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Cheesecake Factory is crushing Chipotle in a restaurant rotation not seen in a decade: Chart of the Day
Wall Street is rewriting the restaurant pecking order. This time, established chains are beating the growth stars. Over the past 60 trading, roughly three months, Darden (DRI), Texas Roadhouse (TXRH), Brinker (EAT), Cheesecake Factory (CAKE), and BJ's Restaurants (BJRI) have gained roughly 62% at …
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by Trinity Street Asset Management LLP
Trinity Street Asset Management LLP increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 3.4% in Q2, making it the fund's largest holding. Several other institutional investors also adjusted their positions in TSM, which currently has a consensus "Buy" rating from analysts …
Becton, Dickinson and Company $BDX Shares Purchased by Handelsbanken Fonder AB
Handelsbanken Fonder AB increased its stake in Becton, Dickinson and Company (NYSE:BDX) by 32.7% in the second quarter, now owning 170,572 shares valued at $25.81 million. Other institutional investors like Auto Owners Insurance Co and Vanguard Group Inc. also significantly modified their holdings. Insider …
55,195 Shares in Lattice Semiconductor Corporation $LSCC Purchased by Wasatch Advisors LP
Wasatch Advisors LP has acquired a new stake of 55,195 shares in Lattice Semiconductor Corporation (NASDAQ:LSCC), valued at approximately $8.44 million, during the second quarter. Institutional investors collectively hold 98.08% of the company's stock, and analysts maintain a largely bullish outlook with a consensus …
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Baskin Financial Services Inc.
Baskin Financial Services Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 3.4% in the second quarter, selling 4,516 shares but still holding over 126,000 shares. Despite this sale, many other institutional investors increased their positions, and analysts maintain a bullish …
Assenagon Asset Management S.A. Has $5.14 Million Stock Position in Tractor Supply Company $TSCO
Assenagon Asset Management S.A. reduced its stake in Tractor Supply Company (NASDAQ:TSCO) by 28.5% in the second quarter, now holding 162,613 shares valued at $5.14 million. Despite the reduction, institutional investors collectively own 98.72% of the company. Tractor Supply reported slightly lower-than-expected quarterly earnings …
Alector, Inc. (NASDAQ:ALEC) Receives Consensus Recommendation of "Hold" from Brokerages
Alector, Inc. (NASDAQ:ALEC) has received a consensus "Hold" rating from eight brokerages, with an average 12-month price target of $3.625 against a current share price of $2.15. Despite beating quarterly earnings expectations with a smaller loss and higher revenue, the company remains deeply unprofitable, …
Critical Manufacturing to Showcase MES-Powered Industrial Operations Platform for Intelligent Semiconductor Manufacturing at SEMICON Taiwan 2026
Critical Manufacturing will showcase its MES-Powered Industrial Operations Platform at SEMICON Taiwan from September 2-4, 2026, demonstrating how semiconductor manufacturers can transition to intelligent, AI-supported production. The platform aims to transform operational complexity into actionable intelligence by unifying execution, connectivity, analytics, and trusted AI, …
Shake Shack to open at Tanger Outlets Foley as part of renovation
Shake Shack is set to open its second Alabama location at Tanger Outlets Foley as part of a major renovation. The 500,000-square-foot outlet mall is being updated to include a 20,000-square-foot food court with eight new dining options, including the popular New York-based burger …
Cheesecake factory president sells $3.5m in stock following exercise
David M. Gordon, President of The Cheesecake Factory Inc. (NASDAQ:CAKE), sold approximately $3.52 million worth of company stock on August 10, 2026, following the exercise of employee stock options. The transactions occurred while CAKE's stock was near its 52-week high, having gained 84% over …
Alpha & Omega Semiconductor earnings beat by $0.11, revenue topped estimates
Alpha & Omega Semiconductor (NASDAQ: AOSL) reported better-than-expected Q4 earnings, with an EPS of $-0.13 against an analyst estimate of $-0.24, and revenue of $170.4M, surpassing the consensus of $168.03M. Despite the beat, the stock has seen a -6.43% decline in the last three …
Insider Selling: Cheesecake Factory (NASDAQ:CAKE) Director Sells 3,000 Shares of Stock
Cheesecake Factory Director Edie Ames sold 3,000 shares of CAKE stock for $320,850, reducing her direct ownership by 23.08% to 10,000 shares. This transaction occurred on August 10th and was disclosed in an SEC filing. The sale comes as CAKE shares rose 3.7% to …
Cheesecake Factory (CAKE) director reports 3,000-share sale and past purchase fix
Cheesecake Factory director Edie A. Ames reported insider activity, with a trust associated with her selling 3,000 shares of common stock at $106.95 per share on August 10, 2026. The filing also corrected a previously omitted purchase of 500 shares at $49.51 per share …
Alpha And Omega Semiconductor Q4 Results: Revenue up 4% QoQ, guidance misses
Alpha And Omega Semiconductor reported Q4 fiscal 2026 revenue of $170.37 million, beating estimates, and an adjusted loss of 13 cents per share, also surpassing expectations. Despite this beat, the stock fell over 13% after hours due to first-quarter guidance of $166-$186 million, which …
Earnings call transcript: Alpha and Omega Semiconductor posts Q4 2026 beat, shares sink after hours
Alpha and Omega Semiconductor (AOSL) reported fiscal Q4 2026 results that surpassed analyst expectations for both earnings and revenue, driven by strong growth in advanced computing. Despite the beat, the company's shares fell sharply in after-hours trading due to investor concerns about near-term headwinds, …
Alpha And Omega Semiconductor Stock Falls on Q4 Earnings, Soft Guidance
Alpha And Omega Semiconductor (NASDAQ: AOSL) stock fell after reporting mixed Q4 earnings and issuing soft guidance for the first quarter of fiscal 2027. While revenue slightly beat estimates, the company's Q1 revenue outlook was below analyst expectations at the midpoint, leading to a …
Becton Dickinson (NYSE: BDX) EVP Roland Goette sells 2,438 shares at $180.84
Becton Dickinson's EVP and President, EMEA, Roland Goette, sold 2,438 shares of common stock at $180.84 per share on August 11, 2026. These shares were acquired through the company's Global Share Investment Program. Following the sale, Goette directly holds 14,856 shares and indirectly holds …
Alpha and Omega Semiconductor (AOSL) Reports Q4 Loss, Beats Revenue Estimates
Alpha and Omega Semiconductor (AOSL) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items. This …
Fund Update: 408,358 FORMFACTOR (FORM) shares added to NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO portfolio
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has increased its holdings in FORMFACTOR (FORM) by 408,358 shares, as disclosed in a recent SEC 13F filing for the 06-30-2026 report period. The article also details significant hedge fund activity with other institutions adding and removing FORM shares, …
Capital Research Global Investors (TSCO) reports 5.7% stake in Tractor Supply
Capital Research Global Investors has reported a 5.7% beneficial ownership stake in Tractor Supply Co. (TSCO), amounting to 30,021,332 shares. This stake includes sole voting power over 30,016,831 shares and sole dispositive power over all 30,021,332 shares, with no shared powers. The filing, a …
NXP Semiconductors N.V. stock underperforms Wednesday when compared to competitors
NXP Semiconductors N.V. (NXPI) stock dropped 1.26% on Wednesday, closing at $233.41. This underperformance occurred on a mixed trading day, with the S&P 500 Index rising and the Dow Jones Industrial Average falling. The stock is currently 31.34% below its 52-week high reached in …
Alpha and Omega Semiconductor falls on YoY revenue decline By Investing.com
Alpha and Omega Semiconductor (NASDAQ:AOSL) reported Q4 results that surpassed analyst expectations for adjusted loss per share and revenue, but its shares dropped 14.6% in after-hours trading due to a year-over-year revenue decline. The company's revenue of $170.4 million was down 3.5% from the …
Alpha and Omega: Fiscal Q4 Earnings Snapshot
Alpha and Omega Semiconductor Ltd. (AOSL) reported a fiscal fourth-quarter loss of $13.1 million, or 43 cents per share, with adjusted losses at 13 cents per share and revenue of $170.4 million. For the full year, the company's loss narrowed to $42.3 million on …
$Rocky Mountain Chocolate Factory (RMCF.US)$ Exiting position
A Moomoo Community user, identified as "我看看怎么个事," announced their exit from a position in Rocky Mountain Chocolate Factory (RMCF.US). The user made this brief statement on August 12, 2026. This post is a personal disclosure from a community member and not a financial recommendation.
FormFactor Announces Participation at Upcoming Conferences
FormFactor, Inc. announced its participation in three upcoming investor conferences: the 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conference, Citi’s 2026 Global TMT Conference, and B. Riley Securities 9th Annual Consumer & TMT Conference. The company, a leading provider of essential test and …