NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI) Valuation Check After Share Price Swings And Rich Price To Book Multiple

Rigetti Computing (RGTI) is back on investors’ radar after its recent share performance, with the stock closing at US$24.99 as traders weigh its quantum computing focus against ongoing losses and early stage revenues. See our latest analysis for Rigetti Computing. That US$24.99 share price comes after a mixed stretch, with a 5.18% 30 day share price return and a 30.70% decline over 90 days. At the same time, a very strong 3 year total shareholder return suggests long term investors have...
NasdaqGM:CSTL
NasdaqGM:CSTLHealthcare

How Investors Are Reacting To Castle Biosciences (CSTL) Upgraded 2025 Revenue Outlook And Test Volume Growth

In January 2026, Castle Biosciences reported that 2025 total revenue is expected to exceed US$340 million, above its prior US$327–US$335 million range, alongside strong year-on-year growth in test volumes for its core DecisionDx-Melanoma and TissueCypher Barrett’s Esophagus assays. The sharp increase in core test reports, particularly for TissueCypher, suggests that Castle’s efforts to broaden clinical adoption and utilization are gaining traction across its key diagnostic franchises. Now...
SEHK:1929
SEHK:1929Specialty Retail

A Look At Chow Tai Fook Jewellery Group (SEHK:1929) Valuation As Global Expansion Gathers Pace

Chow Tai Fook Jewellery Group (SEHK:1929) has kicked off a new phase of international expansion by opening a high profile store in Bangkok's Siam Paragon and naming Chinese actor Yang Yang as Global Brand Ambassador. See our latest analysis for Chow Tai Fook Jewellery Group. The Bangkok opening and new Global Brand Ambassador come at a time when momentum in Chow Tai Fook Jewellery Group’s shares has been mixed, with a recent 5.91% 1 month share price return and a 14.28% 3 month share price...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies Expands Exploration And Trading As Valuation Gap Persists

TotalEnergies (ENXTPA:TTE) agreed a joint study and application deal with BluEnergies for deepwater exploration offshore Liberia, focused on new seismic and subsurface work. The company is also forming BxT Trading, an equally owned oil trading joint venture with Bapco Energies in Bahrain. These moves expand TotalEnergies' upstream exploration footprint in West Africa and grow its trading presence in the Middle East. TotalEnergies operates across oil, gas, LNG and low carbon energy, and...
NYSE:VRT
NYSE:VRTElectrical

How Investors Are Reacting To Vertiv Holdings Co (VRT) Expanding MegaMod HDX AI Liquid Cooling Pods

In mid-January 2026, Vertiv announced new global configurations of its Vertiv MegaMod HDX prefabricated power and liquid cooling solution, integrating direct-to-chip liquid cooling and air-cooled architectures to support AI and high-performance computing data centers with rack densities above 100 kW and power capacities up to 10 MW. This expansion deepens Vertiv's role in enabling high-density AI infrastructure by offering scalable, factory-integrated pods that can accelerate data center...
NYSE:ARR
NYSE:ARRMortgage REITs

A Look At ARMOUR Residential REIT's Valuation After Recent Buy Rating Upgrades

Recent analyst upgrades to a buy rating have put ARMOUR Residential REIT (ARR) back on many investors’ screens, following favorable commentary on mortgage spread trends and higher estimated book value that supported renewed interest. See our latest analysis for ARMOUR Residential REIT. Those upgrades arrived after a period of solid share price momentum, with a 30 day share price return of 6.67% and a 90 day share price return of 17.69% from a last close of $18.56. The 1 year total shareholder...
NYSE:GEV
NYSE:GEVElectrical

Assessing GE Vernova (GEV) Valuation After First Full Year Results As A Standalone Energy Business

GE Vernova (GEV) is back in focus after posting annual revenue of US$37.67b and net income of US$1.70b, prompting investors to reassess how this newly listed energy business fits into their portfolios. See our latest analysis for GE Vernova. At a latest share price of US$684.86, GE Vernova has delivered a 90 day share price return of 18.90% and a 1 year total shareholder return of 65.02%. This suggests momentum has been building as investors respond to its first full year as a standalone...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon’s EU Sovereign Cloud Push And What It Means For AWS Investors

Amazon Web Services, part of Amazon.com (NasdaqGS:AMZN), has launched the AWS European Sovereign Cloud as a dedicated cloud platform for EU customers. The new cloud is operated entirely within the EU by EU-based personnel and is designed to address data residency, legal, and operational sovereignty requirements. The offering targets European public sector bodies and regulated industries that face strict rules on cross-border data flows. For investors watching Amazon.com, the AWS European...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer Novavax Matrix M Deal Adds New Angle To Vaccine Story

Pfizer (NYSE:PFE) has entered a non exclusive global licensing deal with Novavax for access to its Matrix M vaccine adjuvant technology. The agreement allows Pfizer to use Matrix M in vaccines for up to two infectious diseases, with upfront, milestone, and royalty payments involved. Pfizer shares most recently closed at $25.52, with the stock showing a 32.1% decline over the past 3 years and a 12.7% decline over 5 years. Against that backdrop, this licensing move adds a fresh element to the...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Why Fluence Energy (FLNC) Is Up 7.0% After Winning a U.S.-Made Grid-Scale Storage Deal

Fluence Energy, Inc. previously announced it will supply its Gridstack Pro energy storage solution for the Pioneer Clean Energy Center in Yuma County, Arizona, a 300 MW ac solar plus 300 MW / 1,200 MWh battery project under a long-term tolling agreement. The use of U.S.-manufactured components in Gridstack Pro positions Fluence at the heart of domestically sourced grid-scale storage, aligning it directly with U.S. energy security and local content goals. We’ll now examine how securing the...
NYSE:LEU
NYSE:LEUOil and Gas

Assessing Centrus Energy (LEU) Valuation After Strong Multi Year Returns And Recent Pullback

Event context and recent stock performance Centrus Energy (LEU) has caught investor attention after a recent move in its share price, with the stock closing at $315.92 and showing a 4.6% decline over the past day. That short term pullback comes after gains of 5.9% over the past week and about 21% over the past month, while the past 3 months show a relatively flat total return near 0.3%. See our latest analysis for Centrus Energy. Looking beyond the latest pullback, Centrus Energy’s 1 year...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE) Is Up 8.6% After $2.65 Billion Fuel Cell Deal and Brookfield Partnership - What's Changed

Bloom Energy recently secured a US$2.65 billion order from an American Electric Power unit for roughly 900 MW of solid oxide fuel cells under a 20-year power purchase agreement, while also arranging a US$5 billion deployment partnership with Brookfield for AI-focused data centers. These long-duration contracts highlight growing interest in on-site, cleaner power solutions for data centers and utilities as they confront grid constraints and rising reliability requirements. Now we’ll examine...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix All Cash Warner Bros. Bid Reshapes Valuation And M&A Contest

Netflix (NasdaqGS:NFLX) has revised its proposed acquisition of Warner Bros. Discovery to an all cash offer. The amended structure is aimed at giving Warner Bros. Discovery shareholders more certainty and speeding up the approval process. Both company boards have approved the new proposal, which intensifies the M&A contest with Paramount Skydance. Netflix, the global streaming and entertainment company, is moving deeper into traditional media territory with this all cash bid for Warner...