Caleb Monroe
Consumer & Retail Analyst
Articles 786
Stride (LRN): AI Hysteria Creates a Tactical Long Opportunity
Fundamentals intact, balance sheet healthy — buy the legal noise
Stride's core contract-driven K-12 programs remain profitable and cash-generative. Recent headlines about alleged enrollment irregularities and platfo...
Senator Thom Tillis Voices Independent Stance Amid White House Tensions
In final Senate term, North Carolina Republican challenges White House advisors while maintaining support for President Trump
Senator Thom Tillis of North Carolina has adopted an outspoken approach during his concluding year in the Senate, frequently critiquing senior White H...
President Trump Endorses Canada-China Trade Agreement Impacting EV Tariffs
Canadian Prime Minister Carney and U.S. President Trump Support New Trade Pact Amid Industry and Political Debate
President Donald Trump has publicly supported a newly announced trade agreement between Canada and China that lowers tariffs on electric vehicles and ...
Senegal Voices Concerns Over Treatment in Morocco Prior to Africa Cup Final Clash
Disputes Surround Security, Accommodation, Training Facilities, and Ticket Distribution Ahead of Showdown with Host Nation
As the Africa Cup of Nations final approaches in Rabat, Senegal's Football Federation has raised serious concerns about the treatment of its team, hig...
National Guard Deployment in Washington Extended Through Year-End 2026
Forces to Continue Operations Supporting Security Amidst Political Challenges
The presence of National Guard troops in Washington, D.C., will be maintained until the end of 2026 according to a recently signed memo citing ongoing...
T-Mobile: A Tactical Long as Capex Peaks and Cash Flow Holds Up
Network investment is heavy, but operating cash flow is rising and the pullback prices in a lot of the risk - a measured long looks attractive.
T-Mobile's stock has pulled back to the high $100s after a long run. Recent quarters show rising revenue and operating cash flow even as the company r...
Morgan Stanley's Integrated Model Drives Strong Earnings and Growth Prospects
Analyst Highlights Resilience Through Diverse Business Segments and Technological Innovation
Morgan Stanley reported robust fourth-quarter earnings for fiscal 2025, surpassing consensus estimates and demonstrating substantial year-over-year gr...
Walmart Overhauls Leadership to Enhance AI-Focused Retail Strategy
Strategic executive shifts position Walmart to thrive amid evolving AI-driven market dynamics
Walmart Inc. has implemented significant changes in its executive leadership team, with a clear focus on preparing the company for future retail trend...
Mexican President Claudia Sheinbaum Reports Progress in Cartel Crackdown amid U.S. Military Threats
Collaboration between Mexico and the United States yields encouraging outcomes despite heightened tensions over drug cartel interventions
Mexican President Claudia Sheinbaum has emphasized significant achievements in curbing cartel activities and reducing migration northward, highlightin...
Market Movers: Worthington Steel and ImmunityBio Lead Notable Gains Amid Mixed U.S. Stock Performance
Friday sees selective advances as key players like Micron Technology and Riot Platforms also post significant upticks
The U.S. stock market showed mixed results on Friday, with the Nasdaq Composite climbing approximately 100 points. Shares of Worthington Steel surged ...