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Earlier this month, SoFi Technologies completed a US$1.50 billion follow-on equity offering of 54,545,454 common shares at US$27.50 each, while also rolling out its new SoFi Smart Card with up to 5% cash back on groceries and high-yield savings for new SoFi Plus members. The capital raise strengthens SoFi’s balance sheet just as it launches the Smart Card, a bundled charge, checking, and savings product that could deepen member engagement and support its all-in-one financial platform...

Rapid7 (RPD) just deepened its compliance and security story by teaming up with HITRUST to automate evidence collection and continuous control validation, while also publishing 2026 threat predictions that lean heavily into insider risk and geopolitical cyber fallout. See our latest analysis for Rapid7. Despite these moves to sharpen its compliance and threat story, Rapid7’s recent performance is mixed, with a strong 1 month share price return of 16.5% from $16.35 but a much weaker year to...

Universal Corporation recently entered into a new bank credit agreement, putting in place a US$1.40 billion senior unsecured facility that includes a five-year US$780.00 million revolving credit line and two funded term loans of US$275.00 million and US$345.00 million, replacing its prior US$1.15 billion arrangement. This refinancing increases Universal’s available liquidity and extends its debt maturities, potentially giving the company more room to fund operations and growth initiatives...

Joby Aviation (JOBY) has quietly turned into one of the standout air mobility names this year, with the stock up sharply even after a recent pullback. This has prompted fresh questions about what the market is really pricing in. See our latest analysis for Joby Aviation. Recent gains have cooled with the share price now at $14.85 after a modest pullback, but that comes on top of an 83.56% year to date share price return and a striking 310.22% three year total shareholder return. This suggests...

Rhythm Pharmaceuticals (RYTM) jumped into focus after early Phase 2 data in Prader Willi syndrome showed reductions in body mass index and hunger, prompting management to prepare a Phase 3 registrational trial. See our latest analysis for Rhythm Pharmaceuticals. Those PWS data have landed against a strong backdrop, with the stock still up roughly 89% on a year to date share price basis and a powerful 105% one year total shareholder return. This suggests momentum is building as investors...

CCC Intelligent Solutions Holdings (CCC) just rolled out a fresh $500 million share repurchase plan after finishing a prior $300 million program, which the company has framed as a clear signal of management confidence that could reshape the stock’s risk reward profile. See our latest analysis for CCC Intelligent Solutions Holdings. The new $500 million buyback lands at a time when CCC’s share price has staged a short term rebound, including a 1 day share price return of 6.37 percent to $7.68...

Anticipation around Grand Theft Auto VI is increasingly steering the conversation on Take-Two Interactive Software (TTWO), as investors weigh upbeat booking trends against a choppy earnings history and questions about long term profitability. See our latest analysis for Take-Two Interactive Software. The share price has cooled slightly in recent weeks, but a roughly 32% year to date share price return and a 30% one year total shareholder return suggest momentum is still broadly constructive...

TKO Group Holdings (TKO) just put a spotlight on shareholder returns by declaring a fourth quarter cash dividend of 0.78 dollars per share, part of a roughly 150 million dollars aggregate payout. See our latest analysis for TKO Group Holdings. That dividend comes on top of a strong run, with the share price at 208.42 dollars after a roughly mid double digit year to date share price return and an even stronger one year total shareholder return, as recent FIFA hospitality and Ram partnership...

Tradeweb Markets Inc. reported that, in November 2025, it reached record total trading volume of US$56.80 trillion, with average daily volume up 22.3% year over year, while ION Group announced its Fidessa platform now integrates Tradeweb’s ETF RFQ functionality to streamline electronic workflows. Together with stronger-than-expected third-quarter 2025 results, disciplined cost control, and a renewed LSEG market data contract, these developments highlight Tradeweb’s expanding scale and deeper...

Recent analysis of StoneX Group Inc. highlighted that, over the past five years, the company has posted only modest earnings per share growth while its tangible book value per share expansion has slowed markedly. At the same time, StoneX’s debt-to-equity ratio of about 7.5 times has drawn attention to its balance sheet strength and overall financial risk profile. We’ll now examine how concerns about StoneX’s high leverage shape the company’s investment narrative and what it may mean for...

Camden Property Trust (CPT) just delivered an earnings update that cleared the bar, lifting its full year funds from operations guidance and prompting a fresh round of analyst opinion shifts across the REIT space. See our latest analysis for Camden Property Trust. Those stronger Q3 numbers and the recent dividend affirmation have not yet flipped the trend, with the year to date share price return still negative and the one year total shareholder return also in the red. This suggests sentiment...

GXO Logistics (GXO) just created a new Chief Operating Officer role and tapped industry veteran Bart Beeks to fill it, signaling a clear push to tighten execution as the company scales. See our latest analysis for GXO Logistics. The COO hire comes on the heels of GXO’s inaugural European bond issue and ongoing Wincanton integration, and that combination of strategic moves seems to be supporting a 23.38% year to date share price return and a 25.30% three year total shareholder return. This...

Cirrus Logic recently launched its first AEC-Q100-qualified automotive haptic driver family (CS40L51, CS40L52 and CS40L53), bringing its closed-loop haptics technology from consumer devices into in-cabin automotive interfaces such as displays, steering wheels and smart surfaces. This move extends Cirrus Logic’s mixed-signal and haptics capabilities into the early-stage automotive user-experience market, potentially broadening its addressable end markets beyond core smartphone and PC...

Singapore Telecommunications (SGX:Z74) is back in focus after lifting its FY2026 outlook following strong first half results and a bigger push into higher margin digital infrastructure, especially data centres. See our latest analysis for Singapore Telecommunications. The stronger FY2026 outlook and rising data centre narrative appear to be shifting sentiment, with the latest share price at SGD 4.66 and a robust year to date share price return of 50.81%, while the five year total shareholder...

Vizsla Silver (TSX:VZLA) has jumped back onto investors radar after highlighting a positive feasibility study for its Panuco silver gold project in Mexico, even as the latest quarter showed another net loss. See our latest analysis for Vizsla Silver. The feasibility study buzz has helped keep sentiment upbeat, and despite the latest quarterly loss the 30 day share price return of 10.84% and standout 1 year total shareholder return of 175.38% suggest momentum is still building around Vizsla’s...

Dividend hike and earnings guidance reset the conversation Sekisui House (TSE:1928) just lifted its second quarter dividend to ¥72 per share from ¥64 and paired that with fresh earnings guidance, giving investors a clearer view of income and growth prospects. See our latest analysis for Sekisui House. The upbeat guidance and dividend hike appear to be stabilising sentiment, with a 7 day share price return of 3.81% helping to ease this year to date weakness. A robust 5 year total shareholder...

Earlier this month, Evercore Inc. received an Arranging License from Saudi Arabia’s Capital Markets Authority and opened a Riyadh office led by Mohammed Aldekmary to provide independent advisory services in the Kingdom, deepening its Middle East presence that began with its Dubai office in 2017. This move extends Evercore’s footprint into one of the region’s most active capital markets, reinforcing its push into cross‑border advisory work and locally anchored client coverage. Next, we will...

Illumina and MyOme recently announced a collaboration and Illumina investment to support MyOme’s Proactive Health Trial, which will test whether combining whole-genome sequencing with AI-integrated risk models improves outcomes and reduces healthcare costs across common, chronic, cancer, and rare diseases. The partnership highlights how Illumina aims to link its population-scale sequencing capabilities with AI-driven, ancestry-relevant risk assessment tools that could influence how...

Dollar Tree (DLTR) just cleared another earnings hurdle, with third quarter results topping expectations and management doubling down on its multi price strategy, seasonal strength, and a higher income shopper mix. See our latest analysis for Dollar Tree. The earnings beat, refreshed guidance, and ongoing buybacks seem to be resonating, with a roughly 70% year to date share price return and an 85% one year total shareholder return suggesting momentum is clearly building rather than fading. If...

Earlier this month, Tennant reported quarterly revenue down 4% year on year, missing analyst expectations on both sales and earnings, while still lifting its full-year guidance amid a complex market backdrop. This unusual mix of a weak quarter and higher guidance highlights management’s confidence in Tennant’s longer-term plan despite near-term operational headwinds. We’ll now examine how Tennant’s raised full-year guidance, despite the quarterly earnings miss, may reshape its existing...

Why Meteoric’s First Rare Earth Output Matters Meteoric Resources (ASX:MEI) has just delivered its first Mixed Rare Earth Carbonate from the Caldeira pilot plant in Brazil, a key technical proof point ahead of the Definitive Feasibility Study. With stable pilot throughput and full process water recovery demonstrated, the Caldeira Project is moving from concept toward potential commercial reality, sharpening Meteoric’s hand in upcoming offtake negotiations. See our latest analysis for Meteoric...

In recent days, Citigroup upgraded Penumbra from Neutral to Buy, while several other major research firms also reiterated or strengthened their positive views on the company’s prospects. This broad wave of analyst optimism highlights growing confidence in Penumbra’s ability to execute on its clinical, product, and international growth plans. Next, we’ll explore how this stronger analyst conviction may influence Penumbra’s investment narrative built around clinical data, innovation, and...

argenx (ENXTBR:ARGX) heads into the Antibody Engineering and Therapeutics conference in San Diego, with investors watching closely for fresh signals on its antibody pipeline and what that might mean for the stock. See our latest analysis for argenx. The conference buzz comes after a strong run for argenx, with the share price now at $753.2 and a roughly 18% 3 month share price return contributing to a 106% three year total shareholder return. This suggests momentum is still very much on its...

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...