NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

A Fresh Look at Exelon (EXC) Valuation Following Bold Regulatory Push in the Mid-Atlantic

Event Shakes Up the Outlook for Exelon (EXC) Exelon (EXC) just made a move that is turning heads among investors and electricity customers alike. The company announced a plan to lobby for changes to state laws that currently prevent utilities from owning regulated power plants in much of the Mid-Atlantic. This region is now facing surging electricity bills and grid reliability worries. With Exelon’s CEO pointing to upcoming legislative sessions as a rare chance to push these changes through,...
NYSE:RDW
NYSE:RDWAerospace & Defense

What the Recent NASA Contract Means for Redwire’s Share Price in 2025

If you are considering what to do with Redwire stock right now, you are definitely not alone. Few stocks have managed to capture the same level of investor curiosity and debate, and it is easy to see why. Redwire's share price has experienced some noticeable swings lately, climbing 2.4% in the last week and adding another 1.3% over the past 30 days. Of course, that cannot erase a tough start to the year, with year-to-date returns still down a hefty 45.9%. However, taking a step back, the...
NYSE:SCCO
NYSE:SCCOMetals and Mining

Southern Copper’s $800 Million Expansion in Peru Could Be a Game Changer for SCCO

Southern Copper announced ongoing copper production stability in Peru and significant investments of US$800 million in new projects, with the Tia Maria mine targeting operational status by 2027 and Michiquillay progressing through exploration and aiming for a 2032 start. An interesting aspect is the company’s ability to advance large-scale mining projects despite previous community resistance, potentially expanding future production capacity as copper resource estimates at new mines exceed...
NYSE:NI
NYSE:NIIntegrated Utilities

Is NiSource (NI) Reframing Its Growth Engine With New Data Center Power Deals?

NiSource announced that its subsidiary, Northern Indiana Public Service Company (NIPSCO), has entered into a multi-year agreement to supply electric service to a large investment-grade company's data centers, with capacity commitments starting in 2027 and rising through 2032, pending regulatory approval. This project involves building new power generation and includes a mechanism to deliver savings to retail customers, highlighting NiSource’s expanding role in supporting critical data center...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Is Cisco’s Share Price Justified After AP Report on China Tech Ties?

If you have been eyeing Cisco Systems and wondering whether now is the right time to buy, hold, or trim your position, you are absolutely not alone. The stock has been catching attention for all the right reasons, especially after posting a 14.3% gain year-to-date and an impressive 32.1% climb over the past year. It is the kind of momentum that makes investors perk up, even if the last month was a bit more muted, with shares nudging just 0.3% higher. Over five years, the stock has more than...
NYSE:FIS
NYSE:FISDiversified Financial

How FIS’s Move to Cloud-Native SaaS for Private Capital Suite Could Influence Long-Term Growth Prospects

Fidelity National Information Services recently reengineered its Private Capital Suite as a cloud-native SaaS platform, integrating its Investor Services Suite to deliver a comprehensive, automated solution for private equity firms. This upgrade focuses on automation, real-time data insights, and multijurisdictional compliance, enabling private equity managers to address increasingly complex global regulatory and operational requirements. We'll explore how the shift to a cloud-native SaaS...
NYSE:CTRE
NYSE:CTREHealth Care REITs

Will CareTrust REIT’s (CTRE) Leadership Transition Shape Its Strategic Direction in Healthcare Real Estate?

CareTrust REIT has announced that Chief Financial Officer and Treasurer William M. Wagner plans to retire in early 2026, with Derek Bunker, currently Senior Vice President of Strategy and Investor Relations, expected to succeed him as CFO on January 1, 2026; additionally, Chief Accounting Officer Lauren Beale will take on expanded responsibilities during this transition. This leadership change brings in a CFO successor with deep healthcare and real estate expertise, signaling continued focus...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Why Fox (FOXA) Is Up 7.2% After Murdoch Trust Settlement and Streaming Launch News

In recent days, Fox Corp. and News Corp. resolved a longstanding Murdoch family trust dispute, resulting in a US$1.1 billion payout to three siblings and securing Lachlan Murdoch's continued leadership, while the company also launched the Fox One streaming service aimed at younger, cord-cutting viewers. This combination of clarified leadership and expansion into digital streaming signals a shift in Fox's growth priorities as traditional media faces mounting challenges. We’ll explore how...
NYSE:DOV
NYSE:DOVMachinery

Dover (DOV): Is the Recent Share Price Dip a Sign of Undervaluation?

If you’ve been watching Dover (DOV) lately, you might have noticed the recent dip in its share price, a move that could be catching the eye of investors looking for an entry point. There isn’t a single event driving the headlines this time, but the downward trend is enough to raise the question: is this just noise, or a sign of deeper value concerns? Over the past year, Dover’s stock hasn’t managed to keep pace with the broader market, posting a negative return. That contrasts sharply with...
NYSE:DK
NYSE:DKOil and Gas

How TD Cowen’s Regulatory Upgrade Could Reshape Delek US Holdings’ (DK) Risk Profile

TD Cowen recently upgraded Delek US Holdings from 'Sell' to 'Hold,' citing increased confidence in its regulatory standing after being granted key small refinery exemptions. This upgrade reflects growing optimism among analysts, who view regulatory support as a material factor influencing perceptions about the company's future prospects. We'll explore how TD Cowen's increased confidence in regulatory exemptions could influence Delek's overall investment outlook and risk profile. We've found...
NYSE:UIS
NYSE:UISIT

Why The Narrative Around Unisys Is Shifting After Recent Analyst and Business Developments

Unisys stock's consensus analyst price target has recently dropped from $7.67 to $6.75, marking a notable shift in sentiment. While revenues remain stable and new business wins point toward growth, analysts appear divided over the pace and reliability of further progress. Stay tuned to find out how these evolving developments might reshape the outlook and how you can keep track of the ongoing shifts in the Unisys story. What Wall Street Has Been Saying Analyst sentiment on Unisys stock...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

A Look at AMD's Valuation Following Major AI Supercluster and Cloud Partnership Announcements

If you are trying to figure out what comes next for Advanced Micro Devices (AMD), you are not alone. The company just landed a series of headline-making collaborations, including the deployment of its Instinct GPU reference architecture in a major U.S. federal AI supercluster through VDURA. These deals showcase AMD’s rapid progress in powering high-performance computing and AI workloads across both enterprise and government sectors, putting it firmly in the mix with other leading names in the...
NYSE:EAT
NYSE:EATHospitality

Brinker International (EAT) Valuation in Focus as Analyst Upgrades Boost 2026 Turnaround Hopes

Brinker International (EAT) is catching renewed attention after a series of analyst upgrades, with Wells Fargo leading the charge by expressing increased confidence in the company’s strategies ahead of 2026. These positive endorsements are landing just as Brinker’s management doubles down on menu upgrades, marketing initiatives, and operational tweaks aimed at bringing new momentum to its portfolio. If you are tracking the turnarounds in the restaurant sector, the timing of this shift—from...
NYSE:HUBB
NYSE:HUBBElectrical

Evaluating Hubbell’s (HUBB) Current Valuation Following Recent Shifts in Trading Momentum

If you have been watching Hubbell (HUBB) lately, you are probably wondering what to make of the company’s recent trading activity and where it goes from here. While there has not been a defining news event shaking the company, the stock’s moves over the past month have sparked fresh questions about its value in the eyes of investors. At more than $430 per share, Hubbell is not exactly flying under the radar, so it is natural to ask whether the current price reflects its true growth...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

Universal Display (OLED): Evaluating Valuation After Notable Gains in Capital Efficiency and Growth Prospects

If you have Universal Display (OLED) on your radar, this latest development might make you pause and reconsider your next move. Analysts are pointing out that over the past five years, the company has made impressive gains in return on capital employed, rising to 14% and outpacing the semiconductor industry's average. Not only that, but capital employed has jumped by 81%, hinting at profitable internal investments and the potential for future expansion. This is an important detail for anyone...
NYSE:BA
NYSE:BAAerospace & Defense

How Boeing’s Stock Looks After the Latest 737 MAX Safety Updates

Thinking about what to do with Boeing stock lately? You are definitely not alone. Whether you are a long-term investor or just watching the recent turbulence, Boeing keeps popping up in market conversations. Right now, the stock's price is $216.34, and its performance has certainly given investors something to think about. Over the past year, Boeing has climbed an impressive 38.8%. Year to date, the stock is up 25.9%, and looking even further back, it has soared 69.7% over the last three...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Stablecoin Tie-Up, Visual Search Launch, and Leadership Hire Might Change the Case for Investing in Rezolve AI (RZLV)

Rezolve AI has announced several major developments, including the launch of its Visual Search capability, a collaboration with Tether around USAT stablecoin integration, and the appointment of Crispin Lowery, formerly of Microsoft and Google, as Executive Vice President, Growth. These moves reinforce Rezolve AI’s leadership in combining proprietary AI-driven commerce solutions with regulated crypto payments, while attracting top talent to support its global expansion. We'll examine how...
NYSE:NET
NYSE:NETIT

Cloudflare (NET): Assessing Valuation After Recent Share Dip and Ongoing Growth Expectations

Cloudflare (NET) has caught the attention of investors once again, after its shares experienced a small dip of around 2.2% in the most recent session. While there is no specific event or headline driving this move, such shifts often serve as a reminder to step back and reconsider our assumptions about the company’s prospects. Is this just another blip, or could it be the subtle signal some investors are looking for as they assess the risk and potential reward going forward? Looking beyond...
NYSE:ALX
NYSE:ALXRetail REITs

Assessing Alexander’s (ALX) Valuation Following Analyst Downgrade and Lowered Earnings Expectations

If you hold Alexander’s (NYSE:ALX) or are watching it, the stock’s latest move is worth a closer look. On September 22nd, Alexander’s landed on the Zacks Rank #5 (Strong Sell) list after analysts revised their earnings estimates downward. This kind of shift in analyst sentiment, especially when tied to lower expected profits, often causes investors to rethink their positions, as it may be a warning about future challenges or weaker fundamentals. Over the past year, Alexander’s share price...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

Is GitLab Set for a Rebound After 8% Monthly Climb in 2025?

Deciding whether to hold onto, buy, or sell GitLab stock? You are definitely not alone. This has been a tricky name for many investors to figure out, especially as its price keeps bouncing around. Over the past month, GitLab’s share price has seen a healthy climb of 8.1%, but that comes after a tougher year overall with the stock down 13.3% year-to-date and 8.0% over the last twelve months. Even looking back three years, the journey has not been smooth, with GitLab down 3.3%, reflecting both...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

What GlobalFoundries (GFS)'s Push Into Photonics Manufacturing Means for Shareholders

Applied Materials announced a collaboration with GlobalFoundries to establish a waveguide fabrication facility at GlobalFoundries Singapore, targeting accelerated development of photonics technologies for AI-driven applications. This move positions GlobalFoundries as a core player in the advanced photonics supply chain, supporting emerging markets like augmented reality and next-generation optical systems. We'll explore how GlobalFoundries' expanded role in photonics manufacturing could...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

A Look at Braze's (BRZE) Valuation After Earnings Beat and AI Platform Integration

Braze (BRZE) is turning heads this week, and it’s not hard to see why. The company just exceeded its latest quarterly earnings estimates, as demand for its customer engagement platform remains strong and committed ARR jumped above the $700 million mark. In addition, Braze has successfully integrated the OfferFit acquisition, an AI decisioning platform, sparking new business wins around the globe—even though it reduced operating income in the short term. For investors, these headlines focus...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

How UBS’s Coverage and Digital Expansion Outlook Will Impact Laureate Education (LAUR) Investors

UBS recently initiated analyst coverage on Laureate Education, highlighting earnings growth prospects powered by campus expansion and digital market opportunities in Peru and Mexico. This coverage emphasized Laureate’s ability to drive revenue momentum through operational margin improvements and student base diversification, even following mixed Q2 2025 earnings. We’ll explore how UBS’s positive outlook on Laureate’s digital initiatives and geographic growth could shape the current...