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Pro Medicus (ASX:PME) drew attention after gaining 3.1% as traders reacted to its upcoming removal from the S&P/ASX 50 index. Heavy volumes were linked to index fund adjustments and recent US contract wins. See our latest analysis for Pro Medicus. The recent spike in activity sits against a mixed longer record for Pro Medicus. The 30 day share price return of 36.49% and 90 day return of 46.11% contrast with a year to date share price decline of 21.56% and a 1 year total shareholder return...

In recent commentary, NEXTDC has been highlighted for ramping up AI-focused data centre expansion and capital investment to support rising cloud and computing infrastructure needs across Australia and Southeast Asia. This renewed attention underscores how AI workloads are turning data centre operators like NEXTDC into essential infrastructure providers, with investors closely assessing execution, funding strength and demand signals. With this backdrop, we’ll explore how NEXTDC’s intensified...

Markets are wrestling with mixed inflation signals, shifting rate expectations and uneven consumer demand, which leaves many investors unsure where to focus next. The Healthy high growth potential screener addresses this by zeroing in on companies where analysts expect strong earnings growth over the next 3 years and balance sheets that pass basic health checks. Instead of guessing which themes might benefit from changing central bank moves or trade flows, you can focus on stocks that...

Recent coverage has put Weebit Nano in the spotlight as an ASX-listed semiconductor innovator whose ReRAM memory technology is increasingly linked to AI infrastructure and efficiency needs. This focus on “memflation” – tightening memory supply amid rising AI demand – positions Weebit Nano within a broader debate about how future computing hardware will handle power and performance constraints. Against this backdrop, we’ll explore how Weebit Nano’s role in advanced AI memory solutions shapes...

Recently, coverage on ONE Gas highlighted its role as a regulated natural gas utility benefiting from structurally stable demand, ongoing infrastructure modernization, and regulatory frameworks that allow recovery of capital spending through customer rates. An interesting angle is the renewed institutional participation and bullish commentary, which together point to growing confidence in the company’s regulated, long-horizon infrastructure model despite mixed short-term technical...

In its latest reported quarter, Garrett Motion generated US$985 million in revenue, a 12.19% year-over-year increase, while net profit rose by 53.23%, underscoring improved performance compared with the prior year. These results highlight that Garrett Motion is converting operational efficiency into much stronger profitability even while managing through an overall weak financial position. Next, we’ll examine how this sharp net profit improvement shapes Garrett Motion’s existing investment...

With Kevin Warsh signalling a tougher stance on inflation and fewer hints from the Fed, many investors are rethinking how they handle interest rate risk and income needs. Defensive consumer staples stocks, especially those with steady dividends and lower volatility, can look useful when policy feels less predictable and inflation is a concern. This article focuses on three stocks from a Defensive Consumer Staples Stocks screener that appear positively exposed to the current news backdrop, and...

IREN (NasdaqGS:IREN) is in focus after Jefferies began coverage, spotlighting the company’s transition from bitcoin mining to AI infrastructure, its long term deals with Microsoft and Nvidia, and a recent European acquisition. See our latest analysis for IREN. At a share price of $59.96, IREN has seen a 42.22% 90 day share price return and a very large 1 year total shareholder return, which together point to strong positive momentum as investors reassess its AI focused shift, new contracts...

With mortgage rates near 7% and the Federal Reserve signaling a tougher stance on inflation, borrowing costs are under pressure and some areas of the market are feeling the strain. At the same time, certain large banking and financial services stocks in the US, UK, Canada, and Australia could see their earnings mix and risk profile shift as rates stay higher for longer. This article explains how that backdrop connects to three stocks from our Banking and Financial Services Stocks screener,...

SharkNinja (SN) is back in focus after shareholders approved changes to its Memorandum and Articles of Association, updating disclosure requirements and advance notice periods for investor proposals and director nominations at annual meetings. See our latest analysis for SharkNinja. The share price moves around the AGM tell a story of strong momentum, with a 1 day share price return of 5.45% at a last close of $140.84, a 30 day share price return of 25.72% and a 1 year total shareholder...

Mineralys Therapeutics (MLYS) is in focus after presenting new lorundrostat biomarker data at ENDO 2026 and announcing a US$150 million equity offering along with a US$500 million committed debt facility. See our latest analysis for Mineralys Therapeutics. At a latest share price of US$24.63, Mineralys Therapeutics has seen its 30 day share price return fall 17.49%, even as the 1 year total shareholder return is 82.72% and 3 year total shareholder return is 54.42%. This suggests recent...

In recent months, V2X Inc. has seen its institutional ownership rise to 101.86%, ranking first among 74 Aerospace & Defense peers, while its current P/E ratio of 30.36 sits between its recent high and low. This very high level of institutional participation, led by ETHSX’s increased holdings, signals strong professional investor engagement with V2X’s equity story. We’ll now examine how this surge in institutional ownership interacts with V2X’s contract-driven growth narrative and earnings...

Earlier this week, Custom Truck One Source announced it had secured a cooperative purchasing contract through Sourcewell, broadening its access to government and public-sector buyers across North America. This award effectively plugs the company into an established procurement network, potentially streamlining equipment sales and rentals to municipalities and utilities that prefer pre-vetted suppliers. Next, we’ll explore how winning the Sourcewell cooperative purchasing contract could...

Why Julie Sloat’s Board Appointment Matters for Capital Power The appointment of Julie Sloat to Capital Power (TSX:CPX)'s Board of Directors has pushed governance into focus, arriving just as the utility stock trades near a recent 52 week high and draws fresh investor interest. For shareholders, Board changes often prompt questions about how oversight, risk priorities, and capital allocation could evolve over time. Julie Sloat’s appointment is being watched closely because it coincides with a...

M&T Bank (MTB) is back in focus after the company elected Jerry Jacobs Jr., chief executive officer of Delaware North, to its Board of Directors, drawing attention to both its leadership mix and its revenue story. See our latest analysis for M&T Bank. At a share price of US$225.12, M&T Bank has recently shown building momentum, with a 30-day share price return of 5.60% and a 90-day share price return of 10.47%. Its 1-year total shareholder return of 22.39% and 3-year total shareholder return...

Rollins stock under pressure sparks fresh valuation questions Rollins (ROL) has drawn investor attention after its share price decline, with the stock recently falling 3.5% to $45.13 and sitting well below some intrinsic value estimates. See our latest analysis for Rollins. At the latest share price of $44.96, Rollins has seen its short term momentum fade, with the 30 day share price return down 15.9% and the year to date share price return down 23.8%, while the 5 year total shareholder...

The latest progress on talks between the U.S. and Iran has eased some immediate geopolitical stress, with waivers on Iranian exports and a toll free Strait of Hormuz offering a clearer path for global trade flows, at least in the short term. For investors in emerging markets equities, that shift can change how risk is priced across a wide range of stocks, from banks to infrastructure to consumer companies. This article reviews three stocks from our Emerging Markets Equities screener that are...

Wondering whether Microsoft stock still lives up to its reputation at today’s price, or if expectations have run ahead of reality. The share price recently closed at US$379.40, after falling 5.1% over the past week, 9.4% over the past month and 19.8% year to date, even though the 3 year and 5 year returns of 18.2% and 47.1% show longer term shareholders have still seen gains. These recent moves come as Microsoft continues to draw attention around its role in AI, cloud computing and...

Earlier in 2026, Boston Scientific reported solid Q1 results with 11.6% year-over-year revenue growth, but its initial 2026 guidance came in below market expectations and highlighted slowing momentum in its electrophysiology business. The electrophysiology slowdown, where Medtronic appears to be gaining share, raises questions about Boston Scientific’s competitive positioning in a segment that has been an important growth contributor. We’ll now examine how softer guidance and...

BILL Holdings recently began using JPMorgan Payments’ white-label digital wallet to subledger client accounts and speed reconciliation for its corporate card, positioning the wallet as a core layer for future AI-driven automation products. This move comes as BILL balances weaker billings and sales momentum with improved operating efficiency, suggesting its technology partnerships may be central to refining products, pricing, and go-to-market execution. Next, we’ll examine how integrating...

The United Kingdom's market has recently faced challenges, with the FTSE 100 and FTSE 250 indices experiencing declines amid weak trade data from China, highlighting concerns over global economic recovery and its impact on UK companies tied to international markets. In this context, identifying high-growth tech stocks in the UK involves looking for companies that can demonstrate resilience through innovation and adaptability to navigate economic uncertainties while maintaining a strong growth...

The UK market has recently faced challenges, with the FTSE 100 index experiencing declines due to weak trade data from China, affecting companies closely tied to its economic performance. In such a climate, identifying undervalued stocks can offer potential opportunities for investors seeking value amidst broader market volatility.

The UK market has recently experienced some turbulence, with the FTSE 100 and FTSE 250 indices closing lower amid concerns over weak trade data from China, highlighting the interconnectedness of global economies. In such a challenging environment, identifying growth companies with high insider ownership can be particularly appealing as it often suggests strong confidence in the company's future prospects by those who know it best.

In recent weeks, Dominion Energy outlined an expanded capital plan through 2030 to add new generation, transmission lines, and related infrastructure, aiming to meet rapidly rising electricity demand from Virginia’s growing data-center cluster and broader grid needs. This shift further emphasizes Dominion’s evolution into a regulated infrastructure platform where long-lived transmission and renewable investments are increasingly tied to data-center-driven load growth. We’ll now examine how...