Leila Farooq

Leila Farooq

Telecom & Media Analyst

Telecom and media analyst covering wireless carriers, broadband, and streaming ecosystems. Background in network economics and competitive strategy. Emphasizes subscriber quality, pricing discipline, spectrum/capex tradeoffs, and content cost leverage.

Articles 796

Deputy Chief Minister of Maharashtra Dies in Private Aircraft Crash Near Baramati
Jan 28, 2026 News & Politics

Deputy Chief Minister of Maharashtra Dies in Private Aircraft Crash Near Baramati

Learjet 45 Incident Highlights Concerns Over Visibility and Airfield Control in Western India

A tragic aviation accident claimed the lives of five individuals, including Ajit Pawar, Maharashtra’s deputy chief minister, when a Learjet 45 crash...

Jan 28, 2026 Finance

Oracle's Rising Credit Default Swaps Highlight Market Concerns Amid AI Investment Surge

Investor Chamath Palihapitiya spotlights Oracle's credit risk escalation exceeding pre-pandemic highs in context of AI infrastructure spending and recent bond issuance

Chamath Palihapitiya recently drew attention to a significant increase in Oracle Corporation's credit default swap (CDS) rates, signaling heightened i...

North Korea Signals Upcoming Nuclear Strategy Disclosure at Party Congress
Jan 27, 2026 News & Politics

North Korea Signals Upcoming Nuclear Strategy Disclosure at Party Congress

Kim Jong Un oversees advanced rocket system test amid announcements of future nuclear policy steps

North Korean leader Kim Jong Un observed a test launch of an enhanced large-caliber multiple rocket launcher and declared that the forthcoming Workers...

Jan 27, 2026 Finance

Stride Inc. Posts Strong Fiscal Q2 Results, Shares Jump in Extended Trading

Educational services provider beats expectations on revenue and earnings, issues optimistic guidance

Stride Inc. outperformed market expectations in its fiscal second quarter of 2026, reporting revenue of $631.26 million and adjusted earnings per shar...

TikTok Navigates Technical Disruptions and Allegations of Content Suppression Amid Ownership Transition
Jan 27, 2026 News & Politics

TikTok Navigates Technical Disruptions and Allegations of Content Suppression Amid Ownership Transition

Technical glitches and censorship allegations emerge shortly after TikTok’s U.S. ownership restructuring

As TikTok embarks on a new chapter under a revamped U.S. ownership model, the platform is confronting significant technical malfunctions alongside gro...

Jan 27, 2026 Finance

AMC Entertainment Faces Continued Stock Pressure Amid Debt Discussion and Theatrical Industry Challenges

AMC's shares trade near yearly lows as confidential talks with bondholders surface and streaming competition weighs on revenues

Shares of AMC Entertainment Holdings, Inc. are experiencing downward momentum, approaching their lowest levels in the past year. The stock's decline i...

Jan 27, 2026 Trade Ideas

Waystar: Durable Integration Moat and Distribution Lift — A Tactical Long

Healthcare payments SaaS with strong technical glue, improving cash generation and room to re-rate if growth re-accelerates

Waystar (WAY) is a mission-critical SaaS provider for healthcare revenue cycle management. Recent quarters show solid revenue run-rate (~$1.07B annual...

Trade Idea Long
Jan 27, 2026 Finance

IonQ Advances Quantum Technology with $1.8 Billion SkyWater Acquisition

Acquisition aims to integrate semiconductor manufacturing to accelerate product development and cost efficiencies

IonQ Inc. is experiencing a rise in its stock price following the announcement of its planned acquisition of semiconductor manufacturer SkyWater Techn...

Jan 27, 2026 Trade Ideas

Buy the Pullback in Fortinet: Margin Resilience, Cash Returns, and an Understated AI Angle

Temporary service softness creates a tactical entry on FTNT — fundamentals intact, catalysts ahead

Fortinet’s Q3 FY2025 results (filed 11/07/2025) show durable subscription-based economics, best-in-class gross margins (~81%) and operating margins ...

Trade Idea Long
Jan 27, 2026 Finance

Instacart Faces Market Pressure as Amazon Expands Grocery Delivery

Shares Drop Amidst Intensifying Competition Despite New Retail Partnerships

Shares of Maplebear Inc., known as Instacart, experienced a notable decline following Amazon's announcement of its expanded grocery delivery service r...