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NYSE:SO
NYSE:SOElectric Utilities

Will Fortune’s Top Ranking and US$80 Billion Plan Change Southern’s (SO) Long-Term Value Narrative?

Southern Company was recently ranked No. 1 in the electric and gas utilities industry on FORTUNE’s 2026 World’s Most Admired Companies list, reflecting recognition for financial soundness, perceived long-term investment value and community commitment. The company’s plan to invest more than US$80.00 billion through 2030, while maintaining a 78-year record of stable or rising dividends, highlights the scale of its capital ambitions alongside a longstanding focus on consistent shareholder...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research Sits At Heart Of AI Chip And CHIPS Act Cycle

Lam Research (NasdaqGS:LRCX) is drawing fresh attention as AI driven demand for advanced chips reshapes the semiconductor equipment market. The company is integrating AI capabilities into its manufacturing tools while focusing on High Bandwidth Memory and Gate All Around technologies. Recent U.S. policy support, including the CHIPS Act, is adding momentum to interest around Lam Research's role in next generation chip production. Lam Research sits at a critical junction of chip production,...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Is It Too Late To Consider Bitmine Immersion Technologies (BMNR) After Its 348% One Year Surge

If you are wondering whether Bitmine Immersion Technologies is still good value after its recent run, this article walks through what the current price might be implying about the company. The stock has moved sharply over time, with a 348.5% return over the past year. The year to date return sits at a 10.9% decline and the 7 day return at a 10.8% decline, so recent trading has been much weaker than the longer term picture. Recent news coverage has focused on Bitmine Immersion Technologies as...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR) Margin Compression To 9.3% Tests Bullish Growth Narratives

Baker Hughes (BKR) closed FY 2025 with fourth quarter revenue of US$7.4b and basic EPS of US$0.89, alongside net income of US$876m, setting a clear marker for how the year finished. The company reported quarterly revenue of US$7.0b in Q3 2025 and US$6.9b in Q2 2025, rising to US$7.4b in Q4 2025. Basic EPS moved from US$0.41 in Q1 to US$0.62 in Q3 and US$0.89 in Q4, giving investors a more detailed view of how profitability contributed to the current trailing year margins profile. See our full...
NYSE:WM
NYSE:WMCommercial Services

Record Landfill Margins and Bigger Payouts Might Change The Case For Investing In Waste Management (WM)

In recent updates, Waste Management highlighted record landfill EBITDA margins of 38.4% in Q3 2025, a network of over 250 landfills, and management’s expectation of free cash flow approaching US$3.80 billion in 2026 as sustainability and fleet investments slow. The company also approved a 14.5% dividend increase and a new US$3.00 billion share repurchase program, underscoring how its oligopolistic landfill position and growing renewable energy operations are being translated into sizable...
TSX:BITF
TSX:BITFSoftware

Bitfarms Recasts Washington Site As AI Infrastructure And U.S. Platform

Bitfarms (TSX:BITF) plans to repurpose its Washington site to support NVIDIA GPU based high performance computing and AI workloads. The company is preparing to redomicile to the U.S. as part of a broader shift beyond traditional Bitcoin mining. Bitfarms has appointed U.S. based director Edie Hofmeister as board chair to guide this transition. Bitfarms, trading at CA$3.57 with a 1 year return of 77.6% and a 3 year return of 147.9%, is moving beyond its roots as a pure Bitcoin miner. The...
BIT:REY
BIT:REYIT

Does Reply’s AI Logistics Push with Otto and NVIDIA Reshape the Bull Case for Reply (BIT:REY)?

In January 2026, Otto Group announced it is working with Reply and NVIDIA to roll out an AI-driven “Robotic Coordination Layer” and high-fidelity warehouse digital twins, while Logistics Reply launched GaliLEA Dynamic Intelligence, an AI agent builder embedded in its LEA Reply supply chain platform. Together, these projects highlight Reply’s expanding role in AI-enabled logistics, linking physical robotics, virtual warehouse replicas, and configurable AI agents to support more responsive,...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Assessing Moderna (MRNA) Valuation After Promising Melanoma Vaccine Data With Keytruda

Recently released five year phase 2b data on Moderna (MRNA) and Merck’s personalized melanoma vaccine with Keytruda showed a 49% reduction in recurrence or death, sparking fresh interest in Moderna’s push into oncology. See our latest analysis for Moderna. The melanoma vaccine update arrives after a sharp rebound in Moderna’s share price, with a 90 day share price return of 89.31% and a 1 month share price return of 53.81%. However, the 3 year total shareholder return of negative 73.47% and 5...
ASX:TLX
ASX:TLXBiotechs

Assessing Telix Pharmaceuticals (ASX:TLX) Valuation After Key China And US Prostate Cancer Milestones

Telix Pharmaceuticals (ASX:TLX) is back in focus after Chinese regulators accepted a New Drug Application for its Illuccix prostate cancer imaging agent, and the company reported first patient dosing in a US Phase 3 diagnostic trial. See our latest analysis for Telix Pharmaceuticals. Despite the regulatory momentum in China and the US, Telix’s share price return over the past 90 days shows a 34.31% decline, contributing to a 60.23% drop in 1-year total shareholder return. However, the 5-year...
NYSE:BE
NYSE:BEElectrical

Does Bloom Energy (BE) Still Justify Its Run After Recent Price Swings?

If you are wondering whether Bloom Energy's share price still lines up with its fundamentals after a strong run, this article walks through the numbers in a clear and practical way. The stock has had a mixed short term path, with a 6.6% decline over the last 7 days, a 54.8% gain over 30 days and a 41.5% return year to date, on top of a very large 1 year return and a 3 year gain of 477.4% and 5 year gain of 274.8%. These moves sit against a backdrop of recurring interest in fuel cell and...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Is Microsoft (MSFT) Still Reasonably Priced After Its Strong Multi Year Share Price Run

If you are wondering whether Microsoft is still fairly priced after its long run, or if there is value left on the table, it helps to start by looking at what recent returns and current valuation are actually telling you. The stock last closed at US$470.28, with returns of 2.3% over 7 days, a 3.6% decline over 30 days, a 0.6% decline year to date, 9.0% over 1 year, 98.4% over 3 years, and 104.5% over 5 years. Taken together, these figures set the backdrop for any discussion about upside or...
NYSE:BOH
NYSE:BOHBanks

Bank Of Hawaii (BOH) EPS Jump Reinforces Bullish Narratives Ahead Of Earnings Season

Bank of Hawaii (BOH) closed out FY 2025 with fourth quarter revenue of US$187.1 million and basic EPS of US$1.54, supported by trailing twelve month revenue of US$705.1 million and EPS of US$4.67 that marked a 34.6% improvement in earnings versus the prior year. Over recent quarters the company has seen revenue move from US$159.5 million in Q4 2024 to US$187.1 million in Q4 2025, while quarterly EPS went from US$0.86 to US$1.54. This sets up this earnings season around how durable those...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock ETF Filing And Fed Chair Talk Put Crypto Income In Focus

BlackRock (NYSE:BLK) has filed with the SEC for an iShares Bitcoin Premium Income ETF that would be actively managed and focused on generating income from Bitcoin exposure. Rick Rieder, BlackRock’s chief bond investment manager, has emerged as a leading contender to become the next chair of the US Federal Reserve. These developments highlight BlackRock’s expanding role in both digital assets and potential US monetary policy leadership. For you as an investor, the filing for an iShares...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Will Apple’s (AAPL) New Creator Studio Subscription Deepen Its Services Narrative for Investors?

Earlier in January, Apple unveiled Apple Creator Studio, a US$12.99‑per‑month (US$129‑per‑year) subscription suite of pro‑grade creative apps spanning video, music, imaging, and visual productivity across Mac, iPad, and iPhone, with discounted pricing for students and educators. By bundling Final Cut Pro, Logic Pro, Pixelmator Pro and enhanced iWork and Freeform features into a single subscription, Apple is deepening its services ecosystem and reinforcing the role of its hardware as a...
NYSE:GEV
NYSE:GEVElectrical

Did GE Vernova’s (GEV) CEO Shakeup and AI Power Pivot Just Redefine Its Investment Narrative?

Earlier in January 2026, GE Vernova announced that Mavi Zingoni resigned as Chief Executive Officer of its Power Segment, with Eric Gray appointed to the role while continuing as President and Chief Executive Officer of Gas Power. This leadership reshuffle comes shortly after GE Vernova highlighted policy tailwinds, AI-driven electricity demand, and a large projected backlog alongside higher dividends and an expanded buyback program, underscoring how management is aligning its organization...
ASX:IPX
ASX:IPXMetals and Mining

IperionX (ASX:IPX) Is Up 17.9% After US Army Recycled-Titanium Prototype Order Announcement

In January 2026, IperionX announced a US$300,000 prototype purchase order from American Rheinmetall to supply 700 U.S.-made, lightweight titanium components for U.S. Army heavy ground combat systems using 100% recycled titanium via its HAMR and HSPT processes. This order highlights IperionX’s role as the only commercial-scale U.S. primary titanium producer, directly supporting efforts to reshore critical defense metal supply chains while testing its lower-cost, recycled titanium technologies...