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Cheniere Energy, Inc. recently announced that its Board of Directors declared a quarterly cash dividend of US$0.555 per common share, payable on February 27, 2026 to shareholders of record as of February 6, 2026. This dividend decision underscores how Cheniere is using cash from its large U.S. LNG export platform and expansion projects to return capital to shareholders while it continues to invest across the LNG value chain. With this fresh dividend declaration highlighting Cheniere’s...

In recent weeks, Paladin Energy has reported higher uranium production, lower unit costs and the completion of its Fission Uranium acquisition, supported by a A$300 million equity raising and debt restructuring to fund the Patterson Lake South project and Langer Heinrich Mine ramp-up. This combination of stronger operating performance, improved balance sheet flexibility and exposure to rising uranium prices has sharpened investor focus ahead of interim results due on 12 February 2026. We’ll...

secunet Security Networks has released preliminary 2025 results showing revenue and order intake at the upper end of its outlook, driven by strong growth in the Public Sector and Defence&Space activities alongside improving trends in the Business Sector. The Management Board’s expectation of further revenue and earnings growth for 2026 underscores how public-sector security demand is increasingly shaping secunet’s business profile. We’ll now look at how secunet’s strong Defence&Space...

TETRA Technologies (TTI) has drawn fresh attention after a strong share price move over the past month and the past three months, prompting investors to reassess its valuation and recent financial profile. See our latest analysis for TETRA Technologies. That recent share price run, including a 21.66% 30 day share price return and 61.47% 90 day share price return to US$11.40, sits alongside a very strong 1 year total shareholder return of 174.70% and a 5 year total shareholder return above 4x...

If you are wondering whether Newmont is priced attractively today, the recent share moves and current valuation metrics give you plenty to think about. The stock last closed at US$112.35, with a 7 day return of a 9.6% decline, contrasted against gains of 12.5% over 30 days, 11.0% year to date, 167.5% over 1 year and 144.4% over 3 years. Recent coverage of Newmont has focused on how investors are reassessing large gold producers and their role in portfolios, which helps frame these strong...

U.S. grant puts 5N Plus (TSX:VNP) at the center of critical mineral supply chains 5N Plus (TSX:VNP) caught investor attention after securing an $18.1 million U.S. Government grant to expand germanium recycling at its St. George, Utah facility over the next four years. See our latest analysis for 5N Plus. The grant news arrives after a strong run in the shares, with a 7 day share price return of 24.51% and a 30 day share price return of 35.89% supporting the idea that momentum has been...

Viavi Solutions (VIAV) has just posted Q2 2026 results with revenue of US$369.3 million and a basic EPS loss of US$0.21, while trailing twelve month figures show revenue of US$1.2 billion and a basic EPS loss of US$0.19. Over recent quarters, the company has seen revenue move from US$270.8 million in Q2 2025 to US$369.3 million in Q2 2026, with EPS shifting from a profit of US$0.04 to a loss of US$0.21 as margins compressed. See our full analysis for Viavi Solutions. With the latest numbers...

Thrive partnership shifts focus toward proactive IT support TeamViewer (XTRA:TMV) has announced a new partnership with managed services provider Thrive, integrating its Digital Employee Experience capabilities into Thrive’s ServiceNow based NextGen platform to support earlier issue detection and more automated IT operations. See our latest analysis for TeamViewer. Despite the Thrive partnership highlighting TeamViewer’s role in remote connectivity and automation, recent share price momentum...

Earnings beat and higher outlook put AI demand in focus Celestica (TSX:CLS) just posted fourth quarter 2025 results that came in above its own guidance, raised its 2026 revenue and adjusted EPS outlook, and laid out a larger capital spending plan tied to AI related data center demand. See our latest analysis for Celestica. Despite the strong Q4 and raised 2026 outlook, Celestica’s share price has pulled back, with a 1 day share price return showing a 5.26% decline and a 90 day share price...

How ABB (SWX:ABBN)'s FY 2025 Numbers Set the Stage ABB (SWX:ABBN) closed FY 2025 with fourth quarter revenue of US$9.1b and basic EPS of US$0.70, alongside trailing twelve month revenue of US$33.2b and EPS of US$2.50 that frame the full year picture. Over recent periods, the company has seen quarterly revenue range from US$7.9b to just over US$9.0b and EPS move from US$0.54 in Q4 2024 through to US$0.70 in Q4 2025, giving investors a clear read on how the top line and per share earnings have...

In recent weeks, ClearBridge Investments exited its position in Corpay Inc., citing new uncertainty around how emerging stablecoin technologies could affect parts of the company’s corporate payments business. At the same time, Corpay Lodging expanded its 2 million-hotel global network to U.S. companies and upgraded its workforce travel platform, highlighting a contrast between product expansion and institutional concern over technological disruption. We’ll now examine how ClearBridge’s exit...

Silicom (SILC) closed FY 2025 with Q4 revenue of US$16.9 million and a basic EPS loss of US$0.44, alongside net income excluding extra items of a US$2.5 million loss, putting another loss-making quarter on the scoreboard. Over recent periods the company has seen quarterly revenue move from US$14.5 million in Q4 2024 through US$14.4 million in Q1 2025, US$15.0 million in Q2, and US$15.6 million in Q3. Quarterly basic EPS stayed in loss territory, ranging from a US$1.05 loss per share in Q4...

Earlier this week, French Finance Minister Roland Lescure blocked Eutelsat’s planned sale of its ground antennas, key infrastructure used for both civilian and military satellite communications, leading the company to confirm that its disposal agreement with EQT Infrastructure VI will not proceed. The decision reinforces Eutelsat’s role as the only European rival to Starlink and highlights how governments may treat satellite networks as critical national assets. We will now consider how the...

In late January 2026, Meta Platforms reported fourth-quarter 2025 results that exceeded expectations, with US$59.89 billion in sales and US$22.77 billion in net income, and guided first-quarter 2026 revenue to US$53.5 billion–US$56.5 billion. The company paired this earnings beat with plans to lift 2026 capital expenditures to US$115 billion–US$135 billion for AI infrastructure, signalling a major shift in how it allocates cash between shareholder returns and long-term technology...

Vera Therapeutics (NasdaqGM:VERA) has appointed Matt Skelton as Chief Commercial Officer. The move comes as the company prepares for potential commercialization of its lead drug, atacicept, for IgA nephropathy. Atacicept has received Breakthrough Therapy Designation and Priority Review from the FDA. Vera Therapeutics focuses on therapies for serious immunologic diseases, with atacicept as its lead asset in IgA nephropathy. The addition of a Chief Commercial Officer signals that management...

Samsung Electronics (KOSE:A005930) has introduced the Galaxy Z Flip7 Olympic Edition for athletes participating in the Milano Cortina 2026 Winter Games. The device includes AI camera tools, real-time offline translation, and athlete-focused digital experiences tailored to the event. Samsung has also announced a new advanced, customizable privacy layer for Galaxy users across its smartphone line up. For investors watching KOSE:A005930, this move ties Samsung’s foldable phone line directly to...

The recent disclosure of a CEO share sale at Catapult Sports (ASX:CAT) has put insider activity in focus, prompting investors to reassess leadership alignment, governance signals, and how the transaction compares with recent share price performance. See our latest analysis for Catapult Sports. At a last close of A$3.50, Catapult Sports has seen pressure on the share price in recent months, with a 30 day share price return of a 15.66% decline and a 90 day share price return of a 47.92%...

Snap has created a wholly-owned subsidiary, Specs Inc., to develop and launch its first consumer augmented reality smart glasses, separating the venture from the core Snapchat app and allowing use without a Snapchat account. By ring‑fencing Specs with its own operations, partnerships, and potential capital structure, Snap is carving out a focused AR computing business that can be evaluated independently of its social media platform. We’ll now examine how this separation of Specs into an...

Most readers would already be aware that Ultrapar Participações' (BVMF:UGPA3) stock increased significantly by 21% over...

Wondering if National Australia Bank is reasonably priced at its current level, or if the recent run means you might be paying too much for the stock. The share price recently closed at A$43.37, with returns of 2.4% over the past week, 2.5% over the past month, 2.3% year to date and 12.8% over the last year, while the 3 year and 5 year returns sit at 57.9% and 119.3%. These moves sit against a backdrop of ongoing interest in the big Australian banks and regular updates on credit conditions,...

Recent performance context for SLB (SLB) SLB (SLB) has drawn investor interest after a strong run over the past month and the past 3 months, with the stock up about 26% and 34% respectively, against a last close of $48.38. See our latest analysis for SLB. That recent surge sits on top of a year to date share price return of 20.35% and a 1 year total shareholder return of 23.91%. The 5 year total shareholder return of 115.35% shows the longer term picture has been strong, even though the 3...

Recent industry attention on eToro Group has focused on how upcoming regulatory changes, including MiFID II amendments, DORA enforcement and a Payment-for-Order-Flow ban, are set to redefine operating standards for digital brokerage platforms. These shifts are expected to raise the bar on transparency, resilience and data connectivity, offering larger players such as eToro an opportunity to deepen user engagement and reinforce trust through stronger compliance and richer account aggregation...

In late January 2026, Delta Air Lines announced a major order for 31 Airbus A330-900 and A350-900 widebody jets, with options for 20 more, to refresh and expand its long-haul international fleet from 2029 onward while keeping its existing financial guidance unchanged. This long-dated, largely pre-financed fleet modernization underscores Delta’s intent to deepen its premium long-haul offering and sharpen its competitive position in global markets. We’ll now examine how this widebody fleet...

AGNC Investment (NasdaqGS:AGNC) reported robust full-year economic returns for 2025. The company continued its high-yield monthly dividend policy, keeping the payout in double-digit territory. Management outlined a more cautious capital deployment and selective investment approach for 2026. The shift is linked to changing mortgage market conditions, including tighter spreads and prepayment risks. AGNC Investment (NasdaqGS:AGNC) focuses on mortgage backed securities, so shifts in mortgage...