Command Palette
Search for a command to run...
Stock Insights
In-depth, data-driven stock insights with charts, catalysts, risks, and valuation context to help you make informed investment decisions.
MCDDecember 27, 2025
McDonald's Corporation (MCD): The Value Reset
McDonald's is pivoting from pricing led gains back to traffic, using McValue, menu innovation, and digital loyalty to defend share while expanding its global footprint. The opportunity is steady compounding, but the risk is that traffic stays weak and value competition, inflation, and operational complexity pressure results.
METADecember 21, 2025
Meta Platforms (META): The AI Infrastructure Gamble
Meta is reinventing itself from an advertising powerhouse into an AI infrastructure platform, using its core cash machine to fund massive compute build-outs. The opportunity is real, but so is the risk if returns lag behind spending.