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Earlier this month, Udemy announced a new AI-powered microlearning experience and a partnership with LG CNS that brings its AI learning platform to more than 500 Korean enterprises via LG CNS’s AX Platform. Together, these moves highlight how Udemy is using AI to reshape course delivery while tapping Korea’s innovation-focused corporate sector to deepen its enterprise footprint across Asia-Pacific. We’ll now look at how Udemy’s AI-driven microlearning rollout, especially its LG CNS...

Burford Capital (NYSE:BUR) just delivered an eventful Q3 update, with management flagging more than 50% growth in definitive commitments, 15% portfolio expansion year to date, and a 61% jump in deployments. See our latest analysis for Burford Capital. Even with that operational momentum, the share price tells a more cautious story, with a roughly 6.4% 1 month share price return but a sharp 29% year to date share price decline and a mixed longer term total shareholder return profile. If this...

Akeso has recently reported a series of oncology milestones, including FDA approval to start a global Phase III trial of cadonilimab in advanced HER2‑negative gastric cancer and new Phase II/III data on ivonescimab in triple‑negative breast cancer and squamous non‑small cell lung cancer. Together, these updates underscore Akeso’s push to position its bispecific antibodies as potential new standards of care across multiple solid tumors, supported by both efficacy and quality‑of‑life...

Wondering if S&P Global is still worth buying at nearly $500 a share, or if most of the upside is already priced in? This article will unpack what the current share price is really implying about future growth and risk. The stock has inched up 1.9% over the last week and 1.2% over the past month, while longer term returns of 54.3% over three years and 63.4% over five years show why many investors already see it as a compounder. Recent attention has focused on S&P Global's ongoing role in...

XPO, Inc. announced that founder Brad Jacobs stepped down as Executive Chairman of the Board on December 31, 2025, moving into a Special Advisor role through June 30, 2026, while CEO Mario Harik assumed the additional position of Chairman. This consolidation of leadership under Harik, who has led XPO since 2022, signals an emphasis on continuity of strategy and long-term value creation as Jacobs shifts his focus to building products startup QXO and his private equity activities. Next, we’ll...

Datadog (DDOG) has been under pressure lately, with the stock sliding about 24% over the past month even as revenue grew roughly 17% and net income climbed more than 34% year over year. See our latest analysis for Datadog. That steep 30 day share price return of minus 24.3 percent has taken the stock back near where it started the year, despite a slightly positive 90 day share price return and a still impressive three year total shareholder return of 84.3 percent. This suggests momentum has...

In recent months, Acushnet Holdings completed a US$500 million senior notes offering due 2033 at a 5.625% interest rate, while FootJoy President Christopher Aaron Lindner sold 6,500 company shares. This combination of balance-sheet optimization and insider selling, alongside fresh analyst commentary after the latest quarterly results, has sharpened investor focus on Acushnet’s longer-term outlook. We’ll now examine how the US$500 million senior notes issuance could influence Acushnet’s...

Dai Nippon Printing (TSE:7912) just unveiled a new nanoimprint lithography template capable of 10nm circuit lines, effectively targeting 1.4nm generation logic chips while trimming reliance on costly, power hungry EUV tools. See our latest analysis for Dai Nippon Printing. That backdrop helps explain why the latest NIL breakthrough has landed on an already upbeat share price. Dai Nippon Printing has posted a robust year to date share price return alongside a triple digit multi year total...

Earlier this week, Northwest Natural Holding Company announced two fixed-rate, callable mortgage bond offerings totaling US$200,000,000, including 5.90% notes due 2055 and 5.13% notes due 2036. Together with an upcoming transition in the General Counsel role, these long-dated bond issues highlight how Northwest Natural is reshaping its funding mix and governance bench for the long term. Next, we’ll examine how this US$200,000,000 long-term debt raise could influence Northwest Natural...

Cognex (CGNX) grabbed attention after Goldman Sachs issued a rare double upgrade, shifting its rating straight from Sell to Buy and sending the stock up about 5% in afternoon trading. See our latest analysis for Cognex. The 5.83% 1 day share price return to $36.83 stands out against a still cautious backdrop, with the 90 day share price return of minus 16.45% and 5 year total shareholder return of minus 52.82% suggesting sentiment may only just be turning. If Cognex’s move has you rethinking...

Birchcliff Energy (TSX:BIR) is back on investors radar after a recent upgrade from a major bank, which highlighted its long delayed production growth plan and improving exposure to higher natural gas prices. See our latest analysis for Birchcliff Energy. The upgrade arrives after a strong run, with Birchcliff’s 90 day share price return of 20.84 percent and one year total shareholder return of 59.9 percent signaling that momentum is clearly building rather than fading. If this kind of...

Denison Mines Corp. recently signed an Impact Benefit Agreement with Métis Nation–Saskatchewan and related local and regional bodies, confirming Métis consent and support for developing and operating its Wheeler River uranium project in northern Saskatchewan. The agreement, paired with a new Exploration Agreement, materially reduces social licence risk by embedding Métis priorities, knowledge, and participation into both project construction and ongoing exploration activities across the...

In 2025, Power Solutions International drew fresh attention as it rode AI-driven demand for data center power systems while facing scrutiny over its accounting practices. Despite these concerns, the company’s strong balance sheet and high insider ownership, alongside new equity awards to director Hong He, have sharpened investor focus on its longer-term AI-related growth potential. Next, we’ll examine how these accounting questions alongside AI-fueled demand for data center power systems...

Earlier in 2025, JLL’s Capital Markets group arranged US$306 million in senior non-recourse construction financing and US$78 million in preferred equity for the 678-unit Harborside 8 luxury waterfront multifamily project in Jersey City, with Kennedy-Wilson providing the floating-rate senior loan. This financing deepens Kennedy-Wilson’s partnership with the development team and underscores its focus on large-scale, higher-end rental housing projects in growth corridors. We’ll now examine how...

Murphy Oil (MUR) has been quietly grinding higher over the past few months, and that recent strength has some investors revisiting the stock as a longer term energy play. See our latest analysis for Murphy Oil. Over the past year Murphy’s 12.25% total shareholder return has been driven by a strong 90 day share price return of 16.01%. This suggests momentum is building again even after the latest pullback. If Murphy’s recent run has caught your attention, this could be a good moment to see...

Bernstein Liebhard LLP and Levi & Korsinsky LLP have filed securities class action lawsuits against Perrigo Company plc, alleging that the company misrepresented the condition and investment needs of its Nestlé-acquired infant formula business, including undisclosed manufacturing deficiencies and required capital expenditures. The complaints claim Perrigo’s past disclosures led investors to overestimate the infant formula unit’s operational health and profitability, raising fresh questions...

Ingram Micro Holding (INGM) just picked up two major 2025 AWS Partner Awards, including Global Distributor Partner of the Year, putting a fresh spotlight on how its cloud ecosystem clout might influence its future growth. See our latest analysis for Ingram Micro Holding. Despite a recent downgrade driven dip, Ingram Micro Holding's $21.84 share price sits on a solid footing, with a 9.42 percent 1 month share price return and 5.91 percent 1 year total shareholder return suggesting momentum is...

Amphenol recently reported record quarterly sales that far exceeded its own guidance, lifted its quarterly dividend by 52% to US$0.25 per share, and advanced two major connectivity acquisitions, including Trexon and CommScope’s Connectivity and Cable Solutions business. Together, stronger cash returns to shareholders, expanding data center and AI infrastructure exposure, and a broader high-reliability portfolio in areas like defense technology reshape how investors may view Amphenol’s...

SBA Communications (SBAC) has quietly drifted lower this year, and with the stock now down roughly 7% over the past year, investors are starting to revisit its long term tower infrastructure story. See our latest analysis for SBA Communications. That softer 1 year total shareholder return of 7.22 percent and a 3 year total shareholder return of 28 percent suggest momentum has been fading as investors recalibrate growth expectations and interest rate risks around tower REITs, even with SBA...

Jefferies Downgrade Nudges Investors to Reassess ACV Auctions Jefferies just moved ACV Auctions (ACVA) from Buy to Hold, a shift that cools the tone around the stock even as broader analyst sentiment stays positive on the company’s long term potential. See our latest analysis for ACV Auctions. The Jefferies downgrade comes after a volatile stretch for ACV Auctions, with a 30 day share price return of 28.21 percent but a steep year to date share price decline of 61.8 percent, suggesting...

AAR (AIR) has quietly rewarded patient investors, with the stock up about 32% this year and nearly 80% over the past 3 years, as earnings and revenue growth continue to outpace many industrial peers. See our latest analysis for AAR. With the share price now around $81.49 and a solid 90 day share price return of 9 percent, momentum still looks constructive, echoing the company’s strong multi year total shareholder returns. If AAR’s run has you thinking about where else to allocate capital in...

In December 2025, RemeGen Co., Ltd was added to the Shanghai Stock Exchange Health Care Sector Index, marking its inclusion among China’s listed healthcare names tracked by this benchmark. This index inclusion can increase RemeGen’s visibility to institutional investors that track or reference sector indices, potentially influencing how the company is positioned in healthcare-focused portfolios. With this new index inclusion as a backdrop, we’ll examine how RemeGen’s expanding profile within...

With a price-to-earnings (or "P/E") ratio of 31.1x Tata Steel Limited ( NSE:TATASTEEL ) may be sending bearish signals...

Key Insights Lingbao Gold Group's significant retail investors ownership suggests that the key decisions are influenced...