Priya Menon

IBM Prepares to Announce Q4 Earnings Amid Upward Analyst Forecast Revisions

Analyst Ratings Show Optimism as IBM Nears Earnings Release and Completes Confluent Acquisition

International Business Machines Corporation (IBM) is set to report its fourth-quarter earnings on January 28, with analysts adjusting their forecasts ...

Wall Street Analysts Revise Price Targets for Major Industrials and Healthcare Stocks

General Motors and Boeing Among Companies Seeing Notable Price Target Adjustments

Several leading Wall Street analysts have updated their price targets on key stocks within the industrials and healthcare sectors. These revisions ref...

Consumer Demand Trails for Apple's Ultra-Thin iPhone Air Amidst Strong Sales of iPhone 17 Series

While Apple's latest iPhone 17 lineup captures majority interest, its slimmer iPhone Air struggles to attract buyers in the U.S. market, indicating challenges in expanding the traditional iPhone range.

Apple introduced a significant redesign to its flagship smartphone lineup with the launch of the iPhone Air and the iPhone 17 series last year. Despit...

Investor Sentiment Hits Peak Not Seen Since 2018, Raising Concerns Over Potential Market Pullback

Analysis of the Bull & Bear Indicator Highlights Overconfidence Risks Mirroring Past Market Corrections

Investor optimism has reached extreme levels, according to Bank of America's recent global fund manager survey, which recorded the Bull & Bear Indicat...

Why 2026 Could Be an EPYC-Driven Re-rating for AMD: Trade Plan and Risks

AI GPUs help, but enterprise EPYC share gains and improving cash conversion are the cleaner trade

AMD finished FY2025 Q3 (period ended 09/27/2025) with accelerating revenue, a strong gross margin (~52%) and positive operating leverage. Investors ar...

Dave: Rapid Top-Line Momentum, But Credit Risk Makes This a Tactical Short

Strong revenue and operating-cash conversion are real — but potential delinquencies and volatile one-time items make the equity a high-risk trade at current levels

Dave Inc. is growing revenue quickly and producing robust operating cash flow, but outsized loan-loss provisions in prior cycles and an earnings mix t...

Buy the Debt Reduction; Trade SRG on the Aventura Proceeds-Driven Cleanup

Seritage's balance sheet shows tangible progress after asset monetizations — a tactical long on weakness with defined stops and two upside targets.

Seritage (SRG) is showing measurable balance-sheet repair after a wave of asset monetizations: Q3 FY2025 filings (11/14/2025) show liabilities down to...

Thomas Homan Engages Minnesota Leadership on Public Safety Amid Divergent Views

Discussions Highlight Enforcement Priorities and Federal-State Dynamics in Minneapolis

Thomas Homan, U.S. border official, recently held discussions with Minnesota's top government and law enforcement leaders, including Governor Tim Walz...

Transportation Secretary and GM Highlight Significant Regulatory Savings and Market Shifts Amid Policy Changes

Impact of relaxed fuel economy standards and production adjustments signal evolving automotive landscape

Transportation Secretary Sean Duffy has emphasized the positive effects of recent policy changes under the Trump administration on vehicle affordabili...

Lumentum: AI Optics Momentum — A Tactical Long on Strength with Guardrails

Q1 results show revenue and margin inflection; trade the breakout or pullback with a defined stop.

Lumentum's optics business is showing a clear lift from AI-driven data-center demand. Revenues jumped to $533.8M in the quarter ended 09/27/2025 and o...