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Seatrium Limited and its consortium partner GE Vernova recently secured a major contract from European grid operator TenneT to deliver the BalWin5 offshore wind HVDC grid connection in Germany, including the design, construction, transportation, and installation of the offshore converter platform from its Singapore and Batam yards starting in 2026. This award, under a five-year repeatable framework, reinforces Seatrium’s push into offshore renewables infrastructure and adds further...

Bread Financial Holdings (BFH) has caught investors attention after a steady climb, with the stock up about 23% year to date and roughly 17% over the past month. Those gains invite a closer look. See our latest analysis for Bread Financial Holdings. The recent upswing fits into a broader recovery story, with a roughly 23% year to date share price return and a near doubling in three year total shareholder return. This suggests momentum is building as markets reassess its risk profile. If Bread...

If you are wondering whether Deckers Outdoor is a beaten down bargain or a value trap, you are in the right place. We are going to unpack what the current price is really implying. The stock has bounced about 5.3% over the last week and 22.5% over the past month, but that is still against a bruising year to date slide of roughly 50.4% and a 50.2% drop over the last 12 months, on the back of what had been strong 3 and 5 year gains of 61.1% and 102.1% respectively. Recent headlines have...

Swedish Orphan Biovitrum AB (Sobi) recently received a positive opinion from the EMA’s Committee for Medicinal Products for Human Use recommending marketing authorisation of Aspaveli (pegcetacoplan) to treat adults and adolescents with C3 glomerulopathy and primary immune-complex membranoproliferative glomerulonephritis across the European Union. If approved by the European Commission, Aspaveli would become the first authorised therapy for these rare, severe kidney diseases in patients 12...

Rusta (OM:RUSTA) just delivered a busy quarter, combining higher sales, stronger Q2 profits and fresh store openings with a full Nordic online rollout. This mix naturally puts the share in focus. See our latest analysis for Rusta. The market seems to be buying into that story, with the share price at SEK 82.05 after a punchy 1 month share price return of 25.84% and a 1 year total shareholder return of 16.50%. This suggests momentum is building as the earnings beat, new CEO announcement and...

Kitron (OB:KIT) has just coupled a string of sizeable defence contracts, worth 17 million, 19 million and 55 million euros, with upgraded revenue and margin ambitions that sketch a much larger business a few years out. See our latest analysis for Kitron. Those contracts and the upgraded roadmap help explain why Kitron’s 1 day share price return of 3.41 percent and year to date share price return of 97.94 percent sit alongside a powerful 1 year total shareholder return of 113.57 percent...

Earlier this week, HA Sustainable Infrastructure Capital, Inc. executed a fourth amendment to its credit agreement, expanding its revolving credit facility by US$100 million to US$1.65 billion through the accordion feature. This larger credit line increases the firm’s financial flexibility to fund climate-positive infrastructure projects while addressing investor focus on its already high leverage. We’ll now explore how this expanded revolving credit capacity shapes HA Sustainable...

Fortescue (ASX:FMG) is back on traders’ radars after punching up to a new 52 week high, helped by firmer iron ore prices and growing interest in its hydrogen based steelmaking partnership with Taiyuan. See our latest analysis for Fortescue. That move to A$22.98 caps a strong run, with a roughly 15% one month share price return and around 25% one year total shareholder return. This suggests momentum is building as investors re-rate Fortescue’s green iron and decarbonisation push. If...

Earlier this week, Shopify launched its Winter ’26 Edition, rolling out more than 150 updates including AI-powered tools, the Shopify Product Network, and Agentic Storefronts that let merchants sell directly inside AI platforms like ChatGPT, Perplexity, and Microsoft Copilot. These releases deepen Shopify’s role at the center of merchants’ operations by linking catalog discovery, cross-merchant product recommendations, and AI-driven shopping into a single, tightly integrated commerce...

Okta (OKTA) just delivered an earnings double punch, topping expectations for its third quarter and then raising revenue guidance for both the coming quarter and fiscal 2026, giving investors fresh numbers to reassess the stock. See our latest analysis for Okta. The upbeat guidance has helped extend Okta’s positive run, with a roughly mid teens year to date share price return and a solid multi year total shareholder return. This signals gradually improving sentiment rather than a speculative...

Bayer (XTRA:BAYN) has packed several clinical and regulatory milestones into just a few days, and the stock is now trading in the context of a much busier innovation story than markets saw earlier this year. See our latest analysis for Bayer. That flurry of trial starts and regulatory filings seems to be resonating with investors, with Bayer’s 1 month share price return of 32.45% feeding into an 87.38% year to date share price gain, even though the 3 year total shareholder return of negative...

Fastenal (FAST) has quietly outperformed many industrial names this year, up about 17% year to date despite a roughly 12% slide over the past 3 months. This has left investors reassessing its positioning. See our latest analysis for Fastenal. At a share price of $41.75, Fastenal’s recent pullback sits against a solid backdrop, with a year to date share price return of 17.42% and a three year total shareholder return of 87.65%. This suggests longer term momentum remains constructive even as...

If you are wondering whether Kinross Gold is still a smart buy after its huge run, or if you are turning up late to the party, this breakdown is designed to help you figure out what the current price really implies. The stock has climbed about 3.0% over the last week, 10.8% over the last month and 176.0% year to date, with a 177.1% gain over the past year and more than 600% over three years reshaping how the market views its prospects and risk profile. Recent moves in gold prices and...

YouTube has already begun allowing eligible US creators to receive their payouts in PayPal’s PYUSD stablecoin, extending PayPal’s crypto-enabled payout infrastructure onto one of the world’s largest creator platforms. This move materially broadens PYUSD’s real-world use cases and visibility, potentially deepening engagement across PayPal’s wider digital payments ecosystem as creators experiment with faster, flexible, on-chain payouts. We’ll now examine how YouTube’s PYUSD integration, and...

Helmerich & Payne (HP) just laid out its next chapter, with longtime CEO John Lindsay set to retire in March 2026 and President Trey Adams stepping up, a transition investors cannot ignore. See our latest analysis for Helmerich & Payne. The leadership handoff lands as momentum has picked up again, with a roughly mid teens 1 month share price return and a strong 90 day share price return. However, the 1 year total shareholder return remains modest and longer term gains are more muted,...

Caterpillar (CAT) has quietly turned into one of 2025’s standout Dow names, and the catalyst is not just more bulldozers. Its stock run is being powered by old school infrastructure and new AI infrastructure demand. See our latest analysis for Caterpillar. That surge is showing up clearly in the chart, with a roughly 10% 1 month share price return and a powerful year to date share price return of about 74 percent adding to an impressive 5 year total shareholder return near 284 percent. At the...

Xencor (XNCR) just secured a new U.S. patent that effectively adds about three extra years to its Ultomiris royalty stream, a material boost that could help smooth funding for its antibody pipeline. See our latest analysis for Xencor. The new patent lands after a volatile stretch for Xencor, with the share price now at $17.06 and a powerful 90 day share price return of 98.37 percent contrasting with a weak 1 year total shareholder return of negative 31.10 percent. This suggests momentum is...

BJ’s Wholesale Club has recently opened three new warehouse clubs in Springfield, Massachusetts, Sumter, South Carolina, and Casselberry, Florida, each with on-site gas stations and a full suite of in‑club and digital shopping options. This expansion includes BJ’s first new Massachusetts location in thirteen years, underscoring the company’s renewed push to grow its membership footprint and recurring revenue base. Next, we’ll examine how this latest wave of club openings, especially the...

Marvell Technology (MRVL) has suddenly become a battleground stock after reports suggested it might lose key custom chip programs with Amazon Web Services and Microsoft, only for CEO Matt Murphy to firmly push back. See our latest analysis for Marvell Technology. The stock is still working through that drama in the charts, with a recent pullback giving way to choppy trading around $89.43 as investors weigh stellar Q3 results, Celestial AI deal plans and ongoing AI infrastructure wins against...

Earlier this month, Omnicom Group Inc. completed a US$2.76 billion exchange of assumed Interpublic senior notes into new Omnicom unsecured senior notes, while also appointing Kartik Sharma as CEO of Omnicom Media India, supported by Amardeep Singh as COO and Shashi Sinha as strategic advisor. By consolidating Interpublic’s debt under a single Omnicom indenture and tightening governance terms, the group is reshaping its capital structure just as it refreshes leadership in a key growth market...

Boston Beer Company (SAM) is leaning into the holidays with a limited edition Twisted Tea Twistmas Stocking, a nine pack dispenser designed to support seasonal sales and refresh sentiment around the stock. See our latest analysis for Boston Beer Company. The holiday themed Twisted Tea launch lands at a tricky time for investors, with the share price down sharply on a year to date basis and the 1 year total shareholder return also deeply negative. This suggests sentiment is still rebuilding...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

StoneCo (NasdaqGS:STNE) just reached a proposed settlement in its long running U.S. securities class action, a legal overhang that has loomed even as the Brazilian fintech story gained real traction. See our latest analysis for StoneCo. The proposed settlement lands after a powerful run, with the year to date share price return near 88% but more recent 30 day and 90 day share price returns turning negative, suggesting momentum is pausing as the market reassesses risk and growth. If this legal...

Why legal headlines around Grasberg are suddenly front and center Freeport-McMoRan (FCX) is back in the spotlight as a series of class action lawsuits zeroes in on alleged safety misrepresentations at its Grasberg Block Cave mine and the stock reaction that followed. See our latest analysis for Freeport-McMoRan. Despite the legal overhang, investors have been leaning back into the stock. A 17.1% 1 month share price return has helped push year to date share price gains higher, while multi year...