SEHK:883
SEHK:883Oil and Gas

How CNOOC’s New Buzios6 FPSO Start-Up Could Shape CNOOC (SEHK:883) Investors

CNOOC Limited has confirmed that the Buzios6 Project in Brazil’s Santos Basin has safely started production, adding an FPSO-based system with 13 planned wells and lifting the giant Buzios oilfield’s installed capacity to 1.15 million barrels per day. The Buzios6 FPSO’s combination of large-scale oil and gas processing, substantial storage, and emissions-reducing technologies highlights how CNOOC is pairing growth in deep-water output with efforts to improve environmental performance. We’ll...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

How Micron’s New York AI Megafab Groundbreaking At Micron Technology (MU) Has Changed Its Investment Story

Micron Technology has begun site preparation and construction for its megafab in Onondaga County, New York, a multi-fab complex that is planned to become the largest semiconductor facility in the United States and focus on advanced memory manufacturing for AI workloads. This megafab, described as the largest private investment in New York state history, reflects how AI-related memory demand is reshaping where and how core chip infrastructure is built. Next, we’ll examine how Micron’s...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Is NovoCure (NVCR) A Rare Opportunity After A 45.9% One Year Share Price Fall

If you are trying to figure out whether NovoCure at around US$14.18 is a potential bargain or a value trap, you are in the right place. The share price has been mixed recently, with a 0.8% decline over the last 7 days, a 6.5% gain over 30 days, and an 8.1% return year to date. Over longer periods, the 1 year return sits at a 45.9% loss and the 3 and 5 year returns are 84.6% and 91.6% losses respectively. These swings have put more attention on how much investors are currently willing to pay...
NYSE:EIX
NYSE:EIXElectric Utilities

Should Zacks’ Strong Buy Upgrade and Earnings Revisions for Edison International (EIX) Require Action From Investors?

Zacks recently upgraded Edison International to a Rank #1 (Strong Buy), reflecting an improved earnings outlook and more favorable underlying business fundamentals. This shift in analyst sentiment highlights how revisions to earnings expectations can materially influence perceptions of Edison International’s future performance and risk profile. We’ll now examine how this analyst upgrade, driven by stronger earnings estimates, may reshape Edison International’s existing investment...
NYSE:WD
NYSE:WDDiversified Financial

Walker & Dunlop (WD) Valuation Check After HUD/FHA Practice Launch And Affordable Housing Expansion

Walker & Dunlop (WD) has rolled out a national HUD/FHA multifamily valuation and market study practice group within its Apprise platform, along with a new affordable housing bridge lending venture and a sizeable hotel refinancing mandate. See our latest analysis for Walker & Dunlop. The recent HUD/FHA valuation launch, affordable housing bridge loan joint venture, and high profile hotel refinancing have all arrived against a mixed backdrop. The 7 day share price return is 7.28%, the 90 day...
ASX:NTU
ASX:NTUMetals and Mining

Assessing Northern Minerals (ASX:NTU) Valuation As Ownership Shifts Refocus Governance And Rare Earths Expectations

Ownership shifts and why they matter for Northern Minerals Recent attention on Northern Minerals (ASX:NTU) is centering on how ownership concentration could influence governance and confidence in its rare earths operations, prompting investors to reassess who effectively guides key project decisions. See our latest analysis for Northern Minerals. At a share price of A$0.038, Northern Minerals has seen a 26.67% 30 day share price return and a 22.58% year to date share price return, while the 1...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Is Hut 8 (HUT) Using Its Expanded Bitcoin Credit Line to Redefine Balance-Sheet Strategy?

On December 22, 2025, Hut 8 Mining Corp. amended and restated its credit agreement with Coinbase Credit, boosting its secured Bitcoin-backed borrowing capacity by US$70,000,000 to a total of up to US$200,000,000, with existing interest, maturity, and repayment terms remaining unchanged. The full drawdown of this additional debt, secured solely against Bitcoin held at Coinbase Custody and earmarked for general corporate purposes, marks a meaningful expansion of Hut 8’s financial flexibility...
NYSE:FIG
NYSE:FIGSoftware

Is Figma (FIG) Pricing Justified After Tight Recent Trading Range And Rich Revenue Multiple

If you are wondering whether Figma shares are fairly priced or just riding on hype, it helps to step back and look at what the current market is paying for the story. The stock last closed at US$36.40, with a 1.8% decline over the past 7 days, a 0.9% gain over 30 days, and a 3.2% decline year to date. This hints that sentiment has been shifting over shorter time frames. Recent attention around Figma has largely centered on its position in collaborative design software and how investors are...
NYSE:WU
NYSE:WUDiversified Financial

How Investors May Respond To Western Union (WU) Launching USDPT And Accelerating On-Chain Payment Strategy

In recent weeks, Western Union has accelerated its digital transformation by expanding online and mobile transfer capabilities, growing its travel money services, and arranging an unsecured delayed-draw term loan facility of up to US$1.0 billion to support refinancing and potential acquisitions. The company is also preparing to introduce its own US Dollar Payment Token (USDPT) on Solana and deepen European distribution through a Deutsche Post partnership, underscoring a push to blend...
TSX:FM
TSX:FMMetals and Mining

Assessing First Quantum Minerals (TSX:FM) Valuation After Strong Recent Share Price Momentum

First Quantum Minerals (TSX:FM) has caught investors’ attention after a strong run over the past month and the past three months, prompting closer scrutiny of its recent share performance and underlying fundamentals. See our latest analysis for First Quantum Minerals. That recent surge in momentum sits against a year-to-date share price return of 9.14% and a 1-year total shareholder return of 110.44%. The latest close at CA$40.70 comes after a modest 1-day share price pullback of 0.27%. If...
NYSE:PNFP
NYSE:PNFPBanks

Is Pinnacle Financial Partners (PNFP) Pricing A Disconnect From Its Earnings Power?

If you are trying to figure out whether Pinnacle Financial Partners is attractively priced or not, you will want to see how its current share price lines up against a few different valuation checks. The stock closed at US$95.21, with returns of a 1.8% decline over 7 days, a 4.7% decline over 30 days, a 0.1% gain year to date, a 14.9% decline over 1 year, a 31.2% gain over 3 years and a 43.3% gain over 5 years. Taken together, this gives you a mixed picture of recent and longer-term...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Is Grab (GRAB) Using Its GAC EV Partnership To Quietly Redefine Its Superapp Ecosystem?

China’s GAC International has announced a partnership with Grab to deploy up to 20,000 electric vehicles across six Southeast Asian markets over the next two years, integrating these EVs into Grab’s regional ride-hailing and mobility platform. This collaboration points to a deeper integration of hardware, services, and data within Grab’s ecosystem, potentially reshaping how the company scales sustainable mobility across its superapp network. Next, we’ll examine how this large-scale EV fleet...