NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM): Analyzing Valuation After FDA Grants Priority Review for Setmelanotide Expansion

Rhythm Pharmaceuticals (RYTM) just received a significant decision from the FDA, as their supplemental New Drug Application for setmelanotide was not only accepted for filing but also granted Priority Review status. This indicates that the agency sees potential for the medication to address an urgent, unmet need for people dealing with acquired hypothalamic obesity. Investors familiar with Rhythm know setmelanotide already has approvals for rare genetic obesity disorders. This proposed...
NYSE:CQP
NYSE:CQPOil and Gas

Cheniere Energy Partners (CQP): Evaluating Valuation After Q2 Results and 2025 Distribution Guidance Reaffirmation

Cheniere Energy Partners (NYSE:CQP) just delivered a double dose of updates that will catch the eye of anyone following the stock. The company reported its latest second quarter and half-year results, showing another jump in revenue over last year, even as profits ticked down a bit. Alongside earnings, Cheniere also reaffirmed its 2025 distribution guidance, reassuring those who rely on its steady payouts. For income investors, that kind of clarity can make a big difference when planning out...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Will DENTSPLY SIRONA’s (XRAY) Maintained Dividend and Sales Guidance Shift Recovery Expectations?

DENTSPLY SIRONA Inc. announced its second quarter 2025 results in August, revealing sales of US$936 million and a net loss of US$45 million, with management reaffirming its full-year sales guidance of US$3.60 billion to US$3.70 billion amid continued industry headwinds. An interesting aspect is the board’s decision to maintain its dividend at US$0.16 per share, contrasting with ongoing revenue pressure and signaling a commitment to shareholder returns despite financial challenges. We’ll...
NYSE:VMC
NYSE:VMCBasic Materials

Assessing Vulcan Materials After 16% Gain and Record Infrastructure Investment News

Thinking about investing in Vulcan Materials, or maybe deciding whether to hold on to your shares? You are in good company. Vulcan Materials has caught the attention of market watchers, especially after its stock price shrugged off some short-term dips and delivered an impressive 16.4% return over the past year. That is a performance hard to ignore, especially when you look at its nearly 143% total return over five years. Recent months have shown a blend of resilience and optimism, with the...
NYSE:LYV
NYSE:LYVEntertainment

Is It Too Late to Consider Live Nation After DOJ Antitrust Lawsuit and 2024 Price Surge?

If you have your eye on Live Nation Entertainment stock, you are not alone. With concerts and live experiences roaring back, investors have seen the company’s share price climb an impressive 25% so far this year and over 67% over the past twelve months. That kind of run naturally raises the question: does LYV have more room to run, or is the market already pricing in all that potential? Digging a bit deeper, LYV’s journey has been anything but boring. In just the past three months, the stock...
NasdaqGS:PONY
NasdaqGS:PONYSoftware

Where Does Pony AI Stand After Recent 15.6% Price Rally?

Thinking about what to do with Pony AI stock? You are not alone. As one of the more intriguing names in the autonomous vehicle sector, Pony AI has experienced its fair share of twists and turns recently. For traders and long-term investors alike, the past few months have brought some big price swings that demand a closer look. Let us start with the numbers. After a dip of nearly 28% over the past 90 days, Pony AI has rebounded with a 15.6% climb over the last month. That recent rally, coupled...
NYSE:DUK
NYSE:DUKElectric Utilities

Should Duke Energy's (DUK) Pumped Storage Expansion Shape Long-Term Grid Strategy for Investors?

Earlier this month, Duke Energy announced it submitted the final license application to the Federal Energy Regulatory Commission for its Bad Creek Pumped Storage Hydroelectric Station in South Carolina, seeking to extend the plant’s operations for another 50 years and add 320 megawatts of carbon-free energy following recent upgrades. This major licensing step signals Duke Energy's continued investment in large-scale grid storage and emissions-free generation as it supports growing regional...
NYSE:BKV
NYSE:BKVOil and Gas

What BKV (BKV)'s Move to Profitability and Higher Production Guidance Means For Shareholders

BKV Corporation recently reported strong second quarter financial results, moving from a net loss to net income of US$104.57 million, and increased its 2025 production guidance to a midpoint of 800 million cubic feet equivalent per day while maintaining its original capital spending range. This operational update comes ahead of the anticipated Bedrock acquisition, and highlights improved efficiency given the increased output on unchanged capital plans. We'll explore how maintaining capital...
NYSE:ATHM
NYSE:ATHMInteractive Media and Services

Should Autohome's (ATHM) Share Buyback Extension Shape Investor Views on Capital Allocation Strategy?

Earlier this month, Autohome announced it had extended its share repurchase plan to December 31, 2025, after buying back 5,422,647 shares (4.5% of shares outstanding) for a total of US$144.33 million since the September 2024 announcement. This move underscores management’s ongoing confidence in the business and provides additional support for shareholders as the company continues its capital return efforts. We’ll explore how the extension of Autohome’s buyback program influences its...
NYSE:PBF
NYSE:PBFOil and Gas

Will PBF Energy's (PBF) CFO Transition Shape Its Strategic Direction and Investment Outlook?

PBF Energy recently announced that Joseph Marino will become Chief Financial Officer, effective October 1, 2025, following the retirement of current CFO Karen B. Davis, who will subsequently rejoin the Board of Directors. This internal leadership transition marks a return for a seasoned finance executive to the Board and highlights the company's focus on continuity and experienced management. We'll examine how the promotion of Joseph Marino to CFO may influence PBF Energy's investment...
NYSE:NOC
NYSE:NOCAerospace & Defense

Does Northrop Grumman’s Chip Output Expansion Signal More Room for Shares to Grow?

If you have been eyeing Northrop Grumman, you are in good company. The stock has been grabbing attention for its impressive run over the last few months. With a year-to-date return of about 27% and a 90-day gain of 25%, it is fair to ask if the market is finally catching up to Northrop's prospects, or if there is more room to grow, or perhaps risks to consider. Recent news has fueled the conversation around NOC. The company announced plans to quadruple its chip output by 2030, signaling...
NYSE:ORCL
NYSE:ORCLSoftware

How Oracle’s Massive Data Center Expansion Affects Its 2025 Stock Valuation

Thinking about whether to hold, buy, or sell Oracle? You are in good company. Oracle’s stock has experienced considerable volatility, with short-term dips but significant growth over the past year. In just the last 90 days, shares are up almost 50%, and that one-year return is nearly 70%. Clearly, something notable is happening behind the scenes. What is driving these swings? For one, Oracle continues to secure major deals and draw investment headlines. Over the past month, news broke that...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Mixed Earnings and Efficiency Drive Might Change the Case for Investing in Performance Food Group (PFGC)

Performance Food Group reported its fourth quarter and full-year 2025 results, delivering US$16.94 billion in quarterly sales and offering guidance for fiscal 2026 sales between US$67 billion and US$68 billion. Despite higher sales, the company posted a year-over-year decline in both quarterly and full-year net income, prompting management to highlight continued efficiency initiatives and disciplined capital allocation, including share buybacks and potential acquisitions. We'll explore how...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lawsuits Over Internal Controls and Contracts Might Change The Case For Investing In Lockheed Martin (LMT)

Several law firms recently announced class action lawsuits against Lockheed Martin, alleging that the company failed to disclose internal control weaknesses and overstated its ability to deliver on contract commitments, following the disclosure of significant pre-tax losses on classified programs in late 2024, early 2025, and July 2025. These lawsuits claim that Lockheed Martin made materially misleading statements, which has resulted in substantial attention from investors and triggered a...
NYSE:SILA
NYSE:SILAHealth Care REITs

Will Sila Realty Trust's (SILA) US$250 Million Equity Offering Redefine Its Capital Allocation Narrative?

On August 12, 2025, Sila Realty Trust, Inc. announced a US$250 million at-the-market follow-on equity offering and filed a comprehensive shelf registration for multiple types of securities, including common and preferred stock, depositary shares, warrants, purchase contracts, and units. This move expands Sila Realty Trust’s capital-raising flexibility while also raising important questions about potential dilution and capital deployment priorities for investors. We’ll examine how Sila’s...
NYSE:JCI
NYSE:JCIBuilding

Is Johnson Controls International Fully Priced After Strong 53% Return and Recent Earnings Beat?

Thinking about what to do next with Johnson Controls International stock? You are not alone. Investors have been watching JCI’s distinct price action over the past year and weighing up the company’s future, especially as expectations across the industrial sector keep shifting. After a rollercoaster 2023, the past twelve months have brought a substantial total return of about 53% for Johnson Controls’ shareholders. That impressive run comes in addition to a hefty 104% return over three years,...
NYSE:GIS
NYSE:GISFood

General Mills (GIS): Exploring Its Valuation After Recent Share Price Decline

General Mills (GIS) just slipped into headlines after another dip, as shares gave up roughly half a percent at the close. The move might seem modest, but it is enough to catch some investors’ attention, especially for those watching the food sector’s defensive names. Without a single event behind the slide, it does raise the question: are traders simply recalibrating expectations, or is something bigger brewing under the surface? If you pan out, the bigger story comes into focus. Over the...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

How Upwork’s (UPWK) Launch of Lifted Is Shaping Its Enterprise Investment Story

In August 2025, Upwork Inc. announced the launch of Lifted, a wholly owned subsidiary designed to provide enterprise clients with a unified platform for talent sourcing, contracting, and workforce management across all contingent workforce models. This initiative integrates the technology and capabilities from recent acquisitions and grants enterprises access to Upwork’s extensive global talent pool, addressing increasing demand for compliant, flexible work platforms amid the rapid expansion...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

How Investors Are Reacting To O'Reilly Automotive (ORLY) Completing Its Multi-Year Share Buyback Program

O’Reilly Automotive recently completed a buyback tranche, repurchasing 9,404,000 shares for US$857.19 million between April and August 2025, finalizing a very large buyback program that started in 2011. This substantial completion of the repurchase initiative signals management’s ongoing confidence in the company’s long-term performance and their commitment to returning capital to shareholders. With the buyback program now complete, we’ll consider how returning capital to shareholders could...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Is Insulet’s Rapid 79% Surge in 2024 Justified After New Medicare Coverage News?

If you are trying to make sense of Insulet’s recent run, you are not alone. Whether you already hold shares or are weighing a new buy, it is tough to look away from a stock that has powered up nearly 30% year-to-date and delivered a whopping 79% total return over the past year. The buzz makes sense, with Insulet’s sales up by more than 14% and annual net income growth topping 23%. All of this comes with the shares closing recently at $333, just a modest 5.7% below the average analyst price...
NYSE:DE
NYSE:DEMachinery

How the Latest Q2 Earnings Beat Impacts Deere’s Outlook for 2025

Thinking about what to do with Deere stock right now? You are not alone. Investors have watched Deere ride out both the ups and downs in recent months, with shares recently closing just below $493. On a day-to-day basis, the stock has been fairly stable, but over the last year, Deere has delivered an impressive 32.5% total return. With a five-year total return close to 149%, it is no wonder people are questioning whether there is still runway left for growth. Much of the discussion around...