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Monte Rosa Therapeutics announced a past supply agreement with Johnson & Johnson under which Johnson & Johnson will provide ERLEADA (apalutamide) for a Monte Rosa–sponsored Phase 2 trial evaluating MRT-2359 in patients with metastatic castration-resistant prostate cancer (mCRPC) with androgen receptor mutations, with study initiation planned for the third quarter of 2026. This collaboration builds on encouraging early clinical data for MRT-2359 plus enzalutamide and highlights growing...

Lakshmi Mittal plans to retire from the Goldman Sachs Group (NYSE:GS) Board of Directors at the 2026 Annual Meeting. The decision follows the company’s age-based retirement policy, as confirmed by a recent board action. Goldman Sachs Group, traded as NYSE:GS, operates as a global investment banking, securities, and asset management firm. Board composition is an important part of how a company like this oversees risk, capital allocation, and long term business priorities. Mittal’s planned...

Telos (TLS) just closed out FY 2025 with Q4 revenue of US$46.8 million and a basic EPS loss of US$0.22, capping a year in which trailing twelve month revenue came in at US$164.8 million and EPS on the same basis was a loss of US$0.50. Over recent quarters the company has seen revenue move from US$26.4 million in Q4 2024 to US$30.6 million in Q1 2025, US$36.0 million in Q2, US$51.4 million in Q3, and US$46.8 million in Q4, while quarterly basic EPS losses ranged between US$0.03 and US$0.22...

GPGI, Inc. recently reported full-year 2025 results showing sales of US$59.82 million versus US$420.57 million a year earlier, with its net loss widening to US$136.01 million, and shortly after, Executive Chairman Dave Cote presented at the JPMorgan Industrials Conference 2026 in Washington, D.C. Together with the appointment of experienced capital-markets lawyer David A.P. Marshall as Chief Legal Counsel and Corporate Secretary, these developments give investors fresh insight into GPGI’s...

AMD (NasdaqGS:AMD) announced the Helios rack-scale AI platform through a new collaboration with Celestica. The partnership focuses on open standards based systems designed for large cloud and enterprise AI deployments. Helios targets rack-scale AI infrastructure with advanced networking and standardized configurations to support heavy AI workloads. The collaboration also aims to improve supply chain resiliency and speed up deployment of AI hardware in data centers. For investors watching...

American Airlines Group (NasdaqGS:AAL) flight attendants have reintroduced protest regalia after a recent no confidence vote in the CEO. The renewed labor actions highlight ongoing tensions between frontline staff and management, raising the prospect of operational and reputational risk. Separately, American Airlines has launched an AAdvantage gift card platform that allows members to use miles for a wider range of everyday purchases. These developments arrive during a period when airlines...

Event driven setup around Flowers Foods Recent commentary around Flowers Foods (FLO) focuses on its large Q4 non cash impairment charge, which has stirred investor skepticism even as some market watchers argue the stock reaction looks harsher than the underlying fundamentals. See our latest analysis for Flowers Foods. At a share price of $8.89, Flowers Foods has seen a 14.2% decline over the past month and a 19.3% decline over the past quarter on a share price return basis. The 1 year total...

PagSeguro Digital’s Q4 2025 and full-year 2025 results, released on March 4, 2026, showed revenue rising to R$5.40 billion for the quarter and R$20.41 billion for the year, while net income held roughly flat at R$2.12 billion. Alongside earnings, the company completed a share repurchase program totaling 17,922,208 shares, or about 6.09% of its float, for US$165.49 million, which could meaningfully affect earnings per share and ownership concentration. We’ll now examine how the completion of...

On March 12, 2026, Acadia Healthcare Company, Inc. appointed veteran healthcare finance leader Daniel Cancelmi, former Executive Vice President and Chief Financial Officer of Tenet Healthcare Corporation, to its Board of Directors, while director Wade D. Miquelon chose not to stand for re-election at the 2026 Annual Meeting. Cancelmi’s three decades of healthcare finance and operational leadership, including overseeing Tenet’s transformation and large-scale portfolio reshaping, adds deep...

AI partnership expansion with Google Cloud comes into focus Waystar Holding (WAY) is back on investor radars after announcing an expanded collaboration with Google Cloud that centers on deeper use of Gemini AI models and data infrastructure in healthcare payments. The move targets more automation across complex revenue cycle workflows, including new agentic AI use cases that combine financial and clinical data, and could influence how investors think about the company’s long term technology...

Thomas Cook (India) Limited and SOTC Travel recently announced a partnership with Booking.com to integrate over 31 million accommodation listings into their corporate booking tool, offering Indian business travellers consumer-style choice with enterprise-grade controls, GST-compliant invoicing, and India-specific servicing across more than 2,500 cities and towns. This collaboration highlights how Booking Holdings is deepening its presence in India’s corporate travel market by pairing broad...

Ituran Location and Control Ltd. recently reported higher fourth‑quarter and full‑year 2025 earnings, approved a US$1.50 per‑share cash dividend totaling about US$30.00 million to be paid on April 16, 2026, and completed a US$25.42 million share buyback while authorizing an additional US$10.00 million for repurchases. The combination of earnings growth, a sizable dividend drawn from “Preferred Income” and “Preferred Technological Income” at a reduced 20% withholding tax rate, and an expanded...

Dyne Therapeutics recently advanced its neuromuscular pipeline, initiating the global Phase 3 HARMONIA trial of z-basivarsen for myotonic dystrophy type 1 and releasing new 24‑month data from the Phase 1/2 DELIVER trial of z-rostudirsen in Duchenne muscular dystrophy, alongside reporting a full-year 2025 net loss of US$446.21 million. With FDA alignment on HARMONIA’s confirmatory design, multiple regulatory designations for both assets, and additional long-term cardiopulmonary data in DMD,...

IBM (NYSE:IBM) has introduced what it calls the industry's first quantum centric supercomputing architecture, a blueprint for combining quantum and classical systems. The company also expanded partnerships in quantum safe cybersecurity with Bain & Company and in AI infrastructure with NVIDIA. These announcements reflect IBM's focus on quantum, AI and security solutions for enterprise clients. IBM shares trade at $249.25, with the stock up 119.4% over the past 3 years and 144.0% over 5...

Lifecore Biomedical (LFCR) just posted its FY 2025 fourth quarter numbers, with revenue of US$36.4 million and a basic EPS loss of US$0.06. This sets the tone for a year where the trailing twelve months show revenue at about US$129.5 million and a basic EPS loss of US$0.92. Over recent quarters, revenue has moved from US$24.7 million in Q1 FY 2025 to US$31.1 million in Q3 and then US$36.4 million in Q4. Quarterly basic EPS losses ranged from US$0.53 in Q1 to US$0.29 in Q3 and US$0.06 in Q4,...

Why TriMas is on investors’ radar today TriMas (TRS) has drawn fresh interest as investors look at its recent share performance alongside its value score of 3 and current market capitalization of about US$1.32b. The stock shows a 1 day return of 1.23%, a month return decline of 2.21%, and a past 3 months return of 3.77%, while the 1 year total return stands at 42.54%. See our latest analysis for TriMas. The recent 1 day share price gain of 1.23% to US$35.47 comes after a weaker 7 day and year...

What Alibaba Group Holding (NYSE:BABA) offers investors right now Alibaba Group Holding (NYSE:BABA) gives you exposure to a broad ecosystem that spans e-commerce marketplaces, logistics, cloud computing, digital media, local services, healthcare, and collaboration tools across China and international markets. See our latest analysis for Alibaba Group Holding. Alibaba’s recent share price shows mixed momentum, with a 1 day share price return of 1.11% and a 7 day share price return of 3.07%,...

In March 2026, Amylyx Pharmaceuticals reported fourth-quarter and full-year 2025 results showing a reduced net loss of US$33.0 million for the quarter and US$144.74 million for the year, alongside narrower basic losses per share, and filed new shelf registrations covering common and preferred stock, debt, warrants, and units. An interesting angle is that Amylyx paired this improvement in reported losses with fresh shelf capacity, potentially increasing its flexibility to fund pipeline and...

Investors may be wondering if Credo Technology Group Holding at around US$116.88 is still offering value after such a strong run, or if enthusiasm has already been priced in. The stock has returned 0.8% over the last week, a 3.8% decline over 30 days, an 18.4% decline year to date and a 148.6% gain over the past year, with a very large 3 year return that is well over 10x. These moves have kept Credo on the radar for investors who focus on price momentum and shifts in sentiment. Recent...

AAR Manufacturing LLC, a unit of AAR Corp. (NYSE:AIR), has been awarded a long term contract with the U.S. Department of War. The agreement covers repair of the 463L Legacy Cargo Pallet system for the U.S. Air Force through 2031. The contract extends AAR’s government services work beyond its existing commercial-focused operations. For investors watching NYSE:AIR at a current share price of $105.64, this contract adds a fresh data point to an already strong share price run, with the stock up...

If you are wondering whether LTC Properties at around US$38.99 is offering good value today, it helps to step back and look at what the recent share performance and fundamentals are really telling you. The stock has delivered a 0.6% return over the last week, a 1.0% decline over the past month, and is up 12.5% year to date and 15.5% over the past year, with longer term returns of 41.0% over three years and 26.1% over five years. Recent attention on LTC Properties has focused on its position...

Consolidated Edison recently entered into a new US$3.50 billions revolving credit facility to support its commercial paper programs and general corporate purposes, shortly after reporting Q4 2025 revenue and adjusted EPS that topped Wall Street expectations. Together with management’s plans for a five-year adjusted EPS compound annual growth rate of 6% to 7%, the expanded credit access highlights how the utility is prioritizing both liquidity and earnings visibility. We’ll now look at how...

Broadcom (AVGO) is in focus after a series of AI related announcements, including reports of rapid growth in AI semiconductor revenue, the introduction of the new Taurus 400G optical DSP and Tomahawk 6 switches, and new work on open optical standards. See our latest analysis for Broadcom. Even with all the AI headlines, Broadcom’s recent share price performance has cooled, with a 7 day share price return of a 6.02% decline and a 90 day share price return of a 4.80% decline, while the 1 year...

KE Holdings (NYSE:BEKE) FY 2025 Results Overview KE Holdings (NYSE:BEKE) has wrapped up FY 2025 with fourth quarter revenue of C¥22.2b and basic EPS of C¥0.08, alongside trailing 12 month revenue of C¥94.6b and basic EPS of C¥2.70 that frame the latest print for investors watching the stock around C¥16.90 per share. The company has seen quarterly revenue range from C¥22.1b to C¥26.0b over the past year, with basic EPS moving between C¥0.08 and C¥1.16 across FY 2025. This gives a clearer view...