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Two Hidden Gems Poised for 2025 Bounce Back

2024 was not kind to MongoDB (MDB), down 43%, given its growth deceleration, nor to GitLab (GTLB), down 11% after a bumpy second quarter.

Service Titan Initial Quarter Mixed Bag

ServiceTitan’s (TTAN) first quarter as a public company combined the positives and negatives previewed on their IPO roadshow in December.

New and Improved Smithfield Foods IPO’ing (Again)

WH Group, the largest pork producer in the world, announced plans to spin off Smithfield Foods (ticker SFD), the US-based entity it acquired in 2013 for $4.7 billion.

ServiceTitan IPO Aftermath- Winners and Losers

What an opening couple of weeks for ServiceTitan (TTAN ticker). From raising the IPO range from $52-57 to $65-67 then pricing the IPO at $71, the stock opened at $101.

Generative AI Leading a Resurgence in Software

After being regarded as a side note to GenAI infrastructure investment, we are starting to see enterprises engage in software investment, particularly those that take advantage of GenAI/AI.

Service Titan Needs to IPO and What You Need to Know

Service Titan (TTAN) raised the price range for its IPO from $52-57 to $65-67, presumably due to a strong reception from investors on the roadshow.

Navigating Daloopa’s New UI

Daloopa’s has grown – our coverage, data quality and features to deliver that data – and in the meantime, our UI became increasingly complex. Our intent is to make Daloopa more focused on analysts’ most important needs during the most critical times of the year.

Introducing Data Update Status and Notifications

Daloopa's new Data Update Status and Notifications feature is designed to give Daloopa Plus users real-time status and ETAs for data availability earnings—making workflows more efficient. saving time and stress.

What do TSM and ASML earnings mean for NVDA and the SOX?

TSM and ASML reported very different quarters, casting mixed messages on the semiconductor sector. ASML reduced its 2025 revenue and gross margin outlook

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