We believe Sandisk is prone to market-driven cyclicality in memory chips and doesn’t hold pricing power over its customers, which leads to low and volatile profitability. We consider NAND flash memory ...

LuxExperience's acquisition of YOOX NET-A-PORTER quadruples its customer base and nearly triples GMV, positioning it as a ...

Autoliv (NYSE:ALV) reported its second-quarter results on July 18, announcing net sales that were up 4% year over year to a record $2.7 billion, a 14% increase in adjusted operating income to $251 ...

Dunelm Group lifted its gross margin expectations for fiscal 2025 after it reported higher sales for the fourth quarter, boosted by summer sales.

HoldCo Bros are back! @NikonomicsPodcast and I are once again talking about a bunch of cool business ideas today. First, we revisit the stump grinding business idea, which turned into a $9,000 success ...

Taiwan-based lens manufacturer Largan Precision stated that demand for variable aperture is expected to become more significant in 2026, with larger projects on the way.

BigBear.ai's gross margins are relatively slim compared to those of most software companies. 10 stocks we like better than BigBear.ai › BigBear.ai (NYSE: BBAI) has had quite the 2025.

Micron’s fiscal Q3 2025 showed an impressive gross margin of 39%, beating guidance thanks to strong pricing and tight supply dynamics. Better pricing for DRAM and NAND, along with disciplined cost ...

SkyWater posts a 730-bps gross margin jump as ThermaView drives wafer services growth. The Fab 25 acquisition can extend the momentum.

US companies face slumping profit margins and looming price hikes as the Trump administration’s tariffs deal financial blows, survey data suggests. More than half of businesses in a new KPMG survey ...

ACM Research's new tools like PECVD and ALD are ramping and driving margin upside. Read what makes a prime case for revaluation of ACMR stock.