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Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

NYSE:GNRC
NYSE:GNRCElectrical

Assessing Generac Holdings (GNRC) Valuation As Profitability Concerns Shape Investor Sentiment

Recent commentary around Generac Holdings (GNRC) has zeroed in on muted revenue growth, shrinking operating margins, and lower returns on capital. This has raised fresh questions about how durable its profit engine really is. See our latest analysis for Generac Holdings. Despite concerns around profitability, the share price has gained 22.8% over the past month and 22.8% year to date, while total shareholder return of 21.6% over one year contrasts with a 37.1% decline over five years. This...
NYSE:SDRL
NYSE:SDRLEnergy Services

Seadrill Weighs Premium Sale As New Ultra Deepwater Contracts Build Backlog

Seadrill (NYSE:SDRL) is being discussed as a potential acquisition target, with management indicating openness to a sale at a premium. The company has announced several significant contract wins and extensions for its ultra deepwater fleet. These new contracts add to Seadrill's revenue backlog and provide increased visibility on future operations. The combination of M&A interest and fresh contract activity is drawing attention to Seadrill's position in the offshore drilling...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Qorvo Merger Reshapes RF Market And Growth Outlook

Skyworks Solutions (NasdaqGS:SWKS) has agreed to a cash and stock merger with Qorvo. The deal would combine two large suppliers of radio frequency components for smartphones and broader connectivity markets. The merger is expected to create cost and revenue synergies and broaden the combined company’s addressable markets. The transaction is structured to reduce Skyworks’ exposure to volatile mobile demand while deepening its presence in other applications. If you follow the radio frequency...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Project Vault Funding Reframes USA Rare Earth’s Domestic Supply Chain Ambition

Project Vault, a new $12b U.S. public private partnership, has been launched to build a strategic reserve of critical minerals and reduce reliance on China. USA Rare Earth (NasdaqGM:USAR) is positioned to participate through a non binding letter of intent for $1.6b in financing and a $1.5b private placement. The funding is intended to support USA Rare Earth's plan to develop a domestic mine to magnet rare earth supply chain. For you as an investor, the key point is how this ties into the...
NYSE:TMHC
NYSE:TMHCConsumer Durables

Assessing Taylor Morrison Home (TMHC) Valuation After White House Rent To Own Proposal Spotlight

White House rent to own proposal puts Taylor Morrison Home (TMHC) in focus Reports that Taylor Morrison Home (TMHC) has joined other major builders in pitching a White House backed rent to own housing program, potentially involving up to 1 million new homes, have pushed the stock into the spotlight for investors. See our latest analysis for Taylor Morrison Home. The rent to own proposal comes on top of rising attention around Taylor Morrison Home's lifestyle focused communities. It has...
NYSE:SPG
NYSE:SPGRetail REITs

Is Simon Property Group (SPG) Still Attractive After Strong Five Year Share Price Performance?

If you are wondering whether Simon Property Group's current share price reflects its true value, you are not alone. This article will help you connect the recent share performance with what the fundamentals may be pointing to. At a last close of US$189.42, the stock has returns of 2.6% over the past 7 days, 3.0% over the past 30 days, 3.0% year to date, 14.8% over 1 year and 141.0% over 5 years, which naturally raises questions about how much of this is already priced in. Recent attention on...
OB:EQNR
OB:EQNROil and Gas

Equinor Sells Vaca Muerta Stake Refines Offshore Focus And Valuation Story

Equinor (OB:EQNR) is selling its entire onshore stake in Argentina's Vaca Muerta basin to Vista Energy. The transaction covers Equinor's remaining onshore position in the basin and shifts its focus toward offshore activity. The move is part of a broader effort to streamline and concentrate the company’s international portfolio. Equinor is a global energy company with a core focus on offshore oil and gas, particularly in the North Sea and other key maritime regions. By exiting its onshore...
TSE:5393
TSE:5393Building

Did Nichias’ (TSE:5393) Completed Share Buyback Quietly Redefine Its Capital Allocation Narrative?

Nichias has completed its previously announced share repurchase program, buying back 735,100 shares, or 1.15% of its outstanding stock, for ¥4,999.81 million by January 23, 2026. The closure of this buyback plan, following additional repurchases of 287,600 shares earlier in January, underscores management’s active use of capital-return measures to adjust the company’s equity base. We will now examine how the completion of Nichias’s share repurchase program shapes its investment narrative and...
NYSE:CTRA
NYSE:CTRAOil and Gas

Coterra And Devon All Stock Merger Reshapes Shareholder Exposure And Scale

Coterra Energy (NYSE:CTRA) and Devon Energy have agreed to merge in an all stock transaction. The deal has unanimous approval from both boards and will combine the companies into one of the largest U.S. shale operators. The merger includes a new leadership structure and headquarters decisions, along with planned cost and operational changes. Coterra Energy, trading at $28.94, comes into this merger with multi year share returns that include 33.5% over 3 years and 113.2% over 5 years. In the...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Assessing Electronic Arts (EA) Valuation As Long‑Term Returns Contrast With A High P/E Multiple

Electronic Arts stock moves and recent performance context Electronic Arts (EA) has seen mixed share performance recently, with a 1 day return of about a 1.1% decline and a similar 1.5% decline over the past week, providing context for its longer-term performance. See our latest analysis for Electronic Arts. While the recent 1 month share price return of about a 1.5% decline suggests fading short term momentum, the 1 year total shareholder return of 66.9% and 3 year total shareholder return...
TSX:BMO
TSX:BMOBanks

Bank Of Montreal Fine Tests Compliance Culture While Shares Show Valuation Discount

The Financial Consumer Agency of Canada fined Bank of Montreal CA$4 million for consumer banking compliance violations. Between 2010 and 2024, more than 100,000 customers were incorrectly charged monthly plan fees due to disclosure and procedural errors. BMO has refunded affected clients and directed unreturned fees to a charitable donation. For investors watching TSX:BMO, this enforcement action comes against a backdrop of strong long term share performance. The stock last closed at...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood Weighs Crypto Slump Against ARK Buying And UK AI Push

Robinhood Markets (NasdaqGS:HOOD) is seeing weaker transaction-related revenues as crypto trading volumes fall sharply. Major shareholder ARK Invest has been adding to its position in HOOD during this period of volatility. The company is rolling out commission free ISAs in the UK and introducing new AI powered investing tools. Robinhood Markets, trading at around $87.07, is in a tricky spot right now, with crypto market weakness feeding through to lower activity on the platform. The stock...
NYSE:EMN
NYSE:EMNChemicals

Eastman Chemical (EMN) Is Up 10.1% After Weaker 2025 Results And ETP Push Is The Bull Case Changing?

Eastman Chemical Company has reported its full-year 2025 results, with sales of US$8,752 million and net income of US$474 million, both lower than the prior year. Alongside this weaker performance, the company is pushing ahead with cost reductions, Fibers business stabilization, and its ethylene-to-propylene (ETP) project to support future earnings. With these results now reflected in the market, we'll explore how Eastman's cost-cutting and ETP initiative shape its investment narrative...
TSX:HBM
TSX:HBMMetals and Mining

How New Japanese Partners in Flin Flon Exploration Could Shape Hudbay Minerals’ (TSX:HBM) Next Chapter

Hudbay Minerals Inc. recently announced an amended and restated option agreement with Japan Organization for Metals and Energy Security and Marubeni Corporation, giving JOGMEC the option to earn a 10% interest in three Flin Flon-area projects by funding at least C$6,000,000 in exploration over roughly three years, alongside Marubeni’s existing earn-in structure. This arrangement brings two Japanese partners into exploration projects located within trucking distance of Hudbay’s existing...
ENXTPA:GLE
ENXTPA:GLEBanks

Is Société Générale (ENXTPA:GLE) Balancing Buybacks and New Debt to Quietly Redefine Its Capital Playbook?

In late January 2026, Société Générale Société anonyme completed two €30,000,000 fixed-income offerings of callable senior unsecured notes and reported that its €1.00 billion share buy-back program was over 95% executed. This combination of bond issuance and substantial capital return highlights how the bank is actively managing its balance sheet while reducing its share count. We will now examine how the near-completion of the €1.00 billion share buy-back shapes Société Générale’s broader...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Is Critical Metals (CRML) Using Tech Upgrades to Strengthen Its Long-Term Critical Minerals Narrative?

Critical Metals Corp. recently confirmed that the Austrian government has renewed the Wolfsberg lithium project license for another two years, countering incorrect media reports and keeping the project on track for a potential mining decision by the end of 2026 amid rapidly rising lithium prices. Alongside this, Critical Metals is deploying a fully autonomous Nexus 20 communications tower and drone system at its Tanbreez rare earth project in Greenland, using remote-operated technology to...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

A Look At Pharming Group (ENXTAM:PHARM) Valuation After The FDA Complete Response Letter For Joenja

Pharming Group (ENXTAM:PHARM) is back in focus after the U.S. FDA issued a Complete Response Letter for Joenja in children aged 4 to 11 with APDS, highlighting dosing and data requirements. See our latest analysis for Pharming Group. The FDA setback has been followed by a sharp 18.26% 7 day share price return decline. However, the 90 day share price return of 32.15% and 1 year total shareholder return of 75.94% suggest momentum has recently been building rather than fading. If this kind of...
NYSE:GPN
NYSE:GPNDiversified Financial

Assessing Global Payments (GPN) Valuation As Strong Fundamentals Support Its Digital Payments Role

Why Global Payments Is Back In Focus Recent coverage around Global Payments (GPN) has focused on its growth metrics, cash flow characteristics, and earnings estimate trends, connecting those fundamentals to its behind the scenes role in digital payment infrastructure. See our latest analysis for Global Payments. Despite recent attention on its growth profile and role in digital payments, Global Payments' share price has come under pressure, with a 1 day share price return of a 6.64% decline...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

Assessing Dorchester Minerals (DMLP) Valuation After Recent Price Strength And Earnings Weakness

Why Dorchester Minerals is on income investors’ radar Dorchester Minerals (DMLP) has caught investor attention after recent price moves, with the unit price near US$24.70 and an indicated intrinsic discount of about 63%, prompting fresh questions about its royalty focused model. See our latest analysis for Dorchester Minerals. The recent 1 day share price return of 2.83% and 30 day share price return of 6.24% suggest some short term buying interest is emerging. However, the 1 year total...