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ASX:MQG
ASX:MQGCapital Markets

A Look At Macquarie Group (ASX:MQG) Valuation After Higher Inflation And Term Deposit Rate Move

Macquarie Group (ASX:MQG) is back in focus after hotter than expected Australian inflation data pushed rate expectations higher, with the bank lifting its top one year term deposit rate to 4.50%. See our latest analysis for Macquarie Group. Recent inflation surprises and shifting rate expectations have kept Macquarie’s share price moving around in the short term, with a 1 month share price return of 4.08% and a 1 year total shareholder return decline of 9.06%. The 5 year total shareholder...
SEHK:1398
SEHK:1398Banks

Assessing Industrial and Commercial Bank of China (SEHK:1398) Valuation As Renewed Investor Interest Builds

Renewed interest in Industrial and Commercial Bank of China (SEHK:1398) has picked up after-hours, with trading volume in Hong Kong rising alongside supportive economic data that has drawn investors back toward large-cap Chinese banks. See our latest analysis for Industrial and Commercial Bank of China. At a latest share price of HK$6.64, Industrial and Commercial Bank of China has seen a 7.62% 7 day share price return and a 10.30% 90 day share price return. Its 1 year total shareholder...
ASX:ALK
ASX:ALKMetals and Mining

Assessing Alkane Resources (ASX:ALK) Valuation After Record Output And Nagambie Project Agreement

Alkane Resources (ASX:ALK) has caught investor attention after reporting record quarterly gold equivalent production of 43,663 ounces and site operating cash flow of A$133 million, alongside a new conditional placement and earn in deal with Nagambie Resources. See our latest analysis for Alkane Resources. The strong quarterly production, cash generation and the Nagambie earn in announcement appear to have coincided with a sharp pickup in momentum, with Alkane Resources posting a 30 day share...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Madrigal Weighs Pfizer MASH License And Insider Selling In Growth Plan

Madrigal Pharmaceuticals (NasdaqGS:MDGL) entered an exclusive global license agreement with Pfizer for the MASH candidate ervogastat. The deal is intended to expand Madrigal's treatment pipeline focused on metabolic dysfunction associated steatohepatitis. Around the same period, multiple insiders, including the CEO and board directors, recorded sales of Madrigal shares. These transactions arrive alongside the licensing news, giving investors fresh information on both pipeline direction and...
NYSE:CNH
NYSE:CNHMachinery

CNH Industrial R4 Robot Launch Puts Automation And Valuation In Focus

CNH Industrial (NYSE:CNH) has introduced its new R4 autonomous robot to support specialty crop farming. The R4 is aimed at helping growers address labor shortages across tasks in orchards, vineyards, and other high value crops. The launch advances the company’s automation push within agriculture equipment and specialty crop technology. CNH Industrial, trading at $10.85, is rolling out the R4 at a time when specialty crop producers continue to face tight labor conditions. The stock has...
NasdaqGM:GDS
NasdaqGM:GDSIT

Is GDS Holdings (GDS) Using Founder Control To Secure Strategic Advantage In China’s Data Center Market?

GDS Holdings has called an Extraordinary General Meeting for February 24, 2026, seeking approval to amend its Articles of Association and increase founder William Huang’s Class B voting power from 20 to 50 votes per share, boosting his effective control from about 36.2% to about 58.6% on key decisions. The company links this proposed governance shift to regulatory and client demands for clear Chinese national control over data center operators, aiming to safeguard access to sensitive...
NYSE:CW
NYSE:CWAerospace & Defense

Should Curtiss-Wright’s Hybrid Cloud Avionics Push With Green Hills Shape CW’s Defense Investment Narrative?

Curtiss-Wright recently expanded its defense and aerospace footprint through a collaboration with Green Hills Software on a high-performance, safety-certifiable COTS computing solution for critical avionics, alongside earlier validation of its PacStar tactical edge servers for Azure Local in November 2025. By pairing safety-certifiable avionics computing with cloud-enabled tactical edge servers, Curtiss-Wright is positioning its portfolio at the intersection of mission-critical reliability...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

A Look At Rocket Lab (RKLB) Valuation As Neutron Progress And Defense Wins Draw Investor Focus

Rocket Lab (RKLB) is back in focus after delivering its Hungry Hippo captive fairing to Wallops Island in Virginia, marking visible hardware progress on the Neutron rocket shortly after a routine Stage 1 tank test rupture. See our latest analysis for Rocket Lab. Those Neutron updates arrive as the share price consolidates after a strong run. The 30 day share price return is 21.62% and the 90 day gain is 36.04%, while the 1 year total shareholder return above 200% and very large 3 and 5 year...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova (GEV) Earnings Surge And 12.8% Margin Test Rich Valuation Narratives

GE Vernova (GEV) closed out FY 2025 with Q4 revenue of US$10.96b and basic EPS of US$13.57, alongside net income excluding extra items of US$3,664m, capping a year in which trailing twelve month EPS reached US$17.96 on revenue of US$38.07b. Over the past six quarters, the company has seen quarterly revenue move from US$8,913m in Q3 2024 to US$10,558m in Q4 2024 and then to US$10,956m in Q4 2025, while basic EPS shifted from a loss of US$0.35 in Q3 2024 to US$1.75 in Q4 2024 and then to...
LSE:GLEN
LSE:GLENMetals and Mining

Reassessing Glencore (LSE:GLEN) After A 48% One Year Share Price Surge

If you are wondering whether Glencore's current share price reflects its true value, you are not alone. This article will walk through what the latest valuation checks are actually saying. Glencore's stock has posted returns of 3.6% over the last 7 days, 24.9% over the last 30 days, 24.2% year to date and 48.0% over the last year, with a 3 year return of 7.7% and a 5 year return of 162.7%. Recent coverage around Glencore has focused on the stock's strong multi year performance and its...
NYSE:CIEN
NYSE:CIENCommunications

Is It Too Late To Consider Ciena (CIEN) After A 200% One Year Surge?

If you are wondering whether Ciena’s share price still offers value after its strong run, or if most of the easy gains are already behind it, this article walks through what the current valuation looks like. Ciena’s stock closed at US$253.53, with returns of 10.2% over 7 days, 6.4% over 30 days, 3.0% year to date, 199.5% over 1 year and 392.6% over 3 years. This naturally raises questions about risk, reward and how much optimism is already reflected in the price. Recent attention on Ciena...
NasdaqGS:CGON
NasdaqGS:CGONBiotechs

Is BOND-003’s Phase 3 Progress Reshaping The Investment Case For CG Oncology (CGON)?

CG Oncology has been gaining attention as its flagship BOND-003 therapy progresses through phase 3 trials for high-risk BCG-unresponsive non-muscle invasive bladder cancer, aiming to offer a bladder-sparing treatment option. The company’s focus on addressing this difficult-to-treat patient group highlights its potential role in reshaping how bladder cancer is managed if trial outcomes support its approach. Next, we’ll examine how the advanced phase 3 progress of BOND-003 shapes CG Oncology’s...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

Converging Analyst Upgrades on PTC’s Rare Disease Pipeline Might Change The Case For Investing In PTC Therapeutics (PTCT)

In recent days, Barclays upgraded PTC Therapeutics to an Overweight rating, while other brokers continued to rate the biotech as Outperform, underscoring growing analyst optimism around the company’s rare disease portfolio. This convergence of positive views, anchored in PTC’s therapies for conditions such as Duchenne muscular dystrophy and AADC deficiency, highlights how analyst sentiment can crystallize around a focused clinical pipeline. Next, we’ll examine how this strengthened analyst...
TSE:7733
TSE:7733Medical Equipment

Should Olympus’ New HR and Manufacturing Chiefs Mark a Deeper Shift in Strategy for (TSE:7733)?

Olympus Corporation has announced board-approved changes to its executive lineup, appointing Simone Berger as Executive Officer and Chief Human Resources Officer and David Shan as Executive Officer and Chief Manufacturing and Supply Officer, with both appointments scheduled to take effect on April 1, 2026, while current incumbents step down after completing major transformation milestones. The move brings in leaders with extensive global MedTech, HR, and operations experience, underlining...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Expands BNPL Reach As Bank Charter Bid Reshapes Growth Story

Affirm Holdings (NasdaqGS:AFRM) has partnered with Bolt to integrate its buy now, pay later (BNPL) options directly into Bolt powered e commerce checkouts. The company has also signed a partnership with Fiserv that connects its BNPL offering to a range of debit card programs and financial institution clients. Affirm has applied for a limited bank charter that could allow deposit based funding and new lending products, subject to regulatory approval. Affirm comes into these developments with...
NYSE:SPOT
NYSE:SPOTEntertainment

Spotify Record US$11b Artist Payout Fuels Content And Valuation Story

Spotify Technology (NYSE:SPOT) reports a record industry payout of over US$11b to artists and publishers in 2025. The company introduces new artist verification tools aimed at limiting AI content exploitation on its platform. Spotify expands video content with documentary style series focused on artists and music culture. Spotify Technology, which runs one of the largest global audio streaming platforms, is tying its brand closely to creator payouts and content integrity. The record US$11b...
NYSE:MPW
NYSE:MPWHealth Care REITs

Medical Properties Trust Headquarters Move Adds Context To Cost And Execution Story

Medical Properties Trust (NYSE:MPW) has relocated its corporate headquarters to a new address in Alabama. The move marks an official change in the company’s primary base of operations. Medical Properties Trust focuses on investing in hospital and healthcare facilities, with tenants that operate across a range of medical services. A headquarters relocation can affect how leadership is organized, how teams work together and how resources are allocated across the portfolio. For you as an...
NYSE:XOM
NYSE:XOMOil and Gas

ExxonMobil Plant Closure And CCS Push Reshape Risk And Valuation Profile

ExxonMobil (NYSE:XOM) plans to close its Fife Ethylene Plant in Scotland, affecting more than 400 jobs. The company is advancing carbon capture and storage projects along the U.S. Gulf Coast, targeting multiple sites to be operational by 2026. Recent contracts support expansion of ExxonMobil's CCS footprint in industrial hubs on the Gulf Coast. For you as an investor, these moves sit at the intersection of ExxonMobil's traditional chemicals business and its push into lower carbon services...
HLSE:KCR
HLSE:KCRMachinery

Konecranes (HLSE:KCR) Valuation Check After New Container Crane Orders In India And Spain

Konecranes (HLSE:KCR) is back in focus after fresh crane orders from terminal operators in India and Spain, spotlighting customer appetite for its port equipment and placing recent share performance in a clearer context for investors. See our latest analysis for Konecranes. The recent crane wins come alongside firm share price momentum, with a 90 day share price return of 16.71% and a 1 year total shareholder return of 76.43%. The 3 year total shareholder return of about 2.7x highlights how...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

Assessing POET Technologies (NasdaqCM:POET) Valuation After Its Recent Follow On Offering And Shelf Registration

POET Technologies (NasdaqCM:POET) has drawn fresh attention after completing a US$150.000006 million registered direct follow on equity offering at US$7.25 per share, issuing 20,689,656 new common shares to investors. See our latest analysis for POET Technologies. The follow on offering and shelf registration have arrived during a weaker patch for the stock, with a 7 day share price return of 14.27% decline and a year to date share price return of 16.90% decline. However, the 1 year total...
NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Innodata (INOD) Is Up 5.2% After New Palantir AI Video Deal And Defense Wins - Has The Bull Case Changed?

Innodata Inc. recently announced it was selected to provide high-quality training data, multimodal data engineering, and generative-AI workflow support to Palantir Technologies, powering AI-enabled video analysis for rodeo sports across thousands of hours of footage. Coupled with Innodata’s prior award under the Missile Defense Agency’s SHIELD program, these wins highlight the company’s role in complex, high-stakes AI and defense data workloads. We’ll now explore how this expanded role as...