Quick Read - FuelCell Energy (FCEL) stock surged 23% and Bloom Energy (BE) stock climbed 7% as FuelCell Energy's Russell index inclusion stacked onto a 380 MW Fit Energy AI deal and three analyst upgrades. - Plug Power (PLUG) stock gained 5% on a sympathy bid but remains the...</
Quick Read - Tesla (TSLA) earns a HOLD with a 12-month price target of $416, implying just 1% upside from current levels at 90% confidence. - The bull case hits $481 if Cybercab, Optimus, and Robotaxi expansion execute on schedule through 2026. - A 407x trailing P/E against a 5%...</stron
In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted ServiceTitan, Inc. (NASDAQ:TTAN) ServiceTitan, Inc. (NASDAQ:TTAN) is an American cloud-based software company that provides solutions for connecting and managing
Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You. Quick Read - NVIDIA's 85% revenue surge masks slowing sequential guidance and an 8% monthly share decline, fitting Wilson's cyclical pause call with
Quick Read - NVDA posted $81.6B in quarterly revenue, up 85% YoY, yet trades at a forward P/E of just 22 with a PEG of 0.59. - NVIDIA's record $91B Q2 guide was built with China revenue fully excluded, proving global demand alone is setting new records. - NVIDIA raised its...
Quick Read - JOBY sits 33% lower year-to-date at $8.83, with a $11.50 price target hinging on FAA certification progress and a Dubai passenger launch in 2026. - ACHR poses a credible competitive threat, and CEO Bevirt's 322,019-share sale at $10.38 adds insider uncertainty to...<
TimesSquare Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for t
UK-based Carbon Underwriting secures growth equity investment to expand delegated authority underwriting and AI capabilities globally. Carbon Underwriting, a UK-based delegated authority underwriting specialist, has agreed to a growth equity investment from FTV Capital. Th
Verizon is acquiring a 35-year-old wireless competitor that is shutting down as consolidation in the U.S. wireless market continues to accelerate. For instance, in 2014, AT&T completed its acquisition of Leap Wireless, which owned Cricket Wireless, for $1.2 billion
TimesSquare Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for t
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