Latest News

Dow (NYSE:DOW) has launched a $1b cost-cutting program in response to a prolonged downturn in the chemicals sector. The company is reducing its workforce as part of this plan to lower operating expenses. Dow has halved its dividend, effective since last July, to preserve cash and support its balance sheet. For investors tracking NYSE:DOW, the new measures come after a mixed share price story. The stock closed at $32.4, with returns of 16.6% over the past week, 30.1% over the past month, and...

Short-seller allegations claim IonQ (NYSE:IONQ) lost key Pentagon contract funding that once accounted for a large portion of its revenue. The report links the alleged funding loss to leadership changes, including the CEO's resignation, and insider stock sales. It also highlights a series of acquisitions of non quantum businesses that, according to the report, were intended to offset the revenue gap and may have affected cash flow. IonQ has disputed these allegations, and the questions...

In recent weeks, MongoDB has drawn attention as analysts highlighted accelerating revenue growth in its Atlas cloud database business and praised its dual go-to-market approach combining enterprise sales with product-led adoption. At the same time, newly announced AI features for Atlas, including access to Voyage AI models, have reinforced perceptions that MongoDB could play a central role in AI-driven application modernization despite broader software sector concerns about artificial...

Allegion (ALLE) has put capital returns in focus after its board approved a quarterly dividend of $0.55 per share, an 8% increase from 2025. This marks the company’s 12th consecutive annual dividend raise. See our latest analysis for Allegion. Allegion’s share price has been firming up, with a 1-day share price return of 3.10% taking the stock to $173.04, a 30-day share price return of 6.89%, and a 1-year total shareholder return of 35.93% pointing to momentum that has been building rather...

InMode (NasdaqGS:INMD) confirmed it received a non binding proposal from Steel Partners Holdings L.P. to acquire a majority stake. The board has formed an independent committee to evaluate this proposal and consider a range of potential alternatives. The review process is underway and could result in a change of control or other significant outcomes for existing shareholders. InMode focuses on medical devices for aesthetic and wellness procedures, an area that sits at the intersection of...

Peyto Exploration & Development recently reported strong operational results, including a significant increase in funds from operations supported by higher production and realized natural gas prices. The company’s position as a low-cost natural gas producer with long-life reserves in Alberta’s deep basin could be increasingly important as global LNG capacity expands and coal-fired power is gradually replaced. We will now examine how Peyto’s low-cost production profile and improving...

Plains All American Pipeline (NasdaqGS:PAA) has completed its acquisition of EPIC Crude Holdings, LP. The transaction adds crude oil transport and related assets tied to long term commitments. Management expects operating synergies and integration benefits from the combined systems. Plains All American Pipeline, or PAA, operates a large network of crude oil and natural gas liquids pipelines and terminals, with a revenue mix that is largely fee based. The EPIC Crude Holdings acquisition fits...

Corona Cero, Anheuser-Busch InBev’s non-alcoholic brand, previously unveiled its TIME CERO initiative with the IOC and Athlete365, featuring a global roster of Olympian ambassadors to promote balance and mindfulness during the Olympic Winter Games. This collaboration places Corona Cero at the intersection of sports, wellness, and premium branding, potentially deepening consumer engagement with non-alcoholic offerings worldwide. We’ll now examine how Corona Cero’s Olympic-focused TIME CERO...

Jacobs Solutions (J) opened fiscal Q1 2026 with revenue of about US$3.3b and basic EPS of US$1.12, setting the tone for how the year is starting after a busy 2025. The company has seen quarterly revenue move from roughly US$2.9b in Q1 2025 to US$3.3b in the latest quarter, while basic EPS shifted from a small loss of about US$0.10 to a profit of US$1.12, a swing that puts the focus firmly on how sustainable those margins prove to be. See our full analysis for Jacobs Solutions. With the...

In late January 2026, Nurix Therapeutics reported full-year 2025 revenue of US$83.98 million, up from US$54.55 million, alongside a wider net loss of US$264.46 million and an Employee Stock Ownership Plan-related shelf registration for up to 5,090,373 common shares worth about US$98.80 million. The results came as Nurix advanced its lead BTK degrader bexobrutideg into pivotal DAYBREAK development with Orphan Drug and Fast Track status, backed by partnerships with Gilead, Sanofi, and Pfizer...

WuXi Biologics (Cayman) (SEHK:2269) announced new alliances with Vertex Pharmaceuticals and Sinorda Biomedicine for co-development and manufacturing of biologics targeting autoimmune diseases. The company also expanded its agreement with HanchorBio to cover next generation fusion protein programs. Together, these collaborations broaden WuXi Biologics' role as a global contract research, development and manufacturing partner across multiple therapeutic modalities. WuXi Biologics focuses on...

Expansion in Indiana and North Carolina puts Deere (DE) in focus Deere (DE) is drawing fresh attention after outlining a $20b plan to expand U.S. manufacturing. The initiative includes a new parts distribution center in Hebron, Indiana, and an excavator factory in Kernersville, North Carolina. See our latest analysis for Deere. The expansion plan lands at a time when momentum in Deere’s shares has been picking up, with a 1 month share price return of 21.7% and a year to date share price...

McKesson (NYSE:MCK) reported strong fiscal third quarter results, highlighting continued momentum across key segments including oncology, biopharma services, and pharmaceutical distribution. The company outlined substantial progress toward separating its medical surgical business, with a planned IPO targeted by the second half of 2027. Recent acquisitions and technology investments were cited as important contributors to the period's performance and ongoing business evolution. The planned...

Li Auto (LI) has put fresh numbers on the table, reporting January 2026 deliveries of 27,668 vehicles. This extends a multi month losing streak and highlights pressure from tougher competition in China’s new energy vehicle market. See our latest analysis for Li Auto. The January delivery slump sits against a mixed share price backdrop, with a 1-day share price return of 1.88% and a 7-day gain of 1.11%, but a 90-day share price return decline of 14.03% and a 1-year total shareholder return...

NXP Semiconductors has completed the sale of its MEMS sensor business. The company is exiting new RF Power developments and winding down that activity. Management is concentrating resources on software-defined vehicles, physical AI, and industrial/IoT opportunities. These moves come as NXP adjusts its portfolio in the context of margin and inventory pressures. NXP Semiconductors (NasdaqGS:NXPI) is reshaping its business around areas it views as core to its future identity, while stepping...

Columbia Sportswear (COLM) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.74, alongside net income excluding extra items of US$93.2 million. This set of results kept margins firmly in focus for the year. Over recent periods, the company has seen quarterly revenue move from US$931.8 million and EPS of US$1.56 in Q3 2024 to US$1.1b and EPS of US$1.74 in Q4 2025, while trailing twelve month EPS of US$3.24 sits against total revenue of about US$3.4b. With net...

Newmont (NEM) is back in focus after a sharp rebound in gold prices, with renewed expectations for Federal Reserve rate cuts lifting sentiment around the miner’s margins, cash generation, and recent earnings strength. See our latest analysis for Newmont. That rebound in gold has come after a choppy spell for Newmont, with a 1 day share price return of 0.25% decline and a 7 day share price return of 11.44% decline sitting against a 30 day share price return of 12.87% and a 90 day share price...

If you are wondering whether Central Bancompany's current share price lines up with its underlying value, you are not alone. The stock last closed at US$24.52, with returns of 1.9% over 7 days, 2.9% over 30 days, 2.8% year to date and 89.2% over 1 year, plus 99.0% over 3 years and 142.0% over 5 years. Recent attention on Central Bancompany has centered on its share price performance and how it fits into investors' views on regional bank stocks. This has put more focus on whether the current...

Science Applications International Corp (SAIC) recently filed a legal challenge to a major U.S. Air Force contract award, arguing the evaluation process overlooked what it views as a significant performance risk with the chosen bidder. At the same time, SAIC is accelerating an operational realignment around its "Mission Integration" approach, aiming to more closely connect commercial innovation with Pentagon procurement priorities. We will now examine how SAIC's contract challenge and...

Rocket Lab (NasdaqCM:RKLB) has secured an $816 million multi year contract with the U.S. Space Development Agency to design and build missile defense satellites. The award is described as the largest contract in the company’s history and is expected to support a significant expansion of its satellite manufacturing activities. In contrast, the cancellation of NASA’s Mars Sample Return project has removed a potential avenue of future work that Rocket Lab had been targeting. For you as an...

Randstad France has introduced Aimie, an autonomous AI Cash Collection Agent developed by Sidetrade, into its finance team to automate customer engagement, invoice qualification, and Order-to-Cash processes. This move places Randstad among the early adopters of agentic AI as an operational co-worker in corporate finance, highlighting a tangible shift in how technology is embedded into back-office functions. We’ll now examine how Randstad’s use of autonomous AI in its finance operations...

Oklo (OKLO) is back in focus after securing a Department of Energy medical radioisotope pilot project and partnering with Meta on a planned 1.2 gigawatt nuclear campus for data centers in Ohio. See our latest analysis for Oklo. Despite the DOE project and Meta agreement turning heads, Oklo’s share price has been volatile, with a 90 day share price return of a 36.08% decline and a 7 day share price return of a 27.71% decline, while its 3 year total shareholder return is very large. This...

Dell Technologies recently moved to qualify DRAM products from Chinese chipmaker ChangXin Memory Technologies to address a global memory shortage that is pushing up component costs and threatening product launch timelines across the tech industry. This shift marks the first time Dell has considered sourcing memory from Chinese suppliers, highlighting how supply chain pressure is reshaping long-established procurement patterns in the hardware sector. Next, we will examine how tightening...

With Sherwin-Williams trading at around US$368.91, this article explores whether the stock is priced for perfection or still offers some value, and walks through what the current share price might be telling you. The stock has returned 5.5% over the last 7 days, 11.1% over the last 30 days, 12.5% year to date, 2.1% over 1 year, 60.9% over 3 years, and 62.4% over 5 years. These figures provide important context for any view on value today. Recent coverage has focused on Sherwin-Williams as a...