Two Penguins Investment
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Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
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Page 701 · Newest reporting first
Nasdaq Marketsmarketsinvestment opinion
Amazon is on track for $220 billion in capital expenditures this year, up from $132 billion in 2025. The article evaluates whether the stock is attractive at $255 per share.
Nasdaq Marketsmarketsinvestment opinion
The article argues Nvidia remains a strong long-term play on AI training but says investors may be missing another part of the AI trade. It presents a broader investment perspective on AI exposure.
Nasdaq Marketsmarketsinvestment opinion
AST SpaceMobile's stock has risen more than fivefold since its market debut. The article examines whether the company could become a millionaire-maker over the next decade.
Nasdaq Marketsmarketsinvestment opinion
Oracle stock is 54% below its prior high based on monthly closing prices. The last comparable drawdown from its August 2000 peak took more than a decade to recover.
Nasdaq Marketsmarketsinvestment opinion
The bond market sell-off is beginning to show up in corporate earnings reports. The discussion examines how higher yields are affecting company results.
ABC News Businesscompaniescorporate event
The Northern Territory deputy chief minister has promoted a gas company that received rights to 185 hectares of government land for a data centre project. His sister-in-law reportedly works for the firm, raising questions about a potential conflict of interest.
Nasdaq Marketsmarketsinvestment opinion
The Vanguard S&P 500 Growth ETF has delivered total returns of more than 400% over the past decade. The article considers whether the fund remains a straightforward choice for long-term investors.
Nasdaq Marketsmarketsinvestment opinion
The Trade Desk reached $141.53 on Dec. 4, 2024, compared with a split-adjusted $3.43 when first recommended in February 2017. The article cautions that past high-flying favorites can still falter.
Nasdaq Marketsotherroutine announcement
People who do not qualify for Social Security on their own may be eligible for spousal benefits. The article discusses the average spousal Social Security benefit available today.
ABC News Businesscompaniescorporate event
Australian property developer Bathla Group has entered voluntary administration and stood down about two-thirds of its staff. Dozens of its construction projects are now in limbo, raising concerns about broader stress in the construction industry.