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RXO (RXO) is back in focus after its latest earnings update, where strong year on year revenue growth coincided with a miss on adjusted operating income and pressure from tighter truckload market conditions. See our latest analysis for RXO. At a share price of US$15.55, RXO has seen a 22.15% 30 day share price return and a 21.11% year to date share price return. However, its 1 year total shareholder return of 39.87% decline suggests recent momentum is recovering after a tougher stretch, with...

If you are wondering whether Western Digital's share price still makes sense after a big run, you are not alone, and the numbers give us a lot to unpack. The stock recently closed at US$236.39, with returns of 6.7% over 7 days, 31.6% over 30 days, 25.9% year to date and around 4.7x over the past 5 years. Recent coverage has focused on Western Digital's role in storage and memory markets, including how investors are weighing its position in data center and broader technology demand. That...

Berkshire Hathaway has filed to potentially sell its entire stake in Kraft Heinz, signaling a possible full exit from NasdaqGS:KHC. The move coincides with Kraft Heinz announcing plans to split into two independent public companies. The combination of a major shareholder exit and corporate breakup marks a meaningful turning point for both Kraft Heinz and Berkshire Hathaway under CEO Greg Abel. Kraft Heinz, trading at $23.2 under ticker NasdaqGS:KHC, is coming off a tough stretch, with the...

Freeport-McMoRan (NYSE:FCX) reported successful Q4 and full-year results, with performance exceeding earlier expectations. The company is making progress on recovering operations at its Grasberg mine after a major mudflow incident, with a phased restart targeted for Q2 2026. Management highlighted advancement of key organic growth projects in the Americas and Indonesia, including a major U.S. leach project and the Baghdad expansion. For context, Freeport-McMoRan shares most recently closed...

Why United Therapeutics (UTHR) is on investors’ radar today United Therapeutics (UTHR) has drawn attention after recent share price swings, with a 1 day decline and mixed returns over the month and past 3 months prompting investors to reassess the stock’s current setup. At a last close of US$468.94, the biotech group sits against a backdrop of longer term total returns over the past year and multi year period, alongside double digit annual revenue and net income growth, which together shape...

MP Materials (MP) is back in focus after securing a US$400 million investment from the U.S. Department of Defense, which becomes a primary shareholder and supports a long term magnet supply agreement. See our latest analysis for MP Materials. The US$400 million Department of Defense backing comes on the heels of a sharp re-rating, with a 27.6% 1 month share price return and a very large 1 year total shareholder return of 222.6%. This is despite 3 month share price performance having been...

Earlier in 2026, Gibraltar Industries, Inc. cut its fourth-quarter and full-year 2025 guidance, projecting lower net sales, operating income, and GAAP EPS than previously indicated due to weaker markets, delayed price increases, and project timing shifts in its Agtech business. The guidance revision also highlighted uneven performance across segments, with headwinds in Mail and Package and Agtech contrasted by relatively resilient contributions from areas like building accessories and Lane...

In January 2026, StandardAero, Inc. (NYSE:SARO) was added to the S&P 400, S&P 1000, S&P Composite 1500, and S&P 400 Industrials indices, expanding its presence across key US equity benchmarks. This wave of index inclusions positions StandardAero more firmly on the radar of index-tracking funds and institutional investors that follow these benchmarks. We will examine how StandardAero’s broad S&P index inclusion reshapes its investment narrative, particularly regarding visibility among...

If you are wondering whether Littelfuse at around US$290 a share is still a reasonable entry point, the key question is how its current price lines up against its underlying value. The stock is up 25.1% over the past year and 11.4% over the last month, although it has seen a 2.3% pullback in the past week, which may have shifted how some investors see its risk and return trade off. Recent news flow around Littelfuse has focused on its role in electronic components and protection devices,...

Commercial Metals (CMC) is back on investor radar after recent share price strength, with the stock posting gains over the past week, month, and past 3 months that outpace its year to date move. See our latest analysis for Commercial Metals. That recent run has added to a stronger backdrop, with a 90 day share price return of 26.9% and a 1 year total shareholder return of 57.3%. This points to building momentum rather than a short term blip. If CMC’s move has you thinking about what else is...

Vår Energi (OB:VAR) has reported new appraisal results from the Zagato structure in the Goliat Ridge area, confirming reservoir and oil quality and adding recoverable volumes after successful production tests with flow rates above 4,000 barrels per day. See our latest analysis for Vår Energi. The appraisal success at Zagato comes as Vår Energi’s NOK34.71 share price sits on a 9.81% 1 month share price return and a 10.60% 1 year total shareholder return, suggesting recent momentum has been...

Earlier this month, Jabil Inc. announced a minority investment and manufacturing collaboration with Eagle Harbor Technologies (EHT Semi) to combine its global production capabilities with EHT Semi’s advanced RF and pulsed-power systems for next-generation semiconductor fabrication processes. The move deepens Jabil’s exposure to critical chipmaking technologies such as high aspect ratio etch and atomic layer processes, directly tying its manufacturing business to the evolving needs of...

CME Group (CME) is in focus after announcing new cryptocurrency futures tied to Cardano, Chainlink, and Stellar, along with fresh crypto indices and record activity in its natural gas complex. See our latest analysis for CME Group. These crypto launches and record natural gas volumes come after a steady run in CME Group's shares. The latest share price is $282.74, with a 1-year total shareholder return of 22.77% and a 5-year total shareholder return of 88.05%. If this kind of derivatives...

Torex Gold Resources (TSX:TXG) issued 2026 production guidance, with anticipated output of 420,000 to 470,000 ounces of gold equivalent and projected sales of 410,000 to 460,000 ounces, providing investors with clearer expectations around upcoming operations. See our latest analysis for Torex Gold Resources. The guidance update lands after a strong run in the shares, with Torex Gold Resources posting a 34.18% 3 month share price return and a very large 1 year total shareholder return of...

In recent weeks, EOG Resources has faced a wave of analyst downgrades and more cautious ratings ahead of its upcoming fiscal Q4 2025 earnings release, amid expectations for lower year-over-year profit. At the same time, the company is expanding internationally in shale plays such as the UAE, Bahrain, and Trinidad and Tobago, reflecting a shift in focus as U.S. shale output plateaus and asset quality concerns surface in key domestic basins. Given the recent share price gains, we'll examine...

Uranium demand is rising as policymakers place more emphasis on nuclear power in the global energy mix. Geopolitical shifts are reducing Russian uranium supply, steering attention toward U.S. fuel sources. Uranium Energy Corp (NYSEAM:UEC) is positioned as a key player in efforts to revive the domestic uranium supply chain. Uranium Energy Corp, which focuses on uranium production and related fuel cycle activities, now sits at the center of a broader reset in the U.S. uranium industry. With...

Becton Dickinson (BDX) has been in focus after two product announcements: a 5.5 mL Neopak XtraFlow syringe for large volume biologics, and the global launch of BD Research Cloud 7.0 with AI driven panel design tools. See our latest analysis for Becton Dickinson. The recent syringe development with Ypsomed and the launch of BD Research Cloud 7.0 come as Becton Dickinson trades at US$201.79, with short term momentum softening after a 2.1% 1 day share price decline but a 90 day share price...

Australian Foundation Investment Company Limited has reported half-year 2025 results, with revenue of A$171.76 million and net income of A$146.89 million, alongside authorising a share buyback of up to 111,898,784 shares and declaring an ordinary dividend of A$0.145 per share payable in February 2026. By pairing a large capital management initiative with a higher interim dividend after slightly lower earnings, the company is emphasising shareholder returns despite a modest year-on-year...

SM Energy (SM) has drawn attention after a prolonged share price slide, with a 1-year total return of about a 52% decline, despite reporting US$3.17b in revenue and US$727.3m in net income. See our latest analysis for SM Energy. At a share price of US$18.68, SM Energy has seen a 1-year total shareholder return decline of about 52%, with recent 7-day share price gains of 2.58% offering only a modest counterpoint to weaker 3-year total shareholder returns and softer 90-day momentum. This...

Agnico Eagle Mines has recently drawn attention after reporting strong operating results, record margins and a solid growth pipeline, while benefiting from firmer gold prices and a merger-enhanced production base. Backing this story, the company is being highlighted by high-profile commentators and ranking systems, reflecting broad confidence in its execution and development projects. With that backdrop, we’ll examine how Agnico Eagle’s recent execution strength and development pipeline...

Life360 recently reported record fourth-quarter 2025 operating metrics, with monthly active users reaching 95.8 million and paying Circles climbing to 2.8 million, while lifting its full-year 2025 revenue guidance to US$486–US$489 million and expecting adjusted EBITDA of US$87–US$92 million. An interesting aspect of the update is that management highlighted especially strong international subscriber growth and improving monetisation, supported by the integration of Nativo’s advertising...

Bread Financial Holdings (BFH) has drawn investor attention after recent share price moves, with the stock down about 10% over the past month but still positive over the past 3 months. See our latest analysis for Bread Financial Holdings. That recent 10.3% 1 month share price decline and 8.7% year to date share price decline sit against a 5% 3 month share price gain and a 1 year total shareholder return of 8.3%. This suggests momentum has cooled after a stronger stretch, while long term...

Intercontinental Exchange, owner of the New York Stock Exchange, recently announced it is developing a blockchain-based, tokenized securities platform to enable 24/7 trading, instant on-chain settlement, fractional shares and stablecoin-based funding, pending regulatory approval. By combining the NYSE’s existing Pillar matching engine with blockchain post-trade infrastructure and partnerships with BNY Mellon and Citi, ICE is testing how traditional equities markets might function in a...

In recent days, Devon Energy has been at the center of intensified analyst attention, with multiple major firms reiterating positive views and adjusting their ratings and expectations for the company. This wave of research interest, against a backdrop of operational self-help efforts and capital-return focus, is sharpening how investors frame Devon’s role in the U.S. energy sector. With this backdrop of shifting analyst sentiment, we’ll examine how the renewed “Outperform” consensus shapes...