NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Is Credo (CRDO) Turning AI Data Center Cable Momentum Into a Lasting Connectivity Moat?

In recent months, Credo Technology Group Holding has delivered strong revenue and earnings growth, fueled by rapid adoption of its connectivity solutions, particularly active electrical cables in hyperscale data centers. An interesting angle is how multiple analysts now highlight Credo’s SerDes, DSP, and retimer technology as a key enabler for AI data center connectivity, reinforcing the company’s perceived technological edge. We’ll next examine how Credo’s accelerating active electrical...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit (RDDT) Quietly Reframing Its Moat Around Enterprise Data With New API Deals?

In January 2026, Emplifi announced a partnership integrating Reddit’s Enterprise API into its Emplifi Fuel platform, while Invoca added new integrations with Reddit Ads to link social ad campaigns with contact center outcomes. Together, these moves highlight Reddit’s push to turn its communities and ad inventory into enterprise-grade data and measurement tools for brands. We’ll now examine how Reddit’s push into enterprise data licensing and analytics could influence the company’s investment...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Critical Metals Advances Saudi JV And Greenland Tanbreez Rare Earth Plans

Critical Metals (NasdaqGM: CRML) has entered a joint venture with a leading Saudi Arabian partner to develop a rare earth processing facility in Saudi Arabia. The company has reported drilling success at its Tanbreez project in Greenland, alongside mine construction approval and new offtake agreements. A pilot plant in Greenland has received the green light, with expanded on-site technical capabilities supporting future development work. Critical Metals, listed on NasdaqGM as CRML, focuses...
OM:CAMX
OM:CAMXPharmaceuticals

Camurus (OM:CAMX) Valuation After FDA Review Acceptance For Oclaiz NDA

Why the FDA review of Oclaiz matters for Camurus The fresh interest in Camurus (OM:CAMX) centers on the FDA’s decision to accept for review the resubmitted New Drug Application for Oclaiz, its extended release octreotide injection for acromegaly. This follows marketing authorization and an early launch in the EU and UK under the name Oczyesa, and it gives investors a clearer timetable, with a PDUFA target action date set for 10 June 2026. See our latest analysis for Camurus. The FDA review...
TSXV:FLT
TSXV:FLTAirlines

Is Volatus Aerospace’s Conference Blitz Reframing Its Investment Story for Institutions (TSXV:FLT)?

Volatus Aerospace Inc. recently participated in a series of high-profile investor and industry events, presenting at the 28th Annual Needham Growth Conference in New York, the RBC Canadian Aerospace and Defence Symposium, and the 12th Annual AlphaNorth Capital Event in Nassau. By lining up appearances at these three tightly clustered conferences, the company signaled an active push to broaden its institutional visibility and deepen engagement with aerospace-focused investors. We’ll now...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence’s LPDDR5X–Microsoft RAIDDR Memory Collaboration Could Be A Game Changer For Cadence Design Systems (CDNS)

Earlier this month, Cadence Design Systems announced what it calls the industry’s first LPDDR5X 9,600Mbps memory IP system solution for enterprise and data centers, combining its LPDDR5X IP with Microsoft’s RAIDDR error correction technology to deliver high performance, low power use and enterprise-grade reliability. An important aspect of this launch is that Microsoft is both the technology contributor and first customer, highlighting growing interest in LPDDR5X-based architectures that aim...
NasdaqGS:GRAL
NasdaqGS:GRALBiotechs

Does GRAIL’s 2025 Revenue Guidance Clarify Its Long-Term Growth Narrative For Investors (GRAL)?

In January 2026, GRAIL, Inc. issued 2025 earnings guidance, projecting full-year revenue of US$147 million to US$148 million, implying approximately 17% to 18% growth over 2024. This outlook signals management’s confidence in GRAIL’s commercial traction and provides investors with clearer visibility into the company’s revenue trajectory. With this new revenue guidance as a backdrop, we’ll explore how GRAIL’s growth expectations shape its broader investment narrative. We've found 13 US stocks...
TSX:IGM
TSX:IGMCapital Markets

Is It Too Late To Consider IGM Financial (TSX:IGM) After Its Strong 1 Year Rally?

If you are wondering whether IGM Financial’s current share price stacks up well against its underlying worth, you are not alone. This article focuses squarely on what you might be paying for each dollar of value in the business. The stock last closed at $66.00, with returns of 3.2% over 7 days, 6.9% over 30 days, 6.6% year to date, 53.4% over 1 year and 148.0% over 5 years. A run like that often prompts investors to ask whether the current price still makes sense. Recent market attention on...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

How Nextpower’s MENA Solar-Tracker Push And New BBB- Rating At Nextpower (NXT) Has Changed Its Investment Story

Nextpower Inc. and Abunayyan Holding Company recently completed the incorporation of their Riyadh-based joint venture, Nextpower Arabia, which will build a major solar-tracker manufacturing facility in Jeddah to support utility-scale solar projects across the Middle East and North Africa. Alongside this expansion, Fitch Ratings assigned Nextpower its first investment grade Long-Term Issuer Default Rating of BBB- with a Stable outlook, underscoring the company’s access to credit markets as it...
NYSE:FBK
NYSE:FBKBanks

How FBK’s Earnings Beat and Lofty Revenue Forecasts Will Impact FB Financial (FBK) Investors

FB Financial, a regional banking company listed on the NYSE as FBK, recently reported quarterly results after the market close, beating analysts’ revenue and net interest income estimates. With analysts expecting year-on-year revenue growth of 31.6% for the upcoming quarter, the bank’s earnings have become a focal point for investors monitoring its operating momentum. We’ll now examine how these strong revenue growth expectations and the recent earnings beat shape FB Financial’s broader...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC Simplifies Portfolio With MGM Focus And Angi Spinoff

IAC is simplifying its business by disposing of certain assets and focusing more heavily on its investment in MGM Resorts. The company has completed the spinoff of Angi, separating it from the core IAC portfolio. Alongside these moves, IAC is shifting emphasis to share repurchases and additional MGM investment. For investors looking at NasdaqGS:IAC today, the shares trade at $38.87, with a 1 year return of 11.6% but a 5 year decline of 66.5%. That mix of recent strength and longer term...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Trump Media Shelf Registration Raises Dilution Questions For Truth Social Investors

Trump Media & Technology Group (NasdaqGM:DJT) filed a large shelf registration for common stock. The filing includes provisions for an employee stock ownership plan, or ESOP related offering. The shelf registration allows the company to issue shares over time if it chooses to raise capital. Trump Media & Technology Group, parent of the Truth Social platform, sits at the intersection of media, technology and politics, where headlines can move sentiment quickly. A shelf registration of this...
ASX:MFF
ASX:MFFCapital Markets

How Rising NTA And Director ETF Reinvestments At MFF Capital Investments (ASX:MFF) Has Changed Its Investment Story

MFF Capital Investments Limited recently reported an increase in its approximate weekly net tangible asset value to A$5.292 per share pre-tax and A$4.440 post-tax as at 16 January 2026, with net cash representing about 7.5% of investment assets. At the same time, directors Sally Chaplain and Chris Mackay increased their indirect holdings in Montaka-managed ETFs through distribution reinvestment plans, underlining closer alignment with MFF’s broader funds platform. We’ll now examine how the...
NYSE:AA
NYSE:AAMetals and Mining

Alcoa Expands Alumina And Smelting Reach With New Risks And Rewards

Alcoa (NYSE:AA) has completed its acquisition of Alumina Limited, expanding its alumina interests and smelting footprint. The company has also entered into a new partnership with IGNIS EQT to support its smelting capabilities and related operations. These moves arrive during a period of higher input costs and challenging macroeconomic conditions for metals producers. Alcoa, listed on the NYSE under ticker AA, is a major producer of bauxite, alumina, and aluminum products. Bringing Alumina...
AIM:AMCO
AIM:AMCOProfessional Services

3 UK Penny Stocks With Market Caps Under £300M

The London markets have recently faced challenges, with the FTSE 100 and FTSE 250 indices experiencing declines due to weak trade data from China, impacting companies tied to its economic performance. Despite these broader market pressures, penny stocks in the UK continue to offer unique opportunities for investors willing to explore smaller or newer companies. While the term "penny stocks" might seem outdated, they remain relevant as an investment area where strong financial health can lead...
NYSE:MCD
NYSE:MCDHospitality

McDonald's Big Arch Premium Burger And Expansion Refresh Growth Story

McDonald's (NYSE:MCD) is introducing a new premium burger called the Big Arch as part of its menu refresh. The company is also expanding aggressively into new and underserved markets using its existing franchise model. These moves are aimed at capturing demand for higher quality offerings while keeping a broad, value-focused customer base. For investors watching NYSE:MCD at a share price of $302.84, this premium product launch and market expansion come on top of multi-year share price gains...
NYSE:RDN
NYSE:RDNDiversified Financial

Assessing Radian Group (RDN) Valuation As Shorter Term Share Momentum Softens

Recent price performance and business snapshot Radian Group (RDN) has seen mixed share performance recently, with a small 1 day gain and a stronger past week, set against weaker moves over the month and past 3 months. At a last close of US$33.21, the stock is tied to a mortgage and real estate services business that reports US$1,273.225 in revenue and US$567.257 in net income, focused on U.S. mortgage credit risk and related solutions. See our latest analysis for Radian Group. Recent trading...
TSE:8601
TSE:8601Capital Markets

Assessing Daiwa Securities Group (TSE:8601) Valuation After Recent Share Price Moves

Recent share performance and business profile Daiwa Securities Group (TSE:8601) has drawn investor attention after recent share price moves, with a 1 day return of around a 2% decline contrasted against gains over the month and past 3 months. The group operates across wealth management, asset management, and global markets and investment banking, serving individual and institutional clients in Japan and internationally from its Tokyo headquarters. See our latest analysis for Daiwa Securities...
NasdaqCM:AEHR
NasdaqCM:AEHRSemiconductor

Aehr Test Systems (AEHR) Is Up 8.4% After Reinstating H2 Revenue Guidance Despite Weaker Q2 Results

In January 2026, Aehr Test Systems reported that its second-quarter fiscal 2026 sales fell to US$9.88 million, with a wider net loss of US$3.23 million compared with the prior year. At the same time, the company reinstated revenue guidance of US$25 million to US$30 million for the second half of fiscal 2026, signaling renewed visibility into its near-term outlook. Next, we’ll examine how the reinstated second-half revenue guidance shapes Aehr Test Systems’ investment narrative following...
NYSE:ITGR
NYSE:ITGRMedical Equipment

Integer Holdings (ITGR) Valuation Check After Softer Results And Rising Capital Needs

Why Integer Holdings is back on investors’ radar Integer Holdings (ITGR) is under fresh scrutiny after softer quarterly results, a stagnant revenue outlook from analysts and a multi year decline in free cash flow margin raised questions about demand and capital intensity. See our latest analysis for Integer Holdings. At a share price of US$85.15, Integer Holdings has seen a 30 day share price return of 8.36%, while the 1 year total shareholder return of 40.52% decline indicates recent...
NYSE:AMCR
NYSE:AMCRPackaging

Amcor Reverse Split Resets Share Price While Valuation Looks Attractive

Amcor (NYSE:AMCR) has completed a 1-for-5 reverse stock split. The split is now effective for both its NYSE-listed shares and CHESS Depositary Interests. Every 5 existing shares or CDIs have been combined into 1 new security. Amcor is a global packaging company focused on flexible packaging, rigid containers, and specialty cartons across food, beverage, healthcare, and other consumer sectors. For investors, this reverse split is a capital-structure adjustment rather than a change to the...
BIT:IG
BIT:IGGas Utilities

Italgas (BIT:IG) Valuation Reconsidered After Deutsche Bank Downgrade And Strong Share Price Performance

Analyst downgrade puts recent Italgas gains under the spotlight Deutsche Bank’s decision to cut Italgas (BIT:IG) to Hold from Buy after strong recent gains has brought valuation questions to the foreground for investors watching the gas distributor’s share price. See our latest analysis for Italgas. The downgrade comes after a strong run, with Italgas posting a 30 day share price return of 7.77% and a 90 day share price return of 16.18%. Its 1 year total shareholder return of 101.38% signals...
NasdaqGS:MGRC
NasdaqGS:MGRCTrade Distributors

Assessing McGrath RentCorp (MGRC) Valuation After Recent Share Price Weakness

What McGrath RentCorp’s latest trading snapshot tells you McGrath RentCorp (MGRC) has been moving without a clear headline catalyst. This can be a useful moment to step back and look at how the stock’s recent returns line up with its fundamentals. See our latest analysis for McGrath RentCorp. At a share price of $108.83, McGrath RentCorp’s recent 1 day and 7 day share price declines sit against a 90 day share price return of a 10.94% decline and a 1 year total shareholder return of an 8.86%...
ASX:RML
ASX:RMLMetals and Mining

Resolution Minerals (ASX:RML) Is Up 35.7% After Expanding Its Idaho Tungsten Hub Strategy – Has The Bull Case Changed?

Resolution Minerals has advanced its tungsten exploration and development at the historic Golden Gate Tungsten Mine within the Horse Heaven Project in Idaho, appointing tungsten expert David R. Hembree and progressing the acquisition of the adjacent Johnson Creek Mill, which includes a past-producing processing facility and approximately 2,000 tonnes of tungsten ore stockpiles. This push to build a U.S.-based critical metals hub, alongside record-high tungsten prices of about US$900/mtu and...