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Earlier this month, Sony Group outlined plans to incorporate AI more deeply into its future games, aligning with a broader industry shift toward AI-enhanced development and in-game experiences. The announcement underscored that while AI can streamline production and personalize gameplay, Sony and peers still view human creativity as the ultimate differentiator in game quality. We’ll now consider how Sony’s push to embed AI in future games could influence its investment narrative centered on...

In recent days, Iluka Resources withdrew its 2025 synthetic rutile production guidance due to uncertainty over a key UK customer agreement, prompting analyst downgrades and highlighting ongoing operational and market disruptions affecting its mineral sands and rare earths business. This shift draws attention to how sensitive Iluka’s outlook is to individual customer contracts, production reliability, and evolving tariffs and export controls in its core markets. We’ll now examine how the...

If you are wondering whether PVH is starting to look like a bargain after a rough stretch or if it is cheap for a reason, you are not alone. This is exactly the kind of setup where valuation work really matters. The stock has slipped to around $76.12 after a 13.1% drop over the last week and is now down 27.4% year to date and 30.5% over the last year, shifting many investors from growth optimism to value hunting mode. Recent market chatter has focused on how PVH is navigating a tougher...

Far East Horizon recently reshaped its board structure, detailing the roles of directors and establishing four committees covering audit and risk management, remuneration and nomination, strategy and investment, and environmental, social and governance oversight. The appointment of Mr. Liu Jialin as lead independent director marks a governance shift designed to strengthen board effectiveness and shareholder engagement under updated listing and corporate governance rules. We'll now examine...

If you are wondering whether Arch Capital Group at around $91.92 is still a smart buy or if most of the upside is already priced in, you are not alone. That is exactly what we are about to unpack. Despite a modest 0.6% gain year to date and a 1.5% slide over the last year, the stock is still sitting on returns of 61.4% over 3 years and 176.7% over 5 years, indicating that long-term holders have already been well rewarded. Recent headlines have focused on Arch Capital Group expanding its...

If you are wondering whether Trane Technologies at around $399 is still worth considering after its significant multi year run, or if you are arriving too late to benefit, you are in the right place. The stock is up an impressive 134.1% over 3 years and 207.5% over 5 years. More recently it has pulled back, with a 6.7% gain year to date, but a 2.5% drop in the last week and an 8.0% decline over the last month. This combination of long term strength and short term cooling has come as...

In early December 2025, Incyte reported that its mutant calreticulin-targeted antibody INCA033989 received FDA Breakthrough Therapy designation for certain essential thrombocythemia patients and released Phase 1 data showing encouraging responses and tolerability in myeloproliferative neoplasms. By pairing this regulatory milestone with early signs of disease-modifying activity in myelofibrosis, INCA033989 is emerging as a potential new pillar in Incyte’s hematology franchise beyond...

Galaxy Digital’s recent acquisition of staking software firm Alluvial Finance made it the Development Company for Liquid Collective, giving it full responsibility for building and maintaining one of the leading institutional liquid staking protocols, which has grown assets on platform to about US$1.00 billion since launch. This move tightens Galaxy’s grip on institutional onchain infrastructure, complementing its growing AI-optimized data center ambitions and broadening its role across both...

Earlier this week, Super Micro Computer announced it had begun shipping new 4U and OCP-compliant 2-OU liquid-cooled NVIDIA HGX B300 systems, alongside a validated integration of its liquid-cooled FlexTwin servers with Cornelis’ 400 Gbps CN5000 networking for dense, power-efficient AI and HPC deployments. The combination of ultra-dense Blackwell-based racks and a high-performance, energy-focused networking stack underscores Supermicro’s push to make liquid-cooled, turnkey AI “factory”...

Long term investing can be life changing when you buy and hold the truly great businesses. And highest quality...

Ingersoll Rand (NYSE:IR) has had a rough three months with its share price down 3.3%. However, the company's...

With a price-to-earnings (or "P/E") ratio of 14.5x Deutsche Post AG ( ETR:DHL ) may be sending bullish signals at the...

Technoprobe's (BIT:TPRO) stock is up by a considerable 96% over the past three months. However, we wonder if the...

Ionis Pharmaceuticals (IONS) has quietly turned into one of the market’s better comeback stories, with the stock up sharply over the past year even as near term returns cooled this week. See our latest analysis for Ionis Pharmaceuticals. After a sharp run that has pushed the share price to 78.86 dollars and delivered a year to date share price return of 127.33 percent, this week’s pullback simply cools the pace. A 1 year total shareholder return of 107.58 percent and 3 year total shareholder...

Japan Prime Realty Investment (TSE:8955) is moving ahead with a follow on equity offering of 100,000 new units, after board meetings to review and approve the issuance, putting dilution and growth plans in sharper focus for investors. See our latest analysis for Japan Prime Realty Investment. The follow on offering lands after a steady run, with a year to date share price return of about 33 percent and a roughly 40 percent one year total shareholder return. This signals that momentum is still...

Raymond James recently downgraded Atlantic Union Bankshares from Strong Buy to Market Perform after the Sandy Spring acquisition, citing lower yields on new loans and revised expectations for loan accretion that has trailed projections since April 1. This shift in analyst stance highlights how quickly assumptions about acquired loan portfolios and prepayments can affect earnings outlooks and investor confidence ahead of Atlantic Union’s upcoming analyst day. Next, we’ll explore how the...

Aecon Group (TSX:ARE) just saw a key project milestone turn into a long term revenue story, as the Finch West LRT in Toronto officially entered revenue service with Aecon holding a 33.3% equity stake. See our latest analysis for Aecon Group. The market seems to be taking notice, with a recent 7 day share price return of 14.96 percent and a 90 day share price return of 33.95 percent. The 3 year total shareholder return of 297.25 percent suggests momentum has been building for some time. If...

Earlier this month, Invesco Ltd. agreed to repurchase US$500 million of its 5.9% Series A preferred shares from MassMutual at an 18% premium, while also forming a partnership with LGT Capital Partners to build multi-alternative private markets solutions for U.S. wealth and retirement investors. Together, these steps highlight Invesco’s focus on reshaping its capital structure and deepening its presence in higher-fee private markets offerings. We’ll now explore how this preferred share...

Earlier this month, CONMEBOL announced Atos as its first Official Innovation Partner for major South American club competitions, tasking the company with building new digital platforms to deepen fan engagement, while Atos also unveiled a joint research program to strengthen AI security and expanded its sports-technology push in Saudi Arabia. Together, these moves highlight how Atos is leaning on sports technology and secure AI capabilities to reposition its business mix toward higher-value...

Nuvalent (NUVL) has been on investors radar after the FDA accepted its New Drug Application for Zide with Breakthrough Therapy Designation, a key step that could accelerate its lung cancer franchise. See our latest analysis for Nuvalent. Despite a small pullback in the latest session, Nuvalent’s roughly 13 percent 1 month share price return and robust 3 year total shareholder return of about 225 percent suggest momentum is still building around its growing lung cancer pipeline and recent...

SELLAS Life Sciences Group (SLS) is back on traders radar after announcing positive Phase 2 data for SLS009 in combination therapy for tough to treat acute myeloid leukemia patients with myelodysplastic changes. See our latest analysis for SELLAS Life Sciences Group. The upbeat Phase 2 readout has added fresh fuel to a stock that was already in motion, with a 1 day share price return of 4.40 percent and year to date share price return of 77.57 percent. The 1 year total shareholder return of...

Olav Thon Eiendomsselskap (OB:OLT) has been quietly rewarding patient investors, with the share price climbing about 24 % over the past month and more than 55 % in the past year. See our latest analysis for Olav Thon Eiendomsselskap. That strong 1 year total shareholder return of 55.79 % and a solid 3 year total shareholder return of 113.43 % suggest momentum is building as investors reprice the risk reward balance for its Nordic property portfolio. If this kind of rerating has you curious...

Celanese recently received International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at its Frankfurt, Germany and Bishop, Texas plants, underpinned by carbon capture and utilization investments at the Clear Lake, Texas Fairway Methanol joint venture with Mitsui & Co. This move deepens Celanese’s role in lower-carbon engineering plastics while its Chemille digital assistant now offers product-level carbon footprint...

Chubb (CB) has partnered with The Hartford, Liberty Mutual and Travelers to launch SuretyBind, LLC, a shared tech platform designed to modernize how surety bonds are transmitted, executed and verified across the industry. See our latest analysis for Chubb. Investors seem to be rewarding Chubb for initiatives like SuretyBind, with the share price now at $301.22 and a solid 30 day share price return of 4.75 percent helping extend a strong multi year total shareholder return trend. If this kind...