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Royalty Pharma recently acquired a royalty interest in Amgen’s Imdelltra from BeOne Medicines for US$885 million upfront, with the opportunity to expand the stake further for up to US$65 million within the next year. This agreement gives Royalty Pharma exposure to a first-in-class oncology therapy that was FDA-approved in 2024 and is projected to achieve multi-billion dollar annual sales over time. We’ll explore how this acquisition of a major oncology royalty stream could influence Royalty...

DRDGOLD Limited recently released its annual results for the year ended June 30, 2025, reporting that gold production fell by 3% to 4,830 kg, while sales rose to ZAR 7.88 billion and net income reached ZAR 2.24 billion. Despite the drop in gold output, stronger sales and profit growth led the company to announce a final cash dividend of 40 South African cents per share for the year. With a 7-day share price return of 7.4%, we'll explore how the earnings surge and dividend announcement...

Teva, a brand under Deckers Outdoor, recently unveiled its Autumn-Winter 2025 collection featuring an expanded range of all-season, performance-focused footwear, including new iterations of its Hurricane and Tirra lines, as well as the Trailwinder Mid GTX and updated ReEmber Camp models. This collection’s emphasis on technical innovation and endorsements from adventure athletes reflects Teva’s push to strengthen its reputation for functional outdoor footwear and sustainability, setting the...

On August 26, 2025, Daqo New Energy reported continued quarterly net losses and lower year-over-year sales, issued new production guidance for 2025, and announced a US$100 million share repurchase program valid until the end of 2026. This combination of operational weakness with a substantial buyback initiative highlights management's intent to bolster investor confidence amid ongoing challenges in the polysilicon market. We’ll examine how the newly launched share repurchase plan shapes Daqo...

Ford Motor (F) is making headlines this month after announcing a major $5 billion commitment to launch an affordable electric truck and introducing its new Universal EV Platform and Production System. These bold moves mark a clear effort by Ford to supercharge its electric ambitions and carve out a competitive position as the auto industry pivots toward electric vehicles. For investors weighing their next move, the scale and intent behind Ford’s EV investment are attention-catching,...

In the past two weeks, Infosys announced a collaboration integrating Mastercard Move’s cross-border payment capabilities into Infosys Finacle for banks, Thomas Cook (India) Limited enabled contactless international payments with Google Pay and Mastercard, and BMO launched a new travel rewards credit card with Mastercard. These developments highlight Mastercard’s expanding ecosystem in digital, cross-border, and travel payments, extending its reach to financial institutions, fintech partners,...

Earlier this week, OneStream released a global study revealing that companies led by women CFOs achieve a 4.5% annualized shareholder return, surpassing industry benchmarks in Europe, the UK, and the US. The study highlights that underperforming firms saw a 10% performance uplift after appointing women CFOs, with 83% of women leaders crediting automation and AI for enabling new expertise, though adoption of AI tools remains limited at 24%. We'll now explore how the reported outperformance of...

Medical Properties Trust (NYSE:MPW) has drawn attention after announcing a new lease arrangement with NOR Healthcare Systems, covering six California facilities formerly operated by Prospect Medical Group. The deal preserves the core financial terms by matching the previous scheduled rent, while introducing a phased rent deferral for the first year and a commitment from Medical Properties Trust to pay up to $60 million on seismic upgrades required by regulators. While the structure ensures...

If you have been keeping tabs on Procter & Gamble (PG) lately, you probably noticed there is a lot more chatter than usual around its stock. The company is preparing for its next earnings report just as some fresh news has landed. Investors are digesting news of stiffer competition in the U.S. diaper aisle and watching how P&G’s new China-made offerings are received by shoppers. At the same time, slight downward revisions in earnings estimates indicate evolving expectations and a mixed...

Amgen (AMGN) just caught the market’s eye with a key regulatory win. The FDA expanded the approved use of Amgen’s blockbuster drug Repatha, opening access to adults at risk for major adverse cardiovascular events, even those who haven’t been diagnosed with cardiovascular disease. Alongside this, the agency reinforced Repatha’s use for a rare genetic cholesterol disorder and underlined the importance of pairing it with diet and exercise. The headline here is simple: Amgen’s addressable market...

Earlier this week, Coeur Mining reported second quarter financial results that surpassed expectations, highlighted by free cash flow of US$146 million and earnings per share of US$0.20, both above analyst consensus. The company further improved its financial strength by expanding its treasury and fully paying off its US$110 million revolving credit facility, showcasing disciplined balance sheet management. With the company exceeding cash flow and earnings forecasts, we'll explore how this...

Piedmont Realty Trust was recently upgraded to a Zacks Rank #2 (Buy) following an upward revision of its earnings estimates, reflecting improved business fundamentals. This shift signals that Piedmont now ranks among the top 20% of stocks for positive earnings estimate revisions, suggesting renewed investor confidence in its outlook. We'll explore how stronger earnings expectations and an analyst rating upgrade could influence Piedmont Realty Trust's investment thesis. Rare earth metals are...

On August 22, 2025, Solventum Corporation announced the commencement of cash tender offers to repurchase various outstanding senior notes for up to US$1.75 billion aggregate purchase price across multiple maturities through 2064. This significant debt repurchase move highlights Solventum's active management of its capital structure, with possible implications for liquidity, leverage, and future interest obligations. We'll explore how this large-scale debt buyback could influence expectations...

Ondas Holdings (ONDS) just landed in the spotlight with two high-profile moves that could redefine its place in the drone and defense tech landscape. The company has struck new collaboration agreements with Safe Pro Group and Unusual Machines, seeking to bring AI-powered drone imagery and advanced computer vision into its drone platforms, including patented threat detection capabilities targeting critical government and humanitarian needs. At the same time, Ondas has brought James Acuna, a...

VeriSign (VRSN) just posted its second-quarter results, and the reaction was swift as shares jumped 6.7% after the announcement. What drove the move? The company reported a meaningful increase in new domain registrations along with a small but encouraging uptick in renewal rates. Additionally, both revenue and earnings per share advanced more than expected, highlighting management’s ability to deliver steady growth in a highly competitive space. This latest report adds to what has been a...

Ambarella (AMBA) just released a pair of positive updates, and anyone watching the stock is likely paying closer attention. The company not only raised its revenue forecast for fiscal 2026, expecting growth as high as 35%, but also delivered second-quarter results that exceeded many expectations. With sales climbing and net losses shrinking year over year, these updates are signaling that changes may be underway for the semiconductor company. The excitement from the improved guidance and...

In its latest quarterly report, ANI Pharmaceuticals announced record performance with substantial growth in both its Rare Disease and Generics segments, prompting an upward revision of its 2025 financial guidance. This robust operational momentum has resulted in analysts revising earnings estimates higher, reflecting broad confidence in the company’s expanded potential in key pharmaceutical markets. We’ll explore how ANI Pharmaceuticals’ raised outlook, driven by Rare Disease and Generics...

Huron Consulting Group recently reported that over the past five years, its sales grew at a 10.6% compound annual rate and adjusted operating margin improved by 7.5 percentage points. The company’s earnings per share rose at a very large 21.5% compound annual rate during this period, highlighting robust profitability gains amid expansion. Given this sustained increase in earnings per share, we'll now explore how these results influence the broader investment narrative for Huron Consulting...

Comcast recently marked a major milestone by expanding its next-generation network to over 32,000 homes and businesses across 16 rural counties in Florida, enabling first-time access to high-speed Internet, entertainment, and security services through Xfinity and Comcast Business. This expansion, achieved through a US$322 million public-private partnership with the state of Florida, highlights Comcast’s continued commitment to bridging the digital divide and unlocking new markets in...

Labcorp recently announced the nationwide availability of the Lumipulse® pTau-217/Beta Amyloid 42 Ratio, the first FDA-cleared blood-based in-vitro diagnostic test to support Alzheimer's disease diagnosis through early detection of amyloid plaques in adults showing cognitive decline. This launch offers a less invasive and potentially more accessible alternative to current diagnostic methods, arriving as new clinical guidelines support wider use of blood-based biomarkers for Alzheimer’s...

If you own shares or are considering adding Tyson Foods (TSN) to your portfolio, it may be worth taking a closer look at the company’s latest move. Tyson Foods has introduced three new flavors to its Hillshire Farm Sandwich Style Lunch Meats line, aiming to revitalize the lunch meat aisle. The company is focusing on bolder, more creative options to cater to current shopper preferences, such as robust flavors, greater convenience, and new ways to enjoy classic favorites. Product launches like...

Earlier this month, Travel + Leisure Co. entered into a fourth supplemental indenture to issue US$500 million of 6.125% senior secured notes due 2033, using proceeds to redeem 6.60% notes maturing in October 2025, repay revolving credit lines, cover offering expenses, and potentially for additional debt reduction and general corporate needs. This refinancing effort reflects a deliberate move to reduce future interest expenses and strengthen the company’s capital structure while preserving...

On August 27, 2025, Lamar Advertising Company declared a quarterly cash dividend of US$1.55 per share, payable on September 30 to stockholders of record as of September 19, and reaffirmed its expectation for total 2025 distributions to reach at least US$6.20 per common share. This announcement offers transparency into the company's approach to shareholder returns and signals management's confidence in its ability to deliver on distribution targets for the year. We'll explore how Lamar's...

Tyler Technologies recently announced that the Oklahoma Department of Labor has selected its State Regulatory Platform Suite, a cloud solution powered by AWS, to overhaul the agency’s regulatory system and digitize key licensing, enforcement, inspection, and payment functions. This agreement showcases public sector momentum behind Tyler’s AI-driven and mobile-enabled solutions tailored for state agencies seeking to modernize legacy workflows. We’ll explore how this public sector contract...