TSE:6702
TSE:6702IT

Fujitsu (TSE:6702) Valuation Check After Launch of Its Sports-Focused Technology Accelerator Program

Fujitsu (TSE:6702) just kicked off its "Fujitsu Accelerator Program for Sports," a push to blend sports and technology in ways that could open fresh revenue streams and reinforce its broader digital services strategy. See our latest analysis for Fujitsu. That push into sports tech lands against a backdrop of strong momentum, with a roughly 55% year to date share price return and a near 55% one year total shareholder return, signalling investors are steadily warming to Fujitsu’s growth...
NasdaqGS:LI
NasdaqGS:LIAuto

How Investors Are Reacting To Li Auto (LI) First Quarterly Loss And Recall Amid Global Expansion

In recent weeks, Li Auto has faced its first quarterly loss after 11 profitable quarters, hit by a recall of its MEGA model, weaker sales and margins, and analyst downgrades, even as it gained approval to test Level 3 autonomous driving in Beijing. At the same time, Li Auto has accelerated its overseas push into Egypt, Kazakhstan, and Azerbaijan and opened new global AI R&D hubs, signaling a bid to offset domestic pressure with international growth and smarter driving technology. We’ll now...
NasdaqGS:SMTC
NasdaqGS:SMTCSemiconductor

How EMASS Edge AI Collaboration At Semtech (SMTC) Has Changed Its Investment Story

Earlier this month, EMASS announced a collaboration with Semtech to integrate Semtech’s LoRa transceivers into EMASS’s ECS-DoT low-power edge AI SoCs, enabling long-range, battery-efficient intelligence for industrial, IoT, and security applications and showcasing multiple real-world reference designs at CES 2026 venues including Semtech’s and the LoRa Alliance’s locations. This partnership reinforces Semtech’s push to pair its LoRaWAN connectivity with edge AI processing, aiming to reduce...
NYSE:STC
NYSE:STCInsurance

Does Stewart’s US$129.2 Million Equity Raise And New Shelf Registration Change The Bull Case For STC?

Earlier this month, Stewart Information Services completed a follow-on equity offering of 1,900,000 common shares at US$68, raising about US$129.2 million, while also filing an omnibus shelf registration covering common and preferred stock, warrants, units, debt securities and purchase contracts. This combination of fresh equity capital and expanded financing flexibility could meaningfully influence investor views on dilution, balance sheet strength and future funding options. Next, we’ll...
NYSE:LYV
NYSE:LYVEntertainment

Live Nation (LYV): Reassessing Valuation as It Expands Its Venue Footprint with Bangkok’s Impact Arena Move

Live Nation Entertainment (LYV) is deepening its footprint in Asia by taking over operations at Bangkok's Impact Arena, pairing venue upgrades with a push for more shows, brand partnerships, and higher quality fan experiences. See our latest analysis for Live Nation Entertainment. That Asia push comes as Live Nation’s share price sits at $141.1, with a solid 1 month share price return of just over 8 percent but a weaker 3 month stretch, while its roughly 100 percent 3 year total shareholder...
TSE:5714
TSE:5714Metals and Mining

Dowa Holdings (TSE:5714): Assessing Valuation After Daiwa Upgrade and Top-Gainer Surge on the Nikkei 225

Dowa Holdings (TSE:5714) just surged to the top of the Nikkei 225 leaderboard, climbing about 7% after a bullish reassessment from Daiwa Securities, with the rally reinforced by strength across several key Japanese sectors. See our latest analysis for Dowa Holdings. That burst of buying sits on top of an already strong run, with a roughly 14.8% 1 month share price return and a 54.6% year to date share price gain. The 1 year total shareholder return of about 64.3% suggests momentum is still...
OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR) Extends Subsea 7 Deal to 2027: What It Might Signal for the Stock’s Valuation

Equinor (OB:EQNR) just extended its subsea inspection, maintenance, and repair agreement with Subsea 7’s Seven Viking vessel through 2027, underscoring a steady offshore activity pipeline on the Norwegian Continental Shelf. See our latest analysis for Equinor. That latest IMR extension lands at a time when Equinor’s share price, now around NOK 232.10, has drifted lower this year, with short term share price returns weak but a still impressive five year total shareholder return suggesting that...
NYSE:FDX
NYSE:FDXLogistics

Should FedEx’s (FDX) Strong Quarter, Higher Guidance and Freight Spin-Off Plans Require Action From Investors?

In December 2025, FedEx reported fiscal second-quarter 2026 results showing sales of US$23,469 million and net income of US$956 million, raised its full-year 2026 revenue growth guidance to 5%–6%, completed a US$3,775.61 million share buyback program, and filed a US$592.64 million ESOP-related shelf registration. At the same time, FedEx flagged roughly US$175 million in costs from the temporary grounding of its MD-11 fleet and confirmed plans to spin off FedEx Freight by June 1, 2026,...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Celcuity (CELC): Reassessing Valuation After New VIKTORIA-1 Breast Cancer Data Boosts Investor Interest

Celcuity (CELC) just gave investors fresh Phase 3 data on its lead drug gedatolisib at the San Antonio Breast Cancer Symposium, highlighting longer progression free survival and manageable side effects across important advanced breast cancer subgroups. See our latest analysis for Celcuity. The latest VIKTORIA-1 update comes after a powerful run, with Celcuity’s 90 day share price return of 92.72 percent and a standout year to date share price return of 670.45 percent. Its one year total...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer (BTDR): Reassessing Valuation After Q3 2025 Miss, SEAL04 Delays and New Class Action Lawsuits

Bitdeer Technologies Group (BTDR) is back in the spotlight after disappointing third quarter 2025 results and delays in its SEAL04 ASIC chip sparked multiple securities class action lawsuits and fresh questions about the miner's growth story. See our latest analysis for Bitdeer Technologies Group. The recent wave of lawsuits and SEAL04 delays comes after a sharp reset in sentiment, with the 90 day share price return sitting at around negative 38 percent and the one year total shareholder...
NYSE:IONQ
NYSE:IONQTech

How IonQ’s Expanded QuantumBasel Partnership (IONQ) Has Changed Its Investment Story

IonQ recently announced an expanded agreement with Switzerland’s QuantumBasel, lifting the partnership’s value to over US$60 million, granting QuantumBasel ownership of its existing Forte Enterprise system and a future Tempo system, and extending IonQ’s on-site presence on the uptownBasel campus through 2029. This deal cements QuantumBasel as IonQ’s official European Innovation Center and, alongside fresh collaborations in advanced therapies, anchors IonQ’s push to turn high-fidelity...
NYSE:VAL
NYSE:VALEnergy Services

Valaris (VAL): Assessing Valuation After Securing a Long-Term Shell Drillship Contract

Valaris (VAL) just locked in a multi year contract with Shell for its VALARIS DS-8 drillship offshore Brazil. This long dated deal gives investors more visibility into future revenue. See our latest analysis for Valaris. That backdrop helps explain why, even after a recent soft patch with a 7 day share price return of minus 8.54 percent and a 30 day share price return of minus 8.59 percent, Valaris still sits at a year to date share price return of 10.07 percent and a 1 year total shareholder...
ASX:WES
ASX:WESMultiline Retail

How Pharmacy Administration And AI Push At Wesfarmers (ASX:WES) Has Changed Its Investment Story

In recent months, more than 50 Priceline-branded pharmacies operated by Infinity Pharmacy Group entered administration, while Wesfarmers-owned Australian Pharmaceutical Industries stepped in as a key creditor and the group began rolling out ChatGPT Enterprise across its businesses through a partnership with OpenAI. Together, the pharmacy administration highlights execution risks in Wesfarmers’ growing health division, while the AI rollout underscores its push to lift productivity and...
TSE:6503
TSE:6503Electrical

Did Mitsubishi Electric's New Safety-Focused AI Suite Just Shift Its (TSE:6503) Investment Narrative?

Mitsubishi Electric recently unveiled several AI-powered innovations, including an in-vehicle intoxication detection system and a physics-embedded AI for equipment degradation, alongside research enhancing ozone-based hygiene using negative ions. Taken together with its first TNFD report, these advances highlight how Mitsubishi Electric is tying AI and environmental science to safety, productivity, and long-term sustainability themes. We’ll now examine how Mitsubishi Electric’s new AI-driven...
NYSE:SARO
NYSE:SAROAerospace & Defense

Should StandardAero’s New US$450 Million Buyback Authorization Require Action From SARO Investors?

Earlier in December 2025, StandardAero, Inc. (NYSE:SARO) announced that its board had authorized a share repurchase program of up to US$450,000,000 of common stock. This sizable buyback authorization, highlighted alongside management’s appearance at Bernstein’s Industrials Forum in New York, underscores how the company is communicating confidence in its capital allocation priorities. With StandardAero’s new US$450,000,000 repurchase plan in focus, we’ll now examine how this decision shapes...
TSXV:PNPN
TSXV:PNPNMetals and Mining

Power Nickel (TSXV:PNPN) Valuation Check After Conference Presentations Boost Investor Attention

Power Metallic Mines (TSXV:PNPN) is stepping into the spotlight after CEO Terrence Lynch presented at back to back virtual conferences, putting the explorer’s Chile and Quebec assets squarely on the radar of growth focused investors. See our latest analysis for Power Metallic Mines. That flurry of conference exposure seems to be coinciding with a rebound in sentiment, with the latest share price at CA$0.97 and a sharp 1 day share price return of 11.49% helping offset a weaker 90 day share...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

How AI-driven Sana Deal and New Guidance At Workday (WDAY) Has Changed Its Investment Story

Recently, BTIG began covering Workday, Inc. and the company closed its US$1.10 billion acquisition of AI-driven learning software firm Sana, while guiding for 14.4% subscription revenue growth for the fiscal year ending January 2026, including contributions from Sana and a US Defense Intelligence Agency contract. Taken together, the new AI-focused acquisition and upgraded revenue outlook underscore Workday’s effort to deepen its AI capabilities and expand its enterprise footprint. Next,...
NYSE:SPXC
NYSE:SPXCMachinery

Is SPX Technologies’ (SPXC) EPS Outperformance Redefining Its Long-Term Growth Narrative?

Recent commentary on SPX Technologies highlighted that over the past five years the company has delivered a compounded annual revenue growth rate of 10.1%, while lifting its operating margin by 8.5 percentage points to 15.8% and growing earnings per share at a 17.4% compounded rate. This combination of consistent top-line expansion, improving profitability, and faster earnings growth per share points to effective execution that is likely drawing fresh investor attention to SPX Technologies’...
NasdaqCM:NEXT
NasdaqCM:NEXTOil and Gas

What NextDecade (NEXT)'s Hanwha Stake Boost and LNG Chain Strategy Mean For Shareholders

Earlier in December, major shareholder Hanwha Aerospace Co. Ltd increased its stake in NextDecade by buying roughly 1.65 million shares in open-market transactions worth about US$9.4 million, lifting its direct ownership to around 9.36%. The buying spree underscores Hanwha’s effort to build an integrated LNG value chain around NextDecade’s Rio Grande LNG project, which already has long-term contracts covering most of its expected output. With recent insider buying by Hanwha as a focal point,...
NasdaqCM:RGC
NasdaqCM:RGCPharmaceuticals

Regencell Bioscience (RGC): DOJ Probe Triggers Selloff, Raising Questions Over Its Lofty Valuation

The U.S. Department of Justice has opened an investigation into Regencell Bioscience Holdings (RGC), requesting documents on its financial and operational practices. The stock sold off sharply as investors weighed the risk of legal costs and potential penalties. See our latest analysis for Regencell Bioscience Holdings. Even after the DOJ probe wiped out a chunk of recent gains, Regencell’s momentum remains extreme, with a year to date share price return above 15,000 percent and a three year...
NYSE:CNR
NYSE:CNROil and Gas

Will Leer South Restart and Insurance Recoveries Change Core Natural Resources' (CNR) Narrative?

Core Natural Resources, Inc. has resumed longwall operations at its Leer South metallurgical mine in West Virginia and restored consistent productivity at its West Elk mine in Colorado, after sealing off the combustion-affected zone and recovering key equipment with limited damage. This restart, combined with improved geology at West Elk, expected insurance recoveries, and merger-related synergies, positions Core for a meaningful uplift in operational efficiency and cost relief in...
NYSE:KRC
NYSE:KRCOffice REITs

Kilroy Realty (KRC): Assessing Valuation After a Recent Share Price Pullback

Kilroy Realty (KRC) has quietly lagged the broader market over the past month, slipping about 6%, but its one year return is still slightly positive, which creates a potentially interesting entry point. See our latest analysis for Kilroy Realty. That recent 30 day share price return of negative 6.5% has taken some momentum out of the stock, but a 1 year total shareholder return that is still in positive territory suggests sentiment is cooling rather than collapsing. If you are weighing...
NYSE:AYI
NYSE:AYIElectrical

The Bull Case For Acuity (AYI) Could Change Following CEO Ashe’s Edison Honor And QSC Deal Reshaping Its Intelligent Spaces Strategy - Learn Why

Acuity Brands recently drew fresh attention after Chairman, President and CEO Neil Ashe was named EdisonReport’s 2025 Person of the Year, recognizing his role in shifting the company from a traditional lighting provider toward intelligent spaces and advanced building systems. This recognition, together with the earlier acquisition of QSC to bolster built space management and cloud connectivity, underscores how Acuity is repositioning itself at the center of connected, data-rich building...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

QCR Holdings (QCRH): Assessing Valuation After Recent Share Price Momentum

QCR Holdings (QCRH) has quietly delivered solid gains over the past month, even as many regional banks tread water. This has put its recent share performance and underlying fundamentals back in focus for patient investors. See our latest analysis for QCR Holdings. The recent 8.83% 1 month share price return and 9.53% 3 month share price return suggest momentum is quietly building again around QCR Holdings, backed by steady double digit revenue growth and a robust longer term total shareholder...