In the Earnings Spotlight: Rivian Automotive (RIVN)

Revenues and earnings won’t matter. RIVN must prove it can start churning deliveries. RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. The only metric investors will be watching for is...

In the Earnings Spotlight: Cepton (CPTN)

If you like juice, fine. If you like fundamentals, LiDAR is still a next-year story Key points ahead of the quarter CPTN reports Q4 earnings today aftermarket. Cepton appears to have the relations in pace to make it into the winner’s circle. LiDAR maker Cepton (CPTN)...

Activist Alert: Cano Health (CANO)

Daniel Loeb targets Cano Health. As the deSPAC firesale rages on, let the arbitrage begin. Cano Health (CANO) is trading up ~38% intraday after Daniel Loeb’s Third Point disclosed an  increased stake in the company to 1.5M shares. Given the shares’ recent...