Investing, page 9 of 18 — 24 articles published 2026-05-12 ~ 2026-05-13.
Newmont (NEM) is the world's largest gold miner by market cap, with a five-continent portfolio and a disciplined AISC framework. This analysis covers the bull and bear thesis, portfolio positioning, tax treatment in Roth and 401k accounts, and what to watch in the next 10-Q.
Northrop Grumman (NOC) 2026 analysis: B-21 Raider stealth bomber sole-source production, space and missile defense growth, US defense budget dynamics, dividend growth record, and portfolio positioning for US investors in defense equities.
Progressive Corporation (PGR) is a top-3 US auto insurer with Snapshot telematics, dual direct-agency channels, and a hard market track record of outperforming peers on combined ratio. We analyze the 2026 setup for PGR investors.
Phillips 66 (PSX) operates refining, midstream (DCP merger), chemicals (CPChem JV with Chevron), and lubricants. We analyze crack spread exposure, WCS-Brent differentials, DCP synergies, and the 2026 investment case for PSX investors.
Southern Company (SO) 2026 analysis: regulated utility moat in the US Southeast, Vogtle Units 3&4 nuclear assets, AI data center electricity demand boom, 20+ year dividend growth record, and rate-sensitive return framework for US investors.
Comprehensive analysis of SPGI (S&P Global) stock for 2026: credit ratings moat, S&P 500 index licensing, Platts commodity data, IHS Markit integration, and what drives EPS growth for long-term investors.
In-depth analysis of TRV (Travelers Companies) stock for 2026: combined ratio fundamentals, hard market pricing, catastrophe reserves, dividend growth history, and the bull/bear case for US P&C insurance investors.
Texas Instruments (TXN) 2026 stock outlook: 22-year dividend growth streak, FCF-per-share capital return philosophy, 300mm fab investment thesis, and analog semiconductor cycle recovery. Tax-efficient placement strategies for US investors.
SMR NuScale Power stock outlook 2026: 77 MWe NPM NRC design certification achieved May 2025, UAMPS CFPP cancellation lessons, RoPower Romania February 2026 investment approval, ENTRA1-TVA non-binding 6 GW collaboration, dilution risk and zero revenue analysis. IRA Section 45U nuclear tax credit angle.
VRTX Vertex Pharmaceuticals stock outlook 2026. Trikafta $2.35B quarterly revenue, Journavx non-opioid pain FDA approved January 30 2025, Casgevy gene therapy 9 countries, inaxaplin APOL1 kidney interim data expected early 2027. Three-scenario valuation for US investors.
Synopsys (SNPS) closed the $34.9B Ansys acquisition on July 17, 2025. Q1 FY2026 revenue hit $2.41B (+65.5% YoY). EDA leadership meets simulation dominance—but $10B in new debt and integration risk are real. Here's the full analysis for 2026.
CRDO Credo Technology FY2026 Q3 revenue hit $407M (+201% YoY) with 68.5% gross margin. This 2026 outlook covers AEC technology moat, 87% customer concentration risk, Microsoft partnership, and Buy/Hold/Avoid scenarios for US investors.
VRT Vertiv Holdings posted Q1 2026 revenue of $2.65B (+30% YoY), diluted EPS of $0.99, and holds a $15B order backlog — making it one of the most visible-revenue AI infrastructure plays available to US investors today.
OKLO Oklo stock outlook 2026: Aurora powerhouse 15-75 MWe specs, NRC COLA resubmission timeline after 2022 denial, DOE Idaho National Lab site permit, Meta/Switch data center LOI pipeline, HALEU fuel supply constraints. Binary regulatory bet analyzed.
ALAB Astera Labs posted Q1 2026 revenue of $308.4M (+93% YoY) with a 76.3% gross margin and 20.1% operating margin. Here's why this AI fabric connectivity chipmaker deserves a place in your watchlist — and where the real risks lie.
ANET Arista Networks 2026 outlook: Q1 2026 revenue of $2.71B (+35% YoY), Non-GAAP operating margin 47.8%, Q2 guide of $2.8B. Covers EOS software moat, NVIDIA Spectrum-X threat, Meta and Microsoft concentration risk, and Buy/Hold scenarios for US investors.
BWX Technologies (BWXT) stock outlook 2026: verified data on the $1.4B naval nuclear propulsion contracts (May 2026), Columbia-class SSBN and Virginia-class SSN monopoly supply, Project Pele microreactor ($300M DoD contract), medical radioisotopes business, FY2025 revenue $3.2B, and three price scenarios.
Dell Technologies (DELL) hit $113.5B in FY2026 revenue (+19% YoY) driven by AI-optimized server demand. But gross margins compressed to 20.0%—down from 23.8% in FY2024. Here's what that trade-off means for DELL investors in 2026.
REGN Regeneron stock outlook 2026. Dupixent global sales hit $4.9B in Q1 2026 (+33%), Eylea HD biosimilar transition, Lynozyfic FDA approval July 2025, Libtayo oncology surge, three-scenario valuation for US investors.
Moderna (MRNA) stock outlook 2026: $7.5B cash runway, mRESVIA RSV launch, intismeran autogene Phase 3 with Merck, $1.94B FY2025 revenue, analyst Hold consensus at $36.82 target. Full pipeline, 3 price scenarios, and honest risk assessment for US investors.
Constellation Energy (CEG) stock outlook 2026: verified data on the Three Mile Island/Crane Clean Energy Center restart, Microsoft 20-year PPA, Calpine $26.6B acquisition (closed Jan 7, 2026), Section 45U nuclear PTC, 19GW+ fleet economics, and price scenarios.
Madrigal Pharmaceuticals (MDGL) 2026 stock analysis: Rezdiffra revenue trajectory reaching $958M in FY2025 and $311M in Q1 2026, US payer coverage progress, GLP-1 competition dynamics, confirmatory trial risk, and acquisition thesis.
Monolithic Power Systems (MPWR) posted $804M in Q1 2026 revenue (+26% YoY) with Enterprise Data surging 97.7%. This analysis covers MPWR's fabless model, TSMC risk, NVIDIA concentration, valuation, and three investment scenarios for 2026.
CCJ Cameco stock outlook 2026: Q1 2026 earnings analysis, McArthur River/Key Lake and Cigar Lake production, Inkai JV Kazakhstan supply risk, Westinghouse 49% stake contribution, spot vs long-term uranium contract strategy. IRA Section 45U tailwinds.