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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:EFX
NYSE:EFXProfessional Services

Equifax (EFX) Valuation Check After Launch Of AI Fraud Product Synthetic Identity Risk

AI fraud product puts Equifax in focus for risk conscious investors Equifax (EFX) has put synthetic identity fraud in the spotlight with its new Synthetic Identity Risk product, which uses AI and machine learning to help lenders flag suspicious identities before losses mount. See our latest analysis for Equifax. Despite the launch of Synthetic Identity Risk and recent announcements around new data partnerships and the upcoming fourth quarter results, Equifax’s recent momentum has been soft,...
NYSE:AZO
NYSE:AZOSpecialty Retail

What Does AutoZone (AZO) Insider Selling Reveal About Analyst Caution and the Earnings Narrative?

Earlier in January 2026, AutoZone officer Smith Richard Craig sold 3,190 shares of common stock for about US$11.17 million, while analysts projected a year-over-year earnings-per-share decline alongside revenue growth and highlighted the company’s recent pattern of missing Wall Street estimates. These developments come as AutoZone approaches its second-quarter results with a cautious Zacks Rank #4 and an overall bullish analyst consensus rating. Next, we’ll examine how the mixed analyst...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Assessing ASML Holding (ENXTAM:ASML) Valuation After TSMC’s Expanded 2026 Capex And AI Demand Optimism

Market sentiment around ASML Holding (ENXTAM:ASML) has brightened after Taiwan Semiconductor Manufacturing Company outlined a sizable 2026 capital spending plan focused on advanced process technologies, where ASML’s EUV tools play a central role. See our latest analysis for ASML Holding. ASML’s recent momentum has picked up meaningfully, with a 31.1% 1 month share price return contributing to a 69.8% 1 year total shareholder return. This suggests sentiment has improved as chipmakers commit...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Assessing Red Rock Resorts (RRR) Valuation After Strong Multi Year Shareholder Returns

Red Rock Resorts (RRR) has drawn investor attention after recent trading left the stock around $61, with mixed short term returns but stronger performance over the past 3 years and 5 years. See our latest analysis for Red Rock Resorts. At a share price of about $61.27, Red Rock Resorts has seen a 4.84% 90 day share price return, while its 1 year total shareholder return of 37.71% points to momentum that has so far been skewed toward longer term holders. If you are looking beyond a single...
TSX:RUP
TSX:RUPMetals and Mining

Assessing Rupert Resources (TSX:RUP) Valuation After Strong Recent Share Price Momentum

Why Rupert Resources (TSX:RUP) is on investors’ radar today Rupert Resources (TSX:RUP) has attracted fresh attention after a period of strong share price performance, with the stock showing gains over the past week, month, past 3 months, year to date and past year. See our latest analysis for Rupert Resources. The recent momentum, with a 30 day share price return of 12.94% and a 90 day share price return of 34.42%, contrasts with a much stronger 1 year total shareholder return of 70.57%. This...
NYSE:NSP
NYSE:NSPProfessional Services

Will Suspended European Tariffs And Rising Benefits Costs Change Insperity's (NSP) Narrative

Earlier this week, Insperity shares moved after President Trump suspended planned tariffs on European allies, easing immediate concerns about a transatlantic trade conflict and supporting broader market sentiment. The reaction highlights how macro policy shifts can temporarily boost confidence in companies like Insperity, even as they contend with slower revenue growth and rising benefits costs. We’ll now examine how relief over suspended European tariffs, alongside rising benefits costs,...
NYSE:PEN
NYSE:PENMedical Equipment

Assessing Penumbra (PEN) Valuation After Strong Recent Share Price Momentum

Why Penumbra Is On Investors’ Radar Right Now Penumbra (PEN) has recently caught attention after a period of strong share price moves, with the stock showing double digit returns over the past month and past 3 months. See our latest analysis for Penumbra. That recent surge fits into a wider upswing, with a 16.11% year to date share price return and a 31.09% total shareholder return over the past year suggesting momentum has been building rather than fading. If Penumbra has you rethinking your...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

Assessing Nuvation Bio (NUVB) Valuation After The Eisai Taletrectinib Partnership Announcement

What the Eisai partnership means for Nuvation Bio Nuvation Bio (NUVB) has drawn fresh attention after signing an exclusive license and collaboration agreement with Eisai covering taletrectinib for ROS1-positive non small cell lung cancer across multiple international markets. Under the deal, Nuvation Bio is set to receive an upfront payment of €50 million, potential regulatory and commercial milestones of up to €145 million, and double digit tiered royalties on future net sales in Eisai’s...
NYSE:WES
NYSE:WESOil and Gas

A Look At Western Midstream Partners (WES) Valuation After Contract Resets With Occidental And ConocoPhillips

Western Midstream Partners (WES) has shaken up its Delaware Basin footprint by recasting key gas gathering and processing contracts with Occidental Petroleum into fixed-fee terms and by adding new fixed-fee agreements with ConocoPhillips. See our latest analysis for Western Midstream Partners. These contract resets and the recently affirmed quarterly distribution come as Western Midstream Partners’ share price trades at US$40.74, with a 30 day share price return of 4.11% and a 5 year total...
ENXTPA:OR
ENXTPA:ORPersonal Products

L'Oréal Tech Push In India And Animal-Free Safety Shape Investor Focus

L'Oréal plans to open a global beauty tech centre in Hyderabad, India, focusing on AI and analytics for its worldwide operations. The company is expanding its role in animal-free cosmetics safety, with a senior L'Oréal executive appointed Chair of the ICCS Board. These moves highlight L'Oréal's push into technology and ethical testing as it refines its long term direction. For investors watching ENXTPA:OR, these announcements sit alongside a current share price of €386.25 and multi year...
NYSE:TOL
NYSE:TOLConsumer Durables

Did Luxury Community Expansion and Top Fortune Ranking Just Shift Toll Brothers' (TOL) Investment Narrative?

Toll Brothers has recently unveiled a flurry of new luxury home communities across the U.S., from high-end single-family enclaves in Georgia, California, and South Carolina to townhome communities in Washington and Arizona, alongside new offerings in Florida, all featuring extensive personalization through its Design Studio and resort-style amenities. Reinforcing this expansion, the company was also named the number one Most Admired Home Builder on Fortune’s 2026 World’s Most Admired...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Resets Business Around Physical AI, Data Center And Robotics Growth

Arm Holdings (NasdaqGS:ARM) has created a new Physical AI division focused on robotics, autonomous vehicles and other AI intensive hardware applications. The company is reorganizing into three lines: Cloud and AI, Edge, and Physical AI, to align its chip designs with next generation computing needs. Arm is working with partners including SoftBank and Broadcom on AI XPU ASICs and a custom server CPU aimed at major cloud customers. Arm comes into this shift with a current share price of...
NYSE:CB
NYSE:CBInsurance

Does A Wave Of Analyst Upgrades On Underwriting Discipline Change The Bull Case For Chubb (CB)?

In recent weeks, several major banks, including HSBC, Goldman Sachs and Citi, have upgraded their views on Chubb, highlighting its disciplined underwriting, diversified global insurance operations and expectations of lower catastrophe losses. This cluster of positive analyst commentary reinforces Chubb’s reputation as a resilient, income-generating insurer that some investors view as a defensive cornerstone in property and casualty markets. We’ll now explore how this wave of analyst...
NasdaqGS:VICR
NasdaqGS:VICRElectrical

Vicor (VICR) Valuation In Focus After Strong One Year Share Price Run

Why Vicor (VICR) is drawing attention now Vicor (VICR) has caught investor attention after a sharp move in its share price in the past month, with the stock’s recent performance prompting closer scrutiny of its fundamentals and business model. See our latest analysis for Vicor. While Vicor’s share price closed at $153.29 after a 1 day share price return showing an 8.09% decline, its 30 day share price return of 38.07% and 90 day share price return of 70.32% sit alongside a 1 year total...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

StepStone Deepens Senior Housing Focus With $250 Million Vehicle

StepStone Group's real estate arm, together with Blue Moon Capital Partners, closed a $250 million continuation vehicle focused on senior housing communities. The partners intend to use the vehicle to acquire additional senior housing properties over time. StepStone Group (NasdaqGS:STEP) is expanding its presence in senior housing, a niche within real estate that is closely tied to demographic trends such as aging populations. For you as an investor, this move sits at the intersection of...
NYSE:AIN
NYSE:AINMachinery

A Look At Albany International (AIN) Valuation After New Cybersecurity Certification Win

Why Albany International’s new cybersecurity certification matters Albany International (AIN) just cleared a key hurdle for its Albany Engineered Composites segment, securing U.S. Department of War Cybersecurity Maturity Model Certification Level 2 through an accredited third party assessor. See our latest analysis for Albany International. The CMMC Level 2 certification lands at a time when Albany International’s share price has been relatively choppy, with a recent 1 month share price...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

How Rapid Uptake of Novo Nordisk’s Oral Wegovy (CPSE:NOVO B) Has Changed Its Investment Story

In recent weeks, Novo Nordisk’s newly launched oral Wegovy weight-loss pill has seen strong early U.S. uptake, with more than 18,000 prescriptions written in its first full week on the market. This rapid adoption highlights physician and patient appetite for a more convenient oral GLP-1 option and may reinforce Novo Nordisk’s competitive positioning in obesity care. We’ll now examine how this rapid uptake of the oral Wegovy pill could influence Novo Nordisk’s broader investment narrative...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland-Cliffs POSCO Pact And New Director Shape Valuation Outlook

Cleveland-Cliffs (NYSE:CLF) signed a memorandum of understanding with POSCO, setting the stage for a new partnership around operations and potential balance sheet benefits. The company also appointed Edilson Camara to its Board of Directors, adding fresh leadership experience to its governance structure. These developments arrive as investors assess Cleveland-Cliffs’ recent share performance and its positioning in the steel and mining space. Cleveland-Cliffs, trading at $15.09, has seen...
NasdaqGS:NOVT
NasdaqGS:NOVTElectronic

Assessing Novanta (NOVT) After Recent Share Price Rebound And Perceived Undervaluation

Why Novanta Has Come Onto Investors’ Radar Novanta (NOVT) has been drawing attention after a month in which the stock returned 12.36%, alongside annual revenue of US$960.311 million and net income of US$52.822 million. This has prompted closer scrutiny of its recent performance. See our latest analysis for Novanta. At a share price of US$137.89, Novanta has logged a 24.07% year to date share price return. Despite a 10.38% five year total shareholder return, the 1 year total shareholder return...
ENXTPA:ATO
ENXTPA:ATOIT

Assessing Atos (ENXTPA:ATO) Valuation After A Strong Short Term Share Price Rebound

What recent returns say about Atos (ENXTPA:ATO) Atos (ENXTPA:ATO) has drawn fresh attention after a strong share price move, with the stock showing double digit returns over the past month and past 3 months. This has prompted investors to reassess its fundamentals. See our latest analysis for Atos. That strong 30 day share price return of 29.26% sits alongside a 12.96% share price return over 90 days and a €59.2 latest share price. At the same time, the 1 year total shareholder return of...