Latest News

SoftBank Group recently reported a quarterly net profit of ¥248.59 billion, rebounding from a loss a year earlier, helped by Vision Fund gains and a more than US$30.00 billion investment for an 11% stake in OpenAI that values the U.S. AI firm in the high hundreds of billions of dollars. With analysts increasingly viewing SoftBank as a listed proxy for OpenAI and Arm’s royalty and the telecom arm’s revenue trends under close watch, the group’s results highlight how its earnings profile is...

If you are wondering whether TJX Companies is still good value at around US$150.75 per share, you are not alone. Many investors are asking if the current price fairly reflects the off price retailer's strengths and risks. The stock has seen a 2.1% decline over the past week and a 4.0% decline over the last month, yet it sits on a 23.0% return over 1 year, 94.7% over 3 years and 142.7% over 5 years, which raises questions about what is already priced in. Recent coverage around TJX has focused...

Wondering if PennyMac Financial Services is starting to look like value at around US$90.40 a share, or if the recent weakness is a warning sign you should pay attention to? The stock has pulled back recently, with a 5.9% decline over the last 7 days, a 38.2% decline over the last 30 days, and a 31.3% decline year to date. However, the 3 year and 5 year returns of 40.0% and 46.6% tell a different part of the story. Recent news flow around mortgage originators and servicers has kept attention...

Oracle (NYSE:ORCL) has been hit with a new securities fraud class action alleging it misled investors about AI infrastructure spending and revenue projections. The lawsuit comes as Oracle continues to expand federal cloud contracts, including work with the U.S. Air Force, and rolls out AI driven healthcare offerings such as its Clinical AI Agent in the UK. The case focuses on how Oracle communicated its AI investment plans and expected growth trajectory to shareholders. For you as an...

In early February 2026, Napco Security Technologies reported higher half-year revenue of US$97.34 million and net income of US$25.67 million, raised its quarterly dividend by 7% to US$0.15 per share, completed a US$16.15 million buyback program, and appointed Joseph Pipczynski as Chief Revenue Officer. Together, the stronger earnings, dividend increase, capital return completion, and senior sales leadership hire point to management emphasizing cash generation and revenue expansion...

What triggered fresh attention on AngloGold Ashanti (NYSE:AU)? AngloGold Ashanti (NYSE:AU) is back in focus after joint venture partner Kincora Copper reported strong initial drilling results and an accelerated exploration program at the Nevertire and Nevertire South projects in Australia. The upgraded target zone and expanded exploration over a 40 km strike length at the Nevertire Magmatic Complex, along with additional scout drilling plans at Nyngan and Nyngan South, highlight growing...

If you are wondering whether Trimble is starting to look attractively priced or still expensive at around recent levels, this article walks through the key valuation clues to help you frame that view. The share price has been mixed recently, with a 0.1% move over the last week, a 19.4% decline over 30 days, a 16.9% decline year to date, an 11.1% decline over 1 year, a 15.9% gain over 3 years, and a 10.1% decline over 5 years. This gives investors a wide range of reference points. These moves...

Zensho Holdings recently reported higher nine-month sales and profits, alongside a significantly strengthened balance sheet and equity base, while keeping full-year forecasts and a ¥70 dividend unchanged. This combination of earnings growth, financial reinforcement and maintained shareholder returns highlights the group’s resilience as a major Japanese food service operator. Next, we’ll examine how Zensho’s reinforced balance sheet shapes its investment narrative and what it could mean for...

American Express (NYSE:AXP) has renewed and expanded its multi year partnership with the NBA. The agreement now covers the NBA, WNBA, NBA G League and USA Basketball, with new fan and card member engagement programs. The expanded relationship introduces additional perks and experiences for American Express card members tied to major basketball events. For American Express, a global payments provider and card issuer, this deeper connection with professional basketball aligns with its focus...

Bausch + Lomb recently partnered with Coursera to roll out a mandatory AI Academy for around 8,000 knowledge workers, embedding generative AI skills across the business to improve workflows, research and customer outcomes. The requirement to complete foundational AI training to remain bonus-eligible signals a company-wide cultural shift toward digital transformation and operational discipline. Next, we’ll examine how this mandatory AI upskilling push could influence Bausch + Lomb’s existing...

In recent days, Stryker has launched the T2 Alpha Humerus Nailing System and begun limited market release of its Mako RPS handheld robotic system for total knee procedures, alongside declaring a quarterly dividend of US$0.88 per share and reporting full-year 2025 sales of US$25.12 billion and net income of US$3.25 billion. These additions to Stryker’s orthopaedic and robotics portfolio highlight how the company is widening its surgical ecosystem, potentially deepening hospital integration...

Lendlease Group (ASX:LLC) has become a focus for investors after the company said CEO Tony Lombardo will step down in August 2026, with an international search underway for his successor. See our latest analysis for Lendlease Group. The CEO succession news comes after a period of weak momentum, with a 30 day share price return of -8.71% and a 1 year total shareholder return decline of 27.66%, pointing to ongoing selling pressure despite earlier management changes. If this leadership reshuffle...

Evolv Technologies has recently expanded its Evolv Express deployments to high-traffic sports venues including the University of North Carolina’s athletic facilities and TQL Stadium, while also appointing Axon executive Henrik Kühl as an independent director and Audit Committee financial expert. Together, these venue wins and boardroom changes highlight Evolv’s push to deepen its presence in live-event security while adding seasoned capital allocation and M&A expertise to its...

If you are wondering whether Kinross Gold shares still offer value after a big run, this article will walk through what the current price might be implying about the company. With the stock at C$47.33 and returns of 4.9% over 7 days, 3.5% over 30 days, 21.9% year to date and 174.3% over 1 year, it is understandable that investors are asking whether the recent performance has changed the balance of potential reward and risk. Recent coverage around Kinross Gold has focused on it as a major...

What Deckers Outdoor’s Recent Performance Signals for Investors Deckers Outdoor (DECK) has quietly become a talking point after a strong run in its share price over the past 3 months, putting its footwear and apparel brands back on many investors’ radar. See our latest analysis for Deckers Outdoor. That recent 38.82% 3 month share price return sits against a weaker 1 year total shareholder return of 25.11% and much stronger 3 and 5 year total shareholder returns of 66.59% and 113.85%. This...

Elisa Oyj has expanded its cybersecurity services through a project with Lumene Group, focused on protecting Lumene’s growing international and digital operations. The company has also announced executive leadership changes that indicate a shift in focus toward digital and security led services. These developments highlight Elisa’s efforts to position itself as more than a traditional telecom provider. For investors tracking HLSE:ELISA, these moves come as the shares trade at around €42.46,...

Comet Holding (SWX:COTN) is back in focus after reports of stronger demand for its semiconductor and inspection equipment, particularly RF and X-ray products tied to AI uses, with a closely watched earnings date approaching. See our latest analysis for Comet Holding. Comet Holding’s recent 20.0% 1 month share price return and 49.7% 3 month share price return, with the stock now at CHF287.8, points to building momentum. At the same time, the 5 year total shareholder return of 37.4% shows more...

Essity has secured a €400 million, seven-year loan from the European Investment Bank to fund research, development, and innovation across all its business areas, aiming to improve well-being and reduce environmental impact. This long-term funding underpins Essity’s efforts to combine consumer insight with advanced technologies, potentially reinforcing its competitive position and sustainability credentials across hygiene and health categories. We will now examine how this new long-term EIB...

In early February 2026, Marubeni raised its full-year profit and dividend forecasts, authorized a new share buyback of up to ¥15,000 million, and reported higher nine‑month revenue and net income versus the prior year, while also advancing an electric air mobility partnership in Japan with Vertical Aerospace. An interesting angle for investors is how higher expected profits from the Chilean copper mining business and a progressive dividend policy coincide with Marubeni’s move into...

Why Goodyear Tire & Rubber (GT) Is On Investors’ Radar Today Goodyear Tire & Rubber (GT) has seen mixed share performance recently, with a 4.2% gain over the past day, a 7.2% decline over the past week, and a 25.4% return over the past 3 months. See our latest analysis for Goodyear Tire & Rubber. At a share price of $9.48, Goodyear’s recent 1 day and 90 day share price returns point to short term interest picking up again, even though the 3 year and 5 year total shareholder returns remain...

Board meeting drives focus to new share issuance Metaplanet (TSE:3350) has called a board meeting for January 29, 2026, to consider issuing new shares and 25th series stock acquisition rights through a third party allotment. This brings capital structure and dilution questions to the forefront for investors. See our latest analysis for Metaplanet. The ¥337.0 share price comes after a 1 month share price return decline of 36.17% and a 1 year total shareholder return decline of 47.51%, even...

Weibo (WB) is back in focus after being confirmed as the official copyright video partner for CCTV's 2026 Spring Festival Gala, while renewed investor interest highlights its valuation discount and sizeable China social media footprint. See our latest analysis for Weibo. Despite the renewed buzz around the Spring Festival Gala partnership and upcoming earnings call, Weibo’s recent share price performance has been subdued. The 1 month share price return shows a 9.27% decline and the 1 year...

If you are wondering whether Verizon Communications' current share price lines up with its underlying value, you are not alone. This article is built to help you assess that question using clear valuation tools. The stock last closed at US$48.97, with returns of 4.2% over 7 days, 22.9% over 30 days, 20.9% year to date, 29.1% over 1 year, 48.6% over 3 years and 16.7% over 5 years. These figures have many investors reassessing the balance between potential and risk. Recent coverage has focused...

If you are wondering whether BankUnited's current share price lines up with its underlying value, this article will walk through what the numbers are saying and where that might leave you as an investor. BankUnited's stock last closed at US$49.29, with returns of 10.9% over the past 30 days, 10.1% year to date, 26.7% over 1 year, 42.8% over 3 years and 43.8% over 5 years. These figures help frame the context for any valuation discussion. Recent coverage around US regional banks has kept...