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U.S. prosecutors opening a probe into Federal Reserve Chair Jerome Powell has pushed investor attention toward safe havens, as gold prices set fresh records and put Newmont (NEM) firmly back on many portfolios watchlists. See our latest analysis for Newmont. Newmont’s share price has been catching a strong tailwind from this shift into safe havens, with a 3.64% 1 day share price return, 15.10% 30 day share price return and a 24.76% 90 day share price return. Its 1 year total shareholder...

Ivanhoe Mines has reported that the Platreef Mine in South Africa continues to advance quickly following its November 2025 first concentrate production, with the Phase 1 concentrator ramp-up on track and Shaft #3 expected to lift hoisting capacity to 5.0 million tonnes per year from April 2026. The company is positioning Platreef as a large-scale, highly mechanized source of platinum-group metals, copper, and nickel at a time when these minerals are being classified as strategic by...

Why Acer’s patent lawsuit matters for AT&T stock Acer’s new patent infringement lawsuit against AT&T (T) over cellular networking technology puts legal risk in focus for shareholders, raising questions about potential financial exposure and how core network assets are protected. See our latest analysis for AT&T. AT&T’s share price has softened in recent months, with a 90-day share price return of 9.15% and a year-to-date share price return of a 3.34% decline, even as recent headlines have...

Flex (FLEX) is back in focus after quarterly results topped analyst forecasts and its JetCool unit rolled out new liquid cooling solutions at an Equinix data center, highlighting the company’s data center infrastructure capabilities. See our latest analysis for Flex. Flex’s recent data center wins and earnings beat come after a mixed stretch for the share price, with a 1-month share price return of a 9.68% decline, a 1-year total shareholder return of 54.65%, and a 5-year total shareholder...

In early January 2026, A. O. Smith entered a new US$470 million unsecured term loan maturing in 2029 to fund its acquisition of Leonard Valve, while also facing softer residential and commercial water heater shipments and announcing a review of its China operations. The combination of acquisition-funded borrowing, tighter leverage and interest coverage covenants, and a reassessment of China highlights how A. O. Smith is balancing growth ambitions with financial discipline and geographic risk...

HCLTech has announced a multi-year partnership to design, build and manage AI-powered, zero-touch IT infrastructure for The Magnum Ice Cream Company, aiming to embed automation across its digital operations. This move highlights how a traditional consumer brand is leaning on advanced technology to support its growth vision and large-scale digital transformation. Next, we’ll explore how Magnum Ice Cream’s AI-enabled IT overhaul with HCLTech could shape the company’s longer-term investment...

Key Insights Using the 2 Stage Free Cash Flow to Equity, ARB fair value estimate is AU$38.00 ARB's AU$32.07 share price...

Volt Group Limited ( ASX:VPR ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...

Key Insights Origin Energy's significant individual investors ownership suggests that the key decisions are influenced...

Enterprise Products Partners (EPD) is back in focus after its general partner’s board approved a 2.8% increase in the quarterly cash distribution to $0.55 per unit, or $2.20 annualized, for the fourth quarter of 2025. See our latest analysis for Enterprise Products Partners. The distribution hike comes after a steady few months for the units, with the latest share price at $32.09 and a 90 day share price return of 4.22%. The 1 year total shareholder return of 5.58% and 5 year total...

On 12 January 2026, LiveDrop announced it is working with CGI to support Dutch Ministry of Defense projects by integrating its software-only, radio-frequency-free optical data transfer technology with CGI’s mission-critical IT and system integration capabilities. This collaboration strengthens CGI’s presence in secure, multi-domain defense IT, enhancing its role in handling sensitive information when conventional networks are unreliable or unavailable. Next, we will examine how this...

What Borr Drilling’s New Contracts Mean for Investors Borr Drilling (BORR) has drawn fresh attention after announcing new contract commitments for its Ran and Odin jack up rigs in Mexico and the United States, including additional extension options. See our latest analysis for Borr Drilling. These fresh contracts arrive as Borr Drilling’s share price sits at US$4.18, with a 90 day share price return of 58.33% and a 5 year total shareholder return of 143.80%. This suggests momentum has...

If you are wondering whether Ulta Beauty's share price still offers value after a strong run, this article will walk through what the current market price might imply about the stock. Ulta Beauty recently closed at US$661.49, with returns of 1.8% over 7 days, 10.0% over 30 days, 6.7% year to date, 63.7% over 1 year, 33.7% over 3 years, and 125.6% over 5 years. These figures naturally raise questions about what is already priced in and how much risk you are taking on at these levels. Recent...

Recent analyst actions around Brown & Brown (BRO) have turned attention to how a softening property and casualty insurance market could influence the company’s organic growth expectations, margins, and investor sentiment over the next few years. See our latest analysis for Brown & Brown. Brown & Brown’s recent analyst downgrades and concerns about softer property and casualty pricing sit against a share price of US$79.61, with a 90 day share price return of a 16% decline and a 1 year total...

Veracyte (VCYT) shares are in focus after the company released preliminary 2025 results alongside fresh guidance for 2026, outlining expected revenue ranges, testing growth and margin targets that give investors more visibility. See our latest analysis for Veracyte. Veracyte shares have been volatile around the recent guidance, with a 3.35% 1 day share price return to US$43.45 and a 24.93% 90 day share price return. The 1 year total shareholder return of 5.82% contrasts with a 62.80% total...

Markel Group (MKL) is in focus after Markel Insurance named Preeti Gureja as Chief Risk Officer for its US and Bermuda insurance operations. The move puts risk oversight and regulatory engagement at center stage. See our latest analysis for Markel Group. The appointment comes as Markel Group’s share price sits at US$2,119.42, with an 8.35% 90 day share price return and a 26.91% 1 year total shareholder return indicating momentum that has been building rather than fading. If this risk focused...

Why Blue Bird (BLBD) is on investors’ radar Blue Bird (BLBD) has caught investor attention after recent share price moves, with the stock showing mixed returns across different timeframes. That shift is prompting a closer look at how the business is currently positioned. See our latest analysis for Blue Bird. At a share price of $49.0, Blue Bird’s short term share price returns have softened over the last quarter, but its 1 year and 3 year total shareholder returns of 18.21% and roughly 3.3x...

In recent days, Barclays upgraded Kodiak Gas Services to an Overweight rating, while the company announced a dual listing on NYSE Texas and the full exit of EQT Infrastructure’s remaining stake via an underwritten public offering. These moves not only underscore sustained demand for Kodiak’s compression services tied to natural gas volume growth, but also mark a meaningful shift in its shareholder base and governance influence. We’ll now examine how Barclays’ more positive stance, alongside...

Ferrari (BIT:RACE) has completed its multiyear share buyback, repurchasing 6,015,933 shares, or 3.34% of its stock, for €2,000 million, including 717,508 shares between October and late December 2025. See our latest analysis for Ferrari. Ferrari’s €2,000 million buyback comes after a softer period for the shares, with a 1-year total shareholder return decline of 23.69% and a stronger 5-year total shareholder return of 85.87%. Recent 90-day share price returns show a 7.00% decline, suggesting...

AOP Health US, LLC recently expanded US access to its critical care drug Rapiblyk (landiolol) through Cardinal Health and other major distributors, allowing hospitals and health systems to source it via their usual channels. This broadened distribution highlights Cardinal Health’s role as a core conduit for complex therapies in acute care settings, reinforcing its importance in the specialty pharmaceutical supply chain. We’ll now examine how this wider Rapiblyk distribution through Cardinal...

Argan (AGX) is back on investor watchlists after Director Peter W Getsinger sold roughly US$3.38 million in shares, shortly after the company lifted its quarterly cash dividend by 33% and reported earnings ahead of expectations. See our latest analysis for Argan. Those events come after a sharp run, with Argan’s 1 year total shareholder return close to 100% and multi year total shareholder returns several times higher, even as recent share price returns have softened and short term momentum...

DOF Group ASA recently announced a 4-year contract, worth about US$150 million, for the RSV Skandi Commander with Petrobras in Brazil, with operations set to start in January 2027. This agreement is distinct because it combines an Autonomous Underwater Vehicle with a traditional Remote Operated Vehicle, highlighting DOF Group’s focus on higher‑spec, technology‑enabled offshore services. We’ll now examine how this new long-term Petrobras contract for Skandi Commander, with its AUV capability,...

Without a fresh headline to point to, First Majestic Silver (TSX:AG) has still been drawing attention as investors reassess its recent share performance, fundamentals and current valuation in the context of silver focused mining. See our latest analysis for First Majestic Silver. At a recent share price of CA$28.04, the stock has seen strong momentum, with a 30 day share price return of 27.92% and a very large 1 year total shareholder return of 234.75%. This suggests investors are reassessing...

Why XtalPi’s recent bond deal matters for equity investors XtalPi Holdings (SEHK:2228) recently announced a HK$2.866b zero coupon bond offering, while its shares saw profit taking after a strong past 3 months, as investors reassess AI drug discovery exposure. The bond is an unsubordinated, unsecured, callable zero coupon note priced at 100% of principal and due January 26, 2027. It was issued under Regulation S, which keeps equity investors focused on how the company allocates this fresh...