Latest News

Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

TSX:BLX
TSX:BLXRenewable Energy

The Bull Case For Boralex (TSX:BLX) Could Change Following Sallachy CfD Win And Dividend Update

Boralex Inc. recently declared a quarterly dividend of CA$0.165 per common share, paid on March 16, 2026 to shareholders of record as of February 27, 2026, while its consented Sallachy wind farm in the UK secured a government Contract for Difference in Allocation Round 7. The UK Contract for Difference award provides long-term revenue visibility for the Sallachy wind project, which can meaningfully influence Boralex’s cash flow profile and project risk balance. We’ll now assess how the...
NYSE:SNOW
NYSE:SNOWIT

Snowflake And OpenAI Partnership Tests AI Thesis Versus Valuation And Losses

Snowflake (NYSE:SNOW) has entered a multi year partnership with OpenAI to bring OpenAI models, including GPT-5.2, directly into Snowflake Cortex AI. The collaboration targets enterprise ready AI agents and solutions for Snowflake’s 12,600 global customers across all major clouds. The agreement includes joint go to market efforts focused on secure use of proprietary data with advanced AI inside the Snowflake platform. For investors watching NYSE:SNOW, this deal connects OpenAI’s language...
TSX:NGD
TSX:NGDMetals and Mining

New Gold Nears Coeur Deal Completion As Investors Assess Future Cash Flows

New Gold (TSX:NGD) reported progress toward completing its arrangement with Coeur Mining, following recent shareholder approval. A court has also approved the transaction, with a final court order expected soon before closing. The arrangement is described by the company as a material corporate event that could affect future structure and operations. New Gold, a gold focused producer, operates in a sector where deals and partnerships can influence how assets are developed and funded. For...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow (NOW) Valuation Check After AI Sell Off And Growing Focus On Long Term Platform Potential

ServiceNow (NOW) is back in focus after a sharp software sector sell-off tied to AI disruption worries, as investors weigh its AI-driven growth story, resilient cash generation, and high-profile partnerships with Anthropic, OpenAI, and Microsoft. See our latest analysis for ServiceNow. After the sharp sector-wide sell-off, ServiceNow’s recent 1-day and 7-day share price returns of 3.67% and 6.29% sit against a 30-day share price decline of 20.45% and a year-to-date share price return of...
TSX:FSV
TSX:FSVReal Estate

A Look At FirstService (TSX:FSV) Valuation After Earnings Beat And 11% Dividend Increase

Why FirstService’s latest earnings and dividend moves matter FirstService (TSX:FSV) has given investors two fresh data points to consider: a fourth quarter and full year earnings update, and an 11% increase in its quarterly cash dividend. The company reported fourth quarter sales of US$1,383.38 million and net income of US$38.98 million, alongside a new quarterly dividend of US$0.305 per share, up from US$0.275. See our latest analysis for FirstService. These earnings and dividend...
ASX:PLS
ASX:PLSMetals and Mining

PLS Group Locks In Canmax Offtake Floor As Liquidity Story Evolves

PLS Group has entered a new multi year offtake agreement with Canmax Technologies that includes a price floor on lithium shipments. The deal features a substantial unsecured prepayment from Canmax, providing PLS Group with additional liquidity. The agreement is designed to support reliable supply volumes for Canmax while giving PLS Group more operational flexibility in volatile lithium market conditions. For investors watching ASX:PLS, this new offtake agreement sits against a share price...
XTRA:SAP
XTRA:SAPSoftware

Assessing SAP (XTRA:SAP) Valuation As Cloud And AI Partnerships Gain Traction

Recent commentary around SAP (XTRA:SAP) has focused on better-than-expected 2025 operating profit, sustained customer demand, and a cluster of cloud and AI partnerships that some investors see as underappreciated by the market. See our latest analysis for SAP. Despite a busy few weeks that included new AI partnerships, a Defense Innovation Hub launch, and fresh collaborations with firms like KPMG and Cohere, SAP’s share price return has been soft. The 30 day share price return shows a decline...
OB:TGS
OB:TGSEnergy Services

TGS (OB:TGS) Margin Squeeze In FY 2025 Tests Bullish Earnings Growth Narrative

TGS (OB:TGS) FY 2025 earnings: margins under pressure despite full year profit TGS (OB:TGS) has wrapped up FY 2025 with Q4 revenue of US$272.2 million and basic EPS of US$0.03, closing out a year where quarterly results swung between profit and loss. The company has seen quarterly revenue move from US$490.7 million and EPS of US$0.19 in Q4 2024 to a FY 2025 profile that included a Q2 revenue print of US$334.2 million with an EPS loss of US$0.31, a Q3 revenue figure of US$424.4 million with...
NasdaqCM:IMUX
NasdaqCM:IMUXBiotechs

A Look At Immunic (IMUX) Valuation After CEO Transition MS Data And US$200m Financing

Immunic (IMUX) has been in focus after a busy stretch, with board and leadership changes, fresh clinical data in multiple sclerosis, and a large private placement that brought in new and existing institutional investors. See our latest analysis for Immunic. The recent CEO transition plan, fresh MS data and the US$200.0m private placement appear to have coincided with sharp short term momentum, with a 7 day share price return of 47.18% and year to date share price return of 56.52%. This is set...
NYSE:HWM
NYSE:HWMAerospace & Defense

Why Howmet Aerospace (HWM) Is Up 12.1% After Record 2025 Results And Bullish 2026 Guidance

Howmet Aerospace reported past fourth-quarter 2025 sales of US$2,168 million and net income of US$372 million, contributing to full-year 2025 sales of US$8.25 billion and net income of US$1.51 billion, alongside issuing 2026 revenue guidance of US$9.0–US$9.2 billion. The company paired these record results with strong free cash flow, lower net leverage, and new fastener acquisitions, underscoring an earnings profile increasingly supported by high-margin aerospace and gas turbine...
ENXTPA:RMS
ENXTPA:RMSLuxury

Hermès (ENXTPA:RMS) Margin Compression Challenges Premium Valuation Narrative

Hermès FY 2025 earnings: margins stay rich as growth expectations stay in focus Hermès International Société en commandite par actions (ENXTPA:RMS) has wrapped up FY 2025 with second half revenue of about €8.0b, basic EPS of €21.73 and net income of €2.3b, setting the tone for how investors read its latest luxury spending update. The company has seen revenue move from €7.7b and EPS of €21.32 in the second half of 2024 to around €8.0b and EPS of €21.73 in the second half of 2025. Trailing...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

WeRide And Uber Test Robotaxi Economics With Middle East Expansion Plan

WeRide (NasdaqGM:WRD) and Uber launched a commercial Robotaxi service in downtown Abu Dhabi. The service marks the first commercial deployment of WeRide Robotaxis in the city center. The partners plan to scale the fleet to 1,200 Robotaxis across the Middle East by 2027. The rollout involves collaboration with regional transport and hospitality partners. For you as an investor, this move puts WeRide (NasdaqGM:WRD) directly into live urban operations rather than only pilot programs. The...
SEHK:2020
SEHK:2020Luxury

Assessing ANTA Sports Products (SEHK:2020) Valuation As Beverly Hills Flagship Marks A New U.S. Expansion Step

What the Beverly Hills flagship could mean for ANTA Sports Products (SEHK:2020) ANTA Sports Products (SEHK:2020) is about to open its first U.S. store in Beverly Hills, a flagship positioned as both retail space and community hub for its performance footwear and apparel. See our latest analysis for ANTA Sports Products. The Beverly Hills opening lands at a time when momentum in ANTA Sports Products' shares has been building, with a 7 day share price return of 4.59% and a 30 day share price...
ASX:PDN
ASX:PDNOil and Gas

Paladin Energy (ASX:PDN) Quarterly Profit Return Tests Bullish Turnaround Narrative

Paladin Energy (ASX:PDN) has reported a stronger quarterly result for Q2 2026, with revenue of US$102.4 million and basic EPS of US$0.014, supported by net income excluding extra items of US$6.3 million. The company’s revenue has increased from US$33.5 million and basic EPS of roughly US$0.001 in Q2 2025 to US$102.4 million and EPS of US$0.014 in Q2 2026. However, trailing 12 month figures still show a net loss of US$39.2 million on revenue of US$238.8 million and basic EPS of US$0.107. For...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

A Look At Sigma Lithium (SGML) Valuation After New Lithium Offtake Deal And Regulatory Clearance

Sigma Lithium (SGML) has moved back into focus after agreeing to sell 150,000 tonnes of high purity lithium fines at US$140 per tonne, with additional volume and customer prepayments tied to resumed production. See our latest analysis for Sigma Lithium. These contracts arrive after a volatile period for the stock, with a 7 day share price return of 9.25% but a 30 day share price decline of 19.53%. The 90 day share price return of 120.30% and 1 year total shareholder return of 18.25% contrast...
NasdaqGS:SAIA
NasdaqGS:SAIATransportation

Saia’s National Network Delivers Record Revenue But Tests Margin Resilience

Saia (NasdaqGS:SAIA) completed its first full year operating as a national network, reaching record revenue and market share. The company reported these results despite softer freight volumes and higher insurance costs tied to prior accidents. Safety metrics improved, with meaningful reductions in preventable accidents and lost time injuries across the network. Saia operates in the less than truckload segment, where carriers move smaller freight shipments for a wide mix of customers. A full...
TSX:WPM
TSX:WPMMetals and Mining

Does Wheaton Precious Metals' (TSX:WPM) CEO Succession Plan Reveal Its Next Strategic Chapter?

Wheaton Precious Metals Corp. has announced that co-founder Randy Smallwood will step down as CEO to become non-executive Board Chair on March 31, 2026, while President Haytham Hodaly will assume the combined role of President and CEO and join the Board on the same date. The carefully planned leadership transition keeps Smallwood involved while elevating Hodaly, who has overseen more than US$11.00 billion in streaming transactions and leads a highly regarded technical team, underscoring an...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco’s DEI Commitment And Mixed Use Project Weighed Against Rich Valuation

Costco Wholesale (NasdaqGS:COST) has reaffirmed its diversity, equity, and inclusion commitments, receiving strong backing from shareholders. The company is facing external political and legal pressure on DEI while signaling that its policies remain a core part of its employment approach. Costco is planning a mixed-use project in Los Angeles that places a warehouse below an affordable housing complex, a first for the company. Costco Wholesale, best known for its membership based warehouse...
NasdaqGS:CLBK
NasdaqGS:CLBKBanks

Columbia Financial Northfield Merger Puts Focus On Growth And Execution Risks

Columbia Financial, NasdaqGS:CLBK, has announced an agreement to acquire Northfield in a significant merger deal. The transaction is expected to combine two established regional banking franchises and materially change Columbia Financial's business profile. Investors are watching the deal for its potential impact on Columbia Financial's operations, balance sheet mix, and market reach. For shareholders, the news arrives with Columbia Financial shares at $18.41 and a mixed return profile. The...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Cheesecake Factory (CAKE) Valuation Check As Contrasting Fair Value Estimates Emerge

Cheesecake Factory (CAKE) has drawn investor attention after recent trading swings, with the share price around US$58.67. You might be asking whether this restaurant operator’s current valuation fairly reflects its fundamentals. See our latest analysis for Cheesecake Factory. Recent trading has been choppy, with a 7 day share price return of 7.24% and a 30 day share price return of 2.48%. However, the 90 day share price return of 30.55% and 1 year total shareholder return of 12.27% suggest...