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Coinbase Global (NasdaqGS:COIN) expanded its threat intelligence sharing program through a deeper integration with Crypto ISAC. The company now shares high confidence cyber threat data with a wider set of vetted industry participants on an ongoing basis. The initiative targets sophisticated attacks, including those linked to state sponsored actors, across the crypto ecosystem. For you as an investor, this move sits at the intersection of cybersecurity and digital asset infrastructure...

D-Wave Quantum Inc. recently unveiled a series of major updates, including a US$10 million two-year Quantum Computing as a Service agreement with a Fortune 100 company, a US$20 million Advantage2 system sale to Florida Atlantic University, and plans to relocate its global headquarters and a key U.S. R&D facility to Boca Raton, Florida. Together with new defense collaborations and expanded hybrid solver capabilities, these moves highlight D-Wave’s push to turn advanced quantum research into...

Deep Yellow recently reported that operational readiness planning for its Tumas uranium project in Namibia remains on schedule, with first production targeted for the third quarter of 2027. The company also highlighted encouraging metallurgical results from its Mulga Rock Project, which could support a broader project scope and strengthen its position within the growing nuclear energy supply chain. Next, we’ll examine how on-schedule progress at Tumas shapes Deep Yellow’s investment...

American Tower (AMT) is back in focus after DISH Wireless defaulted on payments under a tower collocation agreement, prompting American Tower to seek a declaratory judgment while affirming no expected impact on 2025 financial results. See our latest analysis for American Tower. American Tower shares trade at US$179.28, with a 30 day share price return of 2.56% and a 1 year total shareholder return of 0.34%. This suggests momentum has been modest, while longer term returns over three and five...

AXA (ENXTPA:CS) is back in focus after AXA XL entered a debt for nature agreement with Enosis Capital, and the group rolled out Quest, an AI powered advisory platform in Hong Kong and Macau. See our latest analysis for AXA. These sustainability and AI initiatives come as AXA’s share price trades at €38.43, with recent 1-day and 7-day share price returns in positive territory. In contrast, the 30-day share price return and year to date share price return are both 6.15% lower. At the same time,...

Nissan Motor’s recently reported data showed a 6.7% year-on-year drop in December 2025 global vehicle sales and a 4.4% decline for the full year, alongside a 5.7% fall in global production across major markets such as Japan, China, Europe, the US, and Mexico. These broad-based sales and output pressures, coming on top of safety recalls and the cost burden of its electric-vehicle transition, highlight how multiple operational headwinds are converging for Nissan at the same time. We will now...

RBC Bearings recently reported a strong fiscal second quarter of 2025, beating earnings and revenue expectations while highlighting momentum across its Aerospace/Defense and Industrial segments following the DODGE acquisition. Analyst upgrades, improved earnings estimates, and management’s focus on margin expansion have reinforced investor confidence in the company’s operational performance and market positioning. We’ll now examine how RBC Bearings’ margin expansion and segment strength...

Attention on Andean Precious Metals (TSX:APM) has picked up after major shareholder PMB Partners LP sold shares in a C$95.6 million secondary offering, reducing its stake and increasing the free float. See our latest analysis for Andean Precious Metals. The secondary sale and recent follow on equity filings have arrived alongside sharp swings in the share price, with a 1 day share price return of a 14.59% decline and a 7 day share price return of a 24.17% decline. At the same time, the 90 day...

Century Aluminum (CENX) is back in focus after it agreed with Emirates Global Aluminium to develop a new primary aluminum smelter in Inola, Oklahoma, which would be the first such U.S. facility in nearly 50 years. See our latest analysis for Century Aluminum. The joint development news has arrived after a sharp run, with a 90 day share price return of 47.51% and a 1 year total shareholder return of about 1.5x, although the 1 day and 7 day share price moves have pulled back. Recent events...

Stock performance snapshot and business context MYR Group (MYRG) has caught investor attention after a recent session where the stock closed at $250.04, with short term and longer term returns showing mixed moves over the past week, month and past 3 months. The company provides electrical construction services across the United States and Canada through its Transmission and Distribution and Commercial and Industrial segments, serving utilities, developers, industrial facilities and government...

Why Santos’ first Barossa LNG cargo matters now Santos (ASX:STO) has shipped its first liquefied natural gas cargo from the Barossa project, after years of investment and delays, with the project reported as completed roughly six months late and on budget. See our latest analysis for Santos. The Barossa milestone lands at a time when momentum in Santos’ shares has been picking up, with a 1 month share price return of 13.61% and a year to date share price return of 13.98%. The 5 year total...

Warren Buffett has stepped down as CEO of Berkshire Hathaway (NYSE:BRK.B) after roughly six decades at the helm. Greg Abel has taken over as CEO and has begun adjusting Berkshire's portfolio, including divesting certain underperforming holdings. The leadership transition and portfolio moves mark a new phase for one of the largest and most closely watched conglomerates in global markets. Berkshire Hathaway spans insurance, rail, energy, manufacturing, and a wide mix of listed equity...

Publicis Groupe results and initial market reaction Publicis Groupe (ENXTPA:PUB) released financial results that exceeded expectations, with 5.7% organic revenue growth and steady client demand, prompting the company to keep full year guidance at 5.5%. See our latest analysis for Publicis Groupe. The latest results arrived after a weaker patch for the shares, with a 7 day share price return of a 3.60% decline and a year to date share price return of a 3.95% decline, while the 1 year total...

Noble (NE) has put fresh contract activity in the spotlight after announcing about US$1.3b in new backlog tied to nine rigs, spanning Norway, Nigeria, Guyana, the U.S. Gulf, South America, and Trinidad. See our latest analysis for Noble. That new US$1.3b backlog lands at a time when Noble’s share price has gained 22.8% year to date, including a 22.8% 30 day share price return and a 19.6% 1 year total shareholder return. This indicates that recent momentum has been building rather than...

Altria Group reported fourth-quarter and full-year 2025 results showing lower reported net income and earnings per share, including a US$285 million goodwill impairment, while also confirming ongoing share repurchases and heavy cash returns to shareholders. At the same time, the company is pressing ahead with a leadership transition to incoming CEO Salvatore Mancuso and accelerating its push into smoke-free products such as on! Plus nicotine pouches amid pressure on core cigarette and pouch...

Caledonia Mining Corporation Plc recently raised US$150,000,000 through a seven-year convertible bond to fund construction of its Bilboes gold project in Zimbabwe, marking a major overseas capital-raising milestone for the country. The offering drew very large demand from U.S. institutional investors, suggesting growing confidence in both Caledonia’s long-term plans and the wider Zimbabwean gold sector. With this sizeable US$150,000,000 financing in place, we’ll now examine how it reshapes...

Amphenol (NYSE:APH) has completed the acquisitions of CommScope's Connectivity and Cable Solutions business and Trexon. These deals significantly expand Amphenol's fiber optic interconnect capabilities used in data centers and AI infrastructure. The company reported record Q4 2025 results, including 49% year over year revenue growth and record operating and free cash flow. For investors, the immediate backdrop is that Amphenol's share price stands at $144.08, with a 1 year return of 105.1%...

International Paper (NYSE:IP) plans to split into two independent publicly traded companies, separating its North American operations from its EMEA business. The company describes the breakup as a transformational move that follows its acquisition of DS Smith. International Paper expects the separation to create regionally focused businesses with distinct capital allocation and governance structures. International Paper is a major player in packaging and paper, with a footprint that now...

LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is in focus after reporting full year 2025 earnings, with sales of €80.8b and net income of €10.9b, both below the prior year. See our latest analysis for LVMH Moët Hennessy - Louis Vuitton Société Européenne. The weaker 2025 results and cautious commentary have coincided with a 14.79% year to date share price return and a 20.40% 1-year total shareholder return, which points to fading momentum as investors reassess luxury...

FY 2025 earnings snapshot Enea (OM:ENEA) has wrapped up FY 2025 with Q4 total revenue of SEK238.7 million and basic EPS of SEK2.21, alongside trailing twelve month figures of SEK900 million in revenue and SEK2.53 in EPS. Over recent quarters, revenue has moved between SEK212.5 million and SEK251.6 million, while quarterly EPS has ranged from a loss of SEK0.94 to a profit of SEK4.71. This sets up a mixed picture on profitability and puts the focus firmly on how margins are evolving. See our...

Earnings beat and CFO transition put Progressive (PGR) in focus Progressive (PGR) is back on investors’ radar after reporting quarterly and full year 2025 results that surpassed analyst earnings and revenue estimates, along with detailing a planned chief financial officer transition. See our latest analysis for Progressive. Despite the recent earnings beat and CFO transition news, the share price has been relatively steady, with a 90 day share price return of 2.11% and a 5 year total...

What the latest orders and buyback tell you about ASML today ASML Holding (ENXTAM:ASML) just reported record fourth quarter orders and a large year end backlog, paired with optimistic 2026 guidance and a fresh share buyback plan that has clearly lifted investor attention. See our latest analysis for ASML Holding. The recent guidance upgrade, new €12b buyback and dividend affirmation come on top of a sharp share price rally, with a 30 day share price return of 23.25% and a 1 year total...

ARMOUR Residential REIT overview and recent share performance ARMOUR Residential REIT (ARR) has drawn fresh attention following recent price moves, with the stock down about 5% over the past week and past month, but up roughly 6% over the past 3 months. Over a longer horizon, total return data is mixed, with a gain of about 10% over the past year set against negative total returns over the past 3 and 5 years. This gives investors several time frames to compare. See our latest analysis for...

If you are wondering whether Safehold's current share price lines up with its underlying worth, this article walks through what the numbers are actually saying about value. Safehold's shares last closed at US$14.11, with returns of 3.5% over the past month but a 1 year return of an 8.9% decline and a 3 year return of a 55.8% decline, which may catch the eye of investors thinking about a possible reset in expectations. Recent coverage of Safehold has focused on its role in the real estate...