Latest News

Viasat’s ViaSat-3 F3 launch puts Asia-Pacific capacity in focus Viasat (VSAT) just switched on its ViaSat-3 F3 satellite for commercial service in Asia-Pacific, opening fresh bandwidth supply in underpenetrated markets that management sees as fertile ground for new connectivity demand. Recent trading tells a mixed story for Viasat. The share price is US$74.31 after falling 14.8% over the past month, even though the 90-day share price return is 5.9% and the one-year total shareholder return is...

Space Exploration Technologies (NasdaqGS:SPCX) has overhauled its Colossus I and II data center team, replacing the original developers with rocket engineers in 2026. Internal reviews linked reliability problems at the Colossus sites to rapid build decisions that affected SpaceX's long term AI and compute plans. The FCC is preparing a vote on opening more than 1,000 MHz of satellite broadband spectrum that would expand Starlink's capacity for new services. The leadership reset at Colossus...

Yum! Brands (NYSE:YUM) unit Taco Bell is re-entering the United Arab Emirates through a new partnership with Americana Restaurants International. The alliance gives Taco Bell access to Americana's regional store network across the Gulf Cooperation Council markets for future outlet rollouts. The move targets rising demand for Latin American cuisine in the Gulf region, where several global quick-service rivals already operate. Taco Bell's renewed UAE and Gulf push through Americana only tells...

Plug Power (PLUG) has drawn fresh attention after recent trading left the stock at a last close of US$2.10. Its performance over the past month and past 3 months points to a period of pressure. Over the past year Plug Power has delivered a total shareholder return of 38.16%, yet the recent 30 day share price return is down 8.30% and the 90 day share price return is down 23.91%. This points to momentum fading as investors reassess both growth potential and perceived risk around the current...

Rocket Lab recently completed its 16th Electron mission of 2026, deploying a single Earth observation satellite to low Earth orbit for a confidential customer while also rolling out its IMM Apex solar cell, which targets higher efficiency and reduced reliance on constrained germanium supplies. The combination of a busy small-launch schedule and the IMM Apex product launch underscores how Rocket Lab is pushing deeper into both launch services and space power hardware. This concentrates...

INTLOOP went into this print priced for perfection, trading on a rich P/E multiple and backed by a strong 90 day run, yet the stock ended Q4 earnings day at ¥2,045 with short term returns under pressure. The headline is not the top line. The story is profit strain. Trailing net margin sits at 1.3% while the prior year showed 4.1%, even as trailing revenue reached ¥40,399m. For you as a shareholder, that mix of solid sales and thinner profitability sets up a sharper debate over how much to pay...

Medtronic (NYSE:MDT) reported robust Q1 2027 results, with cardiovascular and Cardiac Ablation Solutions driving stronger than expected organic growth. Management raised full year 2027 guidance and cited outperformance in key cardiac franchises as the main driver of the upgraded outlook. The group plans to exit its diabetes division by the end of 2027, marking a significant shift in business focus. These stronger Q1 trends and the diabetes exit reshape what Medtronic could look like beyond...

Archer-Daniels-Midland has delivered a 60.1% total return over the past five years, yet its valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) pointing to undervaluation while market multiples lean the other way. A 60.1% gain over five years suggests Archer-Daniels-Midland has already rewarded patient holders. Fresh buyers therefore need to think carefully about what is priced in. Planned additional oilseed crushing capacity in the U.S. can support...

JM Holdings Ltd went into this earnings print priced like a steady consumer retailer, yet the stock has slipped over the past month and week, even with a modest gain over 90 days. The quarterly release puts a harsh spotlight on profitability rather than sales, with Q4 net income at ¥1,099 million on revenue of ¥48,961 million and earnings per share at ¥21.57, all softer than recent quarters. That mix leaves investors weighing a profit squeeze against a valuation that still sits at a trailing...

Beijing Haizhi Technology Group went into this earnings print with a hot reputation and a cooling chart, with the share price down over the past week, month and quarter even before the market closed at HK$41.68 on 11 September. The story investors bought was rapid software growth that would eventually make the red ink manageable. The headline from this half year is that the losses are still meaningful, with a net loss of ¥78.966 million on ¥295.563 million of revenue. That gap between premium...

Trade policy has suddenly turned into a pricing shock for solar hardware, with potential 100% to very large duty rates on imports from India, Indonesia, and Laos threatening to redraw how U.S. projects get built. That kind of disruption can punish some businesses while opening the door for others that already produce at home. This article walks through three U.S. solar-related stocks that sit directly in the path of this shift. The three stocks that follow are just a starting sample. The full...

Vicor (NasdaqGS:VICR) announced a major capacity expansion through new ChiP fab site acquisitions in New Hampshire on 12 September 2026. The new properties will host ChiP Fab-2 and Fab-3 facilities, aimed at supporting advanced power systems for large OEM and hyperscaler customers. Management framed the expansion as a way to address existing production bottlenecks and better align supply with current customer demand. The ChiP Fab-2 and Fab-3 expansion is only one part of the Vicor story that...

Jones Lang LaSalle stock has logged a strong 3 year run, yet both an intrinsic value estimate and market multiples still flag the shares as cheap relative to the underlying cash flows. With the Discounted Cash Flow (DCF) model pointing to a sizeable gap to intrinsic value, the question is how much of that discount is truly justified by business risk. Jones Lang LaSalle has gained about 125.0% over 3 years, which means anyone looking at the chart alone could easily assume the easy money has...

Williams Companies stock has delivered a very strong run over the past five years, yet the current valuation screens as expensive on several checks, which puts fresh gains in question. Recent news around growth projects and regulatory setbacks adds another layer of uncertainty to how much investors are really paying for this pipeline operator. Over roughly 5 years, Williams Companies has returned about 259%, which leaves today’s buyers paying up after a long rally. The completed purchase of...

Sunac China Holdings has been through a brutal stretch, with the share price falling 96.2% over the past five years. Some basic market multiples now screen the stock as undervalued, while the broader valuation checks remain cautious. The share price has declined 96.2% over five years, which signals that investors have heavily marked down expectations for the business. Future cash generation and balance sheet resilience can support any case for recovery, while ongoing funding needs or weak...

Uber Technologies (UBER) just cleared a key regulatory hurdle in Europe, securing Spain’s first national permit for Level 4 autonomous passenger vehicles. This development puts its long term automation ambitions more clearly in focus for shareholders. For investors tracking Uber Technologies, the timing is interesting. The share price has slipped about 5.4% over the last week and roughly 4.9% over the past month, yet the 90 day share price return of 4.1% and a 3 year total shareholder return...

Century Aluminum stock has produced a very large 3 year gain, yet the current valuation checks still suggest the shares lean cheap rather than overly priced. For investors, the recent pullback over the past month and week simply sharpens the question of whether that long run up has left enough value on the table. Century Aluminum has delivered a very large return over the past 3 years, which puts extra focus on whether the current share price is justified by the fundamentals. Future pricing...

BlackBerry (TSX:BB) is back in focus after updating its Radar platform, highlighting new analytics for transportation operators, a collaboration with DCLI on inspection efficiency, and plans to showcase its Asset Intelligence Platform at the IANA Intermodal Expo. Recent interest around BlackBerry has arrived after a strong year to date, with the share price at CA$10.61 and a year to date share price return of 103.26%. The 30 day and 90 day share price returns declined 13.46% and 17.50%...

BrightSpring Health Services (BTSG) is back in focus after highlighting fresh momentum in its Specialty and Infusion unit, including 30% year-over-year revenue growth and a 31% rise in scripts for the second quarter. Despite a softer 7-day share price return of down 3.3% and a 90-day move down 7.1%, BrightSpring Health Services still shows a strong year-to-date share price return of 52.9% and a 1-year total shareholder return of 122.0%. This points to momentum that has built over the past...

Digital Grid stock closed at ¥711 after a weak few months, with the share price drifting down over 7% across both the past week and past quarter. The mood coming into this earnings release was cautious rather than euphoric. The report then arrived with an awkward mix that tends to confuse short term traders. Quarterly revenue climbed to about ¥2,006 million, yet net income dropped sharply to roughly ¥166 million, pointing to a heavy margin squeeze. That clash between solid sales and softer...

Deere has more than doubled over the past five years, yet the stock now sits in an unusual spot where a Discounted Cash Flow (DCF) estimate points to some undervaluation while broader checks flag it as far from a clear bargain. The share price has returned 106.7% over the past five years, which puts Deere firmly in the camp of long term winners that now demand closer scrutiny on price. Investor optimism around a future recovery in farm machinery demand and precision agriculture adoption can...

Williams-Sonoma moves onto investors’ radar Williams-Sonoma (WSM) has climbed onto many watchlists after increased traffic on Zacks.com, where earnings estimates were recently revised and the stock was assigned a Zacks Rank #3, or Hold, outlook. The Williams-Sonoma share price has cooled off recently, with a 30-day share price return down 7.72%. Even though the year-to-date share price return is 20.43%, longer term total shareholder returns of 16.48% over one year and 229.50% over three years...

Paramount Skydance (NasdaqGS:PSKY) is partnering with T-Mobile Arena to create Paramount+ Plaza in Las Vegas for live events. The Paramount+ Plaza activation will connect streaming content to concerts and sports events hosted at the arena for in-person audiences. Le Creuset is collaborating with Paramount on an exclusive Star Trek themed cookware collection tied to the franchise's visual design. The Paramount+ Plaza partnership and Star Trek Le Creuset cookware line both need to be weighed...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Seeka Limited...