Hana Yamamoto
Consumer Staples Analyst
Articles 760
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...
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...
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
Approximately 700 officers withdrawn as administration signals continued operations in state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 ...
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...
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
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...
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...
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...
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...