Derek Hwang
Materials & Mining Analyst
Articles 806
Buy Salesforce on Agentforce Acceleration — Normalize FCF to Support a 14x Multiple
Market cap ~ $229B, revenue momentum and AI agent tailwinds argue for a re-rating; trade plan included.
Salesforce is trading at roughly $238.48 (last trade) and a market cap near $229B. Recent top-line strength (Q2 revenue $10.236B) plus accelerating in...
Intuitive Surgical Reports Robust 2025 Growth Amid Stock Pullback
Strong procedure volume and system placements contrast with Wednesday’s share decline
Intuitive Surgical, a leading provider of robotic surgical systems, announced preliminary results for the fourth quarter and full year 2025, showcasin...
Empower Collaborates with Blackstone to Democratize Private Market Investments for Retirement Savers
Initiative aims to incorporate alternative assets into defined contribution plans via collective investment trusts
Empower announced a partnership with Blackstone to extend private market investment opportunities to millions of retirement plan participants. This ef...
T-Mobile Advances Cloud Partnership with Netcracker to Accelerate Digital Services
Expansion to Cloud-Native Platform Aims to Enhance Speed, Scalability, and Security for Wholesale Customers
T-Mobile US has announced an expansion of its collaboration with Netcracker Technology to migrate Netcracker's digital platform to the cloud, aiming t...
Longtime Strategy Inc. Director Makes First Stock Purchase in Over Three Years Amid Sharp Price Decline
Director’s buying activity highlights shift in valuation perceptions following a significant drop in share price tied to Bitcoin holdings
Carl Rickertsen, a Strategy Inc. board member since 2002, executed his first purchase of the company's stock in 3.5 years by acquiring 5,000 shares at...
Market Turbulence Elevates Precious and Industrial Metals in Early 2026
Geopolitical tensions and political uncertainty drive gold and silver to standout gains amid steady equity performance
The start of 2026 is characterized by significant geopolitical and political disruptions, including heightened threats from the U.S. administration an...
Wells Fargo Projects Stronger Growth and Profitability with Enhanced Market Position in 2026
Q4 2025 Earnings Exceed Expectations Amid Strategic Investments and Regulatory Relief
Wells Fargo reported better-than-anticipated earnings for the fourth quarter of 2025, driven by growth in net interest income and fees despite revenue...
U.S. Stock Futures Slide as Several Major Shares Decline in Pre-Market Trades
Glaukos Reports Preliminary Sales Impacting Shares; Trip.com Faces Regulatory Scrutiny
U.S. stock futures opened lower on Wednesday, with the Dow futures dropping approximately 100 points amid declines in several prominent stocks during ...
Bitcoin Approaches $95,000 Amid Broad Cryptocurrency Gains Fueled by Significant ETF Inflows
Market sentiment shifts positive as Bitcoin and altcoins like Ethereum, XRP, and Dogecoin exhibit notable rallies
Bitcoin's price neared $95,000 concurrent with a rising general market sentiment index, while Bitcoin and Ethereum exchange-traded funds registered su...
Medicare Part D Out-of-Pocket Cap Set to Rise in 2026 for First Time
Retirees Should Prepare for Annual Increase in Prescription Drug Spending Limit
Medicare Part D's out-of-pocket spending cap will increase from $2,000 in 2025 to $2,100 in 2026, marking the first adjustment since the cap's introdu...