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Murata Manufacturing (TSE:6981) just moved its next generation high voltage MLCC into mass production, a quiet but meaningful step for investors tracking the shift to SiC based power systems and EV hardware. See our latest analysis for Murata Manufacturing. The market seems to be noticing these moves, with a roughly mid teens 1 month share price return and a strong double digit year to date share price return supported by healthy multi year total shareholder returns. This signals building...

Nebius Group has recently secured multi‑year AI infrastructure contracts worth about US$17.40 billion with Microsoft and US$2.90 billion with Meta, reinforcing demand for its Nvidia GPU‑powered cloud services even as it contends with heavy data center costs and ongoing net losses. These hyperscaler deals highlight Nebius’ role as a core AI infrastructure provider while intensifying investor focus on whether its aggressive, capital‑intensive capacity buildout and recurring financing needs can...

Preferred Bank recently announced that its Board of Directors approved a 6.7% increase in the annual cash dividend to US$3.20 per share, payable on January 20, 2026 to shareholders of record on January 6, 2026. This higher payout signals management’s confidence in the bank’s capital position and earnings power, and reinforces its emphasis on shareholder returns alongside growth initiatives. We’ll now examine how this higher annual dividend influences Preferred Bank’s investment narrative,...

LivaNova (LIVN) just brought in Lucile Blaise, a long time ResMed executive, as Global Head of Commercialization for obstructive sleep apnea. The move immediately sharpens the narrative around its sleep business. See our latest analysis for LivaNova. The appointment lands as LivaNova enjoys solid momentum, with a roughly 34% year to date share price return and a 25% one year total shareholder return, suggesting investors are warming to its turnaround story. If this leadership move has you...

BXP recently sold a vacant land parcel in Santa Clara that had been earmarked for nearly 700,000 square feet of office development, after market conditions and local power supply constraints made the large-scale office project unworkable and prompted a shift toward a housing-focused plan by the buyer. This move signals BXP’s willingness to exit challenging office development opportunities and reallocate capital away from weaker submarkets toward assets that better fit its core workplace...

Cohen & Steers (CNS) just rolled out two new actively managed ETFs, one targeting infrastructure opportunities and another short duration preferred income, extending its real assets franchise and giving investors fresh tools for yield and diversification. See our latest analysis for Cohen & Steers. The new ETF launches come at a time when Cohen & Steers’ share price has slipped, with a 90 day share price return of minus 11.09 percent and a year to date share price return of minus 31.55...

Generally speaking, investors are inspired to be stock pickers by the potential to find the big winners. You won't get...

Ontex Group has announced that Europe Division President Laurent Nielly will succeed Gustavo Calvo Paz as CEO after the May 5, 2026 shareholders’ meeting, while also cutting its 2025 revenue outlook and warning of a high single digit like-for-like revenue drop in the fourth quarter versus last year. At the same time, Ontex is tripling baby pants production capacity in North America to support retailer-brand growth in a segment where U.S. consumers are increasingly opting for affordable,...

Earlier this month, Barclays downgraded Pentair to Equal Weight from Overweight, arguing that the company’s multi-year margin gains from transformation and cost actions are largely behind it and future earnings will hinge more on underlying end-market demand. The downgrade highlights a concern that Pentair’s current business mix may offer less room for further margin expansion compared with peers exposed to higher-margin markets. We’ll now examine how concerns about fading...

Why Monster Beverage Stock Is Back in Focus Monster Beverage (MNST) has quietly pushed higher this year, and that move is starting to catch more investor attention. With steady growth and strong brand power, the stock is increasingly being treated as a longer term compounder. See our latest analysis for Monster Beverage. The latest move to a share price of $73.97 builds on strong momentum, with an 11.8 percent 3 month share price return and a 41.6 percent 1 year total shareholder return...

In the past quarter, Synopsys reported fourth-quarter 2025 revenue of US$2,254.86 million, significantly higher than a year earlier, while net income fell to US$448.7 million, and also issued guidance calling for up to US$2,415 million in first-quarter 2026 revenue and as much as US$9.66 billion for fiscal 2026. Earlier in December, NVIDIA deepened its relationship with Synopsys through a multiyear AI and accelerated-computing collaboration and a US$2 billion equity investment at US$414.79...

Jim Cramer’s recent “stay away” remarks about Dorman Products (DORM), coming right after the company reaffirmed its 2025 growth guidance, have put the stock under a spotlight for all the wrong reasons. See our latest analysis for Dorman Products. Those comments have landed at a tricky moment for Dorman, with the share price now around $128.01 and a 90 day share price return of roughly negative 21 percent contrasting with a still solid three year total shareholder return near 59 percent. This...

Recent analyst commentary around AppLovin (APP) is really centered on one thing: the Axon 2 AI platform quietly reshaping its ad business across mobile apps, e commerce, connected TV, and streaming. See our latest analysis for AppLovin. That backdrop helps explain why, even with a recent pullback that left the latest share price at $670.67 and a 1 day share price return of minus 6.46 percent, AppLovin still shows a year to date share price return of 96.23 percent and a three year total...

Southern (SO) just agreed to a settlement in Georgia’s All Source Request for Proposals that could lift its capital spending by about $4 billion, and the stock is already reflecting that shift. See our latest analysis for Southern. The stock’s muted 1 day share price move and softer 1 month share price return come after this capex heavy settlement. Yet a 1 year total shareholder return of 6.6 percent and a five year total shareholder return of about 70 percent suggest long term momentum...

Earlier this month, Expeditors International of Washington presented at Virtual Access Day on December 8, 2025, highlighting its role as a global third-party logistics provider across air and ocean freight. The presentation followed a period in which Expeditors exceeded market expectations on both revenue and earnings per share, reinforcing investor focus on its operational efficiency and demand resilience. We’ll now explore how Expeditors’ stronger-than-expected quarterly results shape its...

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 18x, you may consider...

Malita Investments p.l.c.'s ( MTSE:MLT ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong...

GlobalFoundries Inc. has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025, following his tenure as Senior Vice President of Business Finance & Operations and Interim CFO. Franklin’s promotion consolidates finance, operations, and investor relations under a leader with deep internal experience, potentially reinforcing GlobalFoundries’ long-term execution around differentiated chip technologies and AI-related demand. Now, we’ll explore how Franklin’s elevation to...

Pan American Silver (TSX:PAAS) just dropped a dense exploration update, and it is exactly the kind of thing resource investors should care about: fresh drill results that can quietly reshape future production. See our latest analysis for Pan American Silver. That backdrop helps explain why, even after a soft 1 day share price return of 1.37 percent, Pan American’s 30 day share price return of 26.61 percent and year to date share price return of 122.11 percent point to powerful, building...

Recent filings show major institutions exiting JB Hi-Fi (ASX:JBH), just as the stock slips into a sustained downtrend with clear selling pressure. This combination naturally sharpens investor focus on valuation and risk. See our latest analysis for JB Hi-Fi. That selling has shown up clearly in the tape, with a 90 day share price return of minus 19.22 percent dragging JB Hi Fi to A$91.81. Its five year total shareholder return of 153.35 percent still tells a strong long term story, suggesting...

Natera (NTRA) shares have quietly outpaced much of the biotech space this year, climbing strongly on the back of double digit revenue growth and rapidly improving net income trends that have investors rethinking its valuation. See our latest analysis for Natera. Beyond the latest results, the share price has surged to $231.95, with a roughly 35% 3 month share price return and a 3 year total shareholder return above 430%, which together signal solid, momentum driven optimism around Natera’s...

CGN New Energy Holdings (SEHK:1811) just posted a 28% jump in November power generation versus last year, mainly from solar and Korean projects, even though output for the year to date is slightly lower. See our latest analysis for CGN New Energy Holdings. The market seems to be noticing this pickup in operational momentum. The share price is at HK$2.78 and a strong year to date share price return of 18.8 percent supports a robust 5 year total shareholder return of 180 percent, which signals...

Exact Sciences (EXAS) has quietly become one of the stronger movers in diagnostics this month, with shares climbing sharply as investors focus on its improving revenue growth and narrowing losses in cancer testing. See our latest analysis for Exact Sciences. That sharp 30 day share price return of over 50 percent builds on a powerful 90 day gain and a 67 percent one year total shareholder return. This is a clear sign that sentiment has swung toward Exact Sciences growth story despite its...

Enliven Therapeutics (ELVN) just reshuffled its top ranks, naming industry veteran Richard Fair as CEO, President, and board member, while co founder Sam Kintz shifts to Head of Pipeline to focus on R and D. See our latest analysis for Enliven Therapeutics. The leadership shake up lands after a rough stretch for the stock, with a 7 day share price return of minus 22.7 percent and a 1 year total shareholder return of minus 27.17 percent. This suggests momentum has been fading despite the late...