Michael Pachter: Netflix’s Strategy of Flooding the Channels with Content Can’t Mask Quality Issues
Daniel Ives: We Believe Apple is Aggressively Looking at Alternative Options Within the Supply Chain
Jay McCanless: As We See it, KB's Majority Exposure to Affordable Buyers and Easy Order Comps the Next 3 Quarters are Known Catalysts
Christopher Svezia: There Remains Numerous Areas of Upside Opportunity for Nike
Robert Driscoll: The Market Seems to Underappreciate Arvinas's PROTAC Platform
Seth Basham: While We View the Company's Transition to an Omni-Channel Strategy as Imperative to the Longer-Term Outlook it Raises Near-Term Risks
Steve Massocca: The Stock Market Likes Donald Trump and His Agenda
Christopher Svezia: There Remains Numerous Areas of Upside Opp to Both the 2Q and Incrementally Strong FY20 Outlooks for Nike
Seth Basham: The Concerns Over Gross Margin and Administrative Expenses That Appeared to Cause the Stock Sell-Off Tuesday are Likely Overdone
Christopher Svezia: Nike Continues to Expand the Market and Drive Consumer Industry Innovation