consolidated Airlines: Still Attractive
International Consolidated Airlines Group has delivered outsized returns since 2024, outperforming the S&P 500 by nearly 4x. ICAGY's balance sheet has notably improved, with debt down to 33% of assets...
AutoZone: Winter Weather Takes Results Out Of Zone
Auto-parts retailer AutoZone reported its fiscal Q2, and the results came in mixed. While profitability came in ahead of expectations, the topline was weighed down by a stronger-than-usual winter seas...
Stevanato Group S.p.A. (STVN) Q4 2025 Earnings Call Transcript
Stevanato Group S.p.A. (STVN) Q4 2025 Earnings Call Transcript
Baytex Energy: New CEO And Net Cash Position Promise A Very Different Company
Baytex Energy transitions to a net cash position of C$800 million after selling Eagle Ford assets and repaying nearly all debt. Chad Lundberg will succeed Eric Gregor as CEO. BTE's 2024 budget maintai...
Leidos Holdings: A Long-Term Bet On The Growing Defense And Security Ecosystem
Leidos (LDOS) gets its prior hold rating upgraded to a buy this time. Key strengths are recent business acquisitions, contract wins, impressive margins in its peer group, and a diverse solutions portf...
Walmart: Navigating A Bumpy Tariff Environment
Walmart is a leading omnichannel retailer focused on integrating eCommerce and physical stores. The company's Everyday Low Prices strategy underpins customer trust and broad merchandise assortment. Ta...
T-Mobile US, Inc. (TMUS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
T-Mobile US, Inc. (TMUS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
IonQ, Inc. (IONQ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
IonQ, Inc. (IONQ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Atlassian Corporation (TEAM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Atlassian Corporation (TEAM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
FDA official says UniQure fell short on Huntington's trial, defends new study request
UniQure's , trial design for its gene therapy for Huntington's disease did not offer sufficient proof that the drug slowed disease progression, a top U.S. Food and Drug Administration official said o...
Cogent Communications Holdings, Inc. (CCOI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cogent Communications Holdings, Inc. (CCOI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Alibaba CEO confirms departure of Qwen AI division head
Alibaba CEO Eddie Wu confirmed on Thursday the departure of artificial intelligence division Qwen's head, and vowed in a staff letter to channel more resources to the company's AI devel...
C.H. Robinson Worldwide, Inc. (CHRW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
C.H. Robinson Worldwide, Inc. (CHRW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Broadcom Inc. (AVGO) Q1 2026 Earnings Call Transcript
Broadcom Inc. (AVGO) Q1 2026 Earnings Call Transcript
Gulfport Energy: Projected To Generate Over $500 Million In 2026 Free Cash Flow
Gulfport Energy is projected to generate $510 million in 2026 free cash flow at current strip. It expects to hold total production flat year-over-year, while delivering modest liquids production growt...
Equinor: Trading The Iran War Effect Should Not Distract From The Positive Fundamentals
Equinor (EQNR) is arguably one of the best-positioned companies to take advantage of the effects of the Iran war on global energy markets. Europe's natural gas prices are skyrocketing on Qatar's halt ...
Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call Transcript
Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call Transcript
Superior Group Of Companies Remains Deeply Undervalued
Superior Group of Companies (SGC) remains a ‘buy' as shares are attractively priced and management forecasts continued growth for 2026. SGC's Q4 2025 revenue and EPS beat expectations, with margin imp...
Okta, Inc. (OKTA) Q4 2026 Earnings Call Transcript
Okta, Inc. (OKTA) Q4 2026 Earnings Call Transcript
Life360, Inc. (LIF) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Life360, Inc. (LIF) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Crude Oil Surges on Middle East War Risk as Supply Disruptions Point to $100 Target
Crude oil prices rose as escalating U.S.–Israel strikes on Iran and the closure of the Strait of Hormuz increased supply risks, pushing Brent oil above $83 and Brent oil above $75 while technical sign...
Flutter Entertainment plc (PDYPY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Flutter Entertainment plc (PDYPY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Walmart Inc. (WMT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Walmart Inc. (WMT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
TSLY: Tesla's Uncertainty Is Fueling This Income Machine
YieldMax TSLA Option Income Strategy ETF maintains a Buy rating, outperforming TSLA by 7% since September amid a slow drawdown environment. TSLY's aggressive, fully covered call structure capitalizes ...
Roku, Inc. (ROKU) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Roku, Inc. (ROKU) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
TriplePoint Venture Growth BDC Corp. (TPVG) Q4 2025 Earnings Call Transcript
TriplePoint Venture Growth BDC Corp. (TPVG) Q4 2025 Earnings Call Transcript
Magnachip Semiconductor Corporation (MX) Q4 2025 Earnings Call Transcript
Magnachip Semiconductor Corporation (MX) Q4 2025 Earnings Call Transcript
Vinci Compass Investments Ltd. (VINP) Q4 2025 Earnings Call Transcript
Vinci Compass Investments Ltd. (VINP) Q4 2025 Earnings Call Transcript
Tyler Technologies, Inc. (TYL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Tyler Technologies, Inc. (TYL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
DoubleVerify Holdings, Inc. (DV) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
DoubleVerify Holdings, Inc. (DV) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Symrise AG (SYIEY) Q4 2025 Earnings Call Transcript
Symrise AG (SYIEY) Q4 2025 Earnings Call Transcript
Kits Eyecare Ltd. (KITS:CA) Q4 2025 Earnings Call Transcript
Kits Eyecare Ltd. (KITS:CA) Q4 2025 Earnings Call Transcript
China to reportedly boost defense spending by 7%, slowest pace since 2021
China reportedly plans to raise defense spending by 7% this year, the slowest increase since 2021. China kicks off an 8-day parliamentary meeting Thursday.
Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year
Following Broadcom's earnings report, CEO Hock Tan told analysts that his company's AI chip revenue will be well above $100 billion next year. The company has been one of the big winners of the artifi...
Evertz Technologies Limited (ET:CA) Q3 2026 Earnings Call Transcript
Evertz Technologies Limited (ET:CA) Q3 2026 Earnings Call Transcript
Cricut, Inc. (CRCT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cricut, Inc. (CRCT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Box, Inc. (BOX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Box, Inc. (BOX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Lamar Advertising Company (LAMR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Lamar Advertising Company (LAMR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
FinecoBank Banca Fineco S.p.A. (FNBKY) Analyst/Investor Day Transcript
FinecoBank Banca Fineco S.p.A. (FNBKY) Analyst/Investor Day Transcript
Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Floor & Decor: Still Too Early To Upgrade This To Buy
Floor & Decor remains a hold as macro headwinds and weak comps persist, despite resilient margins. Comparable store sales declined 4.8% in Q4, with monthly cadence worsening and no near-term growth ac...
Barclays: The Market Overheated, But The Bull Case Now Offers Strong Returns
Barclays warrants a Buy rating at ~430p after a pullback from recent overextended highs above 500p. FY25 results beat consensus, with pre-tax profit up 13% and RoTE rising to 11.3%. Management targets...
Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers
At the Morgan Stanley Technology, Media and Telecom conference in San Francisco Wednesday, Nvidia CEO Jensen Huang said his company's recent investments in OpenAI and Anthropic are likely to be its la...
OSI Systems, Inc. (OSIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
OSI Systems, Inc. (OSIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Netflix, Inc. (NFLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Netflix, Inc. (NFLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Alto Ingredients, Inc. (ALTO) Q4 2025 Earnings Call Transcript
Alto Ingredients, Inc. (ALTO) Q4 2025 Earnings Call Transcript
McMahon: "This is the Year" for MSFT, Likes SMERY in AI Trade
Chris McMahon thinks the U.S.-Iran war will be short and expects two rate cuts from the Fed this year. When market broadening takes place, he thinks there's opportunity in companies outside the Mag 7,...
EPR Properties: The Ride Won't Last Forever, But I'm Holding (Rating Downgrade)
EPR's shareholders enjoyed a strong performance with stock price growth nearing 20% YTD, but I don't think this ride will last forever. EPR's experiential property portfolio is still oriented around t...
US lawmakers raise concerns over Intel's testing of tools made by Chinese-linked firm
A bipartisan group of U.S. lawmakers led by Democratic Senator Elizabeth Warren and Republican Tom Cotton on Wednesday raised national security concerns over Intel's testing of chipmaking tools made ...
Cadence Design Systems, Inc. (CDNS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cadence Design Systems, Inc. (CDNS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Amplitude, Inc. (AMPL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Amplitude, Inc. (AMPL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Everspin Technologies, Inc. (MRAM) Q4 2025 Earnings Call Transcript
Everspin Technologies, Inc. (MRAM) Q4 2025 Earnings Call Transcript
Ooma, Inc. (OOMA) Q4 2026 Earnings Call Transcript
Ooma, Inc. (OOMA) Q4 2026 Earnings Call Transcript
SES AI Corporation (SES) Q4 2025 Earnings Call Transcript
SES AI Corporation (SES) Q4 2025 Earnings Call Transcript
Chime Financial, Inc. (CHYM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Chime Financial, Inc. (CHYM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Robinhood targets wealthy customers with new Platinum credit card
Robinhood launched a new credit card for high-income customers on Wednesday, in an attempt to secure a foothold in an industry dominated by heavyweights such as American Express and JPMorgan Chase.
Goldman's Solomon on Iran, AI and Private Credit
Goldman Sachs Chair and CEO David Solomon discusses the market reaction to the Iran attacks, his views on AI and why he is keeping an eye on the private credit market. He speaks with Haidi Stroud-Watt...
JEPI: Higher Payouts Ahead
JPMorgan Equity Premium Income ETF remains resilient in 2026 volatility, delivering over 3% YTD price return, excluding dividends. JEPI's 7–8% yield is supported by its approximate 80/20 equity/ELN st...
Cardlytics, Inc. (CDLX) Q4 2025 Earnings Call Transcript
Cardlytics, Inc. (CDLX) Q4 2025 Earnings Call Transcript
Logitech International S.A. (LOGI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Logitech International S.A. (LOGI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Hudson Technologies, Inc. (HDSN) Q4 2025 Earnings Call Transcript
Hudson Technologies, Inc. (HDSN) Q4 2025 Earnings Call Transcript
China reportedly sets growth target for 2026 at 4.5% to 5% — lowest on record
China on Thursday set its GDP growth target for 2026 at 4.5 to 5%. Beijing also reportedly pegged its budget deficit target at "around 4%" of GDP.
Cross Country Healthcare, Inc. (CCRN) Q4 2025 Earnings Call Transcript
Cross Country Healthcare, Inc. (CCRN) Q4 2025 Earnings Call Transcript
Capital Power Corporation (CPX:CA) Q4 2025 Earnings Call Transcript
Capital Power Corporation (CPX:CA) Q4 2025 Earnings Call Transcript
OAKM: Actively Managed Value ETF Following A Questionable Strategy
Oakmark US Large Cap ETF is an actively managed large-cap value ETF led by three experienced investment professionals. Its expense ratio is 0.59%, and the fund has $1.08B in assets under management. O...
Elon Musk discusses past tweets, bots as he testifies at Twitter shareholder trial
Shareholders accused Musk of violating federal securities laws by making false, public statements that “were carefully calculated to drive down the price of Twitter stock.”
Lerøy Seafood Group ASA (LYSFY) Analyst/Investor Day Transcript
Lerøy Seafood Group ASA (LYSFY) Analyst/Investor Day Transcript
Niagen Bioscience, Inc. (NAGE) Q4 2025 Earnings Call Transcript
Niagen Bioscience, Inc. (NAGE) Q4 2025 Earnings Call Transcript
Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
IPAY: Idiosyncratic Risks And Structural Headwinds (Rating Downgrade)
Amplify Digital Payments ETF is downgraded to Hold due to unresolved structural and idiosyncratic risks impacting major holdings. AI-driven transaction rerouting and stablecoin adoption now pose signi...
Sight Sciences, Inc. (SGHT) Q4 2025 Earnings Call Transcript
Sight Sciences, Inc. (SGHT) Q4 2025 Earnings Call Transcript
CoreWeave, Inc. (CRWV) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
CoreWeave, Inc. (CRWV) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Smith Micro Software, Inc. (SMSI) Q4 2025 Earnings Call Transcript
Smith Micro Software, Inc. (SMSI) Q4 2025 Earnings Call Transcript
adidas AG (ADDYY) Q4 2025 Earnings Call Transcript
adidas AG (ADDYY) Q4 2025 Earnings Call Transcript
Noble Announces Non-Brokered Private Placement
TORONTO, March 4, 2026 – TheNewswire – Noble Mineral Exploration Inc. (" Noble " or the " Company ") (TSXV: NOB) (OTCQB: NLPXF) is pleased to announce that it is undertaking a non-brokered private pla...
Apple Slashes Entry Price With MacBook Neo
Apple unveiled a new laptop Wednesday (March 4) that it said offers the Mac experience at a “breakthrough price” that starts at $599 for consumers and $499 for students. The MacBook Neo features an al...
GLP-1 drugs protect against new or worsening addictions, large study shows
Ozempic, Mounjaro and other GLP-1 drugs for diabetes can prevent the formation of new substance use disorders and alleviate existing addictions, according to findings from a large study of U.S. milit...
Verastem, Inc. (VSTM) Q4 2025 Earnings Call Transcript
Verastem, Inc. (VSTM) Q4 2025 Earnings Call Transcript
Takeda Pharmaceutical Company Limited (TAK) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Takeda Pharmaceutical Company Limited (TAK) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Payoneer: Never Happy Despite Hidden Growth
Payoneer Global trades at yearly lows despite robust long-term payments growth. PAYO faces short-term headwinds from lower interest income, but payment volumes and B2B/enterprise growth remain strong....
Mayville Engineering's Tumble Represents A Buying Opportunity
Mayville Engineering Company, Inc. remains a Strong Buy despite a disappointing 2025, with shares up 46.9% since the May 2024 upgrade. MEC's 2025 results were mixed: revenue grew 10.7% to $134.3M, but...
ChargePoint Q4: The Misery Continues
ChargePoint delivered a Q4 revenue beat but issued a notably weak revenue forecast, driving shares lower post-earnings. CHPT's operating losses remain substantial, with GAAP operating margins at rough...
Advanced Energy Industries, Inc. (AEIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Advanced Energy Industries, Inc. (AEIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Pulmonx Corporation (LUNG) Q4 2025 Earnings Call Transcript
Pulmonx Corporation (LUNG) Q4 2025 Earnings Call Transcript
Cracker Barrel Works to Repair Its Business
The restaurant chain reported lower profits and revenue in its latest quarter, as its struggles persist after last year's failed logo change.
Lionsgate Studios Corp. (LION) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Lionsgate Studios Corp. (LION) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Jack Henry & Associates, Inc. (JKHY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Jack Henry & Associates, Inc. (JKHY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Broadcom's stock climbs after it says AI is not disrupting its software business
Broadcom reassured investors about its software business on its earnings call Wednesday, sending its shares up in after-hours trading.
Morgan Stanley to cut 3% of worldwide workforce in core business lines, including banking, trading, wealth
Morgan Stanley is reducing 3% of its global workforce, Business Insider has confirmed. The firm is reducing roles in all three corporate business lines.
Johnson & Johnson launches website for direct-to-consumer sales
Johnson & Johnson has launched a website to sell some of its drugs directly to U.S. patients who either don't have insurance or pay for their drugs out of pocket.
Shopify: Why It Could Double From Here
I am reiterating my “buy” rating on Shopify with a $244 price target, offering 100%+ upside over a 3-year horizon. Despite near-term free cash flow margin contraction, SHOP is positioning itself as th...
Amylyx: LUCIDITY Trial Sets Stage For Q3 Inflection Point
Amylyx Pharmaceuticals (AMLX) is downgraded from 'Strong Buy' to 'Buy' following the discontinuation of AMX0035 for PSP. Company's investment thesis now centers on avexitide, a GLP-1 receptor antagoni...
STMicroelectronics N.V. (STM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
STMicroelectronics N.V. (STM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
JBBB: Why Today's CLO Market Is Different From Yesterday's
JBBB actively invests in floating-rate CLOs rated BBB+ to B-, mainly targeting BBB mezzanine tranches. Janus Henderson B-BBB CLO ETF (JBBB) faces headwinds as credit market fears drive capital from BB...

































































































