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Stock news
317 stories
Small-company discoveryLantronix Expands Into Drone Computing as Sales Return to GrowthLantronix is selling more computing technology for drones and unmanned systems. Cash and no debt help, but design wins still need to produce lasting sales. LTRX · OptimistFi Research Desk · 
Market narrative auditsAI Spending Faces Cash-Flow Pressure, but Orders Keep GrowingMicrosoft and Amazon face heavy AI infrastructure costs. Demand, backlogs and new chip commitments still challenge the case for an imminent spending cut.OptimistFi Research Desk · 
Market narrative auditsU.S. Retail Sales Fell, but Broader Spending Still GrewJuly retail sales weakened while broader consumer spending rose. Income, jobs and household strain point to a slowdown rather than an outright collapse.OptimistFi Research Desk · 
Investment case changesSalesforce's AI Recurring Revenue Grows as Cash Flow ImprovesSalesforce reported growing AI recurring revenue, contracted sales and cash flow. Acquisition effects and investment gains complicate the picture. CRM · OptimistFi Research Desk · 
Investment case changesNvidia Revenue More Than Doubles as AI Demand Lifts OutlookNvidia's revenue more than doubled while gross margins held. A higher outlook excludes China data-center compute sales, but spending and valuation risks remain. NVDA · OptimistFi Research Desk ·
LTRX · OptimistFi Research Desk · 
CRM · OptimistFi Research Desk ·