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Stock news
317 stories
Investor guidesWhy Is Apple Inc. (NASDAQ: AAPL) Stock Up 27% This Year?Three record quarters and 22% nine-month iPhone growth support the rally, but tariff refunds and product-cycle concentration raise the bar for the November report. AAPL · OptimistFi Research Desk · 
Market narrative auditsNVIDIA Corporation (NASDAQ: NVDA) Targets 2.5x Substrate CapacityMulti-year supply commitments reduce bottleneck risk, but most capacity arrives in 2027 or 2028 and incremental sales remain undisclosed. NVDA · OptimistFi Research Desk · 
Market narrative auditsMeta Platforms, Inc. (NASDAQ: META) Plans Nonvoting Share DividendHolders with 56.1% of voting power approved the charter by written consent; the contingent dividend has no set payment date. META · OptimistFi Research Desk · 
Market narrative auditsTesla, Inc. (NASDAQ: TSLA) Free Cash Flow Rebound Mostly Came From OperationsHigher operating cash supplied about 60% of the Q3 rebound; lower capital spending supplied the rest. TSLA · OptimistFi Research Desk · 
Market narrative auditsLam Research Corporation (NASDAQ: LRCX) Margin Expands on Record RevenueRevenue rose 22.3% sequentially and GAAP operating margin reached 40.0%, while China supplied 35% of quarterly revenue. LRCX · OptimistFi Research Desk · 
Market narrative auditsCACI International Inc (NYSE: CACI) Raises Outlook as Funded Backlog GrowsFunded backlog grew 14.8% and EBITDA rose 22.4%, but free-cash-flow margin fell about 86 basis points as working capital absorbed cash. CACI · OptimistFi Research Desk · 
Investor guidesWhy Is Snowflake Inc. (NYSE: SNOW) Stock Up 46% This Year?Product-revenue growth accelerated for three straight quarters, but a 45.7% share gain leaves less room for consumption or margin disappointments. SNOW · OptimistFi Research Desk · 
Market narrative auditsWeatherford International plc (NASDAQ: WFRD) Redeems Debt as Cash Flow RisesThird-quarter adjusted free cash flow reached $155 million, enough to equal 65.7% of the planned note redemption, while revenue fell 7%. WFRD · OptimistFi Research Desk · 
Market narrative auditsIs AST SpaceMobile, Inc. (NASDAQ: ASTS) U.S. Service Continuous?More than 3,000 U.S. coverage cells are enabled, but the first commercial service is still expected to be intermittent. ASTS · OptimistFi Research Desk · 
Market narrative auditsIREN Limited (NASDAQ: IREN) Clears Permit for Spain AI CampusThe 300 MW site was disclosed months ago; initial operation is targeted for 2028, with no Spanish customer contract announced. IREN · OptimistFi Research Desk · 
Market narrative auditsNebius Group N.V. (NASDAQ: NBIS) Makes GPU Spot Prices PublicSpot floors sit 82% to 90% below on-demand rates, but interruptible capacity and changing prices limit what the discount proves about margins. NBIS · OptimistFi Research Desk · - Investor guidesWhy Is NVIDIA Corporation (NASDAQ: NVDA) Stock Up 16% This Year?Revenue more than doubled in the latest quarter and gross margin held at 75%, but a modest share gain shows how much growth the valuation already demands. NVDA · OptimistFi Research Desk ·
LRCX · OptimistFi Research Desk · 
CACI · OptimistFi Research Desk · 
SNOW · OptimistFi Research Desk · 
WFRD · OptimistFi Research Desk · 
ASTS · OptimistFi Research Desk · 
IREN · OptimistFi Research Desk · 
NBIS · OptimistFi Research Desk ·