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In recent days, KBRA assigned preliminary ratings to 58 classes from Connecticut Avenue Securities Trust 2026-R01, a credit risk sharing transaction backed by 52,876 residential mortgage loans with an outstanding principal balance of about US$18.80 billions tied to Fannie Mae reference pools. This transaction, set against ongoing federal housing policy efforts that have struggled to advance, highlights how credit risk transfers remain central to Fannie Mae’s role in the mortgage market...

Global Partners LP previously announced that the Board of Directors of its general partner declared a higher quarterly cash distribution of US$0.7600 per unit (US$3.04 annualized) for the period from October 1 to December 31, 2025, payable on February 13, 2026 to unitholders of record as of February 9, 2026. This increase, although modest at 0.7%, highlights the partnership’s emphasis on cash returns to unitholders even as questions persist around leverage and payout sustainability. We’ll...

Expedia Group (NasdaqGS:EXPE) has expanded its partnership with Affirm, naming Affirm the exclusive Buy Now, Pay Later provider for US travelers across major Expedia brands. The companies plan to roll out the expanded offering to travelers in Canada after the US launch. Expedia is also launching a Super Bowl advertising campaign featuring Mattel's Ken as its new Brand Ambassador, kicking off a year-long marketing push with a new brand platform. For you as an investor looking at Expedia...

WuXi Biologics (Cayman) (SEHK:2269) has drawn fresh attention after entering into a license and research service agreement with Vertex Pharmaceuticals for trispecific T cell engagers targeting B cell mediated autoimmune diseases. See our latest analysis for WuXi Biologics (Cayman). Those fresh collaborations with Vertex, Sinorda and HanchorBio arrive as WuXi Biologics’ share price sits at HK$36.98, with a 1 month share price return of 13.64% and a 1 year total shareholder return of 87.91%...

Kymera Therapeutics recently began dosing patients in its BREADTH Phase 2b trial of KT-621, an oral STAT6 degrader for moderate to severe eosinophilic asthma, while continuing a parallel Phase 2b study in atopic dermatitis. The paired trials are designed to speed KT-621’s development across multiple Type 2 inflammatory diseases, potentially informing dose selection for future Phase 3 programs. We’ll now examine how the dual Phase 2b program for KT-621 could influence Kymera’s investment...

Recent share performance context RELX (LSE:REL) has drawn investor attention after a period of weaker recent share performance. The stock has shown negative returns over the past month, past 3 months and past year, prompting closer scrutiny of its underlying business metrics. See our latest analysis for RELX. The recent 1 day share price return of a 14.35% decline, 7 day return of an 18.6% decline and 30 day return of a 25.78% decline, alongside a 1 year total shareholder return of a 43.75%...

Ero Copper recently presented at the TD Cowen 17th Annual Global Mining Conference in Toronto and plans to release its fourth quarter and full year 2025 results on March 5, 2026, followed by a conference call on March 6. Analysts have raised earnings expectations and forecasts for very large year-over-year profit growth, reinforcing market attention on Ero Copper’s upcoming disclosure. With earnings forecasts being revised higher, we’ll now examine how this shifting outlook shapes Ero...

In late January 2026, Raymond James Financial reported fiscal first-quarter 2026 results showing higher revenue of US$4,176 million but lower net income of US$563 million year over year, alongside completing share repurchases totaling 9,891,701 shares for about US$1.40 billion under recent buyback authorizations. The company also unveiled plans to acquire Clark Capital Management and broadened its in-house AI tools, signaling an emphasis on expanding wealth and asset management capabilities...

MonotaRO (TSE:3064) has just posted its FY 2025 third quarter numbers, with revenue at ¥81.2b and EPS of ¥16.24, while trailing twelve month revenue sits at ¥318.0b and EPS at ¥62.26, giving investors a clear read on both the latest quarter and the rolling trend. The company has seen quarterly revenue move from ¥72.1b in FY 2024 Q3 to ¥81.2b in FY 2025 Q3, with EPS over the same quarters shifting from ¥12.86 to ¥16.24. Those headline figures set the stage for how you might think about growth...

Brady recently reported a strong third quarter, with revenues rising 7.5% year on year and surpassing analyst expectations by 2.6%, supported by broad-based regional improvement across the Americas, Asia, Europe, and Australia. Management attributed this performance to sustained investment in research and development, suggesting that Brady’s product innovation efforts are translating into tangible organic sales growth across its global footprint. We’ll now examine how this R&D-driven organic...

In late January 2026, Manulife and its U.S. subsidiary John Hancock launched enhanced AI-driven underwriting tools, including a redesigned Canadian e-application powered by MAUDE and the Quick Quote GenAI engine, to accelerate life insurance assessments from hours or days to minutes. These parallel rollouts position Manulife as an early leader in applying reasoning-based AI to streamline underwriting workflows while keeping human underwriters focused on complex cases. Next, we’ll examine...

In late January and early February 2026, Intuit announced a multi-year partnership making Affirm the exclusive pay-over-time solution integrated into QuickBooks Payments for U.S. small and mid-sized businesses, allowing merchants to get paid upfront while customers use installment plans with no late or hidden fees. This move plugs Affirm directly into the workflows of millions of QuickBooks users, potentially shifting how smaller businesses manage cash flow and offer flexible payment options...

Xero recently filed to list new shares issued under employee awards and options, while investors reassessed the company’s large Melio acquisition and its integration progress. At the same time, FundingSearch.com’s launch with direct integration into Xero’s platform highlights how third-party fintechs increasingly rely on Xero’s real-time accounting data to power SME lending decisions. We’ll now examine how concerns about the Melio acquisition and its integration could influence Xero’s...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

Stride’s Career Learning segment has become the main growth driver, with enrollments and withdrawal rates returning to more typical levels. The company has reaffirmed its full year revenue guidance and raised its operating income outlook. These updates mark a shift in how Stride’s business mix is developing between Career Learning and K 12 General Education. Stride (NYSE:LRN), currently trading at $85.77, is seeing its growth story increasingly tied to Career Learning rather than its K 12...

Hershey (HSY) is leaning into the 2026 Easter season with a refreshed candy lineup centered on Jolly Rancher Gummies Fruity Mix, expanded seasonal assortments, and new packaging formats that are catching investor attention. See our latest analysis for Hershey. Those Easter product launches land at a time when sentiment around Hershey has improved, with the share price at US$201.47 and a 30 day share price return of 10.45% feeding into a 1 year total shareholder return of 43.76%. However, the...

Chewy recently saw a surge in options trading activity and announced the retirement of Chief Technology Officer Satish Mehta, with a search underway for his successor ahead of its late-March earnings release. These developments spotlight how technology leadership and derivatives market sentiment can together influence perceptions of Chewy’s operational direction and risk profile. Next, we’ll examine how the unusual options activity, especially the high Put/Call ratio, could shape Chewy’s...

Walmart became the first traditional retailer to reach a $1 trillion market capitalization, reflecting investor focus on its technology and services push. The company announced a leadership shift, with John Furner stepping in as CEO and prioritizing digital growth, AI use, and operational efficiency. Walmart is extending its reach in pharmacy-based healthcare, expanding Walmart+ membership, and building on new trade developments with India. For investors watching NasdaqGS:WMT, the $1...

NTN (TSE:6472) has just posted its Q3 2026 scorecard, with recent quarterly revenue figures sitting around ¥203.2 billion in Q2 2026 and ¥210.1 billion in Q4 2025, while EPS has swung from a loss of ¥29.37 in Q4 2025 to a positive ¥3.61 in Q2 2026. Over the past few quarters, the company has seen revenue hover in a tight band between roughly ¥199.0 billion and ¥210.8 billion, with EPS moving from small profits like ¥0.32 in Q1 2025 through deeper losses such as ¥11.57 in Q3 2025 before...

Netflix has made an all cash bid to acquire Warner Bros. Discovery, aiming to combine two major entertainment and streaming businesses. The deal is under intense regulatory and political review, including Senate antitrust hearings focused on competition, pricing power, and industry jobs. A competing hostile offer from Paramount Skydance and a heated cultural debate around media consolidation are adding further uncertainty to the process. For investors watching NasdaqGS:NFLX, this potential...

Asana (NYSE:ASAN) is accelerating an AI focused monetization push centered on its new AI Studio and AI Teammates offerings. The company is preparing to shift from a primarily seat based model to a more usage and consumption driven approach starting next fiscal year. Management is positioning these AI initiatives as core to how Asana plans to reshape its business model and revenue mix. For investors watching NYSE:ASAN, this pivot comes after a difficult stretch for the share price. The stock...

Tenable Holdings has launched Tenable One AI Exposure, now generally available, extending its exposure management platform to unify AI protection, discovery and governance across SaaS, cloud, APIs and agents enterprise-wide. The release directly targets the emerging "AI Exposure Gap" by giving security teams continuous, risk-aware visibility into how AI systems, identities, infrastructure and data interact across their organizations. We’ll now examine how this push into AI exposure...

Recent investor commentary around Peabody Energy (BTU) is centering on its coal-focused core operations, the Centurion metallurgical coal project, and exposure to critical minerals that align with current U.S. energy policy priorities. See our latest analysis for Peabody Energy. Peabody Energy’s share price has recently moved to $35.23, with a 1 month share price return of 14.83% and a 3 month share price return of 21.23%. The 1 year total shareholder return of 96.67% and the very large 5...

Primoris Services (PRIM) has drawn attention after recent share price moves, with the stock last closing at $155.03. Investors are weighing this valuation against the company’s latest revenue, earnings and return history. See our latest analysis for Primoris Services. Recent share price momentum has been strong, with a 30 day share price return of 18.70% and a 1 year total shareholder return of 107.07% pointing to building enthusiasm around Primoris Services at the current US$155.03 level. If...