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Element Solutions Inc. recently declared a quarterly cash dividend of US$0.08 per share, to be paid on December 15, 2025, and entered an agreement for a US$450 million add-on to its senior secured term loan B due 2030. These decisions came shortly after reporting third-quarter earnings and revenues above estimates, with the Electronics segment recording an 11% net sales increase and the company reaffirming full-year adjusted EBITDA and free cash flow guidance. We'll consider how Element...

In November 2025, Transocean Ltd. announced newly secured contract fixtures for three offshore rigs across Brazil, Norway, and Romania, adding approximately US$89 million to its firm contract backlog and featuring extensions with Petrobras, OMV Petrom, and a Norwegian operator. A material institutional investment by Ninepoint Partners LP and Transocean’s stronger-than-anticipated third-quarter earnings both highlight increasing investor confidence and operational progress for the...

Starbucks is in the spotlight as it contends with its largest labor strike ever, now affecting more than 120 stores. Contract talks with unionized workers have stalled, raising fresh uncertainties for the coffee giant during the busy holiday period. See our latest analysis for Starbucks. This strike lands just as Starbucks has weathered a turbulent year, with new deals for its China business, C-suite shakeups, and margin pressures making headlines. After another dip following Q4 results, the...

Roku recently rolled out major Black Friday promotions, offering deep discounts on its Streaming Stick 4K and select Roku TVs, while launching new platform features such as AI-powered search and expanding content through partnerships like Canal+ on The Roku Channel. This combination of device deals, software upgrades, and new content aims to strengthen Roku's position in the competitive streaming market and enhance user engagement during the critical holiday season. We'll look at how Roku's...

Lam Research (LRCX) just reported quarterly results that topped expectations and celebrated the opening of a $65 million research and development facility in Oregon, indicating its steady focus on long-term demand. See our latest analysis for Lam Research. Lam Research’s latest expansion in Oregon arrives as the company continues to impress investors, not just with positive earnings surprises, but also with strong business momentum. After increasing 9.4% in the past week and delivering a...

Officials from the Texas Department of Transportation (TxDOT), Fluor Corporation, and local community members recently marked the groundbreaking of the State Highway 6 expansion project in Bryan/College Station, Texas, which will widen a 12-mile stretch to three lanes each way and improve a key transportation corridor. This project not only bolsters regional infrastructure but also highlights Fluor’s Infrastructure division as an active contributor to major public works serving critical...

Amcor (NYSE:AMCR) has kicked off its Lift-Off Winter 2025/26 Challenge, inviting start-ups from around the world to partner on sustainable packaging innovations. This initiative signals Amcor’s continued drive to advance circularity and environmental leadership. See our latest analysis for Amcor. Despite launching the Lift-Off Challenge and highlighting its commitment to innovation, Amcor’s momentum has been mixed. The share price saw a solid 8.5% gain over the past month; however, the...

Expand Energy Corporation recently presented at the Stephens Annual Investment Conference in Nashville, where Executive VP & COO Joshua J. Viets discussed the company’s strong third-quarter results and future outlook. The company reported higher-than-expected earnings, driven by increased natural gas production and favorable pricing, while also raising its production guidance for the upcoming quarter. To understand the implications for investors, we'll explore how stronger-than-forecast...

Wondering if Ziff Davis stock is finally trading at a price that makes sense? You are not alone. We are about to break down whether the market might be missing something the numbers reveal. After a rough year with the share price down 44.2% over the past twelve months, Ziff Davis saw a small 3.2% lift in the last week. This could be signaling a turning point, or it may just be a short-term bounce. Investors have been keeping an eye on management changes and Ziff Davis' recent expansion into...

Poland has selected Saab to supply it with three submarines in a multi-billion-dollar deal aimed at bolstering its Baltic Sea defenses, marking Saab's first submarine export order since acquiring the division in 2014. This contract signals strengthened regional security ties and highlights Saab's expanding influence in the European defense sector. We'll explore how Saab's landmark submarine order from Poland may influence its future growth outlook and position within European defense...

Ever wondered if Upstart Holdings might be an opportunity hiding in plain sight? Let's dig into what really matters for value-focused investors. The stock has been anything but steady lately, with a sharp 21.2% jump in the past week, but flat performance over the past month and a challenging -42.9% return over the last year. News cycles have been swirling around Upstart, with coverage often highlighting shifts in the AI lending space and new partnerships that could fuel innovation. Industry...

In the past week, Texas Pacific Land Corporation reported its third-quarter 2025 results, missing analyst forecasts for both earnings per share and revenue, and Horizon Kinetics Asset Management LLC, a significant shareholder, disclosed a purchase of 1 additional common share. This combination of weaker-than-expected financial results and unique insider trading activity has drawn attention to how investors are interpreting the company’s current financial situation and future prospects. We'll...

Celcuity Inc. recently completed and submitted a New Drug Application to the FDA for gedatolisib, targeting hormone receptor positive, HER2-negative advanced breast cancer, under the Real-Time Oncology Review program. This submission builds on Breakthrough Therapy and Fast Track designations as well as positive Phase 3 clinical trial results, signaling possible regulatory momentum for Celcuity’s lead candidate. We'll explore how the expedited review pathway for gedatolisib could influence...

Curious about whether Ford Motor is truly a value opportunity or just trading sideways? You're not alone. Many investors are looking to get to the bottom of what’s driving the company’s current price. The stock has seen strong momentum, up 3.5% in the past week and a striking 37.6% year-to-date. This suggests that sentiment around Ford is on the move. Recent news highlights Ford’s plans to accelerate development of electric vehicles and secure fresh battery supply deals, fueling expectations...

In late November 2025, William Blair initiated coverage on APA Corporation with an Outperform rating, emphasizing the company's substantial energy assets in the Permian Basin, Egypt, and Suriname. This analyst coverage spotlighted APA’s advances in operational efficiency, considerable cost reductions, and prospects for increased free cash flow, drawing significant investor attention. We'll look at how William Blair’s coverage and the focus on operational improvements could influence APA's...

On November 26, 2025, Fresh Del Monte Produce Inc. announced it has entered a long-term sourcing partnership with THACO Agri, the agricultural division of Vietnam's THACO Group, to source bananas and develop dedicated pineapple cultivation areas across Vietnam and Cambodia. This collaboration not only reinforces Fresh Del Monte’s supply chain stability in response to global production pressures but also introduces potential mechanization and automation efficiencies through THACO INDUSTRIES,...

Avino Silver & Gold Mines (TSX:ASM) just reported stronger-than-expected drilling results at its La Preciosa deposit. The company also renewed its at-the-market equity program to provide more flexibility to fund new projects. See our latest analysis for Avino Silver & Gold Mines. The combination of strong drilling results and a renewed equity program has fueled Avino Silver & Gold Mines’ momentum. The share price notched a 29.65% gain over the last week and has increased 466% year-to-date...

Hitachi (TSE:6501) shares continue to draw attention from investors, given the company’s diversified business and position in Japan’s technology and infrastructure sectors. Recent price moves highlight ongoing curiosity about future growth and market direction. See our latest analysis for Hitachi. Hitachi’s share price has gathered impressive momentum lately, up over 5% in the past week and delivering a strong 22.7% share price return for the last 90 days. That strength caps off an...

CPI FIM (BDL:ORCL) has just delivered its Q3 2025 results, posting total revenue of €28.5 million and basic EPS of €0.024. While revenues have hovered in the €28 to €36 million range over the past three quarters, the company previously reported €33.3 million in Q3 2024. Against this backdrop, investors will be closely watching the margin story, as the company's net profit margins have been a key point of interest. See our full analysis for CPI FIM. Next, we will see how these numbers stack up...

In late November 2025, Citi analyst Michael Rollins resumed coverage of Liberty Broadband, highlighting the company's significant 29% stake in Charter Communications and its discounted valuation, alongside potential for stronger free cash flow generation. This renewed analyst attention underscores growing interest in Liberty Broadband's underlying assets and its positioning for improved financial flexibility. We'll examine how Citi’s renewed coverage and emphasis on Liberty Broadband's...

Pan American Silver recently reported strong third-quarter 2025 results, featuring record free cash flow, elevated revenue and net income, and an increased quarterly dividend as the company lifted its full-year silver production guidance following the integration of the Juanicipio and MAG Silver assets. This operational momentum, alongside a reinforced reserve base, positions Pan American among the world’s leading silver producers with a significant presence in the Americas. We'll explore...

Wondering if Amgen is a hidden gem or already fully priced? You’re not alone. Now might be the perfect time to take a closer look at its value. Amgen’s stock has posted impressive gains recently, climbing 2.3% in the past week and 18.3% over the last month. Its year-to-date return stands at a robust 33.2%. Much of this momentum stems from positive news around Amgen’s progress in its drug pipeline and several recent approvals by regulatory authorities. This has fueled optimism about future...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Diebold Nixdorf (DBD) stock has drawn attention this week as investors look for updates on the company’s performance after a strong run so far this year. The company operates globally and drives automation in both banking and retail sectors. See our latest analysis for Diebold Nixdorf. In the bigger picture, Diebold Nixdorf has demonstrated impressive momentum. The stock’s year-to-date share price return is up over 51%, capturing the market’s attention and hinting at renewed confidence after...