NYSE:MRK
NYSE:MRKPharmaceuticals

Merck Weighs Revolution Medicines Buyout And Expands AI Oncology Bet

Merck (NYSE:MRK) is reportedly in advanced talks to acquire Revolution Medicines in one of the largest biotech deals in recent years. The potential acquisition would expand Merck's oncology pipeline, with a focus on targeted cancer therapies. Merck is also a founding partner in Illumina's new AI driven pharmacogenomics initiative. Recent collaborations with ChemLex and Guardant Health point to a broader push into AI enabled drug discovery and precision oncology. For investors, this cluster...
NasdaqCM:OCGN
NasdaqCM:OCGNBiotechs

Ocugen (OCGN) Is Down 12.6% After Positive Phase 2 OCU410 Data in Geographic Atrophy

Earlier in January 2026, Ocugen announced positive preliminary 12‑month Phase 2 ArMaDa data for OCU410 in geographic atrophy secondary to dry age‑related macular degeneration, showing reduced lesion growth and favorable safety across evaluated patients. An interesting highlight is that medium doses produced greater lesion growth reduction than high doses, and no serious OCU410‑related adverse events were reported in either Phase 1 or Phase 2 so far. Next, we’ll assess how this early OCU410...
ENXTBR:ABI
ENXTBR:ABIBeverage

What Anheuser-Busch InBev (ENXTBR:ABI)'s Exclusive Live Nation UK Partnership Means For Shareholders

In January 2026, Live Nation announced AB InBev as the exclusive beer and cider partner across major UK festivals, venues, and outdoor shows, putting brands like Budweiser, Corona, San Miguel and Stella Artois at the centre of the live music scene for fans of legal drinking age. The partnership deepens a long-running global relationship between the brewer and the live entertainment group, giving AB InBev extensive on-the-ground and digital exposure at more than 20 festivals and Academy Music...
ENXTPA:MF
ENXTPA:MFDiversified Financial

Assessing Wendel (ENXTPA:MF) Valuation After Recent Muted Share Performance And Modest DCF Upside

Context for Wendel’s Recent Share Performance With no single headline event driving attention, Wendel (ENXTPA:MF) is drawing interest as investors weigh its recent share performance, its current €80.45 price and the firm’s role as a diversified private equity investor. See our latest analysis for Wendel. Recent moves have been relatively muted, with a 1 day share price return of 1.58% and a year to date share price return decline of 1.47%, while the 1 year total shareholder return decline of...
NYSE:CL
NYSE:CLHousehold Products

Colgate WHO Alliance Links Oral Health Impact With Valuation Upside Potential

Colgate-Palmolive (NYSE:CL) has started a multi-year collaboration with the WHO Foundation focused on global oral health. The partnership centers on funding programs that expand oral health education, integrate oral care into national health systems, and build public awareness. This move positions Colgate-Palmolive alongside a major global health institution with an emphasis on long term public health impact. For investors watching NYSE:CL, this development sits alongside a share price of...
NasdaqGS:KHC
NasdaqGS:KHCFood

Assessing Kraft Heinz (KHC) Valuation As Recent Weak Returns Contrast With Cash Flow Upside Potential

What Kraft Heinz’s Recent Returns May Signal for Investors Kraft Heinz (KHC) has seen its share price under pressure recently, with negative returns over the past month, past 3 months, year to date, and past year, even as annual revenue and net income figures remain positive. See our latest analysis for Kraft Heinz. At a share price of $23.76, Kraft Heinz’s momentum looks muted, with a 30 day share price return of a 3.06% decline and a 1 year total shareholder return of a 14.58% loss,...
TSX:BTO
TSX:BTOMetals and Mining

Is Pre-Earnings Trading Hinting At A Shift In B2Gold’s (TSX:BTO) Cost And Production Story?

B2Gold Corp. has attracted unusually heavy pre-market trading interest in recent days ahead of its earnings report, scheduled for 25 February 2026, which is expected to update investors on production levels, operating costs, and future guidance. The heightened activity appears driven less by fresh corporate announcements and more by investors’ expectations around forthcoming operational and outlook details. We’ll now examine how this earnings-related positioning, particularly around...
NYSE:TUYA
NYSE:TUYASoftware

Is Tuya’s (TUYA) Emotional AI Robotics Push Redefining Its Core Platform Strategy?

Earlier in January 2026 at CES, Tuya Smart unveiled Aura, an AI-powered pet companion robot that blends emotional monitoring, autonomous mobility, and GenAI-driven interaction, and also announced a partnership with Robopoet to launch Fuzozo, a cellular-connected AI emotional companion for always-on use beyond the home. Together, Aura and the Robopoet collaboration signal Tuya’s push to extend its AI ecosystem from smart devices into emotionally aware, service-rich robotics that could touch...
NYSE:FICO
NYSE:FICOSoftware

Assessing Fair Isaac (FICO) Valuation As GPU Optimization And AI Decisioning Progress Attract Fresh Attention

Fair Isaac (FICO) recently drew fresh attention after updating its FICO Xpress Optimization suite with NVIDIA CUDA X GPU libraries. The move is aimed at tackling very large, complex computational problems more efficiently. See our latest analysis for Fair Isaac. Despite the product update, recent trading has been choppy, with a 1 day share price return of a 4.64% decline and a 30 day share price return of a 14.52% decline. The 1 year total shareholder return of a 21.10% decline contrasts with...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific Merger Setback Highlights Rising Rail Regulatory And Investor Risks

Federal regulators rejected the initial Union Pacific and Norfolk Southern merger application. The Surface Transportation Board requested a revised filing with additional information. Analysts reacted with downgrades, citing higher uncertainty around the proposed deal. For investors watching NYSE:UNP, this decision places one of the largest US freight rail operators in a holding pattern on a major deal. Union Pacific is a core player in long haul freight, and any change in its network or...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs (GS) Valuation Check After Record Results Buybacks Dividend Hike And Exit From Apple Card

Why Goldman Sachs Group (GS) Is Back in Focus After Its Latest Quarter Goldman Sachs Group (GS) just paired record Q4 and full year results with a higher dividend, larger buybacks, and a clear move away from consumer finance by exiting its Apple Card partnership. Management also pointed to a multi year high investment banking backlog and a supportive regulatory backdrop, which it expects to help investment banking activity pick up through 2026. This puts the spotlight back on GS as a capital...
NasdaqGS:BWIN
NasdaqGS:BWINInsurance

Assessing Baldwin Insurance Group (BWIN) Valuation After Recent Share Price Momentum And Ongoing Losses

Recent performance snapshot and what it might mean Baldwin Insurance Group (BWIN) has quietly put together a mixed return profile, with a gain over the past month and past 3 months, but a 1 year total return decline and a modest 5 year result. At a last close of US$26.26, the insurer carries a value score of 1, supported by reported revenue of US$1.49b and a net loss of US$28.11 million. This combination raises both scale and profitability questions for investors. See our latest analysis for...
TSX:IMG
TSX:IMGMetals and Mining

IAMGOLD (TSX:IMG) Valuation Check After Record 2025 Output And Upbeat 2026 Production Guidance

Why IAMGOLD’s latest production update matters for shareholders IAMGOLD (TSX:IMG) attracted fresh attention after reporting record fourth quarter and full year 2025 gold production, alongside 2026 guidance calling for 720,000 to 820,000 ounces of attributable output. For you as an investor, this combination of record reported volumes, forward production expectations, and ongoing expansion plans is the core backdrop for reassessing how IAMGOLD’s current share price lines up with its recent...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Should Waystar’s Agentic Intelligence Push Transforming Revenue Cycle Automation Require Action From Waystar Holding (WAY) Investors?

Waystar Holding recently announced the introduction of agentic intelligence to its cloud-native platform, enhancing its AltitudeAI™ capabilities to automate revenue cycle workflows and reduce administrative burdens across clinical, financial, and administrative processes. A distinctive aspect of this update is Waystar’s use of a unified data network that processes more than 7.50 billion annual transactions and one in three U.S. hospital discharges to fuel self-learning, agent-powered...
NYSE:LTC
NYSE:LTCHealth Care REITs

Is Stronger Revenue and a Larger Credit Facility Altering The Investment Case For LTC Properties (LTC)?

LTC Properties recently reported third-quarter 2025 results showing revenue ahead of expectations but earnings per share below forecasts, and it amended its credit agreement to add US$200 million to its credit facility, events that occurred prior to today. This combination of stronger-than-expected revenue and increased financial flexibility offers a clearer view of how LTC Properties is positioning its balance sheet. Against this backdrop, we’ll explore how the expanded US$200 million...
NYSE:AVB
NYSE:AVBResidential REITs

AvalonBay Dividend Tax Clarity Highlights Valuation Appeal And Key Risks

AvalonBay Communities, NYSE:AVB, has released the final tax treatment classification for its 2025 dividend distributions. The update details how different portions of the 2025 dividends will be categorized for tax purposes under current regulations. The announcement gives existing and prospective shareholders clearer information for tax planning around AVB’s upcoming payouts. AvalonBay Communities, NYSE:AVB, is putting hard numbers around its 2025 dividend tax classifications at a time...
SASE:4146
SASE:4146Trade Distributors

Undiscovered Gems in Middle East to Watch This January 2026

As the Middle East market shows resilience with most Gulf markets gaining ahead of earnings and Dubai reaching its strongest level in nearly two decades, investors are keenly observing how upcoming fourth-quarter reports might influence sentiment. Amidst this backdrop, identifying promising stocks involves looking for companies with strong fundamentals and growth potential that can thrive even as oil price volatility and cautious investor sentiment persist.
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

Assessing Catalyst Pharmaceuticals (CPRX) Valuation After Fresh Rare Disease Momentum And Earnings Outperformance

Why recent attention on Catalyst Pharmaceuticals matters Recent commentary around Catalyst Pharmaceuticals (CPRX) has focused on its rare disease portfolio, with FIRDAPSE and AGAMREE at the center, alongside upcoming trial readouts, regulatory events, and earnings performance. Investors are also watching the company’s efforts to promote a higher approved FIRDAPSE daily dose and reach additional patient groups, in the context of fresh media coverage and growing interest in the stock. See our...
ASX:ARB
ASX:ARBAuto Components

Does ARB's (ASX:ARB) Subtle Revenue Dip Hint At Shifting Demand Or Enduring Resilience?

ARB Corporation Limited recently reported unaudited half-year sales revenue to 31 December 2025 of A$358.0 million, representing a 1.0% decline from the prior corresponding period. The marginal revenue decrease highlights how even small shifts in demand can draw closer attention to ARB’s underlying business trends and resilience. With this slight revenue decline as a backdrop, we’ll examine what the latest update means for ARB’s broader investment narrative. Uncover the next big thing with...
NYSE:BA
NYSE:BAAerospace & Defense

Assessing Boeing (BA) Valuation After Recent Share Price Momentum And DCF Discount

What Boeing’s recent performance might mean for investors Boeing (BA) has drawn fresh attention after a period of solid share price moves, with the stock up 16.3% over the past month and 14.9% over the past 3 months, based on the data provided. See our latest analysis for Boeing. Set against a longer track record, Boeing’s recent share price momentum looks more than just a short-term bounce. A 30 day share price return of 16.3% and a 1 year total shareholder return of 41.8% point to stronger...
SEHK:1211
SEHK:1211Auto

BYD Balances Cost Leadership With Premium Models And Margin Constraints

BYD is keeping a strong focus on cost leadership and accessible pricing, which is structurally limiting its profit margins. This holds true even as the company pushes into higher-end segments with premium models such as the Yangwang series. The setup suggests BYD may rely more on scale and broader revenue streams than on luxury level margins from premium vehicles. For investors watching BYD (SEHK:1211), the key tension is clear: the company is positioning itself as a volume leader while...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims And Hers Wegovy Talks Could Reshape Growth And Subscriber Economics

Hims & Hers Health (NYSE:HIMS) is in discussions with Novo Nordisk to add Wegovy injections to its telehealth platform. The talks also include potential access to an oral version of Wegovy for weight management. The move would introduce a new category of prescription weight loss treatments to the company’s existing offerings. Hims & Hers Health runs a direct-to-consumer telehealth and subscriptions model focused on areas like hair loss, mental health, skincare, and sexual health. Bringing a...