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Ishan M.

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

Technology & AI Ishan M. -
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent company — announced it's raising $80...

Toms Capital Just Put McCormick’s Flavor Empire In Focus

Miscellaneous Ishan M. -
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams boardroom drama. Most people know it...

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

Technology & AI Ishan M. -
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI...

Exxon’s $5 Billion Gamble: Venezuela Goldmine Or Trap?

Energy Ishan M. -
Exxon Mobil (NYSE:XOM) may be staring at one of the strangest oil opportunities in the world right now. Venezuela...

Salesforce Reports In 24 Hours. The Street Is Split by $242. Someone Is About To Be Very Wrong.

Technology & AI Ishan M. -
Salesforce (NYSE:CRM) reports its Q1 fiscal 2027 results on Wednesday, May 27 — and the setup is unlike anything...

Walmart Vs. Target: The Retail Earnings Week That Could Reveal The Real State Of The American Consumer!

Consumer & Retail Ishan M. -
Walmart (NYSE:WMT) and Target (NYSE:TGT) are stepping into a retail earnings week that may matter almost as much as...
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Is A Quiet Storage Name Becoming The REAL AI Takeover Story?

Technology & AI Ishan M. -
NetApp (NASDAQ:NTAP) is not the kind of stock that usually makes people spit out their coffee. It does not...

Sony Just Made Music IP Look Like A Bigger SHIFT Than Games

M&A Ishan M. -
Sony Group Corporation (NYSE:SONY) is leaning harder into the business of owning culture, not just distributing it. The latest...

Novo Nordisk Earnings Pre-Mortem: The Beat May Not Be Enough!

Healthcare Ishan M. -
Novo Nordisk reports first-quarter 2026 earnings on May 6, and the market is walking into the print with unusually...

Meta Doesn’t Want to Build the Metaverse. It Wants to Build Your Robot

M&A Ishan M. -
Meta Platforms (NASDAQ:META) just made the kind of acquisition that sounds small until you zoom out. The company acquired...

Amazon Earnings Pre-Mortem: THIS Is What’s Making Investors Nervous!!

Consumer & Retail Ishan M. -
Amazon reports earnings this week, and the setup looks strong on the surface. Consensus expects first-quarter revenue of roughly $177...

Microsoft Earnings: Why Azure Growth Could Reprice The Entire Stock

Technology & AI Ishan M. -
Microsoft doesn’t need to beat earnings this quarter. It needs to justify itself. The company reports on April 29, with...
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Baptista Research is a financial research house focused on the U.S. markets. We cover the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms.

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Is SpaceX Asking $1.75 Trillion For A Company Truly Worth NO MORE THAN $780 Billion?

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The largest IPO in history just launched its roadshow....

Broadcom Said 3 Words That Killed The Narrative: “WE ARE CHIPS ONLY!”A

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Let's do the math quickly. Broadcom (NASDAQ:AVGO) just reported $10.8...

Connectivity Is The New AI Bottleneck; ONE Company Has A Monopoly On The Bridge!

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Let's start with the headline. At a major tech event...

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

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Let's start with the weird part. On Monday, Alphabet (NASDAQ:...

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