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Discover recent company news, market developments, and research from the VCP Scanner pipeline.
A mix of earnings previews, market movers, and company analysis tied to tickers you can screen, compare, and value on VCP Scanner.
Bill Ackman's Pershing Square reveals a 3M-share Netflix position, betting on ad-tier monetization and a $27.1B buyback war chest.
Quick Take Mark Zuckerberg's AI manifesto — predicting everyone will have an "exceptionally capable personal a...
Quick Take Johnson & Johnson is sitting just 5% below its 52-week high after a blistering 54.82% run over the ...
Quick Take Home Depot (HD) is trading at a 24x forward earnings premium, but the stock has only managed a 3% g...
Quick Take Procter & Gamble (PG) is getting a fresh wave of attention as a defensive haven, and for good reaso...
Bill Ackman's Pershing Square reveals a 3M-share Netflix position, betting on ad-tier monetization and a $27.1B buyback war chest.
With renewal rates near 90% and a relentless expansion pace, Costco's model keeps compounding—here's what the data says.
With NVIDIA's blowout quarter and TSMC's massive capex, Broadcom's custom AI chip business is set to explode — here's why we're bullish.
AMD is at the center of the AI infrastructure buildout, but flat gross margins and a post-earnings selloff raise questions about how much upside is left.
With blockbuster drug sales and a pending spinoff, J&J is firing on all cylinders — but valuation and insider selling give us pause.
With shares up just 3% YTD and a premium valuation, HD's Aug. 18 earnings will test whether the market's optimism is justified.
With shares down near 52-week lows and a 3% yield backed by 70 straight years of dividend hikes, Procter & Gamble is the defensive play for a market that's starting to wobble.
While both payment giants delivered strong quarters, Mastercard's expanding margins and 20% value-added services growth signal a more efficient growth engine.
With Brent crude back near $89 and CEO Darren Woods touting a 'fundamentally stronger' company, XOM is stringing together four straight EPS beats — but is the stock still a buy at $153?
Visa's top-line growth is firing on all cylinders, but rising costs and a margin dip vs. Mastercard's expansion have us digging into the details.
As investors weigh U.S. vs. European bank exposure, KBWB's concentrated bet on JPM and other U.S. giants has delivered 37.8% returns in a year — but is the higher beta worth the risk?
Tesla and SpaceX's massive semiconductor investment could redefine AI and robotics — but the financial strain is already showing.