TSXV:DV
TSXV:DVMetals and Mining

Why Dolly Varden Silver (TSXV:DV) Is Up 14.0% After Wolf–Torbrit Link Hints Larger Kitsault Trend

Dolly Varden Silver reported that its 2025 drilling program at the Wolf Vein delivered multiple high-grade silver intercepts, extended mineralization down plunge, and confirmed a strengthening polymetallic system at depth. The discovery of Torbrit-style silver mineralization across the Central Valley Fault suggests a potential geological link between Wolf and the Torbrit deposit, highlighting growing scale and continuity along the Kitsault Valley trend. We will now examine how the emerging...
NasdaqGS:APP
NasdaqGS:APPSoftware

AppLovin (APP) Is Down 15.4% After Compliance Allegations Challenge Its AI Adtech Growth Story

In recent weeks, AppLovin has come under pressure after investigative reports and short-seller research alleged its advertising platform and shareholder structure were linked to illicit fund flows and weak compliance controls, prompting regulatory scrutiny and an internal review. At the same time, AppLovin’s AI-powered Axon-2 adtech platform and expansion into e-commerce advertising highlight a business model that continues to attract bullish analyst coverage despite the controversy. With...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Hycroft Mining (HYMC) Balances New Equity Shelf With High-Grade Silver Finds Is The Story Shifting?

In January 2026, Hycroft Mining Holding Corporation filed a US$163.24 million shelf registration for 4,719,255 Class A common shares tied to an ESOP-related offering, following recent reports of high-grade silver discoveries and confirmed resource continuity at its Nevada mine. This combination of fresh equity capacity and encouraging exploration outcomes highlights how Hycroft is simultaneously strengthening its financial flexibility and its underlying asset story. Against this backdrop,...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks AI Partner First Program Puts Channel At Center For Growth

Extreme Networks (NasdaqGS:EXTR) has launched its new Partner First program, focused on reshaping how partners work with the company. The program introduces unified global frameworks, transparent deal registration, and AI powered sales assistance for channel partners. Partner First is designed to streamline engagement and support partner profitability across Extreme Networks' global ecosystem. Extreme Networks, a networking solutions provider, is putting partners at the center of its go to...
NYSE:AXS
NYSE:AXSInsurance

Does AXIS Capital (AXS) Have an Edge in Managing AI-Driven Cyber Risk Complexity?

AXIS Capital Holdings recently highlighted how converging cyber, climate, and geopolitical threats are reshaping global risk, with CEO Vincent Tizzio emphasizing the growing impact of ransomware and the demand for more specialized insurance solutions. The company also released research on artificial intelligence that reveals a sharp divide between CEOs and CISOs on AI’s risks and rewards, underscoring emerging concerns such as shadow AI, data leakage, and more sophisticated ransomware...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Assessing Johnson & Johnson (JNJ) Valuation After Recent Share Price Gains

Assessing Johnson & Johnson after recent stock moves Johnson & Johnson (JNJ) has attracted fresh attention after a recent stretch of gains, with the share price moving around 2% over the past week and roughly 6% over the past month. See our latest analysis for Johnson & Johnson. Looking beyond the recent weekly move, Johnson & Johnson’s 30 day share price return of 5.74% and 90 day return of 13.10% sit alongside a 1 year total shareholder return of 51.80%. This points to building momentum...
NYSE:NVRI
NYSE:NVRICommercial Services

Is It Too Late To Consider Enviri (NVRI) After A 94% One Year Rally?

Some investors may be wondering if Enviri at around US$18.28 is still offering value after a strong run, or if most of the upside has already been priced in. The stock has posted a 93.6% return over the past year and 138.3% over three years, with more muted moves of a 1.4% decline over the last 7 days, a 0.4% gain over 30 days, and a 2.1% return year to date. Recent coverage has focused on Enviri's progress as an NYSE listed environmental services business and its efforts to refine its...
TSX:ALA
TSX:ALAGas Utilities

What AltaGas (TSX:ALA)'s Fully Contracted Dimsdale Expansion and New CFO Mean For Shareholders

AltaGas Ltd. recently brought its Pipestone II gas processing facility into full commercial operation and approved a Phase II expansion of its Dimsdale natural gas storage project, underpinned by long-term take-or-pay contracts and reinforced by progress on the MVP Southgate pipeline route. The combination of fully contracted infrastructure growth and the appointment of industry veteran Sean Brown as incoming CFO marks a significant moment for AltaGas’ long-term infrastructure and capital...
NYSE:COHR
NYSE:COHRElectronic

Did Coherent’s (COHR) Wave of Photonics Launches Just Reframe Its Vertically Integrated Tech Story?

Over the past week, Coherent Corp. has unveiled a wave of photonics and advanced materials innovations, including bondable diamond thermal spreaders, a germanium‑free electro‑optic modulator for semiconductor via drilling, new AxioView medical imaging fiber assemblies, the Sapphire XT visible laser platform, and the ultra‑fine‑resolution WaveShaper 1000A Sharp optical filter, alongside progress in quantum entropy sources with Quside. Taken together, these launches highlight Coherent’s...
ASX:FMG
ASX:FMGMetals and Mining

Is Fortescue’s (ASX:FMG) Shift Toward Green Hydrogen Reshaping Its Iron Ore Investment Case?

In recent days, Fortescue has come under pressure as softer iron ore prices, linked to weakness in China’s property sector and rising inventories, coincided with heightened analyst scrutiny ahead of its upcoming production and half-year earnings updates. At the same time, Fortescue’s ambitious push into green hydrogen and ammonia is reshaping how investors weigh the risks of its iron ore reliance against the potential of its global clean-energy aspirations. Next, we’ll examine how...
NYSE:SWK
NYSE:SWKMachinery

Stanley Black & Decker Refocuses Portfolio With Data Center Robotics Shift

DEWALT, a Stanley Black & Decker (NYSE:SWK) brand, has introduced a downward drilling robot designed for faster, more efficient data center construction. Stanley Black & Decker has agreed to divest its Consolidated Aerospace Manufacturing business to Howmet Aerospace. Stanley Black & Decker, known for its DEWALT professional tools and industrial solutions, sits at the intersection of construction, infrastructure and manufacturing. The launch of a robotic drilling system aimed at data center...
SWX:LOGN
SWX:LOGNTech

Reassessing Logitech International (SWX:LOGN) After Recent Share Price Weakness

If you are wondering whether Logitech International's current share price still lines up with its fundamentals, you are not alone. The stock recently closed at US$72.48, with returns of a 6.0% decline over 7 days, a 12.7% decline over 30 days, an 8.8% decline year to date, a 9.6% decline over 1 year, a 40.9% return over 3 years, and a 13.7% decline over 5 years, which can change how investors think about both opportunity and risk. Recent coverage has highlighted Logitech International in...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Technologies Group (BTDR) Is Up 14.1% After Pivoting Mining Sites Into NVIDIA-Powered AI Data Centers

Earlier in January 2026, Bitdeer AI, part of Bitdeer Technologies Group, launched its NVIDIA GB200 NVL72 deployment in Malaysia and outlined a global build-out of accelerated computing data centers by repurposing former crypto mining facilities. This move highlights Bitdeer’s effort to pivot from pure infrastructure and Bitcoin mining toward a fuller-stack AI cloud offering spanning IaaS to SaaS. With the rapid expansion of NVIDIA-powered AI infrastructure as a backdrop, we’ll now assess how...
NasdaqGS:VICR
NasdaqGS:VICRElectrical

Is Vicor’s (VICR) IP Licensing Momentum Quietly Recasting Its Core Power Solutions Narrative?

Earlier in January, Vicor Corporation attracted attention as senior executives presented at the 28th Annual Needham Growth Conference in New York, outlining the company’s power solutions and business initiatives. Around the same time, analyst upgrades tied to Vicor’s expanding intellectual property licensing activity and a new two-year OEM license agreement highlighted the growing importance of its royalty-based revenue model. We’ll now examine how the growing momentum in Vicor’s IP...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Assessing Lincoln Electric Holdings (LECO) Valuation After Solid Multi Year Shareholder Returns

Why Lincoln Electric Holdings (LECO) is on investors’ radar today Lincoln Electric Holdings (LECO) has attracted fresh investor attention after a period of steady performance, with the stock’s past year and multi year total returns prompting closer inspection of its current valuation. See our latest analysis for Lincoln Electric Holdings. The share price has pulled back by about 4.1% over the last trading day to US$253.01, although the 90 day share price return of 5.9% sits alongside a 1 year...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (CPNG) Valuation Reassessed After Massive Data Breach And Leadership Shake Up

Coupang data breach puts cybersecurity and leadership in focus Coupang (CPNG) is back in the spotlight after disclosing a major cybersecurity breach affecting about 33.7 million customer accounts, followed by CEO Park Dae-joon’s resignation and a compensation plan totaling more than US$1 billion. See our latest analysis for Coupang. The cybersecurity breach and leadership change have coincided with a sharp 34.21% 90 day share price return decline and a 12.37% year to date share price return...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

A Look At NXP Semiconductors (NXPI) Valuation After Recent Share Price Strength

What is happening with NXP Semiconductors (NXPI) now? NXP Semiconductors (NXPI) has attracted attention after recent share price moves, with the stock showing a 3% gain over the past month and 6.2% over the past 3 months. See our latest analysis for NXP Semiconductors. NXP’s recent share price strength over 1 and 3 months sits alongside a more modest year to date share price return of 4.26%, while its 1 year total shareholder return of 9.38% and 3 and 5 year total shareholder returns above...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Assessing East West Bancorp (EWBC) Valuation After Recent Share Price Pullback

What recent returns tell you about East West Bancorp (EWBC) East West Bancorp (EWBC) has drawn investor attention after a mixed pattern of recent returns, with a 1 day decline of 2.8% and a 7 day decline of 2.1%, alongside positive performance over the past 3 months and year. At a recent close of US$112.00, the bank sits against a backdrop of longer term total returns of 10.7% over the past year, roughly 78% over 3 years and about 108% over 5 years. This gives investors a reference point for...
NYSE:TTI
NYSE:TTIEnergy Services

A Look At TETRA Technologies (TTI) Valuation After Strong Recent Share Price Momentum

TETRA Technologies (TTI) has caught investor attention after recent share price moves, with the stock showing strong momentum over the past month and past 3 months. This has prompted fresh interest in its valuation and fundamentals. See our latest analysis for TETRA Technologies. That recent momentum sits within a much bigger move, with a 30 day share price return of 24.61% and a 90 day share price return of 49.67%, alongside a 1 year total shareholder return of 129.39% and a 5 year total...
ENXTPA:ALO
ENXTPA:ALOMachinery

How Investors May Respond To Alstom (ENXTPA:ALO) Record Orders And €100 Billion-Plus Backlog

In January 2026, Alstom reported year-on-year sales growth for the third quarter and first nine months of its 2025/26 financial year, alongside a very large quarterly order intake of €9.60 billion that lifted its backlog above €100.30 billion. At the same time, the company secured multi-year rolling stock contracts across Europe and North America, including additional Avelia Horizon very high-speed trains for SNCF Voyageurs, reinforcing the visibility of its long-term rail equipment and...
LSE:SHEL
LSE:SHELOil and Gas

Shell Weighs LNG Canada Stake Sale And Refocus On Cash Returns

Shell (LSE:SHEL) and Mitsubishi are considering selling significant portions of their stakes in the LNG Canada project. The potential sale would alter the ownership structure of one of North America’s largest LNG developments. The review focuses on a major asset within Shell’s global LNG portfolio. LNG Canada is a core liquefied natural gas export project that sits at the intersection of global gas demand, long term supply contracts and capital intensive infrastructure. For Shell, which has...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

Assessing nLIGHT (LASR) Valuation After Raised Q4 2025 Revenue Guidance In Aerospace And Defense

Why nLIGHT (LASR) is back on investors’ radar nLIGHT (LASR) lifted its fourth quarter 2025 revenue outlook to US$78 million to US$80 million, above its prior range, with management pointing to continued strength in Aerospace & Defense demand. See our latest analysis for nLIGHT. The raised revenue outlook has arrived alongside strong recent trading momentum, with the share price returning 19.99% over the past 30 days and 49.00% over 90 days. The 1 year total shareholder return of roughly 3x...
NYSE:ALK
NYSE:ALKAirlines

Assessing Alaska Air Group (ALK) Valuation After Loyalty Program Hacks And Governance Concerns

Alaska Air Group (ALK) is back in focus after a bearish thesis on public forums highlighted reported weaknesses in its loyalty program, technology controls, and governance, including mileage-account hacks discussed throughout 2025. See our latest analysis for Alaska Air Group. Those loyalty and governance concerns are landing at a time when the share price has been under pressure, with a 1 month share price return of 8.46% and a 1 year total shareholder return of a 30.89% decline. This...
NasdaqGS:ENVX
NasdaqGS:ENVXElectrical

Does Enovix's (ENVX) Battery Breakthrough and Ops Shake-Up Reframe Its Competitive Edge?

Enovix recently announced past and upcoming leadership changes in its operations team, including the planned February 2026 retirement of its COO and the elevation of high-volume manufacturing experts as it prepares to ramp mass production for smartphone, smart eyewear, and defense batteries. Independent third-party testing also confirmed that Enovix’s AI-1 smartphone battery delivers 935 Wh/L volumetric energy density, materially ahead of a leading commercial silicon-doped rival and...