NYSE:KVUE
NYSE:KVUEPersonal Products

Should Kenvue's (KVUE) Strategic Review and Leadership Change Prompt a Fresh Look From Investors?

In late July, Kenvue Inc. announced a 1.2% increase to its quarterly dividend, raising it to US$0.2075 per share, and subsequently appointed Kirk Perry as interim CEO while initiating a strategic review aimed at addressing recent underperformance and exploring potential divestitures. These combined actions highlight management's response to activist investor pressure and signal a renewed focus on operational efficiency and shareholder value ahead of the upcoming earnings report. We'll...
NYSE:SNOW
NYSE:SNOWIT

New Data Partnerships Might Change the Case for Investing in Snowflake (SNOW)

In recent weeks, clients announced new collaborations with Snowflake, such as Parameta Solutions' OTC data on its marketplace, Chalo's data infrastructure modernization, Cint Group's Verified Audiences integration, and a partnership with Bloomreach to enable personalized marketing solutions using Snowflake's AI Data Cloud. These developments highlight accelerating adoption of Snowflake’s core platform across financial services, customer intelligence, and enterprise marketing, offering clients...
NYSE:APD
NYSE:APDChemicals

How Air Products and Chemicals’ (APD) Strong Q3 Results and Growth Outlook May Impact Investors

On July 31, 2025, Air Products and Chemicals reported third quarter results, with sales of US$3,022.7 million and net income of US$713.8 million, both higher than the previous year, and earnings per share from continuing operations rising to US$3.24. An interesting aspect is management’s projection of 6.5% average annual revenue growth over the next three years, which surpasses the growth outlook for the broader U.S. Chemicals industry. Next, we’ll explore how the positive earnings surprise...
NYSE:AON
NYSE:AONInsurance

What Aon (AON)'s Leadership Changes and Strong Q2 Sales Reveal About Its Global Growth Strategy

Aon plc recently announced several significant leadership changes, including the appointment of Jo Ann Jenkins to its Board of Directors and new executive hires in accounting and in its India operations, as well as reporting strong second-quarter 2025 financial results with sales of US$4.16 billion. These developments highlight Aon's continued investment in leadership expertise and operational scale, which may influence its ability to deliver risk and human capital solutions globally. We'll...
NYSE:GEV
NYSE:GEVElectrical

What GE Vernova (GEV)'s Rising Revenue and Declining Profit Reveal About Its Capital Return Strategy

GE Vernova reported its second quarter and first half 2025 earnings, highlighting year-over-year revenue growth to US$9.11 billion for the quarter and US$17.14 billion for the half, alongside a decrease in net income and earnings per share compared to the prior year. Alongside its earnings, the company completed a significant share repurchase tranche, retiring 1.88% of shares for US$1.59 billion, indicating active capital return to shareholders amid mixed profitability trends. We'll explore...
NYSE:IBM
NYSE:IBMIT

Is IBM’s (IBM) Dividend Strategy Aligned With Its Hybrid Cloud and AI Growth Narrative?

International Business Machines Corporation recently reported its second quarter 2025 results, with revenue rising to US$16.98 billion and net income reaching US$2.19 billion, alongside affirmation of a regular quarterly dividend of US$1.68 per share to be paid in September. An interesting point emerging from these results is that IBM's dividend payouts have exceeded its income in the past year, raising questions about the long-term sustainability of its dividend in the context of declining...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Should the Rise of GenAI Cyber Threats Highlighted by CrowdStrike’s Report Drive Action From CRWD Investors?

In the past week, CrowdStrike released its 2025 Threat Hunting Report, revealing that cyber adversaries are increasingly weaponizing generative AI to scale attacks and specifically targeting autonomous AI agents as emerging vulnerabilities. This highlights a significant new trend in cybersecurity, as attackers begin to treat AI-driven systems as crucial infrastructure to be exploited, underscoring the urgent need for new defense approaches. We’ll now explore how the threat of GenAI-powered...
NYSE:APO
NYSE:APODiversified Financial

How Apollo Global Management’s (APO) Dividend Cut Could Reflect a Shift in Capital Allocation Strategy

Apollo Global Management's Board of Directors recently declared a lower quarterly cash dividend of $0.20 per common share, with shareholders of record on August 12, 2025, and payment scheduled for August 26, 2025. This reduction in the dividend may signal a shift in capital allocation priorities at a time when the firm is undergoing business and operational changes. We'll explore how the dividend decrease could influence Apollo's focus on balancing shareholder returns with future growth...
NYSE:CAT
NYSE:CATMachinery

Is a Looming Q2 Revenue Dip Changing the Investment Thesis for Caterpillar (CAT)?

Caterpillar announced it would report its second quarter 2025 financial results on August 5, 2025, before the market opened, following a previous quarter where it missed analyst expectations and reported a year-on-year revenue decline. Market attention has focused on analyst forecasts of a further 1.9% decline in revenue and mixed sentiment ahead of the earnings release, underscoring uncertainty around the company’s short-term outlook. With investors reacting to anticipated revenue declines,...