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Earlier this month, Hyatt Hotels Corporation expanded its luxury offerings by enabling World of Hyatt members to book 15 Asilia Africa safari camps across Kenya, Tanzania, and Uganda via Hyatt’s channels, while also appointing Puneet Baijal as General Manager of Hyatt Regency Mumbai. This move extends Hyatt’s loyalty ecosystem into high-end experiential travel and aligns the brand with community-led conservation, which may appeal to environmentally conscious premium guests. Next, we’ll...

Atos (ENXTPA:ATO) just stitched together a trio of strategy moves, ranging from becoming CONMEBOL's first Official Innovation Partner to advancing AI forensics and deepening its Saudi sports tech push, that reframes the stock's growth narrative. See our latest analysis for Atos. These moves arrive as momentum quietly rebuilds, with an 8.5 percent 1 month share price return and 96 percent year to date share price return, though the 5 year total shareholder return remains deeply negative,...

United Therapeutics (UTHR) is back in focus after several senior executives disclosed sizable stock sales, including Chairperson and CEO Martine Rothblatt, prompting investors to reassess what this insider activity might signal for the shares. See our latest analysis for United Therapeutics. The insider moves are landing against a backdrop of strong momentum, with a roughly 19.7 percent 3 month share price return and about 226.6 percent 5 year total shareholder return, suggesting investors...

Earlier this quarter, New York-based D1 Capital Partners lifted its stake in Flowserve by nearly 5.8 million shares to about 7.5 million, a position valued at roughly US$397.5 million at quarter-end. This move came alongside Flowserve reporting consistent operations, expanding margins, stronger cash generation, and a higher mix of aftermarket revenue, underscoring rising confidence in its business quality. We’ll now examine how D1’s larger ownership position and Flowserve’s margin and cash...

Hess Midstream LP recently outlined its 2026 outlook, guiding to net income of US$650 million–US$700 million with largely steady oil and gas throughput, while also significantly trimming capital spending and signaling continued distribution growth backed by free cash flow. At the same time, the company reshaped its board by naming existing director Kristi McCarthy as chair and adding Chevron executive Barbara Harrison, moves that tighten its alignment with Chevron’s long-term plans for...

Rapport Therapeutics recently reported additional Phase 2a data for its epilepsy candidate RAP-219, showing statistically significant improvements in seizure severity and patient-reported functioning in adults with drug-resistant focal onset seizures, and outlined plans to start two pivotal Phase 3 trials in 2026 following an upcoming end-of-Phase 2 meeting with the FDA. An interesting element for investors is the PET receptor occupancy data, which links RAP-219’s brain target engagement to...

Iluka Resources (ASX:ILU) has been back in the spotlight after scrapping its 2025 synthetic rutile production guidance. The company cited an unresolved contract with a key UK customer that rattled investors and amplified recent downgrades. See our latest analysis for Iluka Resources. The guidance withdrawal has accelerated a pullback that was already forming, with a 7 day share price return of minus 8.87 percent and a 30 day share price return of minus 11.94 percent. However, the year to date...

Tronox Holdings (NYSE:TROX) is back on investor radar after lining up up to $600 million in potential government backed financing to expand its rare earths supply chain across Australian mining and processing assets. See our latest analysis for Tronox Holdings. The news lands at an interesting moment for Tronox, with the latest $4.52 share price sitting well below where it started the year. This comes despite a sharp 30 day share price return of 25.21 percent, which suggests momentum may be...

If you have been wondering whether Iridium Communications is starting to look like a bargain or just a value trap, you are not alone, and this is exactly the kind of stock where valuation really matters. The share price has bounced 7.5% over the last week and 12.7% over the past month, but it is still down 36.2% year to date and 36.6% over the last year. That suggests sentiment has shifted, but conviction is still fragile. Those moves come against a backdrop of ongoing interest in satellite...

Metaplanet (TSE:3350) just moved ahead in Japan’s crypto-financing race, detailing plans for new MARS and Mercury preferred-share structures to fund additional Bitcoin purchases, while a key rival sidelines similar offerings for at least a year. See our latest analysis for Metaplanet. The latest MARS and Mercury plans come after a volatile stretch, with the share price down 11.25 percent over the last day but still showing a positive year to date share price return of 16.92 percent and a...

Lumen Technologies recently outlined a major debt refinancing, with its Level 3 Financing unit upsizing a senior notes offering to US$1.25 billion due 2036 and launching tender offers to retire existing second lien notes, alongside leadership changes that will see board member James Fowler become executive vice president, chief technology and product officer in early 2026. At the same time, Lumen is pushing deeper into security and cloud ecosystems through Black Lotus Labs–powered Defender...

Wondering if Hapag-Lloyd at around €122.90 is a bargain or a value trap right now? This article will walk you through what the current price is really telling us. The stock has bounced 6.6% over the last week and 4.8% over the past month, but is still down 24.3% year to date and 15.7% over the last year, which hints at shifting sentiment and possibly changing risk perceptions. Recent headlines have focused on container shipping demand normalising after the post pandemic surge. At the same...

On November 25, 2025, Loar Holdings Inc. amended its Credit Agreement, increasing its delayed draw term loan commitment by US$175.0 million to US$275.0 million and extending the availability period through September 30, 2026, leaving the full US$275.0 million still undrawn as of that date. This expanded and extended loan capacity, together with fresh analyst coverage positioning Loar as a high-quality aerospace aftermarket M&A compounder, enhances the company’s financial flexibility to...

Earlier this week, coverage highlighted how Ambarella’s push into AI-powered system-on-a-chip solutions for cameras and surveillance has helped lift its Relative Strength Rating from 74 to 81, signaling stronger technical momentum versus the broader market. This upgrade underscores how the company’s focus on AI-enabled edge processing is reshaping perceptions of its long-term role in advanced imaging and compute at the device level. Now, we’ll explore how this progress in AI-centric chip...

Ipsos has confirmed that Group Chief Financial Officer Dan Lévy recently decided to leave the company, with long-serving finance executive Olivier Champourlier stepping in as Interim CFO from 9 December 2025 while a permanent successor is sought. This shift places a seasoned internal leader with deep experience in controlling, consolidation, accounting, tax, and regional finance oversight at the center of Ipsos’ financial decision-making during a key period for the business. We’ll now...

Woodside Energy Group recently held a Sustainability Focus Session and investor briefing to discuss the implications of the Murujuga Cultural Landscape’s UNESCO World Heritage Listing and its broader health, safety, climate, and biodiversity priorities. The company’s emphasis on Indigenous engagement, cultural heritage protection, and sustainability governance adds a new dimension to how investors assess its long-term licence to operate and project execution risk. We’ll now explore how this...

Earlier this quarter, Waste Connections reported a stronger-than-expected earnings update, with an organic revenue beat, lower employee turnover, record low safety incidents, and roughly 80 basis points of solid waste margin expansion despite mixed results across the broader waste management sector. These operational gains, particularly the combination of improved workforce stability and safety, highlight internal efficiencies that may set Waste Connections apart from industry peers. Now...

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In recent days, Guidewire Software and several insurance clients announced new deployments of Guidewire Cloud Platform, alongside the Olos product release introducing unified pricing tools and AI-powered underwriting and claims capabilities. Together with stronger quarterly results and higher revenue guidance, these moves highlight how Guidewire is deepening cloud adoption while expanding into higher-value analytics and AI services for insurers. We’ll now consider how Guidewire’s new Olos...

Earlier in 2025, Brunello Cucinelli raised its 2025 revenue growth outlook to 11–12% at constant exchange rates and reiterated guidance for about 10% revenue growth in 2026, backed by expectations of continued double-digit quarterly sales expansion. This upgraded outlook highlights management’s confidence that demand for the brand’s high-end “quiet luxury” offering can sustain robust top-line momentum even after a period of heavy investment. We’ll now examine how the upgraded 2025 revenue...

Thales (ENXTPA:HO) has cooled off after a powerful run this year, slipping over the past month even as its 1 year return still sits near 67%. That disconnect is where today’s story starts. See our latest analysis for Thales. After such a strong year to date, with the share price still around €228 despite a 1 month share price return of minus 5.5%, it looks more like momentum is cooling than reversing. This is especially the case given the 1 year total shareholder return of almost 67% and an...

Earlier this month, Semcorp announced it had signed a Memorandum of Understanding with Arkema to accelerate innovation in battery separator technologies and support Semcorp’s international expansion across Electric Vehicles, Energy Storage Systems and Consumer Electronics. Because separators are central to battery safety, efficiency and lifespan, this collaboration highlights Arkema’s increasing exposure to high-performance materials used in electrification and energy storage...

Recently, Digital Realty announced new Oracle Cloud Infrastructure FastConnect connectivity and an Oracle Solution Center in Singapore, while reporting stronger-than-expected earnings and higher full-year guidance driven by growing AI and cloud infrastructure demand. By pairing AI-ready data center investments with enhanced cloud connectivity for major clients like Oracle in Southeast Asia, Digital Realty is reinforcing its role as a core enabler of AI and hybrid cloud workloads across its...

Ferguson Enterprises (FERG) just delivered a solid quarterly update, combining higher sales, fatter margins, and a 7% dividend bump. Management also nudged full year growth guidance higher, leaning on acquisitions and steady non residential demand. See our latest analysis for Ferguson Enterprises. Even with today’s 2.34% one-day share price gain to $231.32, Ferguson is still digesting a recent pullback. A 33.42% year-to-date share price return and 21.54% one-year total shareholder return show...