Category: Analyst POV

WH Group, the largest pork producer in the world, announced plans to spin off Smithfield Foods (ticker SFD), the US-based entity it acquired in 2013 for $4.7 billion.

What an opening couple of weeks for ServiceTitan (TTAN ticker). From raising the IPO range from $52-57 to $65-67 then pricing the IPO at $71, the stock opened at $101.

Service Titan (TTAN) raised the price range for its IPO from $52-57 to $65-67, presumably due to a strong reception from investors on the roadshow.

TSM and ASML reported very different quarters, casting mixed messages on the semiconductor sector. ASML reduced its 2025 revenue and gross margin outlook

Cerebras, backed by prominent VCs and gearing up for an IPO, faces scrutiny over alarming customer concentration, with 95% of hardware sales attributed to one client, G42. The deal, led by Citigroup instead of traditional banking giants, raises concerns due to the CEO's past involvement

Tesla now leads S&P 500 stock options trading with 17%, driven by Q3 deliveries on Oct 2nd and the Robotaxi event on Oct 10th.

ASC 606 changes how companies recognize revenue by focusing on performance obligations. Learn how modeling RPOs and cRPOs can help forecast future growth for companies like Oracle and ServiceNow.

Discover key financial concerns within Super Micro Computer Inc (SMCI) for FY2024, including plummeting gross margins, ballooning accounts receivables, and negative free cash flow. Dive into these yellow flags highlighted using Daloopa's comprehensive data, amidst weak earnings, a Hindenburg short report, and filing delays.

Explore the key drivers and risks ahead of NVIDIA’s earnings, including AI spending trends, potential product delays, and the company’s long-term growth outlook.