NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Should Icahn Enterprises’ (IEP) $500 Million Debt Refinancing Prompt a Closer Look From Investors?

On August 19, 2025, Icahn Enterprises L.P. and Icahn Enterprises Finance Corp. closed the sale of an additional US$500 million in 10.000% Senior Secured Notes due 2029, using the proceeds to partially redeem existing 6.250% Senior Notes due 2026. This refinancing transaction alters the company's debt structure and interest expense profile, which is a key focus for both equity and credit analysts. With a significant refinancing move impacting its capital structure, we explore how this...
NYSE:CWAN
NYSE:CWANSoftware

A Fresh Look at Clearwater Analytics (CWAN) Valuation as M&A Ambitions Scale Up

Kshitija Bhandaru
Clearwater Analytics Holdings (NYSE:CWAN) is back in the spotlight after announcing plans to increase the scale of its acquisitions, a move that has drawn fresh scrutiny from investors. Major shareholders including the Artisan Small Cap Fund are taking notice, highlighting both anticipation and caution as Clearwater moves into larger deal territory. With a focus on expanding its core business through larger M&A activity, the company now finds itself at a critical point. Successful execution...
NYSE:SLB
NYSE:SLBEnergy Services

Schlumberger (SLB): Assessing Valuation Following AIQ Collaboration and Digital Expansion Efforts

Kshitija Bhandaru
If you’ve been following Schlumberger (NYSE:SLB), the company’s new partnership with AIQ to roll out advanced AI tools across ADNOC’s subsurface operations should be on your radar. This latest move is not just another tech headline. It signals Schlumberger’s efforts to put digital transformation front and center in oilfield services. By integrating AI to accelerate seismic interpretation and boost precision, Schlumberger is aiming for a potential leap in operational efficiency. The promise of...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk (TTD) Valuation in Focus After Earnings Miss, CFO Departure, and Slower Growth Concerns

Kshitija Bhandaru
Trade Desk (TTD) investors have had plenty to think about lately. The stock fell sharply after the company reported a weaker-than-expected second quarter, announced the departure of its longtime CFO, and was met with a flurry of analyst downgrades. In addition, the much-anticipated Kokai AI platform launch has seen a hesitant response from some ad agencies, making it little surprise that sentiment has turned cautious. These developments come at a time when Trade Desk’s core business is facing...
NYSE:AS
NYSE:ASLuxury

Amer Sports (AS) Posts Strong Q2 With US$1,236 Million Sales

Amer Sports (AS) recently announced strong second-quarter results, with sales reaching $1,236 million, a significant improvement from the prior year, and net income showing a marked turnaround from a loss to a $18 million profit. Alongside this, the company's upwardly revised guidance for both the third quarter and the full year, estimating substantial revenue growth, may have bolstered investor confidence. These positive earnings announcements and promising future projections contributed to...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Pagaya Technologies (PGY) Sees Revenue Surge To US$326 Million In Strong Q2 Earnings

Pagaya Technologies (PGY) showcased marked improvement in its financial performance during its second quarter, with revenue soaring to $326 million and the company swinging to a net income from a prior loss. These earnings results corresponded with proactive debt management, including a highly oversubscribed $500 million debt offering, which underscores investor confidence. Such financial consolidation likely contributed to the company's significant 102% share price increase over the last...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Enhances Online Business Management With AI-Powered Innovations

GoDaddy (GDDY) recently announced a range of AI-driven features aimed at boosting small business capabilities, underscoring its commitment to innovation. Over the last week, GoDaddy's stock experienced a 1% price increase, which aligns closely with the market's overall rise. These product enhancements likely reinforced the broader positive market sentiment, despite being less pronounced compared to significant movements in other companies like MongoDB and Nvidia. Overall, GoDaddy's...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA) Reports Strong Earnings Growth and Provides Upbeat Revenue Guidance

Okta (OKTA) recently reported robust second-quarter earnings with a revenue increase to $728 million and net income climbing to $67 million, marking a notable recovery from previous losses. The company's financial progress, coupled with optimistic guidance for the upcoming quarter, reflects a positive trajectory. Despite these events, Okta's stock price remained flat over the past week, in line with broader market movements, which were buoyed by anticipation surrounding Nvidia's earnings...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB (MDB) Reports Q2 Revenue Growth With Lower Net Losses Compared To Last Year

MongoDB (MDB) recently reported a 13.74% increase in its share price over the last quarter, reflecting several key developments. The company showed notable revenue growth, with Q2 2025 revenue at USD 591.4 million, up from USD 478.11 million a year ago, indicating a positive trajectory despite ongoing net losses. MongoDB's updated guidance, projecting steady revenue growth, likely bolstered market confidence. Additionally, advancements in AI application development and its inclusion in...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Northern Trust (NTRS) Secures NMERB Asset Servicing Deal for US$18 Billion Fund

Northern Trust (NTRS) experienced a significant development this quarter as it was selected by the State of New Mexico Educational Retirement Board to manage an $18.5 billion fund, providing crucial asset servicing solutions. The company's stock rose by 24%, aligning with the broader market's upward trajectory. The rise is bolstered by new client engagements, an increased share repurchase program, and dividend announcements, all of which likely reinforced investor confidence. Simultaneously,...
NYSE:EQT
NYSE:EQTOil and Gas

EQT (EQT) Secures 20-Year LNG Agreement from Port Arthur Phase 2 Project

EQT (EQT) saw a price movement of 4% over the last week, coinciding with the announcement of a 20-year agreement with Sempra Infrastructure for the purchase of liquefied natural gas. This agreement may have added weight to the broader market's upward trend of 1% during the same period. While the market anticipated Nvidia's earnings, regulatory news around EQT's involvement in LNG projects gained attention. As market indices reached near-record highs, EQT's developments provided an additional...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Electronic Arts (EA) Announces Launch of Free-To-Download Skate. in September

Electronic Arts (EA) witnessed a 17% increase in share price over the last quarter, coinciding with the announcement of the skate. game, a major product-related development. The introduction of this free-to-download game, along with cross-platform and cross-progression features, has drawn significant attention. This strategic expansion into engaging gameplay experiences is complemented by ongoing updates and community feedback, potentially reinforcing investor confidence. In contrast, broader...