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  • Datadog Drops 5.1% Amid Sector-Wide Selling

    Datadog shares tumbled 5.1% on Tuesday to close at $263.25, swept up in a broad selloff that dragged down software application peers across the board. The c... The post Datadog Drops 5.1% Amid Sector-Wide Selling first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-02, 15:32

  • Credo Technology Group Holding Releases Q4 2026 Financial Results

    Q4 2026 non-GAAP diluted earnings at Credo Technology Group Holding Ltd (CRDO) came in at $1.16 per share, ahead of the $1.03 consensus (beat by 12.6%),... The post Credo Technology Group Holding Releases Q4 2026 Financial Results first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-02, 15:02

  • PNC (PNC) has a loan-growth and margin story that looks stronger than a plain regional-bank trade

    Regional bank stocks are often reduced to a simple debate about deposit pricing, credit risk, and the next move in... The post PNC (PNC) has a loan-growth and margin story that looks stronger than a plain regional-bank trade first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-02, 14:06

  • Sysco (SYY) still has a local-volume and cash-flow story beyond thin-margin fears

    Sysco is often treated as a low-margin food distributor whose upside depends mostly on cost control and share buybacks. That... The post Sysco (SYY) still has a local-volume and cash-flow story beyond thin-margin fears first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-02, 13:58

  • Gartner (IT) still has a contract-value engine the weak-spending debate misses

    Gartner is easy to misread if investors focus only on reported revenue growth in a soft corporate spending backdrop. First-quarter... The post Gartner (IT) still has a contract-value engine the weak-spending debate misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-02, 13:56

  • Cummins (CMI) is becoming more of a power systems story than a truck-cycle trade

    Cummins is still widely framed as an engine maker whose valuation rises and falls with heavy-duty truck production. That view... The post Cummins (CMI) is becoming more of a power systems story than a truck-cycle trade first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-02, 13:42

  • VeriSign (VRSN) Has a Pricing-and-Renewal Moat the Internet Story Misses

    Why VeriSign is more infrastructure than internet sentiment trade VeriSign, Inc. (NASDAQ: VRSN) is an odd stock because it sits... The post VeriSign (VRSN) Has a Pricing-and-Renewal Moat the Internet Story Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 22:15

  • Illinois Tool Works (ITW) Still Has a Margin System, Not Just a Cycle

    Why ITW is easy to misread as a generic industrial name Illinois Tool Works Inc. (NYSE: ITW) is often grouped... The post Illinois Tool Works (ITW) Still Has a Margin System, Not Just a Cycle first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 21:56

  • General Mills (GIS) Needs Volume Repair, but the Portfolio Reset Still Matters

    Why General Mills is easy to dismiss too quickly General Mills does not look exciting on the surface. Reported sales... The post General Mills (GIS) Needs Volume Repair, but the Portfolio Reset Still Matters first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 21:42

  • Travelers (TRV) Is Still an Underwriting-and-Investment Engine

    Why catastrophe headlines can hide Travelers’ real earnings model Property-and-casualty insurers often get reduced to one question: how bad was... The post Travelers (TRV) Is Still an Underwriting-and-Investment Engine first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 21:37

  • AppFolio Jumps 9.8% Amid Sector-Wide Rally

    AppFolio, Inc. surged 9.8% on Monday to close at $176.93 as a wave of gains swept across software application sector peers, with trading volume reaching 261... The post AppFolio Jumps 9.8% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 21:34

  • Charles Schwab (SCHW) Has an Asset-Gathering Engine Beyond the Cash-Sorting Debate

    Why Schwab is more than a cash-sorting recovery trade Charles Schwab (SCHW) spent the last two years being framed mainly... The post Charles Schwab (SCHW) Has an Asset-Gathering Engine Beyond the Cash-Sorting Debate first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:57

  • Mondelez (MDLZ) Has an Emerging-Markets Snack Engine Beyond Cocoa-Cost Noise

    Why Mondelez is more than a cocoa-cost story Mondelez is often discussed as if it were mainly a packaged-food company... The post Mondelez (MDLZ) Has an Emerging-Markets Snack Engine Beyond Cocoa-Cost Noise first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:39

  • Caterpillar (CAT) Has a Backlog and Power Systems Story the Machinery-Cycle Debate Misses

    Why Caterpillar is more than a machinery-cycle stock Caterpillar Inc. (NYSE: CAT) is still too often framed as a straightforward... The post Caterpillar (CAT) Has a Backlog and Power Systems Story the Machinery-Cycle Debate Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:36

  • Q2 Holdings Jumps 9.1% Amid Sector-Wide Rally

    Q2 Holdings surged 9.1% Monday as a broad rally lifted software application peers across the board. Shares of the Austin-based financial services software p... The post Q2 Holdings Jumps 9.1% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:33

  • SkyWest Drops 5.9% Amid Sector-Wide Selling

    SkyWest shares tumbled Monday. The regional airline operator's stock fell 5.9% to $80.59 as weakness swept across the airline sector, with multiple sector p... The post SkyWest Drops 5.9% Amid Sector-Wide Selling first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:34

  • Penguin Solutions Jumps 8.4% Amid Sector-Wide Rally

    Penguin Solutions, Inc. surged 8.4% to $60.52 on Monday, riding a broad rally across its sector peers that lifted technology stocks across the board. The In... The post Penguin Solutions Jumps 8.4% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:34

  • Adobe (ADBE) Has an AI-First ARR Engine the Software-Multiple Debate Misses

    Why Adobe is more than a software-multiple story Adobe is often treated like a mature creative-software franchise that now lives... The post Adobe (ADBE) Has an AI-First ARR Engine the Software-Multiple Debate Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 19:25

  • Robinhood Markets Drops 7.2% After Keybanc Reiterates Overweight

    Robinhood Markets, Inc. plunged 7.2% on Monday despite generally bullish analyst commentary. Shares closed at $87.51 after three Wall Street firms issued up... The post Robinhood Markets Drops 7.2% After Keybanc Reiterates Overweight first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 18:40

  • Celsius Holdings Drops 6.4% After BNP Paribas Maintains Outperform

    Celsius Holdings plunged 6.4% on Monday to $31.12 after BNP Paribas slashed its price target by 18.6%, casting doubt on the energy drink maker's near-term pr... The post Celsius Holdings Drops 6.4% After BNP Paribas Maintains Outperform first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 18:36

  • Gartner Jumps 8.8% Amid Sector-Wide Rally

    Gartner shares jumped 8.8% on Monday, riding a broad rally that swept across the information technology services sector. The stock closed at $176.50 on volu... The post Gartner Jumps 8.8% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 18:36

  • Intuit Jumps 8.6% Amid Sector-Wide Rally

    Intuit Inc. surged 8.6% Monday, closing at $360.12 as a powerful rally swept across software sector peers, lifting the tax and accounting software maker alon... The post Intuit Jumps 8.6% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 18:37

  • Warrior Met Coal Jumps 7.4% Amid Sector-Wide Rally

    Warrior Met Coal surged 7.4% on Monday to close at $101.53, riding a powerful wave that lifted coking coal producers across the board. The rally came as sec... The post Warrior Met Coal Jumps 7.4% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 17:43

  • HP Jumps 8.5% After UBS Maintains Neutral

    HP Inc. shares jumped 8.5% on Monday to $29.35 after a wave of eight analysts raised their price targets following recent optimism around the computer hardwa... The post HP Jumps 8.5% After UBS Maintains Neutral first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 17:44

  • Dell Technologies Surges 10.2% After Goldman Sachs Maintains Buy

    Dell Technologies surged 10.2% to $464.00 on Monday as a wave of Wall Street upgrades sent the computer hardware giant's market cap to $300.7 billion. The r... The post Dell Technologies Surges 10.2% After Goldman Sachs Maintains Buy first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-06-01, 17:44
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