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Stock news
317 stories
Investment case changesMedtronic Raises Growth Outlook After Broad Sales GainsMedtronic lifted its annual growth forecast as several businesses expanded. An extra reporting week boosted the quarter, so underlying growth needs context. MDT · OptimistFi Research Desk · 
Market narrative auditsSalesforce and Workday Results Challenge the AI Software ScareSalesforce and Workday still report growing subscription commitments. Their results challenge a software-collapse thesis, while cash-flow risks remain. XSW · OptimistFi Research Desk · 
Investment case changesSAIC Raises Outlook, but Weak Bookings Leave Recovery UnfinishedSAIC raised its sales and profit forecasts after a stronger quarter. Weak bookings still leave investors waiting for a more durable recovery. SAIC · OptimistFi Research Desk · 
Small-company discoveryVuzix Smart-Glasses Programs Advance, but Revenue Stays SmallVuzix has early smart-glasses programs with Amazon and other customers. Small sales, cash burn and dilution still make the opportunity speculative. VUZI · OptimistFi Research Desk · 
Investment case changesSLB's Kelvion Deal Expands Its Bet on Data-Center CoolingSLB's proposed $4.1 billion Kelvion deal would expand its data-center business. Management's growth targets depend on closing and integrating the acquisition. SLB · OptimistFi Research Desk · 
Investment case changesBioNTech Ends Cancer-Vaccine Trial, Raising Stakes for OncologyBioNTech stopped a colorectal-cancer vaccine trial after a survival imbalance. A separate combination study continues, leaving the broader case open. BNTX · OptimistFi Research Desk · 
Small-company discoverySatellogic's Sovereign Deals Lift Sales and Satellite BacklogSatellogic's government customers are driving revenue and satellite orders. Launches, cash needs and customer concentration still shape the stock's risk. SATL · OptimistFi Research Desk · 
Investment case changesMINISO Sales Rise, but Expansion Costs Squeeze ProfitMINISO's revenue grew 17% while adjusted profit fell. Store expansion, marketing and licensing costs are absorbing more of each sales dollar. MNSO · OptimistFi Research Desk · 
Market narrative auditsBerkshire's Housing Bet Meets Weak Sales and High InventoryBerkshire's homebuilder investments signal a long-term bet. July sales, inventory and builder incentives offer little evidence of an immediate rebound. XHB · OptimistFi Research Desk · 
Investment case changesAffirm's Payment Growth Lifts Operating Profit and Margin OutlookAffirm's payment volume grew 36% as operating margins improved. Its next-year outlook strengthens the case, but a tax benefit inflated net income. AFRM · OptimistFi Research Desk · 
Small-company discoveryEVgo's Charging Sales Grow as Tesla and GM Deals Expand Its ReachEVgo is growing its charging network and adding partners. Lower usage per stall, cash burn and secured debt remain central risks for the stock. EVGO · OptimistFi Research Desk · 
Small-company discoveryCerence's Connected-Car Services Grow as Its AI Strategy EvolvesCerence's connected services and cash flow improved in its latest quarter. Its broad automotive reach competes with debt and uneven licensing revenue. CRNC · OptimistFi Research Desk ·
MDT · OptimistFi Research Desk · 
VUZI · OptimistFi Research Desk · 
SLB · OptimistFi Research Desk · 
BNTX · OptimistFi Research Desk · 
SATL · OptimistFi Research Desk · 
MNSO · OptimistFi Research Desk · 
AFRM · OptimistFi Research Desk ·