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UL Solutions (ULS) just wrapped up a $975 million follow on equity offering, with former parent ULSE fully exiting its Class A stake. This secondary sale reshapes the stock’s ownership and narrative. See our latest analysis for UL Solutions. Against that backdrop, UL Solutions’ share price at $77.88 still reflects strong momentum, with a robust year to date share price return and solid one year total shareholder return. This suggests investors see durable growth despite recent secondary sale...

Cohen & Steers, Inc. recently expanded its active ETF lineup by launching the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), both now trading on NYSE Arca and targeting infrastructure and preferred securities exposure. This move broadens the firm’s specialist real assets and alternative income platform, giving investors additional actively managed ETF options that combine Cohen & Steers’ asset-class...

Earlier this week, Barclays upgraded Pernod Ricard from “equal-weight” to “overweight,” citing the spirits group’s improved positioning in the U.S. and India alongside reduced exposure to China. The bank’s more optimistic stance emphasizes emerging benefits from India’s trade agreement with the UK and long-term opportunities linked to new consumption patterns, including ride-hailing and robotaxis in Pernod Ricard’s largest market. We’ll now examine how Barclays’ upgraded view, especially...

Tamarack Valley Energy Ltd. recently adopted a Shareholder Rights Plan, appointed former Veren Inc. CEO Craig Bryksa to its board effective December 2, 2025, and issued 2026 production guidance of 69,000–71,000 boe/d. Taken together, the rights plan and board appointment highlight a stronger focus on boardroom experience and deal oversight at a time of potential corporate interest in the company. We’ll now examine how the new Shareholder Rights Plan may influence Tamarack Valley Energy’s...

Wondering if SK hynix is still worth buying after its massive run, or if the smart move now is to wait for a better price? This article is going to unpack exactly what the current share price is really baking in. The stock has climbed 5.0% over the last week and a huge 233.5% year to date, even after a recent 6.7% pullback over the past month and a 228.8% gain over the last year. Much of this surge has ridden the wave of enthusiasm around AI infrastructure and high bandwidth memory, with SK...

AeroVironment recently reported very large year-on-year revenue growth to US$472.51 million and raised its fiscal 2026 sales outlook, even as higher integration and operational costs pushed the company into a quarterly net loss and prompted a cut to full-year profit guidance. At the same time, AeroVironment has secured multi‑year defense and security wins, including an up to US$874.26 million U.S. Army IDIQ and a US$4.8 million U.S. Coast Guard robotics contract, that reinforce its role as a...

Earlier this week, Guggenheim initiated coverage of monday.com with a positive rating, highlighting its AI capabilities and rapid growth in newer products such as CRM, Dev, and Service. The firm argued that monday.com’s broader, sales-led multi-product strategy is not yet fully reflected in how the market values the business. We’ll now examine how Guggenheim’s confidence in monday.com’s AI-driven, multi-product expansion could influence the company’s broader investment narrative. The best AI...

In recent days, VectorCare, in partnership with Lyft, launched the Lyft Smart on FHIR App for Epic’s App Market, while Lyft also advanced its AI customer support capabilities and participated in promotional and investor events, all against the backdrop of intensifying autonomous vehicle competition and a reported hit-and-run incident involving a Lyft driver. Together, these developments highlight Lyft’s push to embed its services deeper into healthcare and digital ecosystems even as...

S&P Global (SPGI) is leaning hard into enterprise AI, pairing a new multi year partnership with Google Cloud and fresh AWS integrations to push its data deeper into customers everyday workflows. See our latest analysis for S&P Global. The steady drumbeat of AI partnerships and fresh debt issuance has not yet translated into a breakout move, with the share price at $501.03 and a roughly flat 1 year total shareholder return. However, a strong 3 year total shareholder return suggests the long...

Jabil (JBL) just got caught in the latest market rotation, sliding after investors stepped back from AI exposed manufacturers. But that pullback is colliding with a busy stretch of operational and governance developments. See our latest analysis for Jabil. Despite the latest 5.1% one day share price drop to about $222, Jabil still shows strong momentum, with a roughly mid 50s year to date share price return and a powerful multi year total shareholder return above 400%. This suggests investors...

In early December 2025, Huntington Bancshares reduced its prime rate from 7% to 6.75%, following an earlier cut in October, and its board has declared a US$356.25 per-share quarterly dividend on its 5.70% Series I Non-Cumulative Perpetual Preferred Stock, payable in March 2026. This prime rate cut directly lowers borrowing costs for customers on variable-rate products and offers fresh insight into how Huntington is positioning its balance sheet and loan growth priorities amid changing...

Microchip Technology (MCHP) just nudged its December quarter outlook higher, now aiming for about 1% sequential sales growth and roughly 12% revenue growth year over year, helped by demand tied to AI friendly data center products. See our latest analysis for Microchip Technology. The upgraded outlook comes after a run of upbeat catalysts, including new ultra efficient power monitors and upcoming tech conference appearances. Investors have noticed, with a strong 1 month share price return of...

On the back of fresh first quarter numbers, IDT (IDT) is suddenly back on many radars, with revenue, margins, and cash generation all moving in the right direction at the same time. See our latest analysis for IDT. Those stronger fintech earnings, the ongoing share buyback, and a steady dividend seem to be reshaping sentiment, with the 1 day share price return of 2.1% building on a solid year to date share price gain. The three year total shareholder return of 87.6% shows the longer term...

Asana (ASAN) just paired its latest earnings report with fresh revenue guidance, giving investors a clearer line of sight on growth while the stock digests a year of mixed, but improving, performance trends. See our latest analysis for Asana. The new guidance and leadership changes land after a choppy stretch, with an 11.15% 1 month share price return but a steep year to date share price decline and a 1 year total shareholder return of minus 40.58%. This shows momentum is only tentatively...

In recent months, Texas Instruments has drawn heightened attention as it approaches an earnings release, with analysts forecasting revenue growth but slightly lower earnings per share year over year, alongside ongoing dividend increases and a Zacks Rank of #4 (Sell) signaling cautious sentiment. At the same time, lawsuits alleging that its chips indirectly ended up in Russian weapons, combined with mixed analyst views and shifting tariffs, have added legal and geopolitical uncertainty to an...

China Hongqiao Group Gains Index Spotlight China Hongqiao Group (SEHK:1378) has just been added to the Hang Seng China Enterprises Index, a milestone that can attract additional institutional capital and deepen liquidity for existing shareholders. See our latest analysis for China Hongqiao Group. The index inclusion comes on top of a powerful run, with the share price at HK$32.68 and a year-to-date share price return of 187.17 percent. Meanwhile, the 5-year total shareholder return of 551.23...

Earlier this week, Thales launched its AI Security Fabric, introducing runtime protections for agentic AI, LLM-powered applications, enterprise data, and identities against threats such as prompt injection, data leakage, model manipulation, and insecure RAG pipelines. This move positions Thales as an early provider of end-to-end security for enterprise AI ecosystems, with further enhancements planned in 2026 to deepen its AI-focused cybersecurity offering. We’ll now examine how this new AI...

Old Dominion Freight Line (ODFL) just delivered an interesting mix of data, with November freight volumes slipping but revenue per hundredweight climbing, and the stock jumping after the Federal Reserve’s rate cut boosted sentiment around economically sensitive transport names. See our latest analysis for Old Dominion Freight Line. The November update landed in the middle of a broader rebound, with a roughly 14.9% 1 month share price return helping claw back some of this year’s weakness...

Lowe's Companies (LOW) just delivered another earnings beat and raised its full year sales outlook. The stock is benefiting from rising margins, stronger Pro and online demand, and growing optimism about potential rate cuts. See our latest analysis for Lowe's Companies. Despite a softer 90 day share price return of 9.03%, Lowe's 1 month share price return of 5.36% and five year total shareholder return of 66.13% suggest longer term momentum and confidence are still very much intact around the...

It is hard to get excited after looking at Blue Star's (NSE:BLUESTARCO) recent performance, when its stock has declined...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 25x, you may consider SJVN...

Hindustan Copper Limited's ( NSE:HINDCOPPER ) price-to-earnings (or "P/E") ratio of 65.1x might make it look like a...