Biel: Salesforce’s Transaction Data Shields Its Edge
A Biel note argues that biel: salesforce’s transaction data creates a durable moat for Salesforce, tying revenue to a...
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Drone Production Gap: CEO Says U.S. Producing Less Today
U.S. drone output is under scrutiny as manufacturers push for scale. Red Cat and AeroVironment highlight a market shi...
FDVV HDV: High-Dividend ETFs with Diverging Bets Today
Two popular high-dividend ETFs, FDVV and HDV, take different routes to income. This guide breaks down what they own, ...
Engineers Gate Builds Million-Dollar Stake in ADC REIT
Institutional investors are quietly reshaping the landscape of net-lease REITs. A notable stake in Agree Realty signa...
Serenity Capital Management Opens a New Mattel Position
A discreet fund quietly builds a Mattel stake, signaling conviction or a calculated thesis. This article breaks down ...
Stock Market Today: Mar. 12 Jump on Palantir Tie-Up
On Mar. 12, a niche tech partnership caused a notable move in the stock market today landscape. Ondas jumped after li...
Fintech Stock Investor Trims: Brazilian Leader Up 52%
When a fintech stock investor trims a large stake in a rising Brazilian payments firm, traders and everyday investors...
Multi-Billion-Dollar Cold Storage Giant Draws $19 Million Bet
A major cold storage leader caught the eye of a notable investor, who disclosed a fresh stake worth $19 million. This...
Partners Buys Another Million: A Turnaround in Auto Parts
A major fund just boosted its stake in a struggling auto-parts retailer. This article breaks down what the move could...
Mission Produce (AVO) 2026 Outlook: Early Q1 Takeaways
Mission Produce enters 2026 with a mix of hedges, growing demand, and a tight supply chain. This guide breaks down wh...
Allogene (ALLO) 2025 Earnings: Milestones and Outlook
As allogene (allo) 2025 earnings loom, investors weigh pipeline progress, collaboration milestones, and cash runway. ...
Salesforce Stock Topped Market: Why Thursday Move Matters
Salesforce surged Thursday as the company announced a major debt offering to back a sizable share repurchase plan. Th...