Latest News

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

Software stocks, including nCino (NasdaqGS:NCNO), are being sold off as investors reassess traditional SaaS models in light of AI related risks and costs. Signals from large software and cloud providers about softer demand and potentially higher AI spending are weighing on the sector. nCino, focused on cloud banking software, is caught in this wider reset rather than reacting to a single company specific headline. For nCino, the sector move comes on top of already weak share performance. At...

InnovAge Holding Corp. recently reported second-quarter 2025 results showing year-on-year growth in revenue to US$239.71 million and a shift from a loss to net income of US$10.62 million, while also raising its fiscal 2026 revenue outlook to US$925 million–US$950 million. Alongside this improved profitability and guidance, InnovAge reinstated Medicaid coverage for many participants and expanded its Board with two returning private equity healthcare specialists, potentially strengthening both...

Lumentum Holdings recently reported second‑quarter fiscal 2026 results, with sales rising to US$665.5 million and net income reaching US$78.2 million, and issued third‑quarter guidance calling for net revenue between US$780 million and US$830 million. Management emphasized exceptional demand from AI and cloud networking customers, underpinned by an optical circuit switch backlog above US$400 million and a multi‑hundred‑million‑dollar co‑packaged optics order scheduled for 2027. We’ll now...

Infineon Technologies (XTRA:IFX) has put AI and data center demand at the center of its latest update, pairing higher first quarter sales and net income with a sizeable increase in planned manufacturing investments. See our latest analysis for Infineon Technologies. At a share price of €42.04, Infineon has logged a 28.45% 90 day share price return and a 14.94% 1 year total shareholder return. This suggests momentum has picked up recently alongside its AI and data center expansion plans and...

Why the latest earnings matter for Bread Financial Bread Financial Holdings (BFH) has drawn increased investor attention after reporting higher net income and earnings per share for the fourth quarter and full year 2025 compared with the prior year. See our latest analysis for Bread Financial Holdings. The earnings release and recent dividend declarations have come alongside a 90 day share price return of 25.09% and a 1 year total shareholder return of 30.13%. The 3 year total shareholder...

Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...

StandardAero (SARO) stock is back in focus after the company delivered its first CFM LEAP engine performance restoration and issued preliminary 2025 guidance pointing to higher revenue and a sharp increase in expected net income. See our latest analysis for StandardAero. The latest CFM LEAP performance restoration milestone and the fresh 2025 guidance have arrived as momentum has picked up, with a 90-day share price return of 13.9% and a 1-year total shareholder return of 11.49%, suggesting...

The U.S. government has launched Project Vault, a national reserve program focused on rare earth elements and critical materials. TMC the metals (NasdaqGS:TMC), which targets deep sea mineral resources, is positioned as a primary corporate beneficiary. The initiative coincides with recent public and private capital commitments directed toward TMC the metals. Project Vault is designed to support domestic supply security and reduce reliance on foreign sources of key inputs. TMC the metals,...

Sezzle Inc. announced that Lee Brading will become Chief Financial Officer on February 1, 2026, succeeding long-serving CFO Karen Hartje, who has transitioned into a consulting role to support an orderly handover. Brading’s move from Senior Vice President of Corporate Development and Investor Relations to CFO brings deep internal knowledge of Sezzle’s shift toward a subscription-driven ecosystem and its NASDAQ uplisting experience directly into the finance leadership seat. We’ll now examine...

Xcel Energy (XEL) has wrapped up FY 2025 with fourth quarter revenue of US$3.6b and basic EPS of US$0.95, alongside net income excluding extra items of US$567m. The company has seen quarterly revenue move from US$3.1b in Q4 2024 to US$3.9b in Q1 2025, US$3.3b in Q2 2025 and US$3.9b in Q3 2025, with EPS ranging from US$0.76 to US$0.89 over that stretch. This sets the stage for investors to weigh FY 2025 results against a trailing 12 month net margin of 13.8%. Overall, the latest earnings keep...

If you are wondering whether Swire Pacific is still offering good value after its recent run, this article will walk you through what the current price might be implying. The share price most recently closed at HK$78.5, with returns of 4.1% over 7 days, 21.3% over 30 days, 23.2% year to date, 26.9% over 1 year, 56.8% over 3 years and 133.1% over 5 years. These moves have come as investors continue to track Swire Pacific's role in the Hong Kong capital goods sector, with market attention on...

Solaris Resources (TSX:SLS) secured an option from Ecuador’s state owned ENAMI EP to acquire up to 100% of new exploration areas around its Warintza Project, adding roughly 40,000 hectares to its copper district footprint. See our latest analysis for Solaris Resources. The ENAMI EP option news lands at a time when momentum in Solaris Resources’ share price has been strong, with the stock at CA$13.72 and a 30 day share price return of 20.46% feeding into a 1 year total shareholder return of...

Last week, you might have seen that O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) released its full-year result to the...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

It's been a pretty great week for The Timken Company ( NYSE:TKR ) shareholders, with its shares surging 14% to US$106...

Key Insights GoodRx Holdings' significant retail investors ownership suggests that the key decisions are influenced by...

Investors who take an interest in Lumen Technologies, Inc. ( NYSE:LUMN ) should definitely note that the President...

The board of Lucky Strike Entertainment Corporation ( NYSE:LUCK ) has announced that it will pay a dividend of $0.06...

With a price-to-earnings (or "P/E") ratio of 29.2x Savaria Corporation ( TSE:SIS ) may be sending very bearish signals...

International Petroleum Corporation ( TSE:IPCO ) shares have had a really impressive month, gaining 28% after a shaky...

Ideally, your overall portfolio should beat the market average. But the main game is to find enough winners to more...

Petrus Resources Ltd. ( TSE:PRQ ) has announced that it will pay a dividend of CA$0.01 per share on the 27th of...

Vanguard founder Jack Bogle helped spearhead the low-cost index fund, putting average returns within reach of every...