QMoat - Mastering Quality Investing

Sign in Subscribe

News

Woman smiling

Align (ALGN) Technology’s Clear Path Hits a Rough Patch

Align Technology Inc., the maker of Invisalign clear aligners, stunned investors late Wednesday after it lowered its full-year outlook and unveiled a restructuring that includes layoffs and factory write-downs.

Semaglutide Pen

How Novo Missed the GLP‑1/GIP Train

The Danish drugmaker built the modern market for obesity treatments—then let rival Eli Lilly steal the next big step.

Two men in fistfight

PBMs vs. Big Pharma: Let the fistfight begin

President Donald Trump has reopened the political and commercial shooting war between pharmacy‑benefit managers and the drug makers they help police, signing a string of executive orders designed to prise open one of America’s most opaque supply chains and deliver cheaper medicines to voters weary of triple‑digit

A Schindler Elevator from inside

Schindler (SCHP): H1 25 quick take

Schindler’s self‑help program is delivering

Cocoa beans

Barry Callebaut (BARN) trims outlook as cocoa volatility weighs on volumes

Swiss chocolatier Barry Callebaut (BARN) reported its third revision to full-year volume expectations, citing extreme volatility in cocoa prices, as unveiled in its nine‑month results today. The company now anticipates a 7 % drop in sales volume by Aug. 31—an increase from the earlier forecast of a mid‑single‑

US rolls back EDA export curbs—opening the door for Synopsys (SNPS) and Cadence (CDNS)

US rolls back EDA export curbs—opening the door for Synopsys (SNPS) and Cadence (CDNS)

The U.S. Commerce Department has rescinded the licence letters it sent in late May that forced America’s three big electronic-design-automation vendors—Synopsys, Cadence Design Systems and Siemens EDA—to halt most sales and support for Chinese chip designers. The companies say the notice arrived on 2 July and

Memory Chip Wafer

MU: Micron Q3 Earnings Call and the AI Era Strategy Briefing

Micron Q3 Earnings Call