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ImmunityBio, Inc. (IBRX) Q4 2025 Earnings Call Transcript
ImmunityBio, Inc. (IBRX) Q4 2025 Earnings Call Transcript
ON Semiconductor Corporation (ON) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
ON Semiconductor Corporation (ON) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cryoport, Inc. (CYRX) Q4 2025 Earnings Call Transcript
Cryoport, Inc. (CYRX) Q4 2025 Earnings Call Transcript
Belgium's UCB in autoimmune drug deal with Antengene
Belgian drugmaker UCB has entered into an agreement to licence Antengene's experimental autoimmune disease therapy ATG-201 and associated technology, paying $60 million up front and over $1.1 billio...
Etsy, Inc. (ETSY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Etsy, Inc. (ETSY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
SNPE: ESG Screening Has Implications For Style Factor Exposures, Performance Potential, A Hold
Xtrackers S&P 500 Scored & Screened ETF is a passively managed vehicle tracking the S&P 500 Scored & Screened Index. Since its inception in 2019, SNPE has outperformed IVV, mainly owing to the indirec...
Arcturus Therapeutics Holdings Inc. (ARCT) Q4 2025 Earnings Call Transcript
Arcturus Therapeutics Holdings Inc. (ARCT) Q4 2025 Earnings Call Transcript
Superior Group of Companies, Inc. (SGC) Q4 2025 Earnings Call Transcript
Superior Group of Companies, Inc. (SGC) Q4 2025 Earnings Call Transcript
Illumina, Inc. (ILMN) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Illumina, Inc. (ILMN) Presents at TD Cowen 46th Annual Health Care Conference Transcript
QuickLogic Corporation (QUIK) Q4 2025 Earnings Call Transcript
QuickLogic Corporation (QUIK) Q4 2025 Earnings Call Transcript
Coca-Cola Europacific Partners: Did Better Than Expected, But Valuation Got Even More Expensive
Coca-Cola Europacific Partners remains a Hold as Q4 results showed improvement, but valuation is now stretched at ~21x forward PE. Europe exited Q4 better than feared, with targeted pricing and promot...
Tsakos Energy Navigation: Current Market Tides May Be Favorable For Tankers
Tsakos Energy Navigation Limited maintains robust fundamentals, prudent fleet management, and operational efficiency despite recent market volatility. Geopolitical tensions in the Middle East present ...
BE Semiconductor Industries: Fundamentals Tracking In The Right Direction
BE Semiconductor Industries remains a buy as AI-driven demand and hybrid bonding commercialization accelerate revenue and order growth. Q4 revenue rose 25.4% sequentially to EUR166.4M, with orders sur...
Sandisk Corporation (SNDK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Sandisk Corporation (SNDK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
CoreWeave Is Attractively Valued, But Execution Is Crucial
CoreWeave is rated a Buy, supported by robust revenue visibility, a $66b backlog, and nearly all 2026 capacity allocated under take-or-pay agreements. CRWV guides for a $17-19b exit run-rate in 2026 a...
Propel Holdings Inc. (PRL:CA) Q4 2025 Earnings Call Transcript
Propel Holdings Inc. (PRL:CA) Q4 2025 Earnings Call Transcript
Off-Price Retailer Ross Stores Seizes Mainstream Market Share
Off-price retailer Ross Stores saw “robust” comparable store sales growth in the fourth quarter, crediting the expansion in part to its success in drawing shoppers away from mainstream retailers. The ...
Shenandoah Telecommunications Company (SHEN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Shenandoah Telecommunications Company (SHEN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Wayfair: The Headwinds Persist - I Am Not A Buyer After The Q4 Results
Wayfair maintains strong revenue growth and high customer loyalty but struggles to expand its active customer base. Despite improved operating costs and liquidity ratios, W posted a net loss due to hi...
WhiteHorse Finance: Q4 Shows Improvements But Still Not A Buy (Rating Upgrade)
WhiteHorse Finance is upgraded to hold as portfolio NAV shows modest improvement and capital allocation efficiency increases. WHF trades at a 44.79% discount to NAV, reflecting persistent investor ske...
Ross Stores, Inc. (ROST) Q4 2026 Earnings Call Transcript
Ross Stores, Inc. (ROST) Q4 2026 Earnings Call Transcript
GitLab Inc. (GTLB) Q4 2026 Earnings Call Transcript
GitLab Inc. (GTLB) Q4 2026 Earnings Call Transcript
Cricut, Inc. (CRCT) Q4 2025 Earnings Call Transcript
Cricut, Inc. (CRCT) Q4 2025 Earnings Call Transcript
Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
eBay Inc. (EBAY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
eBay Inc. (EBAY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Head of Alibaba's Qwen AI division resigns
The head of Alibaba Group's Qwen artificial intelligence model division, Lin Junyang, said on Wednesday that he would be stepping down from his role - a move that comes two days after the company...
Cognizant Technology Solutions Corporation (CTSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cognizant Technology Solutions Corporation (CTSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Alexium International Group Limited (AXIIF) Discusses First Half Results, Microtek Acquisition, and Outlook for Business Recovery Prepared Remarks Transcript
Alexium International Group Limited (AXIIF) Discusses First Half Results, Microtek Acquisition, and Outlook for Business Recovery Prepared Remarks Transcript
AvePoint, Inc. (AVPT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
AvePoint, Inc. (AVPT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Snowflake Inc. (SNOW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Snowflake Inc. (SNOW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Coursera, Inc. (COUR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Coursera, Inc. (COUR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Tidewater: Strong Quarter, Accretive Acquisition - Buy
Leading offshore support vessel provider Tidewater reported better-than-expected fourth quarter 2025 results with strong fleet utilization and record cash generation. Two weeks ago, Tidewater announce...
NeuroPace, Inc. (NPCE) Q4 2025 Earnings Call Transcript
NeuroPace, Inc. (NPCE) Q4 2025 Earnings Call Transcript
Pegasystems Inc. (PEGA) Presents at Emerging Technology Summit Transcript
Pegasystems Inc. (PEGA) Presents at Emerging Technology Summit Transcript
Halozyme Therapeutics, Inc. (HALO) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Halozyme Therapeutics, Inc. (HALO) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Semtech Corporation (SMTC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Semtech Corporation (SMTC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
DraftKings Is Using Its Sports-Betting Playbook to Win Prediction Markets Race
As federal policymakers grapple with how to regulate predictions markets, DraftKings is going all-in on its predictions product and aims to overtake industry leader Kalshi.
Cinemark Holdings, Inc. (CNK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cinemark Holdings, Inc. (CNK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Rigel Pharmaceuticals, Inc. (RIGL) Q4 2025 Earnings Call Transcript
Rigel Pharmaceuticals, Inc. (RIGL) Q4 2025 Earnings Call Transcript
Meta Creates New AI Unit to Accelerate Model Development
Meta is building a new applied artificial intelligence engineering organization that will partner with the company's Superintelligence Lab to make AI models faster, The Wall Street Journal reported Tu...
Australia's Growth Accelerates, Bolstering Case for RBA to Raise Rates
The growth data follows a monthly inflation report that showed price pressures continued to build in the Australian economy.
B&G Foods, Inc. (BGS) Q4 2025 Earnings Call Transcript
B&G Foods, Inc. (BGS) Q4 2025 Earnings Call Transcript
Exclusive: Defense executives plan to meet at White House as strikes on Iran diminish stockpiles
The Trump administration plans to meet with executives from the biggest U.S. defense contractors at the White House on Friday to discuss accelerating weapons production, as the Pentagon works to rep...
Singapore bank DBS secures China bond underwriting licence
DBS Group , Singapore's biggest bank by assets, said on Wednesday its China unit has been granted a principal underwriting licence for non-financial corporate bonds in China's interbank bond market.
Ghabour: Small Caps, Housing & EEM Opportunities, AI Stocks Will Struggle
"When we look back at this two or three weeks today, we'll see it as an amazing buy opportunity," says Eddie Ghabour in referencing Tuesday's market-wide sell-off. Corners of the market he sees as buy...
SoundThinking, Inc. (SSTI) Q4 2025 Earnings Call Transcript
SoundThinking, Inc. (SSTI) Q4 2025 Earnings Call Transcript
Trump administration debates whether to let Tencent keep its gaming stakes, FT reports
The White House is debating whether to allow Tencent to keep its stakes in major video game groups as U.S. President Donald Trump prepares to meet Chinese President Xi Jinping in China in A...
Navitas Semiconductor Corporation (NVTS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Navitas Semiconductor Corporation (NVTS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Coinbase Global, Inc. (COIN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Coinbase Global, Inc. (COIN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Cumberland Pharmaceuticals Inc. (CPIX) Q4 2025 Earnings Call Prepared Remarks Transcript
Cumberland Pharmaceuticals Inc. (CPIX) Q4 2025 Earnings Call Prepared Remarks Transcript
PAR Technology Corporation (PAR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
PAR Technology Corporation (PAR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
CrowdStrike gives upbeat earnings outlook as AI raises the stakes around cyberthreats
CrowdStrike's CEO cited ‘elevated demand' for the company's Falcon cybersecurity platform in the AI era.
Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Upstart Holdings, Inc. (UPST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Upstart Holdings, Inc. (UPST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Selling in the hottest semiconductor stocks was brutal, says Jim Cramer
'Mad Money' host Jim Cramer breaks down Tuesday's market action.
Nvidia Expands Telecom Push With AI-Native 6G Initiative
Nvidia and a coalition of global telecom operators and infrastructure vendors announced a strategic commitment at the Mobile World Congress to build the next generation of wireless networks, 6G, on pl...
Defense contractors, like Lockheed, seen removing Anthropic's AI after Trump ban
U.S. defense contractors, like Lockheed Martin , are expected to follow the Pentagon's order to purge Anthropic's prized AI tools from their supply chains, government contracting and technology attorn...
China is set to kick off its big policy meeting. What will be the key announcements?
Beijing is expected to set GDP growth target at around 4.5% to 5% this year, inflation target unchanged at 2%, budget deficit of 4%. The world's second-largest economy faces persistent challenges at h...
Crexendo, Inc. (CXDO) Q4 2025 Earnings Call Transcript
Crexendo, Inc. (CXDO) Q4 2025 Earnings Call Transcript
Ascent Industries Co. (ACNT) Q4 2025 Earnings Call Transcript
Ascent Industries Co. (ACNT) Q4 2025 Earnings Call Transcript
Goldman Sachs lawyer Kathy Ruemmler set to face Congress over Jeffrey Epstein ties
House Oversight Committee Chairman James Comer (R-KY.) wrote in a letter, reviewed by The Post, that the panel believes Ruemmler holds key insights for its wide-ranging Epstein investigation.
L.B. Foster Company Remains Compelling Even In Light Of A Disappointing Day
L.B. Foster Company remains a "Buy" as shares are still attractively valued despite recent appreciation and a minor Q4 earnings miss. 2025 revenue grew 25.1% YoY to $160.4 million, with EBITDA rising ...
Investors, US crude producers scramble to lock in oil price spike
Investors rushed to lock in a spike in oil prices this week, resulting in a record volume of energy futures and options contracts changing hands on Monday, the first trading day after Israel and the...
Papa John's closing hundreds of restaurants in major shake up
Pizza chain Papa John's said it plans to close hundreds of underperforming restaurants in North America by the end of next year.
BAE Systems: Dangerous Valuation In 2026E, Despite Geopolitical Implications
BAE Systems remains fundamentally strong, but current valuations above 20x P/E are unjustifiable for long-term investors. Recent geopolitical events have driven short-term upside, yet I see profit-tak...
Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
AptarGroup, Inc. (ATR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
AptarGroup, Inc. (ATR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
AI Panic Has Crushed Accenture - And Created An Opportunity
Accenture trades at a steep discount, with shares over 35% below intrinsic value based on conservative free cash flow growth assumptions. Despite GenAI risks, ACN's wide economic moat, brand strength,...
Software stocks just quietly trounced chip stocks to a historic extent — but don't get too excited
Software stocks have been crushing chip stocks to a never-before-seen degree — at least if you adopt a very short time horizon.
Welltower Inc. (WELL) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Welltower Inc. (WELL) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Astera Labs, Inc. (ALAB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Astera Labs, Inc. (ALAB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Ziff Davis, Inc. (ZD) Discusses Sale of Connectivity Business to Accenture and Strategic Implications Transcript
Ziff Davis, Inc. (ZD) Discusses Sale of Connectivity Business to Accenture and Strategic Implications Transcript
Post Holdings: Valuation Disconnect With Double-Digit Buybacks Accelerating (Rating Upgrade)
Post Holdings is upgraded to Strong Buy as it outperforms expectations with robust free cash flow and aggressive buybacks. POST raised FY26 Adjusted EBITDA guidance to $1.55–$1.58 billion and expects ...
If IBM Can Drop 13% In A Day, What Does This Say About These Market Conditions?
If IBM can drop 13% in a day
Fortinet, Inc. (FTNT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Fortinet, Inc. (FTNT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Sonos, Inc. (SONO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Sonos, Inc. (SONO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Five9, Inc. (FIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Five9, Inc. (FIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war
Tech companies with Middle East operations have scrambled to respond as fighting rippled across the region following the U.S.-Israeli military campaign against Iran. Nvidia temporarily closed its Duba...
ACI Worldwide: The Quiet Catalyst Behind The Money Movement Revolution
Inevitability (knowing a company will remain important 10 or 20 years hence) is attractive to Warren Buffett. It can be hard to find in tech, where change is constant. But ACI Worldwide (ACIW), a behi...
Alibaba's Qwen tech lead steps down after major AI push
Alibaba's Qwen AI project has lost one of its most visible technical leaders just a day after the Chinese tech giant unveiled its new Qwen 3.5 open-weight small models.
IVOO: Multiplier Effects Gone In The AI-Age, Avoiding Cyclicals And Discretionary
The Vanguard S&P Mid-Cap 400 Index Fund ETF (IVOO) has high cyclical exposure, with almost 65% in discretionary, financials, industrials, materials, and real estate. I remain cautious on IVOO due to u...
Facebook Outage Reports Surge As Website Experiences Issues
Facebook appeared to run into issues Tuesday afternoon, according to Meta and over 11,000 user problem reports made on Downdetector.com, which logged a majority of users having issues with the platfor...
Sea Limited: Buy The Dip, Shopee Competition Narrative Is Overblown
Sea Limited shares plunged ~15% post-earnings now trading ~50% below September highs, despite robust 38% y/y revenue growth and strong GMV expansion. I maintain a "Buy" rating on SE, viewing the sello...
Sino Biopharm unit licenses blood cancer drug to Sanofi for up to $1.53 bln
Hong Kong-listed Sino Biopharmaceutical said on Wednesday its unit has signed an exclusive global licensing deal with French drugmaker Sanofi worth up to $1.53 billion, giving the European pharma gi...
Quanta Services, Inc. (PWR) Presents at Jefferies Power, Utilities, & Clean Energy Conference 2026 Transcript
Quanta Services, Inc. (PWR) Presents at Jefferies Power, Utilities, & Clean Energy Conference 2026 Transcript
Enel Chile S.A. (ENIC) Q4 2025 Earnings Call Transcript
Enel Chile S.A. (ENIC) Q4 2025 Earnings Call Transcript
Certara, Inc. (CERT) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Certara, Inc. (CERT) Presents at TD Cowen 46th Annual Health Care Conference Transcript
CrowdStrike forecasts fiscal 2027 revenue above estimates on cybersecurity tools demand
CrowdStrike forecast fiscal 2027 revenue above Wall Street estimates on Tuesday, betting on resilient demand for its artificial intelligence-powered cybersecurity solutions.
How Nvidia turned a steal of a deal into its secret weapon
Nvidia has an underappreciated advantage as it looks to fend off rivals in the increasingly competitive chip market.
Grupo Supervielle S.A. (SUPV) Q4 2025 Earnings Call Transcript
Grupo Supervielle S.A. (SUPV) Q4 2025 Earnings Call Transcript
Block, Inc. (XYZ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Block, Inc. (XYZ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Simon Property Group, Inc. (SPG) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Simon Property Group, Inc. (SPG) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Tenable Holdings, Inc. (TENB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Tenable Holdings, Inc. (TENB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Verra Mobility Corporation (VRRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Verra Mobility Corporation (VRRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Alamo Group Inc. (ALG) Q4 2025 Earnings Call Transcript
Alamo Group Inc. (ALG) Q4 2025 Earnings Call Transcript