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Tag

Q3 Earnings

3 articles

Research & Analysis55m ago

Strive's 43,124 BTC Position Generates Q3 Profit as Share Price Declines

The asset manager's substantial Bitcoin holdings drove third-quarter earnings, but equity investors are pricing the firm differently than its digital asset gains suggest

U.S. Equities3d ago

1 Main Capital Doubles Limbach Bet on Margin Expansion—Valuation Disconnect in Focus

The boutique firm doubled its stake in HVAC contractor Limbach Holdings after Q2 weakness, betting margin gains from a shift to higher-margin work justify a 75% discount to 2025 peaks.

U.S. Equities4d ago

Anthropic's 1,127% Revenue Growth Widens AI Winner-Loser Gap

Anthropic's explosive Q3 revenue growth dwarfs established tech peers, signaling where capital and demand are flowing in artificial intelligence.