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Stock news
317 stories
Market narrative auditsSalesforce, Inc. (NYSE: CRM) Agrees to Buy Braze, Inc. (NASDAQ: BRZE)The $5.66 billion cash deal values Braze, Inc. (NASDAQ: BRZE) at 6.2 times annualized quarterly revenue and dilutes near-term profit. CRM · OptimistFi Research Desk · 
Market narrative auditsDoes Broadcom Inc. (NASDAQ: AVGO)'s NTT Deal Move Revenue?The new private-cloud agreement lasts a decade, but its undisclosed price leaves the earnings contribution unmeasurable. AVGO · OptimistFi Research Desk · 
Market narrative auditsEos Energy Enterprises, Inc. (NASDAQ: EOSE) Narrows Its Gross LossPreliminary revenue rose about 20%, but a roughly 54% negative gross margin and partial-shift Line 2 show that factory economics are still unproven. EOSE · OptimistFi Research Desk · 
Market narrative auditsMKS Inc. (NASDAQ: MKSI) Agrees to Sell Optics Unit for $650 MillionThe price equals 43% of June secured term-loan principal, but the deal still needs approvals and is not expected to close until 2027. MKSI · OptimistFi Research Desk · 
Investor guidesWhy Is CoreWeave, Inc. (NASDAQ: CRWV) Stock Down 14% This Year?Backlog climbed to $104 billion and quarterly revenue more than doubled, but interest costs, dilution and construction risk still block clean per-share cash returns. CRWV · OptimistFi Research Desk · 
Market narrative auditsAmazon.com, Inc. (NASDAQ: AMZN) Opens Trainium to PyTorchTorchNeuron removes the code-rewrite hurdle, while Amazon’s chips run rate exceeds $25 billion. Usage is the next test. AMZN · OptimistFi Research Desk · 
Market narrative auditsOracle Corporation (NYSE: ORCL) Is Still Investment GradeFive-year default insurance reached 295 basis points, but S&P's BBB- rating remains stable. The funding gap is the real test. ORCL · OptimistFi Research Desk · 
Market narrative auditsNebius Group N.V. (NASDAQ: NBIS) Commits $10 Million to AI BuildersThe European program broadens Nebius's developer funnel, but applicant and event counts do not yet show paid cloud demand. NBIS · OptimistFi Research Desk · 
Market narrative auditsDoes AST SpaceMobile, Inc. (NASDAQ: ASTS) Have an EU Spectrum Deal?Four carriers are exploring a joint spectrum bid, but their October 19 statement says the satellite partner has yet to be selected. ASTS · OptimistFi Research Desk · 
Market narrative auditsKrystal Biotech, Inc. (NASDAQ: KRYS) Reports Early KB113 Tumor ResponsesLesions regressed in all three treated patients, including tumors that were not injected. The sample is too small and uncontrolled to establish durable efficacy. KRYS · OptimistFi Research Desk · 
Market narrative auditsAmplitude, Inc. (NASDAQ: AMPL) Adds Statsig Founder to BoardVijaye Raji brings direct knowledge of the acquired Statsig platform. The board seat can improve oversight, but product adoption and cross-sell still need proof. AMPL · OptimistFi Research Desk · 
Market narrative auditsAvnet, Inc. (NASDAQ: AVT) Expands Revolver by $1 BillionCommitted capacity rises 57.1% to $2.75 billion. The filing improves financial flexibility but does not show how much Avnet will borrow or what returns it will earn. AVT · OptimistFi Research Desk ·
CRM · OptimistFi Research Desk · 
EOSE · OptimistFi Research Desk · 
MKSI · OptimistFi Research Desk · 
CRWV · OptimistFi Research Desk · 
ORCL · OptimistFi Research Desk · 
NBIS · OptimistFi Research Desk · 
ASTS · OptimistFi Research Desk · 
KRYS · OptimistFi Research Desk · 
AMPL · OptimistFi Research Desk ·