Global Community

Walmart’s lesser-known “Other” business starts to look like a real growth engine, driven by newer categories like experiences, specialty food and beverage, and digital services. The big question is whether Walmart can keep scaling these bets and rebuild momentum online while competition heats up.Read more

After Ubisoft’s recent reset, the market treats it like a troubled publisher—but a deal with Tencent suggests some of its biggest game franchises may be worth far more than the whole company. The upside case hinges on whether management can stop the cash drain and unlock value from those assets before strikes, governance barriers, and restructuring pain get in the way.Read more

AmpliTech Group (NASDAQ: AMPG) — O-RAN Opportunity & Valuation Snapshot (as of June 25, 2026) Metric Value Price ~$6.88 Market cap ~$174M Shares outstanding ~25.3M Cash + securities $18.4M (debt-free) 52-week range $1.64 – $10.11 Forward EV/sales (on $50M guide) ~3.1x Financials FY2025: Revenue $25.2M, up ~165% from $9.5M. Net loss $7.01M (EPS −$0.33).Read more

REA Group runs Australia’s biggest home‑listing site, and the share price has slid on fears about a proposed property tax change that hasn’t even become law yet. The bullish case is that agents and buyers still rely on the platform, so it can keep lifting what it charges over time—while the key watch-outs are government scrutiny and tougher competition.Read more

Lagenda Properties keeps selling affordable landed homes even in a softer quarter, helped by projects in several Malaysian growth areas. A large backlog of homes already sold but not yet delivered, plus new launches coming up, could help keep results steadier than many developers.Read more

Polaris pushes ahead with a land-grab in Japan’s hotel market by opening more locations and broadening its brands, even as fewer Chinese visitors weigh on demand. It also leans toward lower-risk deal structures and adds new perks for shareholders, but the near-term path still looks less clear.Read more

Montage Gold is moving from “promising discovery” to “real mine” as it builds its Koné project in Côte d’Ivoire, with the next big test being whether it can start producing gold on time and without cost surprises. The bigger upside depends on new nearby discoveries feeding the same site and turning the company into more than a one‑mine story—but the market already expects a lot to go right.Read more

Accumulate below ~A$23 (add more < ~A$20). A wonderful compounding franchise at a fair-not-cheap price: the quality clears the gate, but the static margin of safety and asymmetry fall short of the deep-value entry discipline.Read more

ServiceNow runs the behind-the-scenes work that keeps big companies moving, so it can feel “boring” until you imagine what breaks when it goes away. As businesses rush to use AI without losing control, ServiceNow could become the system that keeps AI safe and orderly inside the enterprise—yet the market may still be treating it like just another replaceable software tool.Read more