Podatki
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Ichor Holdings Jumps 6.4% Amid Sector-Wide Rally
Ichor Holdings shares jumped 6.4% Tuesday, riding a powerful rally across semiconductor equipment makers that saw nearly all major sector peers posting gains... The post Ichor Holdings Jumps 6.4% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:41
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Rambus Jumps 6.7% Amid Sector-Wide Rally
Rambus Inc. surged 6.7% on Tuesday to $157.37 as a powerful rally swept through semiconductor stocks, lifting the company alongside a cohort of sector peers ... The post Rambus Jumps 6.7% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:42
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Ciena Jumps 7.5% Amid Sector-Wide Rally
Ciena Corporation surged 7.5% to $612.25 on Tuesday as a broad rally lifted the communications equipment sector, with four sector peers posting gains between... The post Ciena Jumps 7.5% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:42
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FactSet Research Systems Drops 7.2% Amid Sector-Wide Selling
FactSet Research Systems Inc. shares tumbled 7.2% on Tuesday to close at $251.38, caught in a broad selloff that dragged down financial data and exchange ope... The post FactSet Research Systems Drops 7.2% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:38
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Victoria’s Secret Releases Q2 2026 Financial Results
Victoria's Secret & Co. The post Victoria’s Secret Releases Q2 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:38
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Duolingo Drops 7.5% Amid Sector-Wide Selling
Duolingo shares tumbled 7.5% on Tuesday , closing at $109.17 as a broad selloff swept across its sector peers, dragging the language-learning platform into a... The post Duolingo Drops 7.5% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:38
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Arrowhead Pharmaceuticals Drops 7.0% Amid Sector-Wide Selling
Arrowhead Pharmaceuticals sank 7.0% on Tuesday, closing at $69.95 as a broad selloff hammered biotechnology sector peers. The $9.9 billion company was caugh... The post Arrowhead Pharmaceuticals Drops 7.0% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:38
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Southern Company (SO) Has a Load-Growth and Rate-Base Story the Utility Label Hides
Why Southern Company should not be viewed as just a defensive utility Southern Company (SO) is easy to bucket as... The post Southern Company (SO) Has a Load-Growth and Rate-Base Story the Utility Label Hides first appeared on Alphastreet.
AlphaStreet
2026-06-02, 16:09
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American Express (AXP) Has a Premium-Spend and Fee Engine the Credit-Cycle Debate Misses
Why American Express is not just a lender with affluent customers American Express (AXP) is often pulled into the same... The post American Express (AXP) Has a Premium-Spend and Fee Engine the Credit-Cycle Debate Misses first appeared on Alphastreet.
AlphaStreet
2026-06-02, 15:50
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Waste Connections (WCN) Has a Pricing-and-Disposal Moat the Trash-Volume Debate Misses
Why Waste Connections is more than a steady waste-volume story Waste stocks are often treated like simple defensive businesses: routes... The post Waste Connections (WCN) Has a Pricing-and-Disposal Moat the Trash-Volume Debate Misses first appeared on Alphastreet.
AlphaStreet
2026-06-02, 15:47
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Hewlett Packard Q2 FY26 earnings jump on strong revenue growth, beat estimates
Hewlett Packard Enterprise (NYSE: HPE) has reported strong revenue and earnings growth for the second quarter of fiscal 2026. The... The post Hewlett Packard Q2 FY26 earnings jump on strong revenue growth, beat estimates first appeared on Alphastreet.
AlphaStreet
2026-06-02, 15:31
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MaxLinear Jumps 6.3% Amid Sector-Wide Rally
MaxLinear surges 6.3% on Tuesday as semiconductor sector rallies across the board. The chipmaker closed at $91.68 per share on June 2, 2026, riding a wave o... The post MaxLinear Jumps 6.3% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-02, 15:32
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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
2026-06-02, 15:32
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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
2026-06-02, 15:02
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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
2026-06-02, 14:06
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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
2026-06-02, 13:58
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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
2026-06-02, 13:56
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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
2026-06-02, 13:42
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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
2026-06-01, 22:15
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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
2026-06-01, 21:56
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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
2026-06-01, 21:42
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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
2026-06-01, 21:37
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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
2026-06-01, 21:34
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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
2026-06-01, 19:57
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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
2026-06-01, 19:39