Company Insights
Axon Stumbles As Tariffs Hit Margins
Taser maker Axon felt the pain of tariffs in the third quarter. The company reported earnings misses that sent the stock into a 9% drop the next day.
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Company Insights
Paramount promises more cost cuts and content in first post-merger earnings
The company plans multibillion dollar costcutting measures, while ramping up spending on content Paramount Skydance posted tepid earnings on Monday, giving investors their first look at how the company is faring under its new ownership.
Crypto
Circle’s One-Track Focus On Stablecoin Growth Raises Questions
Stablecoin issuer and blockchain application company Circle Internet Group, Inc.
Company Insights
Thermo Fisher Edges Back Toward Normalcy Amid Tariff, Budget Challenges
Thermo Fisher Scientific has held its ground even amid a wild run of economic policy shifts.
Company Insights
Albemarle Optimistic as it Rides out the Lithium Bust
In their most recent earnings report, Albemarle Corporation, the largest US-based lithium mining company, is projecting their first positive cash flow numbers since 2022, despite an ongoing bust in lithium prices.
Company Insights
Estee Lauder Returns To Sales Growth Amid Turnaround
Estee Lauder returned to sales growth in the most recent quarter, a sign the turnaround strategy deployed by chief executive officer, Stephane de la Faverie has started to bear fruit.
Alphabet
NextEra plots Iowa nuclear comeback amid regulatory friction, AI demand doubts
In a state now dominated by wind energy, the electric utility company is reviving its Duane Arnold nuclear facility to power Google’s data centers.
Affirm
Affirm’s Biggest Competitor Isn’t Other BNPL Firms. It’s Your Credit Card.
With Affirm Card, the buy now, pay later giant is vying for a permanent spot in its customers’ wallets.
Affirm
Affirm Sales Rise as More Shoppers Use Buy Now, Pay Later
The lender’s profit and revenue blew past Wall Street’s expectations in their latest quarter.
Company Insights
Alex Karp and the Philosopher’s Software Company: An Elon Musk Playbook Recycled
Palantir has more than doubled its share price this year, due in part to its CEO’s eccentric persona and brand building.
Company Insights
Paramount hopes live sports will be the home run it needs
With subscription growth slowing, streamers are turning to live sports in order to up their game.
Thermo Fisher Scientific
Federal Research Cuts Could Reverberate Through Thermo Fisher Scientific
In labs stretching from Illinois to North Carolina and beyond, Thermo Fisher Scientific’s instruments are impossible to miss.