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- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 27, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Sep 27, 2026
Latest articles
Can Medtronic’s (MDT) Core Units Keep Up With Managementâs New Bets? (opens the original)
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Medtronic plc’s (NYSE:MDT) investment thesis rests on accelerating growth across its key innovation platforms. CEO Geoff Martha noted ongoing strength in core segments such as Cranial and Spinal Technologies, Surgical, and Cardiac Rhythm Management. This comes along with encouraging momentum in high-growth opportunities such as Hugo robotic surgery, Symplicity, Altaviva, Affera, and Stealth AXiS. Read Also: Medtronic’s (MDT) Heart Devices Are Suddenly Outgrowing The Rest Of Med-Tech. The managem
Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver? (opens the original)
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Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup. This move positions the company strongly within the ongoing AI network buildout, which is witnessing breakout demand trends across hyperscalers. The transceivers target 1.6T port speeds for AI infrastructure, with experts projecting 1.6T optical transceiver shipments to expand through 2027. This offers a lucrative opportunity within a rapidly growing addre
Foldables, AI Servers and India Expansion: What Lies Ahead for Apple (AAPL) Under the New CEO? (opens the original)
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Jim Cramer recently labelled Apple Inc. (NASDAQ:AAPL) as a standout performer, reflecting on the company’s product focus under the leadership of new CEO, John Ternus. He anticipated a strong demand trend for the company’s latest Duo foldable iPhone as Apple enters the premium foldable smartphone market. Read Also: Apple Raised Stakes with its $2000-Priced Foldable. But Can it Be the New Growth Engine?. Apple just conducted its first product event under the new CEO, and outcomes appear promising.
What Lies Ahead for Micron (MU) in the Upcoming Fourth Quarter Report? (opens the original)
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Investor attention turns to Micron Technology Inc.’s (NASDAQ:MU) scheduled fourth quarter fiscal 2026 announcement on September 30. The earnings report would address a simple yet strategically significant question around the company’s ability to sustain its ongoing earnings momentum. The market will also pay close attention to Micron’s 512GB RDIMM rollout, which addresses larger memory capacity requirements for data center servers, as database workloads and AI systems become more intricate. Read
Is Walmartâs (WMT) Digital Transformation Paying Off? (opens the original)
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Consensus sentiment around Walmart Inc. (NASDAQ:WMT) remains largely encouraging, as analysts highlighted the company’s higher-margin growth potential and its AI-enabled platform overhaul. Expanding digital scale and continued growth in membership-fee revenue add more fuel to its long-run earnings potential. However, a recent dip in U.S. consumer confidence makes the broader landscape rather challenging for Walmart. It affects the company’s pricing power, as further price increments would be har
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