Truepic welcomes Kerry Whorton Cooper to its Advisory Board, leveraging her 20 years of executive leadership to advance authenticity in digital ecosystems.
Upstart is an even better Buy here, thanks to the materialization of a much needed correction from prior heights and the recent bounce off the established uptrend support line. The AI lending platform demonstrates its ability to deliver improved operating leverage upon expanded adoption rates, with FY2026 likely to benefit from the lower cost borrowing environment. This is especially aided by t...
On Holding AG demonstrates strong pricing power, sustaining demand despite price hikes and tariff pressures, validating its premium brand strategy. ONON's rapid revenue growth outpaces peers, with management guiding for a 30%+ CAGR through 2026 and 20–25% post-2026. Gross margins exceed larger rivals, and management targets adjusted EBITDA margins above 20%, with forward EPS growth expected to ...
Upstart posted monster revenue growth in Q3, and it's starting to generate positive net income. Major banks control a large portion of lending activity, which could limit Upstart's true market opportunity.
AMD is on track to become a growing competitive threat to Nvidia. CoreWeave's artificial intelligence (AI)-specific cloud ecosystem is benefiting from rapidly rising demand.
By improving access to credit for certain borrowers, Upstart has found a clear use case for AI. American Express benefits from its strong brand presence and a powerful network effect.
Shares of Upstart and Atlassian have dramatically underperformed the S&P 500 this year, but Wall Street analysts generally view the stocks as undervalued. Upstart hopes to disrupt the lending industry with artificial intelligence, and new products (auto, home, and small-dollar loans) are gaining traction.
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