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DigitalOcean Holdings recently expanded its AI partnerships through a collaboration with Persistent Systems to build cost-effective infrastructure for enterprise AI workloads, while also raising its full-year 2025 revenue and earnings guidance tied to growing adoption of its Gradient AI Agentic Cloud platform. This combination of deeper AI integration and a higher financial outlook highlights how DigitalOcean is positioning its cloud offering as a lower-cost, developer-friendly alternative...

In early January 2026, Equinor’s Empire Offshore Wind subsidiary filed a civil suit in a US District Court challenging the US Department of the Interior’s suspension of activity on the multi‑billion‑dollar Empire Wind offshore project, seeking a preliminary injunction to keep construction moving during judicial review. This dispute brings regulatory and execution risk in US offshore wind into sharper focus for Equinor, at a time when the group is also running a sizeable share buy‑back...

Crisp, high stakes geopolitics are suddenly front and center for Chevron (CVX) after the U.S. military operation in Venezuela, the capture of its president, and Washington’s pledge to open the country’s vast oil reserves to American companies. See our latest analysis for Chevron. The Venezuela headlines arrived after a sharp intraday swing, with a 1 day share price return of a 4.46% decline contrasted with a 30 day share price return of 4.36% and a 1 year total shareholder return of 9.5%...

If you are wondering whether Signet Jewelers at around US$92.72 is offering good value or asking too much, this breakdown is designed to give you a clear view of what you are really paying for. The stock has posted returns of 11.7% over the last 7 days and 30 days, 7.7% year to date, 22.4% over 1 year, 31.6% over 3 years and 129.6% over 5 years, which naturally raises questions about how the current price lines up with underlying value. Recent coverage of Signet has focused on its...

Wondering whether Capgemini at €143.20 is offering you good value today, or whether the price already reflects most of the upside? The share price is at €143.20 after a 0.1% gain over the last week, a 0.9% decline over the last month, a 1.7% gain year to date, and an 8.7% decline over the past year, while the 5 year return sits at 25.8%. Recent coverage around Capgemini has focused on its role as a major European IT and consulting group and how that positioning fits into long term digital...

In December 2025, Bausch Health Companies Inc. completed an exchange of certain 4.875% and 11.00% Senior Secured Notes due 2028 for US$1.60 billion of new 10.00% Senior Secured Notes due 2032 under its existing indenture. This transaction consolidates Bausch Health’s secured borrowings into a larger, longer-dated 2032 note series, reshaping its debt profile and interest obligations. Next, we’ll examine how extending US$1.60 billion of secured debt to 2032 feeds into Bausch Health’s existing...

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

argenx SE recently announced a leadership overhaul in which Chief Operating Officer Karen Massey became Chief Executive Officer and Executive Director, while long-time CEO Tim Van Hauwermeiren shifted to non-Executive Director and Chairman, succeeding retiring board member Peter Verhaeghe. This reshaping of the top team, especially the move of an operationally focused COO into the CEO role while the outgoing CEO remains as chair, highlights argenx’s emphasis on continuity as it executes its...

The Marzetti Company recently reported fiscal first-quarter results showing 3.5% year-on-year revenue growth, surpassing analyst expectations by 1.8%, with CEO David A. Ciesinski citing record sales, gross profit, and operating income driven by New York Bakery frozen garlic bread and licensed sauces such as Chick-fil-A, Olive Garden, and Buffalo Wild Wings. An interesting angle is the 8.2% increase in Foodservice segment net sales, where higher demand from national restaurant accounts and...

Illumina (ILMN) has drawn fresh investor attention after rolling out Connected Multiomics, a cloud platform that pulls together genomics, proteomics, transcriptomics, and other datasets into a single research environment with AI supported analysis. See our latest analysis for Illumina. The Connected Multiomics launch comes as Illumina’s momentum has picked up, with a 90 day share price return of 52.52% and a 1 year total shareholder return of 5.32%, even though the 3 year and 5 year total...

Opera (NasdaqGS:OPRA) has attracted fresh attention after recent trading, with the stock last closing at $14.66. For investors, the key questions center on how its current valuation lines up with recent performance. See our latest analysis for Opera. Opera’s 6.16% 1 month share price return contrasts with a 13.20% 3 month share price decline, while its 3 year total shareholder return of about 3x suggests earlier momentum that has recently cooled. If you are weighing Opera’s recent swings, it...

Opendoor Technologies (OPEN) is back in focus after appointing Christy Schwartz as CFO and Lucas Matheson as president on January 1, 2026, with compensation tied to specific share price hurdles. See our latest analysis for Opendoor Technologies. Those leadership appointments and performance based stock awards come as the share price sits at $6.93, with a 1 day share price return of 9.65% and a 7 day gain of 18.66%. However, the 90 day share price return of 18.37% and 30 day share price return...

Infratil (NZSE:IFT) is back in focus after reporting a AU$349 million uplift in the valuation of its CDC data center investment over the past 3 months, alongside supportive commentary around its renewables and digital infrastructure exposure. See our latest analysis for Infratil. At a share price of NZ$11.61, Infratil has a 7 day share price return of 4.78% but a 90 day share price return of a 6.30% decline. Its 5 year total shareholder return of 78.34% points to solid longer term momentum...

CSL has recently faced increased scrutiny after cutting its fiscal 2026 revenue growth outlook, pausing the planned Seqirus spin-off in response to weaker U.S. influenza vaccination demand, and committing A$1.50 billion over five years to expand its U.S. plasma-derived therapies manufacturing capacity. These moves highlight how CSL is recalibrating between a less certain vaccines backdrop and long-term investment in plasma therapies, sharpening questions about the balance between near-term...

Builders FirstSource (BLDR) drew fresh attention after a 5.4% share price move that aligned with upbeat Wall Street commentary, as 19 covering analysts maintained a consensus Buy rating on the stock. See our latest analysis for Builders FirstSource. The recent 5.4% intraday move and 1-day share price return of 2.6% sit against a 90-day share price return decline of 14.1%. The 3-year total shareholder return of 65.22% and 5-year total shareholder return of 181.67% highlight a longer track...

Recent trading in Brown-Forman (BF.B) has been influenced by softer short term growth signals and mixed quarterly results. These factors have prompted investors to question the company’s premium valuation and led analysts to adopt a more cautious tone. See our latest analysis for Brown-Forman. At a share price of $26.10, Brown-Forman’s recent 1 month share price return of a 14.14% decline and 1 year total shareholder return of a 25.76% decline point to fading momentum as the premium valuation...

Patterson-UTI Energy recently reported that it operated an average of 93 drilling rigs in the United States during December 2025, while cautioning that rig counts alone may not mirror its financial performance. The company’s ability to keep a large, highly utilized rig fleet active, despite ongoing profitability pressures and net income losses, highlights an emphasis on operational scale and liquidity strength over near-term earnings. With Patterson-UTI’s high rig utilization underscoring...

Investor attention is turning to IDEXX Laboratories (IDXX) as the company heads into its fiscal fourth quarter earnings release, with expectations for continued double digit earnings growth and renewed focus on its Companion Animal Group Diagnostics business. See our latest analysis for IDEXX Laboratories. The recent 3.6% 1 day and 12.2% 90 day share price returns, alongside a 65.4% 1 year total shareholder return, suggest momentum has been building as the market reassesses IDEXX Laboratories...

RTX (RTX) is back in the spotlight after its Collins Aerospace unit secured a US$438 million Federal Aviation Administration contract tied to a multi year U.S. airspace radar modernization effort. See our latest analysis for RTX. That FAA radar win comes on top of a strong run for RTX, with a 30 day share price return of 11.28% feeding into a 12.95% 90 day gain and a 68.95% total shareholder return over the past year. This suggests momentum has been building rather than fading. If this kind...

Mastercard recently reported strong Q4 results, with its fee-based global payments network benefiting from resilient holiday spending and continued growth in digital and e-commerce transactions. Beyond core transaction processing, Mastercard’s expansion in value-added services and ongoing share repurchases is reinforcing its position as a high-margin, fee-driven payments platform. Next, we’ll explore how Mastercard’s stronger-than-expected Q4 performance and digital payments momentum affects...

In 2025, Wendy's reported declines in revenue and net income as higher fast-food prices pushed many consumers toward cooking at home instead. This pressure on demand highlights how limited levers for margin improvement could challenge Wendy's efforts to protect profitability amid shifting consumer behavior. Now we'll examine how softer customer traffic and fewer margin levers might reshape Wendy's existing investment narrative built around digital and international growth. The end of...

In recent days, RSM US LLP announced it has rolled out an AI-driven adverse event reporting platform built on Microsoft Azure, Azure SQL, Azure AI Foundry, Power BI and other Microsoft Data & AI tools for Hawaiʻi’s Developmental Disabilities Division, enhancing early risk detection and care coordination for about 3,600 participants. This deployment, alongside new Azure-based partnerships in sectors like healthcare and robotics, underscores how Microsoft’s AI stack is becoming embedded in...

Deutsche Bank (XTRA:DBK) has been active in the debt markets, announcing and completing several senior unsecured fixed income offerings across maturities from 2030 to 2051, with fixed coupons generally around the mid single digits. See our latest analysis for Deutsche Bank. These debt offerings sit alongside mixed recent trading, with the €33.41 share price coming after a 1 month share price return of 7.38% and a 90 day share price return of 9.58%, while the 1 year total shareholder return of...

Wondering if Apple at US$262.36 is priced for perfection or still offers value? This article will walk you through what the current share price might be implying. Over the last week the stock has recorded a 3.9% decline, adding to a 5.9% pullback over 30 days. It still shows an 8.8% return over 1 year and very large total returns across 3 and 5 years. Recent headlines have continued to focus on Apple’s role as a major technology bellwether, with attention on product ecosystem strength and...