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Stock news
317 stories
Investment case changesNeoVolta Inc. (NASDAQ: NEOV) Faces Its First Factory Revenue TestAnnual revenue grew, but fourth-quarter sales nearly vanished. The Georgia factory now has to turn cell supply and capacity reservations into binding orders. NEOV · OptimistFi Research Desk · 
Market narrative auditsApple Inc. (NASDAQ: AAPL) Faces a $5.72 Billion VerdictThe jury award equals 19.2% of Apple Inc.'s latest quarterly net income. No judgment has been entered, and Apple plans to appeal. AAPL · OptimistFi Research Desk · 
Investment case changesApplied Digital Corporation (NASDAQ: APLD) Adds 24.6M Shares to Its Resale RegistrationThe filing does not issue every share today, but the 53.1 million-share pool makes the Series G financing overhang measurable. APLD · OptimistFi Research Desk · 
Market narrative auditsMicrosoft Corporation (NASDAQ: MSFT) Puts Copilot Agents on Usage BillingHome and Code enter the Frontier rollout in coming weeks, while Autopilot moves to private preview at month-end. MSFT · OptimistFi Research Desk · 
Investor guidesWhy Is IREN Limited (NASDAQ: IREN) Stock Up 22% This Year?AI contracts made the data-center transition more credible, but only one quarter of the latest contracted run rate was operating. IREN · OptimistFi Research Desk · 
Market narrative auditsArcher Aviation Inc. (NYSE: ACHR) Clears an Antitrust HurdleThe waiting period has expired. Investors still face roughly 16.5% post-close ownership for The Boeing Company (NYSE: BA), warrants and other approvals. ACHR · OptimistFi Research Desk · 
Market narrative auditsAsif Suria Tests On Holding AG (NYSE: ONON)'s $1 Billion BuybackAsif Suria framed the buyback as a capital-allocation lesson. On Holding AG (NYSE: ONON)'s cash and Crocs, Inc. (NASDAQ: CROX)'s HEYDUDE impairment make the contrast measurable. ONON · OptimistFi Research Desk · 
Market narrative auditsH.B. Fuller Company (NYSE: FUL) Raised Prices as Volume FellAdjusted gross margin rose 120 basis points to 33.5%, but pricing more than accounted for organic growth. FUL · OptimistFi Research Desk · 
Market narrative auditsHost Digital Inc. (NYSE American: HOST) Has a $1.25 Billion Delivery TestOne signed lease gives the newly listed data-center owner $67 million of first-year revenue, but Site I still needs financing and a first-quarter handoff. HOST · OptimistFi Research Desk · 
Investment case changesScholastic Corporation (NASDAQ: SCHL) Needs a $148 Million Cash ReboundFirst-quarter cash use widened, leaving Scholastic $148.3 million of positive free cash flow to reach its full-year midpoint. SCHL · OptimistFi Research Desk · 
Market narrative auditsExxonMobil Holdings Corporation (NYSE: XOM) Needs More Than Iran's OfferIran proposed a seven-day path to reopen the Strait of Hormuz. The latest U.S. Energy Information Administration outlook already assumed a gradual recovery. XOM · OptimistFi Research Desk · 
Market narrative auditsCan CoreWeave, Inc. (NASDAQ: CRWV)'s Biotech Deal Matter?Harell Data brings a new biotech workload, but the release omits contract value, capacity and minimum spend. A 1% test shows the missing bar. CRWV · OptimistFi Research Desk ·
APLD · OptimistFi Research Desk · 
IREN · OptimistFi Research Desk · 
ACHR · OptimistFi Research Desk · 
ONON · OptimistFi Research Desk · 
FUL · OptimistFi Research Desk · 
SCHL · OptimistFi Research Desk · 
CRWV · OptimistFi Research Desk ·