Global Community

Macquarie’s latest results show a broad-based lift across all its major divisions, with much of its income coming from outside Australia, which can help soften bumps in the local economy. The key question is whether steadier parts of the business can keep offsetting the more unpredictable swings in markets, commodities, and one-off asset sales.Read more

Why a beat-and-raise quarter met another round of selling — and what the numbers underneath the stock price actually show. NASDAQ: WDAY | Price at writing: $138.10 | Fair value estimate: $554.17 Insight — What Is the Market Missing?Read more

Capricor is betting that a new way of helping the body heal—using tiny biological messengers released by special cells—can finally tackle the heart damage that makes Duchenne muscular dystrophy so deadly. A key regulator decision is coming soon, but a partner dispute and launch hiccups could still trip things up even if the treatment gets the green light.Read more

EasyJet looks oddly overlooked even as European holiday flying holds up and the airline builds a growing package-holiday business on top of its core routes. If that newer business starts to prove itself, investor sentiment could shift quickly—but the industry’s fierce competition still hangs over the story.Read more

Perpetual is reshaping itself by selling its Wealth Management arm and using the cash to pay down debt, which could leave a simpler business that some buyers already seem interested in. But the upside depends on approvals, smooth separation work, and whether markets and client money flows cooperate once the deal closes.Read more

Rollins runs a pest-control business people and businesses can’t really do without, and it keeps growing by raising prices steadily and buying smaller local operators. The catch is whether those growth engines keep working as smoothly as they have, and what that means for a long-term investor.Read more

Delta keeps its edge over other big US airlines by running a tighter operation, even as signs of softer travel demand force the company to temper expectations. The catch is that airlines have little room for error, and a weakening economy or an unexpected shock could hit profits fast.Read more

NVR sidesteps one of the riskiest parts of homebuilding by lining up homesites through flexible deals instead of tying up huge sums in land, which has helped it hold up better when housing slumps. The catch is whether competitors can copy this approach and whether today’s market price already assumes too much of that advantage.Read more

Aftermath Silver is no longer just about silver: its main Peru project leans heavily on a battery-related metal that could reshape the whole story if processing plans hold up. The catch is that the project is still early, so the next big study and drilling results matter a lot for whether this turns into a real mine or stays a high-risk idea.Read more