Podatki
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Humana Jumps 6.7% Amid Sector-Wide Rally
Humana Inc. surged 6.7% Thursday to $349.58, riding a powerful rally that lifted healthcare plan stocks across the board. The Louisville-based insurer jumpe... The post Humana Jumps 6.7% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:43
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Humana Jumps 6.7% Amid Sector-Wide Rally
Humana Inc. surged 6.7% Thursday to $349.58, riding a powerful rally that lifted healthcare plan stocks across the board. The Louisville-based insurer jumpe... The post Humana Jumps 6.7% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:43
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Linde (LIN) Has a Contracted Growth-and-Pricing Story That Looks Stronger Than a Cyclical-Chemicals Label
Linde (LIN) often gets grouped with cyclical chemicals businesses whose earnings rise and fall mainly with industrial production. That framing... The post Linde (LIN) Has a Contracted Growth-and-Pricing Story That Looks Stronger Than a Cyclical-Chemicals Label first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:37
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Micron Technology Drops 7.2% After Morgan Stanley Maintains Overweight
Micron Technology shares tumbled 7.2% Thursday despite a trio of Wall Street upgrades that lifted price targets by an average of 136.4%. The stock closed at... The post Micron Technology Drops 7.2% After Morgan Stanley Maintains Overweight first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:39
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Arista Networks Drops 8.0% Amid Sector-Wide Selling
Arista Networks plunged 8.0% on Thursday as a broad selloff swept through its sector peers, with shares closing at $160.49. The networking equipment provide... The post Arista Networks Drops 8.0% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:40
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ResMed (RMD) Has a Consumables-and-Software Flywheel That Still Looks Underappreciated
ResMed is easy to misclassify. On the surface, it can look like a device company tied to replacement cycles and... The post ResMed (RMD) Has a Consumables-and-Software Flywheel That Still Looks Underappreciated first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:35
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Ares Management Jumps 6.4% Amid Sector-Wide Rally
Ares Management Corporation surged 6.4% to $131.01 on Thursday as a powerful rally swept across asset management and financial services peers, lifting the en... The post Ares Management Jumps 6.4% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:35
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Blackstone Jumps 8.0% Amid Sector-Wide Rally
Blackstone surges 8.0% in broad asset management rally. Shares of Blackstone Inc. (NYSE:BX) jumped to $119.08 on Thursday, June 04, 2026, as the asset manag... The post Blackstone Jumps 8.0% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:36
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Motorola Solutions (MSI) Has a Software-and-Backlog Engine the Hardware Label Still Misses
Motorola Solutions still gets described too often as a radio and communications-equipment company. That shorthand is convenient, but it misses... The post Motorola Solutions (MSI) Has a Software-and-Backlog Engine the Hardware Label Still Misses first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:24
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Orion Energy Systems Q4 2026 Loss Widens Beyond Estimates
Significant Miss. Orion Energy Systems, Inc. (NASDAQ:OESX) reported a Q4 2026 diluted net loss per share of -$0.39, falling well short of the $0.16 profit e... The post Orion Energy Systems Q4 2026 Loss Widens Beyond Estimates first appeared on Alphastreet.
AlphaStreet
2026-06-04, 17:25
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Hims & Hers Health Jumps 7.0% Amid Sector-Wide Rally
Hims & Hers Health, Inc. surged 7.0% Thursday to close at $29.44 as a broad rally lifted specialty pharmaceutical stocks across the board. The telehealth an... The post Hims & Hers Health Jumps 7.0% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 16:43
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Centene Jumps 6.6% Amid Sector-Wide Rally
Centene Corporation surged 6.6% on Thursday, June 04, 2026, closing at $63.47 as managed care stocks rallied across the board in a broad sector-wide move. T... The post Centene Jumps 6.6% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 16:44
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Robert Half Jumps 6.0% Amid Sector-Wide Rally
Robert Half Inc. surged 6.0% on Thursday to close at $31.34, riding a broad rally across staffing and employment services sector peers that saw multiple comp... The post Robert Half Jumps 6.0% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 16:42
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Arcus Biosciences Jumps 5.7% Amid Sector-Wide Rally
Arcus Biosciences shares jumped 5.7% on Thursday, reaching $25.23, as a broad rally lifted biotechnology sector peers across the board. The upward move came... The post Arcus Biosciences Jumps 5.7% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-04, 16:43
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BNY (BK) Has a Fee-Platform Story That Looks Bigger Than a Simple Rate Trade
Why the market can misread BNY BNY is easy to oversimplify. Because it is a large custody bank with meaningful... The post BNY (BK) Has a Fee-Platform Story That Looks Bigger Than a Simple Rate Trade first appeared on Alphastreet.
AlphaStreet
2026-06-04, 16:11
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Amgen (AMGN) Has a Launch-and-Cash-Flow Story That Matters More Than the Biosimilar Debate
Why Amgen is not just a patent-cliff argument Amgen is often framed through a familiar large-biopharma lens: legacy blockbusters mature,... The post Amgen (AMGN) Has a Launch-and-Cash-Flow Story That Matters More Than the Biosimilar Debate first appeared on Alphastreet.
AlphaStreet
2026-06-04, 15:56
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Walmart (WMT) Is Building a Higher-Margin Commerce Ecosystem, Not Just a Low-Price Retail Story
Why the old Walmart thesis is too narrow Walmart (WMT) is still often analyzed like a giant traffic-and-price company: keep... The post Walmart (WMT) Is Building a Higher-Margin Commerce Ecosystem, Not Just a Low-Price Retail Story first appeared on Alphastreet.
AlphaStreet
2026-06-04, 15:51
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United Natural Foods Q3 2026 Earnings Preview — June 9, Street Expects $0.77 EPS
Wall Street expects United Natural Foods to deliver materially stronger earnings when it reports fiscal Q3 2026 results before the open on June 9. The conse... The post United Natural Foods Q3 2026 Earnings Preview — June 9, Street Expects $0.77 EPS first appeared on Alphastreet.
AlphaStreet
2026-06-04, 15:43
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IBM (IBM) Has a Hybrid-Cloud and Infrastructure Quality Story That Looks Better Than the Legacy-Tech Label
Why the old IBM framing misses the current setup IBM still gets treated like a slow legacy-technology company whose best... The post IBM (IBM) Has a Hybrid-Cloud and Infrastructure Quality Story That Looks Better Than the Legacy-Tech Label first appeared on Alphastreet.
AlphaStreet
2026-06-04, 15:38
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Cracker Barrel Old Country Store (CBRL) Q3 2026 Preview: EPS Est. -$0.45, Reports June 9
Wall Street expects a challenging quarter. Analysts surveyed by consensus forecast Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) to report a loss of ... The post Cracker Barrel Old Country Store (CBRL) Q3 2026 Preview: EPS Est. -$0.45, Reports June 9 first appeared on Alphastreet.
AlphaStreet
2026-06-04, 15:39
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Orion Energy Systems Releases Q4 2026 Financial Results
Orion Energy Systems, Inc. The post Orion Energy Systems Releases Q4 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-04, 14:22
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Ciena Releases Q2 2026 Financial Results
Ciena Corporation delivered a standout second quarter, posting GAAP earnings per share of $1. The post Ciena Releases Q2 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-04, 14:25
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Oracle (ORCL) Has a Cloud-and-Backlog Setup That Looks Bigger Than a Typical Software Multiple Debate
Why Oracle is no longer just a legacy software story Oracle still gets framed as an older enterprise software company... The post Oracle (ORCL) Has a Cloud-and-Backlog Setup That Looks Bigger Than a Typical Software Multiple Debate first appeared on Alphastreet.
AlphaStreet
2026-06-04, 13:42
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Chipotle (CMG) Still Has a Throughput-and-Unit-Growth Engine Even When Margin Pressure Shows Up
Why Chipotle is more than a same-store-sales debate Chipotle can get judged too narrowly whenever the market fixates on comparable... The post Chipotle (CMG) Still Has a Throughput-and-Unit-Growth Engine Even When Margin Pressure Shows Up first appeared on Alphastreet.
AlphaStreet
2026-06-04, 13:35
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Apollo (APO) Is Building a Fee-and-Spread Earnings Machine, Not Just a Private-Markets Beta Trade
Why Apollo is not just a mark-to-market alternatives stock Apollo often gets grouped with alternative asset managers whose reported results... The post Apollo (APO) Is Building a Fee-and-Spread Earnings Machine, Not Just a Private-Markets Beta Trade first appeared on Alphastreet.
AlphaStreet
2026-06-04, 13:32