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 6, 2026 Finance

Waters and Becton Dickinson Merger Projected to Yield Significant Synergy and Earnings Growth

William Blair Assigns Outperform Rating on Waters Citing Strategic Merger Benefits and Robust Market Position

William Blair has initiated coverage on Waters Corporation following its July 2025 merger agreement with Becton, Dickinson and Company's Biosciences &...

Why Average Tax Refunds Are Surging by $1,000 in 2026
Jan 6, 2026 Business News

Why Average Tax Refunds Are Surging by $1,000 in 2026

Understanding the factors behind the significant increase in 2026 tax refunds for American taxpayers

In 2026, the average American taxpayer is expected to receive a tax refund roughly $1,000 higher than previous years. This substantial increase is lar...

Jan 6, 2026 Trade Ideas

PayPal 2026: The Inflection Is Real — A Tactical Long with Defined Risk Controls

Stable profits, heavy cash conversion and corporate moves (bank charter + buybacks) make PayPal a compelling trade as the stock digests a deep pullback.

PayPal is showing the financial signs of a turning point in 2026: quarter-to-quarter profitability is solid, operating income remains healthy, and cas...

Trade Idea Long
Jan 6, 2026 Trade Ideas

Lumen Is Not a Legacy Telco Anymore - Treat It Like a Highly Levered Enterprise Tech Play

Strong operating cash flow can't paper over negative equity and heavy liabilities - short into strength with defined stops.

Lumen has repositioned into enterprise services, but the market is still valuing the stock like a stable legacy telco. With quarterly revenue of $3.09...

Trade Idea Short
Jan 6, 2026 Finance

Technology and Biotech Stocks Lead Gains in a Bullish Market Session

Microchip Technology Among Several Companies Reporting Positive Developments, Driving Stock Prices Upward

U.S. equities displayed a robust performance on Tuesday, marked by notable gains across technology, biotechnology, and industrial sectors. Microchip T...

Jan 6, 2026 Trade Ideas

Buy the Dip in CleanSpark Now - 3 Reasons the Risk/Reward Favors a Swing Long

Q3 2025 shows a real operational swing, the balance sheet looks healthier than the share price implies, and new AI/data-center optionality is real.

CleanSpark (CLSK) delivered a dramatic quarterly turnaround in Q3 2025 that materially de-risks the story while leaving upside if bitcoin and its AI/d...

Trade Idea Long
Kevin O'Leary's Practical Approach to Making $10,000 in a Month Through Social Media Customer Acquisition
Jan 6, 2026 Business News

Kevin O'Leary's Practical Approach to Making $10,000 in a Month Through Social Media Customer Acquisition

The 'Shark Tank' investor highlights a hands-on side hustle leveraging smartphones and social media to generate income quickly

Kevin O'Leary, known for his investment acumen, outlines a straightforward strategy to generate $10,000 in 30 days if starting with nothing: selling c...

Jan 6, 2026 Finance

Microchip Technology Raises Q3 Revenue Outlook Amid Inventory Recovery

Semiconductor manufacturer anticipates stronger sales and improved backlog entering next quarter

Microchip Technology Incorporated announced an upward revision to its fiscal third-quarter 2026 revenue guidance, reflecting progress in inventory cor...

Legal and Geopolitical Turmoil Following Maduro's Capture
Jan 6, 2026 News & Politics

Legal and Geopolitical Turmoil Following Maduro's Capture

International norms face challenges amid U.S. operations in Venezuela

The recent capture of Venezuela's deposed leader Nicolás Maduro by U.S. forces marks a significant moment that strains the existing international leg...

Jan 6, 2026 Trade Ideas

Klaviyo (KVYO): Rebound Has Traction — Buy the Pullback, Target Prior Highs

Sequential revenue, improving operating leverage and consistent operating cash flow make this a tactical long—entry, stop and targets below.

Klaviyo's top-line is accelerating and the company is now producing meaningful operating cash flow while moving toward profitability. Strong liquidity...

Trade Idea Long