Markets

AlphaStreet Newsdesk powered by AlphaStreet Intelligence Palomar Holdings, Inc. surged 5.1% to $108.50 on Friday as a broad rally lifted...

Markets

T-Mobile (TMUS) Still Looks Like a Cash-Conversion Story, Not Just a Subscriber Race

The usual shorthand on T-Mobile (TMUS) is that it is the growth carrier in wireless. That is true, but too...

Markets

Coca-Cola (KO) Still Looks More Like a Concentrate-Economics Story Than a Beverage-Volume Trade

Coca-Cola is often judged like a beverage volume stock: did cases grow, did demand hold up, and did emerging markets...

Markets

Hot jobs report puts Fed cuts further out of reach as Chair Warsh faces policy tests

New Chairman of the Federal Reserve Kevin Warsh arrives during a swearing in ceremony in the East Room of the...

Markets

Crypto mutiny on Strategy: Shorts target ‘MSTR’ in bitcoin bloodbath

Options traders are storming into bets against crypto's most vocal evangelist Michael Saylor. Call it mutiny on Strategy.Flows around Saylor's...

Markets

TransDigm (TDG) Still Has an Aftermarket-and-Pricing Engine That Looks Stronger Than the Leverage Debate

TransDigm (TDG) is often framed as a leveraged aerospace supplier whose upside depends mainly on air-travel demand. That view misses...

Markets

MaxLinear Plunges 11.6% Amid Sector-Wide Selling

AlphaStreet Newsdesk powered by AlphaStreet Intelligence MaxLinear plunged 11.6% on Friday to $83.26 as a brutal sector-wide selloff hammered semiconductor...

Markets

HCI Group Jumps 5.4% Amid Sector-Wide Rally

AlphaStreet Newsdesk powered by AlphaStreet Intelligence Broad sector rally lifts HCI Group. Shares of HCI Group, Inc. surged 5.4% to...

Markets

The World Is Growing a Nervous System

Last week, I wrote about the growing push toward “smart wearables” and the idea that AI could become an “always...

Markets

Johnson Controls (JCI) Has a Service-and-Backlog Engine the HVAC-Cycle Label Misses