Key PointsDutch Bros is growing traffic while others in the restaurant space are losing it, and its loyalty-driven, data-heavy business model could compound in value as it adds new

Key PointsAcquired 254,857 shares of Denali Therapeutics; estimated transaction value $5.07 million (based on quarterly average price). Quarter-end position value increased by $4.8

Key PointsAdobe recently authorized a new $25 billion share repurchase program.The stock trades at less than 11 times the midpoint of management's earnings forecast for the year.Th

Key PointsRegulators favor "official" data for settling prediction market bets.Genius Sports holds the rights to much of that data, positioning itself as a trusted backbone of the

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Key PointsAB-InBev handily beat analyst estimates in the quarter. Beer volumes actually increased, defying the industry headwinds. AB-InBev has done a good job of maximizing price

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Key PointsSold 260,955 shares of GOVI; estimated transaction value ~$7.21 million based on quarterly average price.Quarter-end position value fell by $7.18 million, reflecting both

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Key PointsMeta is laying off about 10% of its workers on May 20, saving about $375,000 per job.Meta might spend 4 to 5 times as much on AI capex in 2026 as it spends on employee co

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Key PointsBeaumont Financial Advisors sold 120,136 shares of JPMorgan Equity Focus ETF (JPEF) during the first quarter of 2026, with an estimated trade value of approximately $9.0

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Key PointsSterling Infrastructure's Q1 sale and earnings far exceeded Wall Street's targets. The company also issued forward guidance suggesting that strong growth is poised to con

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Key PointsAt first blush, Realty Income seems like a risky bet. Its customers, however, are actually the most resilient names in its business.Brookfield Renewable has recently stru