Huawei: Towards AI ON for New Growth in the AI Era
During the MWC Barcelona 2025, Bob Chen, President of Huawei Optical Business Product Line, proposed the evolution of optical ...
Enterprise Products Partners: Full Steam Ahead
Enterprise Products Partners boasts a recession-resistant business model. Read why I maintain my strong buy rating on EPD ...
Strong Backlog and Affirmation of Guidance Support Our Valuation for Chart Industries
The greater degree of control over integrating its equipment and processes also improved its pricing power, margins, and customer switching costs. Chart's 2025 expectations call for $4.75 billion in ...
Salesforce Q4: Expect Growth Slowdown To Stabilize In FY2026 (Rating Upgrade)
Salesforce's FY2026 outlook suggests the growth slowdown may stabilize, but likely remain in the high single digits. Read why ...