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Event context and recent stock performance Cogent Communications Holdings (CCOI) has come back onto investors’ radar following its recent share price moves, with the stock up about 6% over the past month and 18% in the past 3 months. See our latest analysis for Cogent Communications Holdings. At the latest share price of $24.29, Cogent’s recent gains, including a 30 day share price return of 5.88% and a 90 day share price return of 17.80%, sit against a 1 year total shareholder return...

Cytokinetics stock overview Cytokinetics (CYTK) has drawn fresh attention after recent share price moves, prompting investors to reassess how its late stage muscle focused drug pipeline and current financial profile line up with their risk appetite. See our latest analysis for Cytokinetics. At a share price of $62.34, Cytokinetics has seen a 3.49% 1 day share price return but softer recent momentum, with a 90 day share price return decline of 6.26%. However, the 1 year total shareholder...

In early February 2026, Datadog drew attention as analysts highlighted strong demand for its observability platform amid macro uncertainty and tighter enterprise IT budgets. At the same time, fresh concerns emerged that new AI models from Anthropic and OpenAI could eventually displace traditional monitoring software, raising questions about how resilient Datadog’s business model may be to AI-driven automation. Next, we’ll examine how rising fears that AI agents could replace traditional...

Capcom Co., Ltd. reported earnings for the nine months ended December 31, 2025, with sales of ¥115,315 million and net income of ¥38,885 million, both higher than the prior-year period. The rise in basic earnings per share from continuing operations to ¥92.96, up from ¥55.15 a year earlier, highlights stronger profitability per share for investors to assess. We will now examine how Capcom’s stronger earnings per share profile could influence the company’s broader investment narrative and...

CAR Group (ASX:CAR) has put another solid set of numbers on the table for H1 2026, with trailing twelve month revenue of A$1.2 billion and basic EPS of A$0.78, backed by net income of A$295.4 million. The company has seen revenue move from A$567.8 million in H2 2024 to A$579.4 million in H1 2025 and A$604.4 million in H2 2025, while basic EPS stepped from A$0.35 to A$0.33 and then A$0.40 over the same periods. This sets up the latest result against a backdrop of expanding net margins and...

CIBC Asset Management received seven FundGrade A+ Awards for 2024, recognizing excellence across several mutual funds. The awards highlight the performance and capabilities of Canadian Imperial Bank of Commerce’s asset management arm. This recognition may be relevant for clients and investors assessing TSX:CM’s role in the Canadian investment fund market. For Canadian Imperial Bank of Commerce (ticker TSX:CM), these FundGrade A+ Awards put fresh attention on its asset management franchise...

QCR Holdings, Inc. recently reported full-year 2025 results showing higher net interest income of US$255.22 million and net income of US$127.19 million, alongside increased earnings per share from continuing operations versus 2024. The company also maintained stable quarterly net charge-offs of US$4.2 million and completed a share repurchase of 149,456 shares for US$11.6 million, signaling management’s ongoing focus on asset quality and capital return. Next, we’ll examine how QCR Holdings’...

Alphabet, ticker NasdaqGS:GOOGL, is raising about US$15b through a bond sale tied to capital spending on AI infrastructure. The company has agreed two long term deals to source 1 gigawatt of solar power in Texas for its AI data centers. These moves link financing and energy sourcing to the build out of hyperscale infrastructure for AI workloads. Alphabet, the parent of Google and YouTube, operates at the center of cloud computing, online advertising and AI deployment. As AI models get...

New World Development (SEHK:17) has drawn attention after recent share price moves, with the stock showing strong gains over the past month and past 3 months. This has prompted investors to reassess its recent performance. See our latest analysis for New World Development. The recent momentum sits against a mixed backdrop, with a 1 year total shareholder return of 149.42% contrasting with weaker 3 and 5 year total shareholder returns. This suggests sentiment has shifted more positively in the...

Ralph Lauren Corporation recently reported stronger holiday-quarter results, raised its full-year 2026 revenue and operating-margin guidance, and completed a multi-year US$3.10 billion share repurchase program covering 34.63% of its shares. The company’s performance was underpinned by robust full-price selling, an 18% increase in average unit retail across direct-to-consumer channels, and rapid expansion in key cities including in China. We’ll now examine how Ralph Lauren’s upgraded...

Ciena (NYSE:CIEN) has been added to several flagship S&P indices, including the S&P 500 and S&P Global 1200. The index changes reflect a shift in Ciena's market profile and are tied to recent updates in index compositions. Alongside the index additions, Ciena recently announced high impact network deployments for major clients in Europe and the Asia Pacific region. Ciena is a networking systems, services, and software company, with a focus on high capacity optical and IP infrastructure that...

If you are wondering whether Bio-Techne is attractively priced or just fairly valued right now, you are in the right place to put some structure around that question. Bio-Techne's share price last closed at US$66.78, with returns of 2.3% over 7 days, 1.6% over 30 days, 12.0% year to date, but a 3.9% decline over 1 year, a 12.2% decline over 3 years and a 31.7% decline over 5 years. Recent attention on the stock has been shaped by ongoing interest in life sciences tools companies and how...

Salesforce (NYSE:CRM) secured a US$5.6b, 10 year contract with the U.S. Army to modernize its digital infrastructure. The company is joining Lockheed Martin, PG&E, and Wells Fargo in EMBERPOINT LLC to deploy AI driven wildfire safety and prevention solutions. Both moves expand Salesforce's footprint in public sector cloud and real world, AI powered risk management and disaster response. For you as an investor, these two developments sit at the core of what Salesforce sells: customer data,...

The latest move from Hongkong Land Holdings (SGX:H78), the launch of its S$8.2b Singapore Central Private Real Estate Fund alongside an expanded share buyback programme, puts capital recycling and shareholder returns firmly in the spotlight for investors. See our latest analysis for Hongkong Land Holdings. The recent SCPREF launch and expanded buyback sit alongside a strong run in the shares. The $8.37 price comes after a 39.5% 3 month share price return and a 1 year total shareholder return...

Major tech companies, led by Microsoft, plan around $650b of AI infrastructure capital spending in 2026. Microsoft is advancing its own Maia 200 AI accelerator chip while expanding AI partnerships across cloud, security, utilities, and workplace management. The scale and mix of this AI build out are reshaping how enterprises buy and use technology platforms and services. Microsoft, ticker NasdaqGS:MSFT, is taking a central role in this AI build out while its share price sits at $401.14. The...

In January 2026, Xcel Energy signed a memorandum of understanding with a NextEra Energy subsidiary to co-develop generation, storage and transmission projects aimed at serving large power users such as data centers across Xcel’s service territories through the 2030s. This agreement highlights how digital infrastructure demand is increasingly shaping utility planning, with NextEra positioned as a key partner in enabling grid upgrades for large-load customers. Next, we’ll examine how this...

Ameresco (AMRC) is back on radar after a sharp 16.1% gain in the latest session, putting fresh attention on how its energy solutions business, revenue profile, and recent returns stack up for interested investors. See our latest analysis for Ameresco. That 16.1% 1 day share price jump to US$30.92 stands out against a softer 90 day share price return of 13.9% and a flat year to date move. The 1 year total shareholder return of 49.16% also contrasts with weaker 3 and 5 year total shareholder...

Netflix, ticker NasdaqGS:NFLX, is under an expanded US Department of Justice antitrust investigation tied to its proposed $82.7b acquisition of Warner Bros. Discovery. The probe now covers both the merger and Netflix's broader business practices, with Senate and regulatory hearings putting the deal and the company under intense public scrutiny. This review comes as Netflix trades at $82.2, with the stock showing a 136.6% return over 3 years, a 47.7% return over 5 years, and an 18.9% decline...

Mapletree Pan Asia Commercial Trust (SGX:N2IU) has just released its third quarter and nine month earnings, along with a fresh distribution per unit update, giving investors new numbers on income, sales and upcoming payouts. See our latest analysis for Mapletree Pan Asia Commercial Trust. At a share price of SGD1.46, the trust has seen a 1 day share price return of 1.39%. The 90 day share price return of a 1.35% decline contrasts with a 1 year total shareholder return of 30.17%. This suggests...

Event-driven snapshot of Aktis Oncology Aktis Oncology (AKTS) has drawn investor attention after recent trading, with the stock closing at US$18.98 and showing negative returns over the past week, month and year to date. See our latest analysis for Aktis Oncology. The recent 1 day share price return of a 3.01% decline, alongside 7 day and year to date share price returns of 13.65% and 15.27% declines, points to fading short term momentum after earlier optimism. Current moves likely reflect...

Bank of Nova Scotia (TSX:BNS) has caught investor attention after being confirmed as a partner bank in the Defence, Security and Resilience Bank Development Group, supporting future defence and resilience financing for NATO and allied governments. See our latest analysis for Bank of Nova Scotia. The recent confirmation as a Defence, Security and Resilience Bank partner comes after a period of steady share price strength. Bank of Nova Scotia’s CA$104.3 share price is supported by an 11.50% 90...

In early February 2026, Disney’s board named long-time parks chief Josh D’Amaro as the next CEO and elevated Dana Walden to President and Chief Creative Officer, while Chase and Disney introduced the Disney Inspire Visa Card with new rewards tied to theme parks, cruises and streaming services. Together, these moves highlight how Disney is leaning on its Experiences segment and direct-to-consumer ecosystem to deepen guest engagement across parks, cruises, content and payments. We’ll now...

Recent performance snapshot ASML Holding (ENXTAM:ASML) has attracted investor attention after a solid run in its share price, with returns of 11.39% over the past month and 35.84% over the past 3 months. See our latest analysis for ASML Holding. The recent 11.39% 1 month share price return and 35.84% 3 month share price return sit on top of a 22.15% year to date share price gain and a 69.53% 1 year total shareholder return. Taken together, these figures indicate that momentum has been...

Eli Lilly (NYSE:LLY) agreed to acquire Orna Therapeutics in a deal valued at up to US$2.4b. The transaction focuses on circular RNA based cell therapies for autoimmune diseases and cancer. Lilly also entered a major collaboration with Innovent Biologics to develop and commercialize oncology and immunology drugs globally. Innovent is eligible for milestone payments tied to development, regulatory, and commercial progress. Eli Lilly, best known recently for its obesity and diabetes portfolio,...