Independent equity research, trades, and weekly market notes.
Apple leads North America mobile with a dominant market share and an entrenched device ecosystem that supports services. New silicon designed on a 2n…
Reddit surpassed Facebook and Amazon to become the second most visited website in the U.S. in early 2026. The company reported 62% revenue growth in …
Visa and Mastercard together control more than 75% of the U.S. credit card market. Visa is accepted at over 150 million merchant locations worldwide.…
SoFi has shifted from a consumer fintech to an owner of financial infrastructure through acquisitions of Galileo and Technisys. Galileo supports 128.…
Microsoft faces large capital spending on Agentic AI and custom hardware including Agent 365 Copilot and a supercomputer while revenue growth is stro…
Jerome Powell will step down after serving as Federal Reserve Chair since 2018. The Fed's balance sheet stands near $6.7 trillion and liquidity dynam…
Fluor is shifting from legacy fixed price contracts toward reimbursable work and lists major projects including a data center nuclear initiative and …
A change in Fed leadership and a possible tilt toward easier policy make liquidity the primary market driver. The Fed balance sheet, upcoming macro p…
Ouster exhibits strong operational momentum driven by rapid revenue acceleration and a Q4 swing to positive EBITDA, broadening end markets from autom…
Flour is transitioning from legacy fixed price contracts toward lower risk reimbursable work while pursuing major infrastructure and energy projects …
Feed