NYSE:TDOC
NYSE:TDOCHealthcare Services

Medicare Telehealth Uncertainty And BetterHelp Weakness Test Teladoc Valuation

Analysts are raising concerns that expiring Medicare telehealth reimbursement provisions could change how at-home virtual care visits are paid for, affecting Teladoc Health's (NYSE:TDOC) revenue mix. At the same time, BetterHelp, Teladoc's online therapy platform, is seeing a drop in monthly active users that analysts link to softer consumer sentiment. Together, these reimbursement questions and user trends are putting fresh attention on Teladoc's demand outlook across both medical and...
NYSE:DG
NYSE:DGConsumer Retailing

Dollar General Settlement And Delivery Push Reshape Pricing And Growth Story

Dollar General has reached a class action settlement addressing claims of deceptive pricing practices affecting customers across its store network. The company has expanded its proprietary myDG Delivery same day service to more than 17,000 stores, with an emphasis on rural communities. These moves adjust Dollar General’s consumer practices and digital offering at the same time, with implications for customer trust and brand perception. For investors watching NYSE:DG, these developments...
NYSE:UAA
NYSE:UAALuxury

Fairfax Stake And New Leaders Put Under Armour Outlook In Focus

Fairfax Financial Holdings has increased its ownership stake in Under Armour (NYSE:UAA) to 22.2%, according to recent regulatory filings. Under Armour has announced a series of senior leadership changes aimed at accelerating its transformation and execution efforts. These developments come as the company works to refine its direction and align management with its longer term priorities. Under Armour shares recently closed at $6.33, with the stock up 10.3% over the past week, 36.1% over the...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Refocuses Grocery On Whole Foods And AI As Stores Close

Amazon.com (NasdaqGS:AMZN) is closing all Amazon Fresh and Amazon Go physical stores and cutting around 16,000 jobs in its latest restructuring. The company is concentrating its physical grocery presence on Whole Foods Market and pushing harder on same day grocery delivery. Resources are being redirected toward artificial intelligence driven efficiency across operations and management. For you as an investor, this is a significant reset in how Amazon approaches brick and mortar retail and...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Valuation Check After Snowflake AI Partnership And Recent Share Price Weakness

Itron (ITRI) is back in focus after announcing a collaboration with Snowflake to power its Grid Planning solution with AI driven analytics, targeting complex utility challenges around distributed energy resources and grid modernization. See our latest analysis for Itron. The Snowflake partnership comes as Itron’s recent share price performance has cooled in the short term, with a 90 day share price return of a 28.35% decline, even though the 3 year total shareholder return of 72.26% points to...
NYSE:BABA
NYSE:BABAMultiline Retail

Assessing Alibaba Group Holding (NYSE:BABA) Valuation After Nvidia H200 Chip Approval

Regulators have cleared Alibaba Group Holding (NYSE:BABA) to order Nvidia’s H200 AI chips, which eases prior supply concerns tied to geopolitical tensions and feeds fresh investor interest in the company’s cloud and artificial intelligence ambitions. See our latest analysis for Alibaba Group Holding. The Nvidia H200 approval lands after a period of mixed performance, with Alibaba’s 7 day share price return of 6.36% and 30 day share price return of 13.45% contrasting with a 90 day share price...
NYSE:SXI
NYSE:SXIMachinery

A Look At Standex International (SXI) Valuation After Its 6.3% Dividend Increase

Standex International (SXI) has drawn fresh attention after its Board declared a quarterly cash dividend of US$0.34 per share, a 6.3% year-on-year increase. This marks the company’s 246th consecutive quarterly payout. See our latest analysis for Standex International. The dividend increase comes as Standex International’s share price trades at US$245.08, with a 1-month share price return of 6.82% and year to date share price return of 8.99%, while the 1-year total shareholder return of 32.00%...
NYSE:BAC
NYSE:BACBanks

Bank Of America Weighs Card Rate Caps As Berkshire Era Shifts

Bank of America (NYSE:BAC) is reviewing new credit card products with a 10% interest rate cap as political and regulatory pressure on consumer borrowing costs builds. The bank is reassessing its card offerings ahead of potential changes to rules on credit card pricing. Separately, Warren Buffett has stepped down as CEO of Berkshire Hathaway, a major shareholder in Bank of America, creating room for possible shifts in Berkshire's concentrated holdings. The new Berkshire leadership could...
NYSE:VZ
NYSE:VZTelecom

Verizon’s US$20b Fiber Deal With Frontier And What It Means For Value

Verizon Communications (NYSE:VZ) has closed a US$20b acquisition of Frontier Communications. Regulators have approved the deal, which expands Verizon’s fiber network in California and other regions. The transaction includes commitments to provide broadband access for low income households. The acquisition is intended to support converged services that bundle connectivity offerings. For you as an investor, this move plugs directly into Verizon’s core telecom and broadband business, where...
NYSE:CMRE
NYSE:CMREShipping

Is Costamare (CMRE) Pricing Reflect Its Strong Five Year Rally And Shipping Sector News

If you are wondering whether Costamare's current share price reflects its true worth, you are not alone. Many investors are asking the same question. Costamare's stock recently closed at US$16.33, with returns of 5.8% over 7 days, 3.9% over 30 days, 4.1% year to date, 98.0% over 1 year, 145.6% over 3 years and 241.2% over 5 years. Recent news around the container shipping and broader transportation sector has kept attention on companies like Costamare, as investors weigh supply chain trends,...
NYSE:BR
NYSE:BRProfessional Services

Major Bank’s In House Voting Plan Tests Broadridge Proxy Role

A major bank has said it will stop using external proxy advisers and build its own internal proxy voting system. The move raises questions about future demand for third party proxy services used by investors and issuers. Broadridge Financial Solutions (NYSE:BR), a key player in proxy distribution and voting infrastructure, could face changing client expectations if others follow. Broadridge Financial Solutions (NYSE:BR) sits at the center of how many investors receive materials and cast...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Is Charter Communications (CHTR) Share Slide Creating A Potential Opportunity For Investors

If you are wondering whether Charter Communications' recent share price slide has left the stock looking mispriced, you are not alone. The stock closed at US$182.99, with returns of a 0.7% decline over 7 days, an 11.7% decline over 30 days, a 12.6% decline year to date, a 49.9% decline over 1 year, a 52.4% decline over 3 years and a 70.3% decline over 5 years. Recent coverage has focused on Charter's position in the US cable and broadband market and how competitive pressures and changing...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Corvus Soquelitinib Data Spurs Phase 2 Plans And Fuels CRVS Reassessment

Corvus Pharmaceuticals reported positive Phase 1 results for soquelitinib in moderate to severe atopic dermatitis, including patients who had limited response to prior therapies. The trial showed encouraging efficacy and safety data, prompting the company to outline plans for a larger Phase 2 study. Corvus expects to begin enrolling patients in the Phase 2 trial in early 2026. For investors tracking Corvus Pharmaceuticals, ticker NasdaqGM:CRVS, this update comes with the stock at $22.08 and...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Is Datadog (DDOG) Attractive After Recent Share Price Rebound And Mixed Valuation Signals

If you are wondering whether Datadog shares still offer value at current levels, this article will walk through what the current price might be implying and how that lines up with a few common valuation checks. Datadog recently closed at US$138.21, with returns of 18.1% over the last 7 days, flat performance of 0.1% decline over 30 days, a 3.3% gain year to date, a 9.0% decline over 1 year, and an 84.7% gain over 3 years alongside a 30.4% gain over 5 years. Taken together, these figures give...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Autodesk (ADSK) Is Up 5.6% After Job Cuts To Fund Cloud And AI Pivot - What's Changed

Earlier in January 2026, Autodesk announced a global restructuring plan to cut about 1,000 roles, roughly 7% of its workforce, while reallocating spending toward cloud platforms and artificial intelligence and expecting billings, revenue, margins, earnings, and free cash flow to exceed the top end of prior guidance. An interesting implication is that most of the reductions are in customer-facing sales teams, signaling a shift toward more software-driven, platform-centric growth rather than...
NasdaqGS:STX
NasdaqGS:STXTech

Seagate’s Record AI Quarter Puts HAMR Margins And Debt In Spotlight

Seagate Technology Holdings (NasdaqGS:STX) reported record-breaking financial results for the December quarter. The company exceeded revenue and profitability expectations and issued robust forward guidance. Management linked the outlook to accelerating demand from AI driven data center expansion. Seagate ramped its HAMR based storage products and outlined a technology roadmap aimed at further margin expansion. Seagate sits at the center of data storage, supplying hard drives and related...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed Founder’s Horatio Alger Honor Highlights Brand Strength And Valuation Gap

ResMed (NYSE:RMD) founder Dr. Peter Farrell is set to receive the Horatio Alger Award for his contributions to healthcare innovation. The award includes induction as a lifetime member of the Horatio Alger Association. The recognition highlights his role in advancing medical technology for respiratory and sleep related conditions. For investors watching NYSE:RMD, this award spotlights the company’s roots in respiratory and sleep care technology and its long running focus on medical devices...
NYSE:C
NYSE:CBanks

How Investors May Respond To Citigroup (C) Balancing Buybacks, Bond Moves And Legal Risks

In recent weeks, Citigroup Inc. reported stronger full-year 2025 earnings, continued returning capital through a US$14.35 billion buyback, and raised fresh funding via multiple senior unsecured bond offerings while redeeming US$2.50 billion of 2027 notes as part of its liability management plans. At the same time, management has reaffirmed medium-term profitability ambitions and accelerated workforce reskilling in areas such as AI, even as the bank faces high-profile legal challenges and...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

EU And UK Scrutiny Tests Alphabet’s Search And Gemini AI Moat

European regulators have opened new proceedings under the Digital Markets Act focused on how Alphabet's Google provides access to its search and Gemini AI services. The UK Competition and Markets Authority is proposing further measures that would affect how Google works with and shares data with content publishers. These actions are aimed at enforcing interoperability and fair competition across Google's core search and AI products in Europe and the UK. For Alphabet (NasdaqGS:GOOGL), this...
NYSE:PSX
NYSE:PSXOil and Gas

Is Phillips 66 (PSX) Pricing Look Stretched After Multi‑Year Share Price Rally

If you are wondering whether Phillips 66 looks reasonably priced after a strong run in energy stocks, this article will walk through what the current market price might be implying about its value. The share price recently closed at US$140.01, with returns of 1.1% over the past week, 9.6% over the past month, 7.2% year to date, 19.9% over one year, 55.6% over three years and 147.9% over five years, which may shape how investors think about both upside and risk today. Recent coverage of...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Assessing Ziff Davis (ZD) Valuation After Seven 2025 Acquisitions And Expanded AI And AWS Initiatives

Why Ziff Davis (ZD) is back on value investors' radar Recent discussion around Ziff Davis (ZD) centers on its seven acquisitions in 2025 across connectivity, cybersecurity, and MarTech, combined with active share repurchases and a focus on AI and AWS driven products. See our latest analysis for Ziff Davis. At a share price of $39.54, Ziff Davis has logged a 17.26% 90 day share price return and 16.33% year to date. Its 1 year total shareholder return of 28.12% and 3 year total shareholder...
NYSE:EPD
NYSE:EPDOil and Gas

A Look At Enterprise Products Partners (EPD) Valuation As Its 27 Year Distribution Growth Draws Income Investors

Enterprise Products Partners (EPD) has been back on income investors’ radar after attention focused on its 27 year streak of annual distribution increases and its fee based model that sidesteps commodity price swings. See our latest analysis for Enterprise Products Partners. The recent 30 day share price return of 4.08% and 90 day share price return of 6.59% at a share price of US$33.17 suggest steadily building momentum. The 5 year total shareholder return of 122.61% shows how income and...
NYSE:BIO
NYSE:BIOLife Sciences

What Bio-Rad Laboratories (BIO)'s AI-Driven Protein Assay Upgrades Mean For Shareholders

In recent months, Bio-Rad Laboratories has advanced its protein assay portfolio by launching more sensitive and specific quantification kits and integrating digital technologies such as AI, IoT, and blockchain to strengthen accuracy, efficiency, and data integrity. These upgrades are broadening how protein assays are used in research and diagnostics, while closer collaborations with institutions position Bio-Rad as a key enabler of next-generation laboratory workflows. Next, we’ll examine...
NYSE:WEX
NYSE:WEXDiversified Financial

WEX Targets EV Fleets And Travel Payments With New Card Initiatives

WEX (NYSE:WEX) has launched a single fleet card that can be used for both traditional fuel purchases and public EV charging. The company has also entered a virtual card partnership with Nuvei to serve global travel merchants. For investors tracking NYSE:WEX, these product moves come with the stock trading at $156.7. Recent returns show a mixed picture, with the share price up 3.2% over the past week and 5.6% year to date, but with a 1-year return of a 13.7% decline and a 3-year return of a...