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Fundamental
Analyzing Axon Enterprise’s $797M Q4 Earnings and the 2026 AI Roadmap
The financial performance of Axon Enterprise is more than a success story for Wall Street. Instead, it serves as a case study in the rapid evolution of public infrastructure. The company reported a staggering $797 million in Q4 revenue. This represents a 39% year-over-year increase. Consequently, Axon Enterprise has signaled to the market that it […]
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February 25, 2026
Fundamental
Hims & Hers (HIMS): Growth, GLP-1 Risks & Regulation
The recent Q4 2025 earnings for HIMS confirmed a critical inflection point. The company is no longer just a telehealth portal but a high-scale personalized medicine engine. Record revenue and subscriber growth initially dominated the headlines, but the market’s focus has shifted to the regulatory “crossfire” surrounding GLP-1 compounding. As of February 24, 2026, the […]
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February 24, 2026
Fundamental
Tech Stocks in 2026: Best Names, Risks, and Strategies for Active Traders
Cloud platforms, semiconductors, enterprise software, and digital infrastructure shape the best tech stocks to trade. These areas also shape how intraday moves unfold in the major indices. Giants like Apple, Microsoft, Google, and Nvidia set the mood for overall risk appetite. Traders track earnings, product roadmaps, and capex plans to see how aggressively new technology […]
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February 20, 2026
Fundamental
Opendoor Technologies: Scaling the Future of Digital Real Estate
The February 19 earnings print for Opendoor Technologies (OPEN) marked a clear step into the “Opendoor 2.0” phase, with the business moving further away from the old capital-heavy flipping model. The market exhaled a collective sigh of relief as investors finally stopped treating the stock like a pure housing bet and began to price in […]
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Fundamental
AI Infrastructure Stocks: Power Players to Watch in 2026
In early 2026, advanced data centers, chips, and storage capacity will scale out across the globe. A central question for many investors is which AI infrastructure stocks are best positioned now that capital increasingly rewards the companies that own or enable the physical layer of compute. Sector commentary tends to break this universe into three general […]
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February 19, 2026
Fundamental
DoorDash Stock Earnings Report: The Price of a Global Tech Overhaul
DoorDash ($DASH) is currently navigating a transition from a delivery provider to a global infrastructure architect. The Q4 2025 results, released February 18, 2026, showcased a business operating in high gear, with Marketplace Gross Order Value (GOV) hitting $29.7 billion (39% year-over-year jump). However, the “beat” on volume was quickly overshadowed by the cost of […]
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Fundamental
Palo Alto Networks: Why the Market Punished a 33% ARR Surge
Palo Alto Networks (PANW) just delivered a masterclass in the “AI Hangover.” Despite a strong Q2 2026 report featuring $2.6 billion in revenue and a 33% surge in Next-Gen Security ARR. The stock still took a 5% hit in after-hours trading. It is a clear signal that the market’s honeymoon phase with AI is over. […]
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February 18, 2026
Fundamental
Coinbase’s High-Stakes Pivot: Tech Moat, Risk and Regulation
As the crypto market matures, Coinbase is finding itself in a high-stakes transition. Recently, the company reported a $667 million loss for the final quarter, a figure that would usually send investors running. Instead, the stock caught a bid as the market began to look past the raw numbers toward a potential bottom in valuation. […]
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February 16, 2026
Fundamental
ON Stock Earnings Report: Semiconductor Sector
On February 9, 2026, ON Semiconductor Corporation (ON) posted Q4 results that were a classic case of “look past the headline”. While the 11.2% revenue slide (landing at $1.53 billion) caught the initial attention of the bears, the underlying story is a deliberate pivot toward high-margin “intelligent power.” Despite the cyclical drag in automotive and […]
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February 11, 2026
Fundamental
Amazon Stock Report: After Earnings Mayhem – What’s Next?
Amazon (AMZN) just served up a high-stakes masterclass in “growth at any cost,” and Wall Street is having a hard time swallowing the bill. While the Q4 2025 numbers were technically a win, with revenue hitting $213.4 billion and AWS growth accelerating to its fastest clip in years (24%), the celebration was cut short. The […]
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February 09, 2026
Fundamental
Google Stock Earnings Report: Alphabet’s $185 Billion Bet
Alphabet (GOOG) essentially just handed Wall Street a “good news, bad news” sandwich. The Q4 2025 numbers were a knockout; revenue hit $113.8 billion (up 18% YoY), and EPS jumped 31%. But the market’s focus shifted almost immediately to the price tag for 2026. Management is doubling down on the AI arms race, forecasting a […]
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February 05, 2026
Fundamental
AMD Stock Earnings Report: Solid Q4 Earnings, Not Enough for Investors
When the latest AMD stock earnings hit the wires, it felt less like a spreadsheet event and more like watching a high‑stakes chess match unfold in real time. The numbers were objectively good — better than expected — yet the market reacted as if it had just been told half the story. Investors weren’t angry; […]
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February 04, 2026
Fundamental
Palantir Earnings Report: PLTR Stock Analysis (70% YoY Growth)
Palantir didn’t just beat expectations for Q4 2025; it finally delivered the kind of quarter the bulls have been promising for years. Revenue didn’t just grow; it jumped 70% year over year to roughly $1.41 billion, and the real eye-opener was the 137% surge in U.S. commercial sales, showing that big companies are no longer […]
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February 03, 2026
Pre Market Prep
Apple Profit Margin 2026: Record 48.2% Under Pressure
Apple’s gross margin reached 48.2% in Q1 2026, underscoring exceptional pricing power and operational efficiency. This strength sits at the center of Apple’s strategic crossroads between innovation, AI, and geopolitics. Key Notes: Apple Profit Margin iPhone Dependence AI, QAI, and On‑Device Strategy Starlink, Connectivity, and Margin Defense Geographic Growth Key Takeaways Future Outlook Apple Profit […]
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February 02, 2026
Fundamental
What Is a Funded Trader Programs & Why It Matters for Serious Traders
Many aspiring traders share the same vision: turning market skill into a real career or a reliable second income. Yet most hit the same two walls—trading requires meaningful capital, and a lack of discipline or underfunded accounts destroys even talented traders before they ever get momentum. These obstacles make it almost impossible to apply proper […]
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February 01, 2026