Marcus Reed

Palantir: Sequential Strength and Margin Leverage Create a Tactical Long Setup

Q3 momentum, cash flow and margin expansion paint a high-upside, high-conviction swing trade — with disciplined stops.

Palantir reported three straight quarters of accelerating revenue and improving margins through Q3 2025 while converting strong operating cash flow. T...

Aclaris Therapeutics Advances Alopecia Treatment with ATI-2138 Showing Superior Preclinical Outcomes

ATI-2138 Demonstrates Accelerated and Sustained Hair Regrowth Compared to Pfizer’s Ritlecitinib in Severe Alopecia Model

Aclaris Therapeutics has revealed compelling preclinical findings for its investigational drug ATI-2138, used to treat alopecia areata (AA). In mouse ...

Affirm Holdings Partners with Bolt to Expand Buy-Now-Pay-Later Options Amid Mixed Stock Movement

Strategic integration aims to enhance payment flexibility at checkout while shares trade in a narrow band

Affirm Holdings, Inc. announced a significant collaboration with Bolt, the commerce platform specializing in fast checkout solutions, designating Affi...

Northrop Grumman Advances Amid Strong Backlog and Robust Financial Performance

Defense Contractor Expects Mid-Single Digit Sales Growth Through 2026 Supported by $95.7 Billion Order Backlog

Northrop Grumman Corporation's stock gains follow the company's quarterly earnings beat and announcement of a substantial $95.7 billion backlog for ne...

Redwire (RDW) Stock Climbs Following Award of Missile Defense Agency Contract

Contract under SHIELD IDIQ Program Enhances Redwire's Role in National Security Technologies

Shares of Redwire Corporation (NYSE: RDW) surged notably after the company secured a contract as part of the Missile Defense Agency's SHIELD indefinit...

Buy the Dip in Credo (CRDO) — Strong Q2 Fundamentals Make This a Tactical Long

AI/data-center demand + rare balance-sheet strength create asymmetric upside after the recent pullback.

Credo Technology (CRDO) reported a blowout Q2 (fiscal 2026) with outsized margins, strong operating cash flow and a cash infusion that leaves the comp...

Amazon Shifts Strategy, Closing Amazon Go and Fresh Stores to Focus on Delivery and Whole Foods Expansion

Retail giant moves away from physical grocery storefronts towards enhanced online delivery and new store concepts

Amazon announced it will cease operations at all Amazon Go and Amazon Fresh physical stores to prioritize grocery delivery services, expand its Whole ...

Kimberly-Clark Reports Solid Earnings, Raises Dividend and Forecasts Strong Profit Growth

Company expands profitability amid shifting U.S. diaper portfolio and highlights international margin potential

Kimberly-Clark Corporation surpassed earnings expectations in its latest quarter, supported by effective operational execution and rising profit momen...

White House's Adoption of AI-Modified Images Heightens Public Distrust Concerns

Use of AI-generated visuals by Trump administration sparks debate over truth in political communication

The Trump administration’s increasing use of AI-generated and manipulated images on official platforms is raising significant concerns among misinfo...

Redwire Shares Rise Sharply on Major Missile Defense Contract Award

Redwire awarded a key multi-billion dollar Missile Defense Agency contract, driving significant premarket gains

Redwire Corporation's stock surged in early trading following the company's announcement of being selected for the Missile Defense Agency's Scalable H...