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Board changes put governance and long term direction in focus Sanoma Oyj (HLSE:SANOMA) has alerted investors to upcoming board changes, as Chair Pekka Ala Pietilä and board member Anna Herlin will not seek re election at the May 2026 AGM. For shareholders, this prompts closer attention to governance continuity, the eventual composition of the refreshed board, and how that might shape oversight of Sanoma’s media and learning businesses across Finland and broader European markets. See our...

United Therapeutics (UTHR) is back in focus after publishing full Phase 3 TETON-2 data on nebulized Tyvaso in the New England Journal of Medicine, and after unveiling a new US$2b share repurchase program. See our latest analysis for United Therapeutics. The TETON-2 publication and fresh US$2b buyback authorization come after a strong run, with a 12.8% 1 month share price return and a 65.45% 1 year total shareholder return. This suggests positive momentum rather than fading enthusiasm. If...

How Taiwan Semiconductor Manufacturing stock has been performing Taiwan Semiconductor Manufacturing (NYSE:TSM) has delivered a 1 year total return of 95.51%, alongside a past 3 months total return of 18.60% and a year to date return of 6.45%. Over shorter periods, the stock shows a 0.57% move over the past day, a 2.43% decline over the past week, and a 7.13% decline over the past month, with the last close at US$340.23. See our latest analysis for Taiwan Semiconductor Manufacturing. The share...

In its most recent trading session, which occurred before today, Freeport-McMoRan saw its performance supported by rising analyst expectations for a meaningful year-over-year earnings per share increase in the upcoming report. What stands out is that analysts have been revising their estimates higher, indicating increasing confidence in Freeport-McMoRan’s operations and profit potential, which appears to be influencing sentiment more than broader market moves. We’ll now examine how this...

Marriott International recently announced it has taken over management of The Resort at Kapalua Bay on Maui, which remains under existing ownership and is scheduled to join the St. Regis Hotels & Resorts portfolio in 2027 following renovation. This move expands Marriott’s luxury footprint in Hawaiʻi and folds the resort into the Marriott Bonvoy ecosystem, reinforcing its focus on high-end, experience-led travel. We’ll now examine how adding The Resort at Kapalua Bay to the future St. Regis...

Berkshire Hathaway (NYSE:BRK.B) has restarted share buybacks in March, the first repurchases since mid 2024. CEO Greg Abel has begun personally buying Berkshire Hathaway stock, his first disclosed insider purchases as chief executive. Abel has indicated he intends to keep purchasing shares while serving as CEO, signaling long term alignment with shareholders. Berkshire Hathaway is stepping back into the market for its own shares with the stock recently around $492.21. The company has a long...

In early March 2026, Costco Wholesale reported February net sales of US$21.69 billion, up 9.5% year over year, and US$144.85 billion for the first 26 weeks, an 8.6% increase, while also deepening its health services ecosystem through a new fertility-care partnership with Sesame and IVI RMA North America and expanding in‑store engagement via an Outdoor Brands grilling roadshow program. Together, these developments highlight Costco’s ability to pair steady merchandise and membership-driven...

Primerica stock performance and business mix Primerica (PRI) has been under pressure over the past year, with the stock showing a 13% total return decline and trading around $249.73 as investors reassess the insurer’s longer term performance. The company focuses on middle income households in the US and Canada, generating about US$3.35b in revenue and US$748.79m in net income from three core areas: term life insurance, investment and savings products, and other distributed products. Term Life...

Why Natera Stock Is Back in Focus Natera (NTRA) is back on many investors’ radars after two fresh peer-reviewed studies on its Signatera cancer assay and the commercial launch of Zenith genomics for rare disease testing. These developments speak directly to how Natera’s technology is being used in real clinical settings, from monitoring relapse risk in anal and rectal cancers to shortening the diagnostic journey for rare disease patients. See our latest analysis for Natera. At a share price...

Merck (NYSE:MRK) plans to present new cardiopulmonary data at ACC.26, including the first Phase 3 results for its oral PCSK9 inhibitor enlicitide. The company will also share fresh findings for WINREVAIR in pulmonary hypertension and challenging heart failure settings. The data presentations are part of Merck's push to build a late stage pipeline outside oncology as investor attention grows on post Keytruda growth drivers. For investors tracking NYSE:MRK, this update is important because it...

Ondas Inc.’s subsidiary 4M Defense recently secured its first operational order under Israel’s multi‑year national demining program, while Palantir Technologies announced a collaboration with Ondas and World View Enterprises to build AI‑enabled, multi‑domain ISR capabilities spanning stratospheric, aerial, and land‑based systems. Together, the demining award and Palantir partnership highlight Ondas’ expanding role in defense technology, combining operational contracts with AI‑driven...

Terra Drone FY 2026 earnings snapshot Terra Drone (TSE:278A) closed out FY 2026 with Q4 revenue of ¥1.6b and a net income loss of ¥1.8b, translating to basic EPS of ¥189.52 in the red. Trailing 12 month revenue stood at ¥4.8b alongside a net loss of ¥2.3b and EPS of ¥242.41 in the red. Over recent quarters, the company has seen revenue move from ¥995m in Q2 FY 2026 to ¥1.2b in Q3 and then ¥1.6b in Q4. Quarterly EPS shifted from a loss of ¥25.42 in Q2 to a loss of ¥9.36 in Q3 before widening...

Delta Air Lines (DAL) is back in focus after announcing a broad reshuffle of its senior leadership team, including new President and CFO appointments effective April 1, alongside industry wide pressure on Congress over the ongoing government shutdown. See our latest analysis for Delta Air Lines. Despite the leadership shake up and ongoing government shutdown pressures, Delta's recent share price has softened, with a 30 day share price return of 11.83% and a 90 day return of 14.48%, even as 1...

transcosmos has rolled out multiple Wacoal e commerce sites across Asia using Shopify, reporting better customer metrics and leaner operations. The projects used Shopify and Shopify Plus to launch country specific sites while keeping a unified commerce backbone. Results shared by transcosmos include higher conversion rates, lower operating costs and strong new customer acquisition for Wacoal. For investors tracking Shopify, ticker NasdaqGS:SHOP, this update adds detail on how the platform...

Silicon Motion Technology (SIMO) is back in focus after unveiling its SM8008 PCIe Gen5 x4 NVMe enterprise SSD controller and showcasing AI focused boot storage platforms at major industry events. See our latest analysis for Silicon Motion Technology. The recent launch of AI focused storage controllers has coincided with a 90 day share price return of 47.33% and a year to date share price return of 34.35%. At the same time, the 1 year total shareholder return of 142.30% points to strong...

Atlas Air Worldwide’s landmark order for 20 Airbus A350F freighters has pushed Airbus (ENXTPA:AIR) into the spotlight, highlighting investor interest in its cargo franchise and how that might connect to the current share price. See our latest analysis for Airbus. The Atlas Air A350F order lands as Airbus’s 1-month share price return of -11.67% and year-to-date share price return of -16.56% contrast with a 5-year total shareholder return of 87.39%. This indicates that near-term momentum has...

Recent performance snapshot and why Occidental Petroleum is on investors' radar Occidental Petroleum (OXY) has drawn attention after a 1-month return of 24.3% and a past 3-month move of 47.1%, alongside a 35.1% gain year to date and a 1-year total return of 23.8%. See our latest analysis for Occidental Petroleum. At a share price of US$57.25, Occidental Petroleum has seen strong recent momentum, with a 30-day share price return of 24.3% and a 90-day gain of 47.1%, while the 5-year total...

Navitas Semiconductor unveiled a GaNFast powered 800 V to 6 V DC-DC power delivery board for AI data centers. The new architecture removes the traditional 48 V intermediate bus and is tailored for advanced NVIDIA AI infrastructure. The solution is being showcased at NVIDIA GTC 2026 and APEC 2026, highlighting real world validation with major industry partners. For investors watching NasdaqGM:NVTS, this announcement comes with the stock at $10.49, alongside a 25.2% return over the past week...

Dole recently filed a lawsuit challenging past US tariffs imposed under the International Emergency Economic Powers Act and is responding to new Section 301 trade investigations that have added uncertainty for fresh produce importers. A potential government refund system for previously paid tariffs could materially reshape Dole’s cost base and competitive position across key import-dependent markets. We’ll now examine how Dole’s tariff challenge and potential refunds could influence its...

Rio Tinto Group (LSE:RIO) has temporarily halted mining operations at Kennecott Utah Copper's Bingham Canyon Mine following a fatal incident. The company has begun an internal investigation in coordination with relevant authorities to understand the circumstances and review safety measures. The suspension affects one of Rio Tinto's key copper assets and raises questions about operational continuity and workplace safety practices. For a miner of Rio Tinto's scale, copper is a core part of...

AI and Manufacturing Moves Put General Electric in Focus General Electric (GE) is back in the spotlight after GE Aerospace expanded its multi-year partnership with Palantir and outlined more than US$1b of fresh investment across U.S. manufacturing sites and suppliers. See our latest analysis for General Electric. GE’s recent 1-day share price return of 1.44% comes after a weaker 7-day and year-to-date patch, while the 1-year total shareholder return of 51.27% points to momentum that has been...

Cadence Design Systems recently expanded its collaboration with NVIDIA, integrating its chip and system design software with NVIDIA’s Grace CPUs, Blackwell GPUs and CUDA-X stack to power agentic AI design tools across electronic design, system design and life sciences. A distinctive aspect of this deal is Cadence’s plan to offer turnkey, physics-grounded AI design engines on its Millennium M2000 supercomputer, aiming to support autonomous, long-running engineering workflows in areas ranging...

S&P Global (SPGI) has drawn fresh attention after rolling out major AI upgrades to its S&P Capital IQ Pro platform, adding ProntoNLP analytics, broader datasets and planning to fold newly acquired Drift AI into client workflows. See our latest analysis for S&P Global. Despite the AI upgrades and recent product launches across lending and private markets, S&P Global’s 30 day share price return of 4.16% sits against a weaker 90 day share price return of a 14.66% decline and a 1 year total...

Buyback completion puts Fairfax’s capital return in focus Fairfax Financial Holdings (TSX:FFH) has completed a share repurchase tranche covering 691,435 shares, or 3.24% of its float, spending $1,152.4 million under the buyback announced in September 2025. See our latest analysis for Fairfax Financial Holdings. At a share price of CA$2,348.98, Fairfax’s 1-day and 7-day share price returns of 3.63% and 4.76% stand in contrast to a weaker 90-day share price return of 5.60%. Its 5-year total...