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NasdaqGS:COHU
NasdaqGS:COHUSemiconductor

Analysts’ AI Demand Spotlight Could Be A Game Changer For Cohu’s (COHU) Investment Narrative

In early February 2026, analysts at B. Riley and Stifel highlighted Cohu’s exposure to accelerating AI-related demand across HBM, CoWoS, and GPU ecosystems, alongside recovering end markets in Taiwan, automotive, and industrial applications. This cluster of upbeat research attention underscores growing confidence in Cohu’s role in the semiconductor capital equipment chain as AI-related spending plans expand. We’ll now examine how this renewed confidence in AI-driven demand and capital...
TSXV:CGNT
TSXV:CGNTMetals and Mining

Copper Giant Resources (TSXV:CGNT) Is Up 24.6% After Doubling Mocoa Copper Equivalent Resources – Has The Bull Case Changed?

Copper Giant Resources Corp. recently reported assay results from drill holes MD-053 and MD-054 at its Mocoa copper-molybdenum project in Colombia, confirming continuous mineralization from surface and extending the recognized porphyry system toward the La Estrella target beyond the current Mineral Resource Estimate footprint. The company also filed an updated NI 43-101 Mineral Resource Estimate for Mocoa, lifting inferred resources to 1.12 billion tonnes at 0.51% CuEq, more than doubling...
OB:CADLR
OB:CADLRConstruction

Cadeler (OB:CADLR) Valuation Check As New Offshore Wind Agreement Expands Foundation Installation Reach

Why Cadeler’s new offshore wind agreement matters for shareholders Cadeler (OB:CADLR) has signed a preferred supplier agreement to transport and install monopiles and transition pieces at a large European offshore wind farm, with work planned to begin in the first half of 2028. The campaign is set to use two installation vessels, including one newbuild A-class unit. It represents Cadeler’s first full scope foundation transportation and installation project outside the United Kingdom,...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy Industries (TSE:7011) Margin Improvement Reinforces Bullish Profitability Narratives

How Mitsubishi Heavy Industries (TSE:7011) Q3 2026 Numbers Set Up the Story Mitsubishi Heavy Industries (TSE:7011) has just posted Q3 2026 revenue of about ¥1.21t and basic EPS of ¥29.10, with trailing twelve month EPS at ¥92.60 and net income from ongoing operations at ¥311.1b. The company has seen quarterly revenue move from ¥1.25t in Q3 2025 to ¥1.21t in Q3 2026, while basic EPS has shifted from ¥19.35 to ¥29.10 over the same period. This gives investors a clearer read on how earnings are...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Q3 Loss Narrows Yet Trailing ¥81.6b Deficit Tests Bullish Turnaround View

Latest Q3 2026 Results Set Up A Margin Story For Teijin (TSE:3401) Teijin (TSE:3401) has reported Q3 2026 revenue of ¥208.8 billion with a basic EPS loss of ¥21.44, alongside trailing 12 month revenue of ¥909.2 billion and a basic EPS loss of ¥423.25. The company has seen quarterly revenue move from ¥252.2 billion in Q2 2025 to ¥208.8 billion in Q3 2026. Basic EPS shifted from a loss of ¥309.49 to a loss of ¥21.44 over the same span, and trailing 12 month revenue moved from ¥1.03 trillion in...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Is TPG’s (TPG) Tech-Driven Insurance Push Reframing Its Core Value-Creation Playbook?

TPG has launched Third Wave Insurance, a new technology-focused retail insurance brokerage led by industry veteran Brian Bair, alongside its first partnership with Palmer & Cay, a long-established independent brokerage in the Southeastern U.S. that will keep its brand and leadership under CEO Jack Cay. This move highlights TPG’s push to build a modern insurance distribution platform by combining digital tools with Palmer & Cay’s longstanding regional franchise and sector expertise. Next,...
BIT:STLAM
BIT:STLAMAuto

Stellantis Office Shift And Mineral Push Shape Valuation Opportunity

Stellantis (BIT:STLAM) is enforcing a five day a week return to office policy for many employees, marking a clear shift from hybrid work arrangements. The company is joining other major US automakers in a US led effort to secure and stockpile critical minerals for future vehicle production. The minerals initiative is focused on reducing reliance on Chinese rare earths for electric vehicles and other advanced auto components. Stellantis, the parent company behind brands such as Jeep, Peugeot...
SEHK:1211
SEHK:1211Auto

A Look At BYD (SEHK:1211) Valuation After January Sales Slump And EV Incentive Cut

BYD (SEHK:1211) is back in focus after reporting a 30% year on year drop in January sales to about 210,000 vehicles, its fifth straight monthly decline, which coincided with weaker government incentives. See our latest analysis for BYD. The weak January sales and reduced incentives have come after a tough spell for the shares, with a 7 day share price return of 10.36% and a 1 month share price return of 8.01%, leaving the share price at HK$91.25. Even so, the 1 year total shareholder return...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Sharpie GRAMMY Spotlight And Fragrance Relaunch Test Newell Brands Value Gap

Sharpie, a Newell Brands (NasdaqGS:NWL) label, featured prominently at the GRAMMY Awards with a high-profile brand activation. The company plans deeper Sharpie brand integration into pop culture tie ins beyond the GRAMMYs. Newell Brands is also relaunching its Chesapeake Bay Fragrance line, signaling fresh product development and a broader home fragrance push. For investors watching NasdaqGS:NWL, these moves sit at the heart of what the company does best: consumer brands that show up in...
NYSE:ATKR
NYSE:ATKRElectrical

How Atkore’s Shift to Electrical Infrastructure and Capital Returns At Atkore (ATKR) Has Changed Its Investment Story

In early February 2026, Atkore Inc. reported first‑quarter 2026 results showing net sales of about US$655.55 million and net income of US$15.03 million, alongside earnings per share of US$0.44, while also affirming a US$0.33 quarterly dividend and confirming completion of a share repurchase program totaling 2,074,812 shares for US$171.86 million. Atkore also exited its mechanical tube product line and plans further facility closures, sharpening its focus on electrical infrastructure while...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger Shifts From Georgia Clinics To Marketplace Expansion And Investor Focus

Kroger (NYSE:KR) is closing all of its Georgia based Little Clinic health centers, exiting a local in store healthcare offering. At the same time, the company is rolling out a major expansion of its large format Marketplace stores across several states. The moves come as grocers broadly explore health and wellness services and as Kroger refines where it allocates capital. Kroger enters these changes with its shares at $66.8 and multi year returns that some investors may see as significant,...
ASX:BHP
ASX:BHPMetals and Mining

A Look At BHP Group’s Valuation As Cerro Colorado Restart Plans Support Copper Growth Narrative

BHP Group (ASX:BHP) is back in focus after the company outlined plans to restart its Cerro Colorado copper mine in Chile, alongside a multi year investment plan and fresh operating partnerships. See our latest analysis for BHP Group. The latest Cerro Colorado update lands after a strong run in the shares, with an 18.08% 90 day share price return and 10.05% year to date share price return, while the 1 year total shareholder return of 30.48% and 5 year total shareholder return of 76.44% point...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Evolv School Security Expansion And What It May Mean For EVLV Stock

Evolv Technologies Holdings expanded its partnership with East Baton Rouge Parish Schools to deploy additional AI-based weapons detection systems across more campuses. The rollout extends the use of Evolv’s security technology across the Louisiana school district as part of its broader safety initiatives. Evolv Technologies Holdings, listed as NasdaqCM:EVLV, is drawing fresh attention as its AI-based weapons detection systems reach more K 12 schools in East Baton Rouge Parish. The company’s...
NYSE:ENVA
NYSE:ENVAConsumer Finance

A Look At Enova International (ENVA) Valuation After Strong 2025 Earnings Results

Enova International (ENVA) is back in focus after reporting fourth quarter and full year 2025 results. Management pointed to strong small business and consumer lending activity and targeted marketing that supported revenue and net income. See our latest analysis for Enova International. The earnings release and recent share repurchases have come after a strong run, with Enova International’s 90 day share price return of 26.75% and a 1 year total shareholder return of 35.72%, while shorter...
NYSE:HSY
NYSE:HSYFood

Hershey Expands Easter Lineup To Broaden Shelf Space And Consumer Reach

Hershey (NYSE:HSY) is rolling out an expanded Easter product lineup, including new and returning seasonal items. The company is adding Airheads to its non-chocolate assortment through a partnership with Perfetti Van Melle. Hershey is also launching Harry Potter Butterbeer Kisses in new shareable formats, alongside products like Jolly Rancher Gummies Fruity Mix. For Hershey, Easter is one of the key seasonal periods where product variety and shelf presence matter for confectionery sales. The...
NYSE:CRM
NYSE:CRMSoftware

Salesforce Balances Leadership Turnover With US Army Deal And AI Push

Salesforce (NYSE:CRM) is contending with leadership turnover, including the departures of Tableau chief Ryan Aytay and Slack head Denise Dresser. The company has secured a US$5.6b, 10 year contract with the US Army to modernize defense data and cloud infrastructure. Salesforce has also launched EMBERPOINT, an AI driven wildfire response partnership focused on real time detection and response. For investors, Salesforce sits at a crossroads. The stock trades at US$199.44, with a 1 year return...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Is Adsett’s Board Appointment And Breakthrough DT120 Status Altering The Investment Case For Definium Therapeutics (DFTX)?

Definium Therapeutics, Inc. recently appointed veteran biopharmaceutical executive Roger Adsett to its Board of Directors, effective January 29, 2025, while analysts initiated positive coverage emphasizing its late-stage brain health pipeline, including FDA Breakthrough Therapy Designation for DT120 in generalized anxiety disorder. Adsett’s extensive track record in global drug launches and building commercial organizations at companies such as Insmed, Shire, and AstraZeneca adds experienced...
OM:WIHL
OM:WIHLReal Estate

Did Full Leasing of Bricks and New Government Tenant Just Shift Wihlborgs Fastigheter's (OM:WIHL) Investment Narrative?

Wihlborgs Fastigheter AB (publ) has renewed a six-year lease for 12,000 sqm at the Bricks property in Ideon and signed a separate six-year, 1,000 sqm lease with a government agency, resulting in the building becoming fully leased from May 2026 onward. This shift from historically high vacancy to full occupancy at Bricks underlines how improved services, diversified premises, and sustainability-focused upgrades have turned the Mobilvägen cluster into an attractive hub for around 50 tenants...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Is There An Opportunity In Snap (SNAP) After A Sharp Multi Year Share Price Slide

If you are wondering whether Snap's current share price reflects its underlying worth, this article walks through the key numbers that matter for valuation. Snap's share price, which last closed at US$5.91, has recorded returns of 22.9% decline over 7 days, 28.4% decline over 30 days, 27.3% decline year to date and 44.4% decline over the last year, with a 48.9% decline over 3 years and 90.6% decline over 5 years. These moves have kept Snap in the spotlight as investors reassess what they are...
TSE:9057
TSE:9057Transportation

Enshu Truck (TSE:9057) Q3 Net Margin Decline Challenges High Quality Earnings Narrative

Enshu Truck Ltd (TSE:9057) Q3 2026 Earnings Snapshot Enshu Truck Ltd (TSE:9057) has reported Q3 2026 results with revenue of ¥13.3b and net income of ¥657m, translating to basic EPS of ¥87.91, as investors weigh how these numbers sit against the company’s recent earnings pattern. The company has seen revenue move from ¥12.7b in Q3 2025 to ¥13.3b in Q3 2026, while basic EPS shifted from ¥98.92 to ¥87.91 over the same period, giving a clear view of how the top line and per share profitability...
NYSE:CMI
NYSE:CMIMachinery

Is Cummins (CMI) Turning Tech Reliability Focus Into an Edge Amid Expected Revenue Decline?

Cummins Inc. recently featured Senior Observability Engineer Mason Wagner at the Perform 2026 conference, highlighting the company’s focus on monitoring and reliability in its technology stack. At the same time, investors are closely watching Cummins’s upcoming earnings report, where analysts expect a 4% year-on-year revenue decline alongside continued interest in its ability to meet or exceed expectations. We’ll now examine how anticipation around Cummins’s earnings, especially the expected...