Leila Farooq
Telecom & Media Analyst
Articles 796
Applied Materials: Buy the AI-Capex Upside into Q1 2026 — Tactical Long
Strong cash flow, improving margins and an AI-driven equipment cycle justify a buy-on-weakness trade ahead of the Q1 2026 print.
Applied Materials (AMAT) is positioned to benefit from renewed semiconductor capex tied to AI CPUs and GPUs. The stock has already run but fundamental...
Intense Confrontation Between Coinbase CEO and Major Bank Leaders Unfolds at Davos
Jamie Dimon Challenges Brian Armstrong Amidst Escalating Stablecoin Industry Disputes
At the World Economic Forum in Davos, Coinbase Chief Executive Brian Armstrong encountered sharp criticism from top banking executives, most notably J...
Bitcoin Faces Continued Downward Pressure Until Late 2026, Expert Analysis Indicates
Current Market Weakness Aligns With Historical Bitcoin Cycle Patterns and Liquidity Trends
Bitcoin has declined by 8% over the past week, with trend analyses pointing toward further declines until approximately October 2026. According to cry...
Carvana Shares Decline Amid Allegations and Mixed Market Signals
Investor Confidence Shaken by Financial Reporting Claims and Varied Technical Indicators
Carvana Co.'s stock is experiencing a downturn following an investigative report accusing the company of overstating earnings and financial impropriet...
Oneida Woman Polly Cooper Honored on 2026 Sacagawea Dollar Coin
The U.S. Mint commemorates Cooper's crucial aid to Washington's army during the Revolutionary War amid 250th Independence celebrations
Polly Cooper, a Oneida tribal member recognized for her vital support to General George Washington's Continental Army in 1778, is featured on the reve...
Mastercard Shares React as Analysts Adjust Price Targets Post Q4 Earnings
After delivering strong quarterly results, Mastercard sees divergent analyst revisions amid modest share price decline
Mastercard Inc. reported robust fourth-quarter financial results, surpassing revenue and earnings expectations. Despite the upbeat performance and opt...
Hims & Hers: Platform Pivot Looks Priced for Growth — Trade Idea to Ride the Re-Rate
Telehealth + pharmacy + GLP-1 exposure — a platform play where economics are starting to show up in the numbers
Hims & Hers (HIMS) is executing a shift from single-product DTC telehealth into a subscription-driven healthcare platform. Recent quarters show scale,...
Western Digital Shares Retreat After Delivering Strong Quarterly Earnings and Elevated Outlook
Despite surpassing earnings and revenue expectations, Western Digital's stock pulls back amid mixed market reactions
Western Digital Corporation reported second-quarter earnings and revenue above analyst forecasts and provided a third-quarter outlook exceeding consen...
Moderna vs. Novavax: Which Pandemic Pioneer Actually Deserves Your Risk Capital Today?
A focused trade idea on MRNA after the COVID-era rerate — anatomy of the balance sheet, revenue trajectory, and an entry/stop/target framework.
Moderna (MRNA) is a platform company trying to re-price from pandemic-era multiples into a multi-indication biotech. The stock is volatile, the busine...
Turning Point USA Pledges Dollar-for-Dollar Match to Federal ‘Trump Account’ Contributions for Newborns of Employees
Conservative Organization Joins Corporate Wave Supporting Government-Endorsed Child Investment Accounts
Turning Point USA has announced it will provide a dollar-for-dollar match to the federal government's $1,000 deposits into Section 530A ‘Trump Accou...