RTX: Record Backlogs And Structural Demand Signal Upside

RTX is a top aerospace and defense stock, boasting strong growth, record backlogs, and resilient financials. Read here for ...
Seeking Alpha

Amrize: Structural Demand Tailwinds And A Clear Path To Higher Margins

Amrize is a pure play on North American construction, with exposure to infrastructure, energy, data centers, and housing, offering focused demand without global FX or geopolitical risk. While recent ...
Hosted on MSN

STNG Q2 2025 Deep Dive: Tanker Demand Holds Firm Amid Uncertainty and Structural Shifts

Tanking company Scorpio Tankers (NYSE:STNG) reported in Q2 CY2025, but sales fell by 40.4% year on year to $222.8 million. Its non-GAAP profit of $1.47 per share was 39.2% above analysts’ consensus ...
Digi Times

Global CoWoS and CoWoS-like packaging capacity demand to surge 113% on year in 2025, says DIGITIMES Research

Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to ...
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RXO Q3 Deep Dive: Margin Squeeze Driven by Regulatory Capacity Exits and Weak Demand

Freight Delivery Company RXO (NYSE:RXO) in Q3 CY2025, with sales up 36.6% year on year to $1.42 billion. Its non-GAAP profit of $0.01 per share was $0.03 below analysts’ consensus estimates. Is now ...