Every single-company analysis on Global Stock Brief, newest first. Each article rebuilds the company's numbers from SEC filings (10-K, 10-Q, 8-K) and investor materials, labels its sources, and closes with the conditions that would change the call. See how the daily Sector RS rank works and who writes this site.
All stock analyses (28)
By group
Semiconductors & AI hardware
- NVIDIA (NVDA) Stock Analysis: Guarantees and Cash Flow
- Sumitomo Electric (5802) Stock Analysis: Data Center Optics
- ASML Stock Analysis: The Bookings Line That Went Missing
- Texas Instruments (TXN) Stock Analysis: Cash Flow and Capex
- Applied Materials (AMAT) Stock Analysis: Guidance Record
- Qualcomm (QCOM) Stock Analysis: Non-Handset Mix and Margin
- AMD Stock Analysis: Q2 2026 Earnings and the Debt Raise
- Dell (DELL) Stock Analysis: Q2 FY2027 Earnings and Guidance
- Ciena (CIEN) Stock Analysis: Can Growth Catch the Price?
- Credo (CRDO) Stock Analysis: GAAP vs Non-GAAP Earnings Gap
- TSMC (TSM) Stock: 60% Margins and Guidance It Keeps Beating
Software & internet
- Oracle (ORCL) Stock Analysis: Cash Flow and Capex Gap
- Uber (UBER) Stock Analysis: Gross Bookings vs Revenue Gap
- Adobe (ADBE) Stock Analysis: Valuation After the CEO Change
- CrowdStrike (CRWD) Stock Analysis: GAAP vs Non-GAAP Results
- Shopify (SHOP) Stock Analysis: Net Income vs. Equity Gains
Health care
- Halozyme (HALO) Stock: $143M of Equity and $1.3B of Notes
- Illumina (ILMN) Stock: What Is Left After Acquisitions
- Medtronic (MDT) Stock Analysis: Why EPS Stayed Flat Despite 10-Year-High Revenue Growth
Consumer
- AutoZone (AZO) Stock: 36.3% ROIC and a 19.6x P/E
- Trip.com (TCOM) Stock Analysis: Antitrust Fine and Guidance
- Casey's (CASY) Stock Analysis: Fuel Margin Drove Q4 Profit
- lululemon (LULU) Stock Analysis: Margin Decline and Tariffs
Housing & financials
- Lennar (LEN) Stock: 12.9% Incentives and a 0.89x P/B
- American Express (AXP) Stock Analysis: Credit Metrics Reset
Energy transition & crypto
- Plug Power (PLUG) Stock Analysis: GAAP vs Operating Loss
- Bitmine (BMNR) Stock Analysis: mNAV Below 1 and Dilution
Industrials & materials
Also on this site
- Sector RS Rank archive — the daily 129-ETF relative-strength briefs
- Why Leaders Keep Leading: Reading Sector Rotation Through RS and RRG
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