The Trade Desk ( TTD ) has experienced a massive sell-off after the Q2 earnings release mostly because of a cautious Q3 guidance from the management. I think that TTD is highly likely to outperform in realityI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have ...

Core Insights - Microsoft is set to ship Nvidia's most advanced AI chips to the United Arab Emirates, following approval from the U.S. Commerce Department [1] Company Summary - Microsoft is actively engaging in the AI chip market by facilitating the shipment of advanced technology [1] - The deal signifies a strategic partnership between Microsoft and Nvidia, enhancing their presence in the Middle East [1] Industry Summary - The approval from the U.S. Commerce Department highlights the regulatory environment surrounding AI technology exports [1] - This move may indicate a growing demand for advanced AI solutions in the UAE, reflecting broader trends in the global AI market [1]

Welcome to the Green Stock news brief for Tuesday, November 4th. Here are today's top headlines. Eve Air Mobility has signed a framework agreement with Bahrain's Ministry of Transportation and Telecommunications to advance sustainable EV toll air mobility across the Middle East.The partnership will develop regulations, infrastructure, and training for zero emission operations with commercial flights planned for 2028 and international routes by 2029. Intuitive Machines has announced an $800 million agreement ...

This is a comparison of how Tesla (TSLA) stock compares to its competitors in terms of size, valuation, growth, and margin. GRUENHEIDE, GERMANY - JULY 17: A stop sign stands near the Tesla logo at the Tesla factory on July 17, 2023 near Gruenheide, Germany. Tesla will reportedly present its plans tomorrow to expand production at the factory, from thee current level of approximately 250,000 cars per year to one million. The plan calls for the construction of a new assembly hall that will be the size of 60 so ...

Core Insights - The London Company reported a 6.3% return (6.2% net) for its Large Cap Strategy in Q3 2025, underperforming the Russell 1000 Index which gained 8.0% during the same period [1] - The overall economic momentum remained strong despite mixed economic data in Q3 2025, driven by a Fed rate cut, solid corporate earnings, and enthusiasm around AI [1] Company-Specific Insights - Bruker Corporation (NASDAQ:BRKR) was highlighted in the investor letter, with a one-month return of 6.17% but a significant 34.78% decline over the past 52 weeks, closing at $38.71 per share with a market capitalization of $5.873 billion on November 3, 2025 [2] - The London Company decided to exit its position in Bruker Corporation due to significant underperformance since purchase in 2024, citing weak pharma spending, potential cuts to NIH and academic funding, and tariff concerns as headwinds [3] - Bruker Corporation is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding the stock at the end of Q2 2025, an increase from 40 in the previous quarter [4]

I’ve been watching Uber Technologies, Inc. (NYSE: UBER ) and Toast, Inc. (NYSE: TOST ) work around the same restaurant customers for years without fully teaming up. Uber operates out on the streets, coordinatingI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a benef ...

TopBuild (BLD) came out with quarterly earnings of $5.36 per share, beating the Zacks Consensus Estimate of $5.22 per share. This compares to earnings of $5.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.68%. A quarter ago, it was expected that this insulation products company would post earnings of $5.07 per share when it actually produced earnings of $5.31, delivering a surprise of +4.73%.Over the last four quarters, ...

Enpro (NPO) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.93 per share. This compares to earnings of $1.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.11%. A quarter ago, it was expected that this industrial products maker would post earnings of $2.08 per share when it actually produced earnings of $2.03, delivering a surprise of -2.4%.Over the last four quarters, the co ...

Core Insights - The London Company reported a 6.3% return for its Large Cap Strategy in Q3 2025, underperforming the Russell 1000 Index which gained 8.0% [1] - The rally in US equities was attributed to the Fed rate cut, strong corporate earnings, and enthusiasm around AI [1] - TE Connectivity Ltd. (NYSE:TEL) was highlighted as a top performer, benefiting from AI spending and maintaining strong margins despite mixed demand [3] Company Performance - TE Connectivity Ltd. achieved a one-month return of 11.17% and a 52-week gain of 65.53%, closing at $246.87 per share with a market cap of $72.718 billion on November 3, 2025 [2] - The company is recognized for its diversified portfolio, high-value products, and market leadership, which position it for sustained growth and margin expansion [3] Investment Sentiment - TE Connectivity plc was held by 47 hedge fund portfolios at the end of Q2 2025, an increase from 45 in the previous quarter [4] - Despite its potential, some analysts believe other AI stocks may offer greater upside potential and less downside risk compared to TE Connectivity [4]

Capri Holdings (CPRI) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of $0.14. This compares to earnings of $0.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -121.43%. A quarter ago, it was expected that this luxury retailer would post earnings of $0.13 per share when it actually produced earnings of $0.5, delivering a surprise of +284.62%.Over the last four quarters, the company has ...