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SGX:M44U
SGX:M44UIndustrial REITs

Mapletree Logistics Trust (SGX:M44U) Q3 2026 Revenue Softness Tests Resilient Logistics Narrative

Mapletree Logistics Trust (SGX:M44U) has posted its Q3 2026 numbers, with revenue at S$176.8 million and basic EPS of S$0.008 as investors weigh the trust's latest distribution potential. The trust has seen quarterly revenue move from S$182.4 million in Q3 2025 to S$176.8 million in Q3 2026, while basic EPS shifted from S$0.0163 to S$0.008 over the same period. This sets the scene for investors to focus on how resilient its income profile and margins look against these shifts. See our full...
ENXTBR:VGP
ENXTBR:VGPReal Estate

VGP’s Targeted Green Bond Buyback: A Subtle Shift In Capital Strategy For VGP (ENXTBR:VGP)?

VGP NV recently reported the past completion of its capped tender offer for its outstanding €500,000,000 1.625% green bonds due January 2027, accepting €100,000,000 of the €320,100,000 then outstanding and confirming that the New Issue Condition was met. This move highlights VGP’s active approach to managing its green bond liabilities and refining its capital structure through selective early repayment. Next, we will explore how this targeted €100,000,000 green bond buyback shapes VGP’s...
NYSE:ACN
NYSE:ACNIT

Accenture Taps Sovereign AI Buildout As EMEA Governments Scale Secure Data Centers

Accenture (NYSE:ACN) has been selected by Sovereign AI, alongside Palantir Technologies, to help develop and scale next generation AI data centers across EMEA. The collaboration focuses on economic security and digital resilience for commercial and government clients in Europe, the Middle East and Africa. The initiative targets sovereign grade AI capabilities that support industrial growth and national security priorities in key markets. For investors, this move places Accenture closer to...
ENXTPA:GET
ENXTPA:GETInfrastructure

How Investors Are Reacting To Getlink (ENXTPA:GET) Q4 Revenue Jump Amid Flat Full-Year Sales

Getlink SE recently reported unaudited fourth quarter 2025 revenue of €384 million, up from €325 million a year earlier, while full-year 2025 revenue eased slightly to €1.60 billion from €1.61 billion. The combination of robust quarter-on-quarter momentum and a marginal full-year dip offers a nuanced picture of Getlink’s post-pandemic traffic and revenue mix. We’ll now examine how the strong fourth quarter revenue performance shapes Getlink’s investment narrative and its outlook on...
NYSE:WLK
NYSE:WLKChemicals

Assessing Westlake (WLK) Valuation After Annual Revenue And Loss Reveal Contrasting Shareholder Returns

Westlake (WLK) has been drawing attention after reporting annual revenue of US$11.48b alongside a net loss of US$952 million, prompting investors to reassess how this chemicals and building products group is currently being valued. See our latest analysis for Westlake. At a share price of US$84.16, Westlake has seen a 14.12% 1 month share price return and a 10.10% 3 month share price return, yet the 1 year total shareholder return of 26.49% and 3 year total shareholder return of 25.58% are...
WBAG:EBS
WBAG:EBSBanks

Erste Group Bank (WBAG:EBS) Valuation Check After €750 Million Tier 2 Capital Issuance

Why Erste Group Bank’s new Tier 2 issue matters for equity investors Erste Group Bank (WBAG:EBS) has just completed a €750 million fixed to floating rate subordinated Tier 2 notes issue, a move that directly affects its capital structure and, by extension, how you might think about the equity. The notes are callable, subordinated and carry a variable coupon, sitting below senior debt but above common equity in the capital stack. That position can influence loss absorption, regulatory capital...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk Expands Obesity Pill Reach While Targeting Curative Diabetes Therapies

Novo Nordisk (CPSE:NOVO B) received FDA approval for an oral Wegovy pill for weight management and has launched it in the US with major retail partners. The company is reporting rapid early prescription uptake for the Wegovy pill soon after launch. Novo Nordisk expanded its cell therapy collaboration with Aspect Biosystems to pursue potentially curative treatments for diabetes. Novo Nordisk, best known for its diabetes and obesity treatments, is pushing further into weight management with...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is AMD’s (AMD) New Board Pick and TCS AI Pact Reframing Its Enterprise Strategy?

In January 2026, AMD’s board expanded from eight to nine directors and appointed former Accenture CFO KC McClure as an independent director and member of the Audit and Finance Committee, while Tata Consultancy Services announced a collaboration with AMD to co-develop AI and GenAI solutions across multiple enterprise sectors. Together, these moves highlight AMD’s focus on strengthening financial oversight and deepening its role in enterprise AI infrastructure through partnerships that span...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon’s Historic Layoffs Reframe AI Investments And Long Term Investor Questions

Amazon.com (NasdaqGS:AMZN) is launching its largest-ever round of corporate layoffs, targeting up to 30,000 roles. The reductions span AWS, Prime Video, and human resources, alongside a broader restructuring of teams and budgets. The company is reallocating resources toward automation and artificial intelligence projects across its operations. For you as an investor, this move sits at the intersection of Amazon's core lines of business, including e commerce, cloud computing, and digital...
SEHK:486
SEHK:486Metals and Mining

A Look At RUSAL (SEHK:486) Valuation After Strong Gains And A Sharp One Day Share Price Decline

United Company RUSAL International (SEHK:486) has drawn investor attention after a sharp 4.9% one day share price decline, which contrasts with strong gains over the past month and the past 3 months. See our latest analysis for United Company RUSAL International. That sharp 4.9% one day share price decline to HK$6.42 comes after a strong run, with a 30 day share price return of 40.79% and a 1 year total shareholder return of 105.77%. This suggests recent momentum has been strong, even as...
ENXTPA:RMS
ENXTPA:RMSLuxury

Cooling Resale Prices for Birkin Bags Might Change The Case For Investing In Hermès (ENXTPA:RMS)

Resale data in early 2026 show that prices for high-end luxury items such as Hermès Birkin bags have eased and waitlists have shortened, pointing to softer secondary-market demand. This cooling resale appetite matters because it can influence perceptions of Hermès’ brand exclusivity, a core element underpinning its pricing power and desirability. With softer demand in the luxury resale market emerging, we’ll examine how this shift could influence Hermès’ investment narrative and brand...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia Expands AI Factories And Earth-2 While Valuation Stays In Focus

Nvidia invested $2b in cloud provider CoreWeave, deepening their AI infrastructure partnership to support large scale "AI factory" buildouts. The companies are targeting more than 5 gigawatts of AI focused data center capacity by 2030 to serve rising enterprise AI demand. Nvidia also introduced Earth-2, an open AI weather prediction platform aimed at real world use cases across energy, finance, and logistics. NasdaqGS:NVDA last closed at $186.47, with the share price up 57.5% over the past...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies (VOYG) Is Down 6.0% After Expanded NASA Pact And ISS Drug Research Deal

Voyager Technologies recently signed a memorandum of understanding with NASA’s Glenn Research Center to expand its VISTA science park ecosystem and advance variable gravity research, while also securing a contract with Space LiinTech to manage a microgravity-enabled drug discovery payload to the International Space Station. Together with its newly patented extraterrestrial crystal manufacturing method, these agreements underline Voyager’s effort to link space-based research with applications...
NYSE:C
NYSE:CBanks

Citigroup Harassment Lawsuit Puts Culture Governance And Execution Under Scrutiny

Former Citigroup executive files sexual harassment and retaliation lawsuit against the head of wealth management and the bank's human resources department. The case targets senior leadership and raises questions about workplace culture and internal complaint handling at Citigroup. The lawsuit comes as Citigroup, ticker NYSE:C, continues to attract attention from both regulators and investors. For you as an investor, this is not just an HR story; it is a governance story at a major US bank...
SWX:ABBN
SWX:ABBNElectrical

ABB Formula E AI Alliance With Google Cloud And Share Price Context

Formula E and Google Cloud have entered a multi year AI partnership for the ABB FIA Formula E World Championship. Google Cloud becomes the Principal Artificial Intelligence Partner, providing tools such as digital twins and AI modeling for race operations and sustainability objectives. The agreement links ABB more closely with advanced data and AI use cases in next generation motorsport and electrification. For ABB (SWX:ABBN), this new AI focused partnership around the ABB FIA Formula E...
NYSE:SNOW
NYSE:SNOWIT

Snowflake Client Wins Test AI Data Cloud Story And Rich Valuation

Snowflake (NYSE:SNOW) recently announced that Sumo Logic has launched its Snowflake Logs App to improve security analytics for Snowflake customers. Zinnia has integrated Snowflake's AI Data Cloud to support insurance analytics and digital operations. Snowflake, trading at around $211.27, continues to attract enterprise clients that are building their core data and AI workflows on its platform. The stock shows a mixed return profile, with a 20.4% gain over the past year and a 38.2% return...
NYSE:CVS
NYSE:CVSHealthcare

Is It Time To Reassess CVS Health (CVS) After Its 55% One Year Share Price Rise

If you are wondering whether CVS Health is still good value after its recent run, you are not alone. This article will help you frame that question clearly. The stock last closed at US$83.87, with returns of 6.7% over the past week, 5.4% over the past month, 4.7% year to date and 54.9% over the past year. This naturally raises questions about how much of the story is already in the price. Those moves have come as investors continue to focus on CVS Health's role as a large, integrated...
TSXV:AUMB
TSXV:AUMBMetals and Mining

Assessing 1911 Gold (TSXV:AUMB) Valuation As Investor Conferences Draw Closer

Conference spotlight and why 1911 Gold is on radars Upcoming conference appearances are in focus for 1911 Gold (TSXV:AUMB), as the company prepares to present at the Metals Investor Forum on 24 January and the Vancouver Resource Investment Conference on 25 January 2026. These back to back events give management a platform to discuss exploration progress, capital plans, and how assets like the Rice Lake land package and True North mine and mill fit into their longer term plans. See our latest...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow AI Push With OpenAI Partnership Puts Valuation In Focus

ServiceNow (NYSE:NOW) has expanded its partnership with OpenAI through a multi-year agreement to bring advanced AI and agentic automation into its enterprise platform. The company is integrating OpenAI’s latest models and developing new AI voice technology to support workflow automation for customers worldwide. ServiceNow has overhauled its global Partner Program to make it simpler for developers and technology partners to build, certify, and distribute AI-powered solutions on its...
NasdaqGS:GABC
NasdaqGS:GABCBanks

Assessing German American Bancorp (GABC) Valuation After Earnings Beat And Dividend Increase

What the latest earnings and dividend move signal for investors German American Bancorp (GABC) just reported fourth quarter results that topped Wall Street expectations, along with a 7% increase in its regular quarterly cash dividend, putting fresh attention on how the stock reflects these updates. See our latest analysis for German American Bancorp. The latest earnings beat and dividend increase come alongside steady gains, with a 4.4% year to date share price return and a 5 year total...
NYSE:AIG
NYSE:AIGInsurance

Is There Now An Opportunity In American International Group (AIG) After Recent Share Price Pullback

If you are wondering whether American International Group shares still offer value after a long run as a major insurer, this article is for you. The stock last closed at US$73.79, with returns of 1.2% over 7 days, a 14.7% decline over 30 days, a 12.4% decline year to date, a 1.0% decline over 1 year, 24.9% over 3 years, and 121.0% over 5 years. Short term moves therefore look quite different to the longer term record. Recent news coverage has focused on American International Group as a...