Hana Yamamoto

Hana Yamamoto

Consumer Staples Analyst

Consumer staples and food/beverage analyst with a background in brand strategy and category management. Focuses on pricing power, input cost pass-through, distribution strength, and management discipline. Known for clean, comparable peer frameworks and risk-balanced theses.

Articles 760

Feb 4, 2026 Finance

Palantir CEO Criticizes Circular Investment Practices in AI Sector

Alex Karp emphasizes Palantir's genuine growth amid inflated AI market valuations

Palantir Technologies CEO Alex Karp addressed concerns of artificial growth in AI investments during the company's recent earnings call. He criticized...

Feb 4, 2026 Trade Ideas

Misunderstood AI Fintech: A Tactical Long on Pagaya (PGY)

Improving margins, cash flow and a compressed multiple create an asymmetric risk-reward — tactical entry, stop and targets included.

Pagaya's recent quarters show a clear operating inflection: sequential revenue growth, expanding gross and operating margins, and rising operating cas...

Trade Idea Long
Feb 4, 2026 Finance

Advanced Micro Devices Sees Share Decline Despite Positive Fourth-Quarter Results

Strong Earnings and Revenue Beats Tempered by Conservative Guidance Weigh on AMD Stock

Advanced Micro Devices (AMD) reported better-than-expected earnings per share and revenue for the fourth quarter, driven by significant growth in both...

Federal Immigration Enforcement Adjusts Presence in Minnesota Amid Local Cooperation
Feb 4, 2026 News & Politics

Federal Immigration Enforcement Adjusts Presence in Minnesota Amid Local Cooperation

Approximately 700 officers withdrawn as administration signals continued operations in state

The federal government has begun reducing immigration enforcement personnel in Minnesota, pulling back roughly 700 officers after coordinated efforts ...

Feb 4, 2026 Finance

Cognizant Demonstrates Strong Growth and Positive Outlook Amid Large AI-Driven Contracts

IT services firm reports solid Q4 earnings and anticipates sustained revenue expansion fueled by significant mega-deals

Cognizant Technology Solutions delivered better-than-expected fourth-quarter results, driven by increased revenue, operating margin expansion, and sub...

Feb 4, 2026 Finance

Oracle Partners with Canadian Healthcare Entities to Initiate Clinical AI Documentation Pilot

Clinical AI aims to reduce administrative workload by generating narrative medical notes automatically in a collaborative health system effort

Oracle Corporation has embarked on a collaborative pilot project with multiple healthcare organizations in Canada, introducing its Clinical AI Agent t...

Washington Post Prepares to Announce Major Workforce Reductions Amidst Strategic Shift
Feb 4, 2026 Business News

Washington Post Prepares to Announce Major Workforce Reductions Amidst Strategic Shift

Leadership urges staff to work remotely for a critical morning briefing outlining significant organizational changes

The Washington Post is set to reveal extensive layoffs affecting its newsroom, marking a pivotal moment for the historic media organization. Staff wer...

Feb 4, 2026 Finance

Novo Nordisk Faces Stock Decline Amid Cautious 2026 Revenue Outlook

Pricing pressures and patent expirations temper growth forecasts despite strong drug sales

Shares of Novo Nordisk declined notably following the company’s announcement of a subdued sales forecast for fiscal year 2026. The Danish pharmaceut...

Feb 4, 2026 Finance

IBM Advances AI Strategy with Global Educational Initiative Amid Investor Focus

Shares rise slightly as company pursues transformative AI tools for workforce development and prepares for upcoming earnings

IBM has initiated a worldwide request for proposals under its Impact Accelerator program to develop artificial intelligence applications aimed at tran...

Feb 4, 2026 Finance

Bitcoin Approaches $76,000 Amid Deepening Market Anxiety and Divergent Crypto ETF Flows

Ethereum, XRP, and Dogecoin Struggle as Fear Dominates Cryptocurrency Markets

Bitcoin is trading near $76,000 amid escalating market fear, with significant net outflows from Bitcoin ETFs and contrasting inflows into Ethereum ETF...