Leila Farooq
Telecom & Media Analyst
Articles 796
Dycom: Building Through the Noise - A Contrarian Long Trade vs. the Data-Center Bubble Bears
Strong fundamentals, a strategic data-center electrical tuck-in, and improving cash flow create an asymmetric risk/reward even as bears call a data-center froth.
Dycom Industries reported accelerating revenue and cash flow in its fiscal Q3 (ended 10/25/2025) and just announced a roughly billion-dollar acquisiti...
Copper Mining Faces Structural Challenges as Discovery Rates Decline and Supply Disruptions Mount
Industry shifts from exploration to expansion strain aging assets amid mounting regulatory and operational obstacles
Copper mining, historically characterized by a steady cycle of discovery and production, is undergoing a significant transformation. Over the past dec...
Understanding the Top Social Security Payouts Available in 2026
A Detailed Look at Maximum Benefits at Key Retirement Ages
Social Security is a critical source of retirement income for many Americans. This article outlines the highest possible benefits payable at three sig...
Palantir Technologies Faces Stock Headwinds Amid Mixed Market Signals and Internal Scrutiny
Stock declines despite tech sector gains as investor sentiment shows caution; internal concerns over government contracts surface
Palantir Technologies Inc. experienced a notable stock decline on Wednesday, diverging from positive trends in the broader technology sector. While th...
HCA Healthcare Projects Robust Growth Amid Mixed Q4 Results
Analysts Remain Optimistic Despite Revenue Miss; Share Repurchase Signals Confidence
HCA Healthcare Inc. reported a 6.7% increase in fourth-quarter revenues yet slightly missed market expectations, while adjusted earnings surpassed est...
Pinterest Faces Investor Headwinds Amid Workforce Cuts and Growth Concerns
Layoffs and restructuring prompt reevaluation of near-term performance despite AI growth ambitions
Pinterest Inc. is encountering downward pressure on its stock as investors respond to announcements of a workforce reduction and organizational restru...
Papa Johns Attempts Revival with Return of Classic Pan Pizza
Facing stagnant sales and stiff competition, Papa Johns banks on nostalgia and menu innovation to reclaim customers
The pizza industry faces challenges as consumer preferences shift and delivery apps diversify options. Papa Johns, grappling with declining sales and ...
RTX Corporation Surpasses Expectations with Robust Q4 2025 Performance Enhancing Analyst Outlooks
Strong revenue growth and adjusted earnings propel optimism for 2026 forecasts
RTX Corporation reported solid financial results for the fourth quarter of 2025, with sales and adjusted earnings per share exceeding market expectati...
MSCI Sees Solid Quarterly Growth Backed by Strong Subscription and Asset-Linked Revenue
Quarterly Report Highlights Robust Profitability and Encouraging Outlook for 2026 Expenses and Cash Flow
MSCI Inc. reported better-than-expected earnings and revenue for the fourth quarter, driven by steady subscription growth and elevated asset-based fee...
Seagate Technology Reports Strong Q2 Performance and Raises Q3 Outlook
Robust earnings and revenue results drive significant stock price gains amid upwardly revised guidance
Shares of Seagate Technology Holdings PLC surged following the release of their second-quarter earnings, which surpassed analyst estimates on both ear...