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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.

NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence HiFi iQ DSP Launch Highlights Growth Potential And Valuation Risks

Cadence Design Systems (NasdaqGS:CDNS) has introduced its sixth-generation Tensilica HiFi iQ DSP architecture. The new DSP targets next-generation voice AI and immersive audio use cases in devices such as home entertainment systems, automobiles, and smartphones. The architecture is designed to increase compute and AI performance while improving energy efficiency and supporting advanced audio codecs. Cadence Design Systems, known for its electronic design automation tools and IP, is...
NasdaqGS:WIX
NasdaqGS:WIXIT

Wix Harmony Launch And Super Bowl Push Reframe Growth Prospects

Wix.com (NasdaqGS:WIX) has launched Wix Harmony, an AI website builder that combines natural language inputs with visual editing tools. The product is designed to support both individuals and businesses, using Wix's existing infrastructure to handle more advanced and scalable website needs. Wix is backing the launch with a major marketing push, including a new Super Bowl TV commercial aimed at broadening brand awareness. Wix.com enters this product launch with its shares trading at $88.48...
NYSE:KLAR
NYSE:KLARDiversified Financial

Does Klarna Group (KLAR) Still Justify Its Valuation After Recent Share Price Pullback?

Some investors may be wondering whether Klarna Group at US$27.70 is starting to look interesting, or whether the market is still working out what it is worth. The stock has recently pulled back, with a 4.5% decline over the last 7 days, an 8.9% decline over 30 days and a 3.0% decline year to date, which may signal shifting views on its growth potential and risk. These moves come as Klarna Group continues to attract attention as a listed fintech name, with ongoing discussion around its...
BME:REP
BME:REPOil and Gas

Reassessing Repsol (BME:REP) Valuation After International Arbitration Setback In LNG Dispute

The recent ruling by the International Court of Arbitration against Repsol (BME:REP) in its liquefied natural gas supply dispute with Venture Global has put the company’s contract exposure and LNG positioning under closer investor scrutiny. See our latest analysis for Repsol. Repsol’s LNG setback comes as the share price sits at €15.8, with modest short term share price returns and a much stronger 1 year total shareholder return of 47.09%, which signals momentum has been building over a...
BME:IBE
BME:IBEElectric Utilities

Iberdrola Balances Energy Transition Role With Rich Valuation Concerns

Iberdrola has been recognized as the only energy company worldwide to receive the Top Employer Enterprise seal for three consecutive years. The company plays a leading role in the Iberian Industry and Energy Transition Initiative launched at the World Economic Forum in Davos. The initiative aims to support clean and affordable energy, industrial competitiveness, and regional job creation across Europe. Iberdrola (BME:IBE) is currently trading at around €18.36, with the share price...
NasdaqGS:IPAR
NasdaqGS:IPARPersonal Products

Is It Time To Revisit Interparfums (IPAR) After Mixed Recent Share Price Swings?

If you are wondering whether Interparfums at around US$98.76 is attractively priced or asking too much for its brand power, you are in the right place. The stock has recently shown sharp moves, with returns of 9.8% over 7 days and 15.8% over 30 days. It also carries a 27.8% decline over 1 year and a 6.1% decline over 3 years, alongside a 77.3% gain over 5 years. These mixed returns come against a backdrop of ongoing attention on branded fragrance and beauty companies, where investors have...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Evaluating Shopify (SHOP) After Partnerships Restructuring AI Push And Legal Victory

Shopify (NasdaqGS:SHOP) is back in focus after restructuring its partnerships division, cutting roles tied to third party collaborators, while simultaneously emphasizing AI driven commerce projects and celebrating a major overturned patent verdict. See our latest analysis for Shopify. Those partnership layoffs and AI commerce pushes are unfolding against a weaker recent tape, with a 30 day share price return of 18.62% and a 90 day share price return of 20.27% showing fading near term...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Valuation Revisited As AI Software Shift And Institutional Demand Gain Traction

Axon Enterprise (AXON) is back in focus as investors weigh its shift toward AI-powered software and services in the context of strong recurring revenue, institutional buying, and positive earnings and sales expectations. See our latest analysis for Axon Enterprise. Axon’s latest AI and software moves come after a mixed stretch for the share price, with a 3.72% 1 month share price return but a 16.69% 3 month share price decline. The 3 year total shareholder return of roughly 3x still points to...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Expands Hypersonic Capacity As Investors Weigh Growth And Volatility

Kratos Defense & Security Solutions opened a new hypersonic systems facility in Maryland, expanding manufacturing and integration capacity for advanced defense programs. The company also brought a new facility in Alabama online, increasing support for hypersonic and unmanned systems for U.S. defense customers. The Maryland site is located near NASA Wallops, which is intended to improve logistics for key military test and deployment activities. For investors watching NasdaqGS:KTOS, these...
ASX:QOR
ASX:QORSoftware

Qoria’s Valuation After Quarterly Update And Sharp Share Price Reset

Why Qoria’s latest update rattled the market Qoria (ASX:QOR) released its quarterly update with strong recurring revenue metrics, high gross margins, and low churn. However, the share price dropped sharply after investors focused on higher marketing spend and negative free cash flow. See our latest analysis for Qoria. At A$0.355, Qoria’s recent quarterly update has been met with a sharp reset in expectations, with a 7 day share price return of 31.73% decline and a 30 day share price return of...
NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Moog (MOG.A) Valuation Check As Earnings Beats And Upcoming Results Lift Investor Expectations

Moog (MOG.A) is back in focus after a series of earnings surprises and ahead of its first quarter fiscal 2026 results on January 30, 2026, an event closely watched by investors. See our latest analysis for Moog. At a share price of $291.59, Moog has had a strong run, with a 30 day share price return of 15.41% and a 90 day gain of 37.54%. Its 1 year and 5 year total shareholder returns of 50.63% and 313.95% respectively point to momentum that investors are watching closely into the next...
SEHK:2228
SEHK:2228Life Sciences

Assessing XtalPi Holdings (SEHK:2228) Valuation After AI Partnerships And Revenue Growth Attract Market Attention

Why XtalPi Holdings Is On Investors’ Radar Today XtalPi Holdings (SEHK:2228) is drawing fresh attention as its AI powered drug discovery services support robust revenue growth and key healthcare AI partnerships, while some investors remain cautious about margins and cash flow. See our latest analysis for XtalPi Holdings. That stronger interest is showing up in the numbers, with a 1 month share price return of 41.89% at a latest share price of HK$13.48 and a 1 year total shareholder return of...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Why Materion (MTRN) Is Down 7.4% After Seaport’s Downgrade To Neutral And What’s Next

In late January 2026, Seaport Global analyst Michael J. Harrison downgraded Materion Corporation from Buy to Neutral, prompting fresh attention on the company’s outlook among investors. This shift in analyst stance is particularly important because it contrasts with generally supportive financial health indicators, such as Materion’s strong Altman Z-Score and high institutional ownership. With Materion’s shares recently experiencing a 7.40% weekly and 9.19% daily decline, we’ll explore how...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Should Opera’s AI‑Powered Browser Overhaul Reshape OPRA’s Competitive Narrative in the Consumer Internet Space?

In January 2026, Opera released Opera One R3, a major browser update that upgrades its AI engine, enhances Tab Islands, adds split-screen layouts of up to four tabs, and integrates Google services like Gmail and Google Calendar into the sidebar. A distinctive aspect of this release is Opera’s rebuilt, context-aware browser AI, which can analyze specific Tab Islands and even answer questions about individual YouTube videos. We’ll now examine how the upgraded, context-aware Opera browser AI...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE) Valuation Check As ARR Growth Plans And New UK Wins Support Long Term Outlook

Technology One (ASX:TNE) is back in focus after outlining a plan to nearly double annualised recurring revenue to A$1b by decade end, supported by strong net revenue retention and new UK council wins. See our latest analysis for Technology One. Despite plans to lift annualised recurring revenue and recent London council wins, the share price return tells a mixed story, with a 1 day move of 2.76% against a 90 day share price return decline of 29.75%, while the 5 year total shareholder return...
NYSE:AA
NYSE:AAMetals and Mining

Will Strong 2025 Results and Record Output Shift Alcoa's (AA) Long-Term Investment Narrative?

In January 2026, Alcoa Corporation reported strong fourth-quarter and full-year 2025 results, with higher sales of US$12,831 million and net income of US$1,170 million, alongside increased aluminum production and guidance for further output growth in 2026. Beyond the headline earnings beat, Alcoa highlighted record production at multiple smelters, progress restarting the San Ciprián facility, and plans to monetize idle sites, all while advancing low-carbon technologies such as the ELYSIS...
NYSE:ESTC
NYSE:ESTCSoftware

How Investors Are Reacting To Elastic (ESTC) Launching Agent Builder And Context-Driven AI Automation Tools

Earlier this week, Elastic announced the general availability of Agent Builder and the tech preview of Elastic Workflows, tools that let developers rapidly create secure, context-driven AI agents and automate actions across enterprise systems on Elastic Cloud Serverless and other Elastic Cloud tiers. By combining context-rich search with rule-based orchestration, Elastic is positioning its platform as a foundation for moving AI projects from experimentation into production-grade automation...
TSX:CLS
TSX:CLSElectronic

How Google’s TPU Assembly Shift At Celestica (TSX:CLS) Has Changed Its Investment Story

Recently, reports indicated that Google is shifting some tensor processing unit server assembly away from Celestica to additional suppliers, raising questions about the company’s role in this high-profile hardware program. At the same time, Celestica remains positioned within broader AI data center infrastructure spending, where analysts highlight its exposure to complex, higher-value hardware programs. We’ll now examine how the potential reshaping of Celestica’s Google TPU exposure...