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TIKR

The TIKR column focuses on public company information, financial data, and investment research, helping users understand companies and markets from a fundamentals-based perspective.

TIKR's Articles

Arm Holdings Is Up 111% Over the Past Year. Here’s Whether the AI Rally Still Has Room to Run

Here’s why Arm’s AI chip rally, data center CPU traction, and Q4 beat make ARM stock one of the most polarizing bets in semiconductors.

2026/06/27

Super Micro Stock Is Down 32% Over the Past Year. Here’s Why the $7 Billion AI Raise Changes the Setup

Here’s why Super Micro’s $7 billion capital raise and AI server backlog make SMCI a turnaround story worth following.

2026/06/27

SOFI Stock Trades Below Its Highs. Here’s What the Composer Acquisition Means for the Growth Story

Here’s why SoFi’s AI investing platform launch and record Q1 earnings reshape the bull case for SOFI stock.

2026/06/27

Eli Lilly Stock Jumps 7% as Medicare Opens GLP-1 Access: What a $2,100 Target Means for Investors

Eli Lilly stock surged 7% in a single session after Medicare moved to cover weight-loss drugs at $50 a month and a European panel backed its cancer drug. The access

2026/06/27

The Trade Desk Stock Bounced Off a 52-Week Low. Here’s Where the Stock Could Go in 2026

The Trade Desk just bounced 6% off a fresh 52-week low after the Publicis dispute that gutted its growth story finally ended. But a Walmart exit and a new Sell

2026/06/27

Alphabet Fell 5% in a Single Day as AI Stars Defected. Is the Selloff Overdone?

Alphabet just lost five top AI researchers to OpenAI and Anthropic in six days, triggering its worst single-day drop in over a year. The business behind the headlines

2026/06/27

Take-Two Locked In GTA VI’s Launch Date. Now Comes the Hard Part

Take-Two finally locked in the November 19 launch date for Grand Theft Auto VI, and preorders opened June 25. Yet the stock sold off on the news. Here is what the

2026/06/27

Why Monolithic Power Systems Stock Could Be Worth $2,453 on AI Demand

The market priced Monolithic Power Systems as a decelerating chip play, yet Q2 guidance came in around 11% above Street consensus before the call ended.

2026/06/27

Why Accenture Stock Looks Undervalued After Eight Quarters of Expanding Operating Margins

Accenture expanded operating margins from 15% to 17% over eight quarters while absorbing a $100 million Middle East headwind.

2026/06/27

Is Okta Stock a Buy in 2026 After Q1 Revenue Beat the Street by $13 Million?

The Street still targets $120, but Okta’s agentic AI pipeline is already the largest for any new product in company history.

2026/06/27

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TIKR

TIKR's Articles

Arm Holdings Is Up 111% Over the Past Year. Here’s Whether the AI Rally Still Has Room to Run

Super Micro Stock Is Down 32% Over the Past Year. Here’s Why the $7 Billion AI Raise Changes the Setup

SOFI Stock Trades Below Its Highs. Here’s What the Composer Acquisition Means for the Growth Story

Eli Lilly Stock Jumps 7% as Medicare Opens GLP-1 Access: What a $2,100 Target Means for Investors

The Trade Desk Stock Bounced Off a 52-Week Low. Here’s Where the Stock Could Go in 2026

Alphabet Fell 5% in a Single Day as AI Stars Defected. Is the Selloff Overdone?

Take-Two Locked In GTA VI’s Launch Date. Now Comes the Hard Part

Why Monolithic Power Systems Stock Could Be Worth $2,453 on AI Demand

Why Accenture Stock Looks Undervalued After Eight Quarters of Expanding Operating Margins

Is Okta Stock a Buy in 2026 After Q1 Revenue Beat the Street by $13 Million?

Author's Selections

SpaceX Stock Extends IPO Rally As Price Pushes 50% Above Issue Price

Why Accenture Stock Looks Undervalued After Eight Quarters of Expanding Operating Margins

Is Okta Stock a Buy in 2026 After Q1 Revenue Beat the Street by $13 Million?

Amgen Stock’s Gross Margin Story in Q1 2026: What the Numbers Say About a $468 Target

Intel Starts Production on Advanced Chip Node to Secure Massive Mobile Component Manufacturing Deal With Apple

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