Priya Menon

Priya Menon

Industrials & Aerospace Analyst

Industrials analyst specializing in aerospace, defense, and machinery. Background in operations and supply chain, including multi-tier vendor risk and backlog conversion. Tracks production rates, mix, and working-capital dynamics to translate “story” into cash flow reality.

Articles 727

Jan 8, 2026 Trade Ideas

Exxon Mobil: A Cash-Generating Industrial with Optionality — Stop Valuing It Like a Commodity Pure-Play

Buy a high-quality integrated operator trading like a cyclical oil name; actionable long with entry, stop, and targets.

Exxon Mobil is more than a barrel-and-spot oil story. With resilient operating cash flow ($14.8B in Q3 2025), a strengthening dividend program, and a ...

Trade Idea Long
Trump and Colombia's President Petro Engage in Constructive Discussion, Plan Future Meeting at White House
Jan 8, 2026 Finance

Trump and Colombia's President Petro Engage in Constructive Discussion, Plan Future Meeting at White House

Following Months of Heightened Tensions, U.S. and Colombian Leaders Seek Dialogue Amid Disputes Over Drug Policies and Regional Relations

President Donald Trump and Colombian President Gustavo Petro held a phone conversation marked by a more conciliatory tone after a period of strained r...

Minnesota ICE Officer Fatal Shooting Claims Life of Mother and Writer Renee Nicole Macklin Good
Jan 8, 2026 News & Politics

Minnesota ICE Officer Fatal Shooting Claims Life of Mother and Writer Renee Nicole Macklin Good

A detailed look at the circumstances surrounding the death of Renee Macklin Good during a Minneapolis ICE operation

Renee Nicole Macklin Good, a 37-year-old mother and writer residing in Minneapolis, was fatally shot by a U.S. Immigration and Customs Enforcement (IC...

Trump Unveils Unconventional Business Policies Echoing Progressive Platforms
Jan 8, 2026 Business News

Trump Unveils Unconventional Business Policies Echoing Progressive Platforms

Presidential directives targeting housing investors and defense contractors alarm markets and challenge free-market norms

President Donald Trump introduced two unexpected policy measures on Wednesday aimed at restricting large institutional homebuyers and imposing stringe...

Jan 7, 2026 Trade Ideas

Smith & Nephew - Orthopedics Recovery, Undervalued Entry but Knees Remain the Key Risk

Procedure volumes and wound-care tailwinds support a long trade; use tight risk controls around knee-related execution.

Smith & Nephew (SNN) looks like a company moving from cyclical trough to steady recovery. Procedure volume rebounds, favorable end-market growth in wo...

Trade Idea Long
Jan 7, 2026 Finance

Inside Mark Zuckerberg’s Decision to Leave Harvard: Family Insights and the Journey to Meta

From an early controversy to pioneering social connections, Zuckerberg’s college departure was anticipated by those closest to him

Mark Zuckerberg’s choice to leave Harvard University in 2004, a decision now widely recognized in the tech sector, came as little surprise to his fa...

Mexico's Role in Supplying Cuban Fuel Amidst Shifting Geopolitics
Jan 7, 2026 News & Politics

Mexico's Role in Supplying Cuban Fuel Amidst Shifting Geopolitics

Despite increased importance, Mexico maintains historical levels of oil exports to Cuba as U.S. pressures intensify

Mexico has become a pivotal supplier of fuel to Cuba in the wake of Venezuela's oil disruptions and escalating U.S. sanctions. However, the Mexican go...

Jan 7, 2026 Finance

Marvell Technology Positioned for Significant Growth Amid Strong AI Demand

AI Bookings Surpass Expectations as Data Center and Networking Segments Show Robust Expansion

Marvell Technology, Inc. is demonstrating strong momentum fueled by escalating demand in artificial intelligence and data center infrastructure develo...

Jan 7, 2026 Finance

China Urges Tech Firms to Halt New Nvidia H200 Chip Purchases, Prioritizing Domestic Alternatives

Chinese government directs local companies to pause Nvidia hardware orders amid strategic shift toward self-reliant AI processor use

Chinese authorities have instructed select domestic technology firms to suspend placing new orders for Nvidia's H200 AI chips. This directive aligns w...

Jan 7, 2026 Finance

UniFirst Posts Mixed Q1 Fiscal 2026 Results Amid Strategic Investments

Revenue growth outpaces earnings forecast as company focuses on expansion and operational enhancements

UniFirst Corporation delivered its first-quarter fiscal 2026 financial results, showing moderate revenue growth but experiencing a decline in net inco...