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Muslim Farooque

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Articles

Oppenheimer Leans Into Cybersecurity, Names CrowdStrike and Zscaler as Earnings Season Picks

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By Muslim Farooque
| Yahoo Finance Canada Verified
Even with rising macroeconomic pressures and ongoing tariff concerns, Oppenheimer is sticking with three cybersecurity names it says are built to weather the stormCrowdStrike (NASDAQ:CRWD), CyberArk (NASDAQ:CYBR), and Zscaler (NASDAQ:ZS). In a new report, analyst Ittai Kidron says the firm is dialing back 2025 estimates across the board for software companies due to slowing IT budgets and increased caution from both businesses and consumers.
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Lockheed Martin Surprises With Strong Q1 as Missiles Division Drives Growth

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By Muslim Farooque
| Yahoo Finance Canada Verified
Lockheed Martin (NYSE:LMT) posted better-than-expected earnings for the first quarter of 2025, driven by growth in its Missiles division. The defense contractor reported $18 billion in sales, a 4% increase from a year earlier, exceeding analyst expectations of $17.8 billion. Net earnings rose to $1.7 billion, or $7.28 per share, up from $1.5 billion, or $6.39 per share, in the same period last year. Analysts had anticipated $6.35 per share.
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Apple Intelligence Gains Momentum as Users Show Willingness to P Original

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By Muslim Farooque
| GuruFocus
Apple (AAPL, Financial) might be than many thought. According to Morgan Stanley's latest AlphaWise survey, Apple Intelligence adoption in the U.S. is stronger than expected, and users are not only trying it—they're liking it. In a note to clients Tuesday, analyst Erik Woodring said nearly 80% of eligible U.S. iPhone users have downloaded and used Apple Intelligence over the past six months. Many described it as intuitive, helpful, and something that actually improves their daily phone experience.
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