Podatki
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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
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Boston Scientific (BSX) Still Looks Like a Multi-Platform Medtech Compounder, Not a Single-Product Story
Why Boston Scientific is more than one device cycle Boston Scientific can sometimes get pulled into narrow debates around one... The post Boston Scientific (BSX) Still Looks Like a Multi-Platform Medtech Compounder, Not a Single-Product Story first appeared on Alphastreet.
AlphaStreet
2026-06-04, 13:28
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Broadcom Q2 2026: Revenue Hits $22.19B, Up 48% Year-Over-Year
Strong beat. Broadcom Inc. (NASDAQ:AVGO) delivered Q2 2026 non-GAAP diluted earnings of $2.44 per share, handily surpassing the consensus estimate of $2.07 ... The post Broadcom Q2 2026: Revenue Hits $22.19B, Up 48% Year-Over-Year first appeared on Alphastreet.
AlphaStreet
2026-06-04, 12:54
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Broadcom Releases Q2 2026 Financial Results
Broadcom Inc. The post Broadcom Releases Q2 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-04, 12:47
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Quanta Services (PWR) Has a Backlog-and-Power-Demand Setup That Looks Bigger Than a Typical Contractor Story
Why Quanta is not a typical contractor story Quanta Services (PWR) can screen like a cyclical engineering and construction name,... The post Quanta Services (PWR) Has a Backlog-and-Power-Demand Setup That Looks Bigger Than a Typical Contractor Story first appeared on Alphastreet.
AlphaStreet
2026-06-03, 22:12
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Edwards Lifesciences (EW) Still Looks Like a Structural Heart Growth Story, Not Just a TAVR Franchise
Why Edwards is more than a single-product medtech story Edwards Lifesciences (EW) is often discussed as if it were mainly... The post Edwards Lifesciences (EW) Still Looks Like a Structural Heart Growth Story, Not Just a TAVR Franchise first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:59
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Brown & Brown (BRO) Still Has a Distribution-and-Acquisition Engine Even When Organic Growth Slows
Why Brown & Brown is not just an insurance-cycle stock Brown & Brown (BRO) can get lumped in with insurers... The post Brown & Brown (BRO) Still Has a Distribution-and-Acquisition Engine Even When Organic Growth Slows first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:46
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Lantheus Holdings Jumps 5.0% Amid Sector-Wide Rally
Lantheus Holdings, Inc. surged 5.0% to $101.14 on Wednesday as a broad rally lifted specialty pharmaceutical stocks across the board. The drug manufacturer ... The post Lantheus Holdings Jumps 5.0% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:32
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Cirrus Logic Jumps 5.4% Amid Sector-Wide Rally
Cirrus Logic surged 5.4% Wednesday as semiconductor stocks rallied broadly. The audio chipmaker's stock climbed to $179.81, riding a wave that lifted multip... The post Cirrus Logic Jumps 5.4% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:33
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United Rentals Jumps 5.7% After UBS Maintains Buy
United Rentals surged 5.7% Wednesday as UBS raised its price target by double digits, citing strengthening fundamentals in the equipment rental giant. Share... The post United Rentals Jumps 5.7% After UBS Maintains Buy first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:33
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Sandisk Jumps 6.7% After Morgan Stanley Maintains Overweight
Sandisk Corporation surged 6.7% Wednesday to $1831.79 after three major Wall Street firms upgraded the stock and raised price targets by an average of 44.4%,... The post Sandisk Jumps 6.7% After Morgan Stanley Maintains Overweight first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:35
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Cisco (CSCO) Has an Enterprise Refresh Story With More Staying Power Than the AI Hype Cycle
Why Cisco is not just an AI trade Cisco (CSCO) is easy to reduce to whichever narrative is loudest at... The post Cisco (CSCO) Has an Enterprise Refresh Story With More Staying Power Than the AI Hype Cycle first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:35
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Ollie’s Bargain Outlet Holdings Q1 2026: $0.91 EPS Tops Estimates — Deep Dive
Ollie's Bargain Outlet delivered a mixed Q1 2026 quarter, posting an earnings beat while missing revenue expectations—a combination that reveals margin expan... The post Ollie’s Bargain Outlet Holdings Q1 2026: $0.91 EPS Tops Estimates — Deep Dive first appeared on Alphastreet.
AlphaStreet
2026-06-03, 21:11
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PPG (PPG) Has a Coatings-Portfolio Story That Looks Better Than a Plain Chemicals Trade
Why PPG is more than a generic chemicals stock PPG (NYSE: PPG) is easy to bucket with cyclical materials companies,... The post PPG (PPG) Has a Coatings-Portfolio Story That Looks Better Than a Plain Chemicals Trade first appeared on Alphastreet.
AlphaStreet
2026-06-03, 19:52