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Earlier this month, Kyndryl introduced a Quantum Safe Assessment service that maps cryptographic risks across enterprise IT estates and builds post-quantum security roadmaps, while also rolling out AI-powered services for IBM z/OS and a broader Agentic AI Digital Trust framework for managing AI across hybrid and multi-cloud environments. Together, these launches underscore Kyndryl’s effort to become a go-to partner for addressing emerging threats in encryption, AI governance, and digital...

Earlier this week, NRG Energy announced a multi-year partnership with Sunrun to expand solar-plus-storage adoption in Texas, aggregating home batteries into a virtual power plant that can supply dispatchable capacity to ERCOT during peak demand. The deal positions Sunrun as a key residential grid-services provider in Texas, earning fees for capacity aggregation while paying participating Reliant customers for sharing stored solar power. We’ll now explore how Sunrun’s role in building a...

Earlier this month, Tempus AI reported a non-GAAP profit for Q3 2025 as genomics testing and data services gained momentum, while management outlined plans for additional FDA submissions to support higher average selling prices and improved unit economics. The company also projected sharply higher 2025 revenue with positive adjusted EBITDA for the full year, suggesting that its growing testing footprint and data platform are beginning to scale operationally. We’ll now explore how Tempus AI’s...

Applied Optoelectronics recently announced a 400-milliwatt narrow-linewidth pump laser aimed at silicon photonics and co-packaged optics in AI data centers, with samples available now and volume production targeted for 2026. The laser’s ability to close 800G and 1.6T power budgets while stabilizing silicon photonics devices could strengthen Applied Optoelectronics’ role in next-generation AI infrastructure. Now we’ll examine how this high-power, narrow-linewidth pump laser may influence...

Insperity (NSP) just gave itself more financial breathing room by amending its credit agreement to lift revolving capacity to $750 million, with room to reach $800 million, and pushing the maturity out to 2028. See our latest analysis for Insperity. The expanded credit line arrives after a volatile stretch, with a strong 1 month share price return of 21.84% coming off a much weaker year to date share price return of 48.87% and a 3 year total shareholder return of 63.24%. This suggests recent...

Clean TeQ Water recently announced it secured a purchase order from National Energy Services Reunited for a containerised pilot plant using its proprietary HIROX® water treatment technology in NESR’s NEDA segment operations in the Middle East. This first HIROX® pilot within NESR’s portfolio is a meaningful step in testing scalable water management solutions that could broaden its sustainability-focused service offering to customers across the region. We’ll now examine how integrating HIROX®...

Granite Construction (GVA) just picked up a roughly $24 million contract to overhaul the Perris South Metrolink Station in Riverside County, giving investors another concrete data point on its California transportation pipeline. See our latest analysis for Granite Construction. That new Perris South contract slots neatly into a strong year for Granite, with a roughly 31 percent year to date share price return and a powerful five year total shareholder return above 350 percent. This suggests...

Earlier this month, Wells Fargo downgraded Capri Holdings from Overweight to Equal Weight, saying the company now faces a more balanced mix of opportunities and risks as earlier positives have largely run their course. At the same time, Capri’s agreement to sell its Versace brand to Prada and recent insider share sales highlight how management and outside analysts are reassessing the group’s future shape and potential. Next, we’ll examine how Wells Fargo’s downgrade and its comments on fewer...

In recent months, Dollar Tree has attracted fresh attention as management doubles down on improving existing stores, updating assortments, and accelerating buybacks, even as sales have fallen at an annual rate over the past three years and store counts have stayed flat. At the same time, analysts and commentators are starting to frame Dollar Tree as a potential comeback story, highlighting renewed confidence in its turnaround efforts despite a history of mediocre returns on invested capital...

Otter Tail (OTTR) just refreshed its board, adding former Xcel Energy regional president Chris Clark and ex Spire CFO Steve Rasche, a move that quietly upgrades both regulatory and financial expertise in the boardroom. See our latest analysis for Otter Tail. The news lands at a time when Otter Tail’s share price has climbed meaningfully this year, with a double digit year to date share price return and a strong multi year total shareholder return that suggests momentum is still largely...

Brixmor Property Group (BRX) has been drifting lower this year, even though its shopping center portfolio keeps generating steady revenue growth. That disconnect between fundamentals and share performance is what makes the stock interesting now. See our latest analysis for Brixmor Property Group. At around $25.77, Brixmor’s share price has eased back over the year, yet its five year total shareholder return of roughly 98 percent shows long term investors have still been well rewarded. This...

Vicor (VICR) just caught investors attention after Roth Capital initiated coverage with a fresh buy rating, helping push the stock higher on the back of already strong recent earnings momentum. See our latest analysis for Vicor. That fresh buy call comes after a powerful run, with a 1 month share price return of about 23 percent and a roughly 97 percent 3 month share price return. The 1 year total shareholder return above 110 percent indicates that momentum has been building rather than...

SFL Corporation has recently sold two 2015-built Suezmax tankers to Koch Industries for about US$57,000,000 each, expecting an aggregate book gain of roughly US$23,000,000 while also ending charters on two 2020-built Suezmax vessels. The company plans to channel part of the US$114,000,000 proceeds into younger, more fuel-efficient ships, underscoring its active fleet renewal and capital recycling approach in the current charter market. We’ll now examine how reinvesting tanker-sale proceeds...

BioMarin Pharmaceutical (BMRN) has quietly staged a double digit rebound over the past month, even though the longer term chart still shows steep drawdowns that left many growth investors underwater. See our latest analysis for BioMarin Pharmaceutical. At a share price of $61.15, BioMarin’s sharp 1 day and 1 month share price returns contrast with a still negative year to date move and a three year total shareholder return that remains deeply underwater. This suggests sentiment is improving,...

Earlier this month, Mercury Systems participated in the AOC International Symposium and Convention 2025 in Maryland, where senior leaders Ken Hermanny and William Conley showcased the company’s signal technologies and defense-focused processing solutions. At the same time, strong earnings that outpaced analyst expectations and commentary highlighting benefits from a US$1.40 billion order backlog have refocused attention on Mercury’s role as a key supplier to the defense sector. Now, we’ll...

Cogent Biosciences (COGT) just delivered another important clinical update, with positive APEX Part 2 results in advanced systemic mastocytosis and full SUMMIT data in nonadvanced disease, reinforcing bezuclastinib as its core value driver. See our latest analysis for Cogent Biosciences. Those back to back APEX and SUMMIT wins help explain why Cogent’s 90 day share price return is 230.41% and its 1 year total shareholder return sits at 404.46%, suggesting bullish momentum rather than a one...

KKR recently released its “High Grading” 2026 Global Macro Outlook and announced fresh capital commitments, including a US$1 billion expansion of its clean energy co-investment platform with HASI and a US$220 million growth investment in quantitative analytics firm Premialab. Taken together with ongoing portfolio moves in infrastructure, renewables and education, these steps underline how KKR is leaning into long-term thematic opportunities across sustainable infrastructure and data-driven...

Goldman Sachs recently initiated coverage of MBX Biosciences with a Sell rating, citing concerns about the company’s ability to validate its platform beyond lead candidate canvuparatide and the potential differentiation of upcoming post-bariatric hypoglycemia data expected in 2026. At the same time, MBX Biosciences is moving its endocrine and metabolic pipeline toward later-stage development, including Phase 3 planning for canvuparatide and increased visibility through events such as the...

DoubleVerify Holdings (DV) just took an important step in its ad tech strategy by extending its DV Authentic Attention product to TikTok as the platform's first badged partner for impression level attention measurement. See our latest analysis for DoubleVerify Holdings. Even with this high profile TikTok win, DoubleVerify's 1 month share price return of 9.5 percent has not yet offset a steep year to date share price decline and a weak 1 year total shareholder return. This suggests sentiment...

Earlier this month, Owlet, Inc. announced a new DME partnership with 1 Natural Way, allowing families across the U.S. to access its FDA-cleared BabySat pulse oximeter through insurance-supported channels, including commercial plans, many state Medicaid networks, and TRICARE. This expansion into reimbursed home monitoring for higher-risk infants underlines Owlet’s push further into clinically integrated, insurance-backed distribution rather than relying solely on direct-to-consumer...

Tenet Healthcare (THC) has moved into the spotlight after a mix of steady earnings beats, valuation appeal, and headline risk from policy debates and a Cigna contract dispute put its outlook under closer investor scrutiny. See our latest analysis for Tenet Healthcare. Even with noise from the Cigna standoff and policy headlines around Affordable Care Act subsidies, Tenet’s share price has quietly climbed, with a strong year to date share price return and powerful multi year total shareholder...

Valaris Limited recently announced it has secured a multi-year contract with Shell for the drillship VALARIS DS-8 offshore Brazil, starting in the first quarter of 2027, with an estimated 800-day duration and total value of approximately US$300,000,000. This long-term, high-value contract enhances Valaris's future revenue visibility and reinforces demand for its high-specification deepwater drilling capabilities in Brazil. We’ll now examine how this multi-year, US$300,000,000 Shell contract...

Ralph Lauren (RL) just delivered a stronger than expected Q2 2026 and raised its full year outlook, a combination that has investors revisiting the stock’s appeal after an already strong run. See our latest analysis for Ralph Lauren. The upbeat quarter, higher guidance, and ongoing dividend affirmations are landing on top of a powerful backdrop. A roughly mid teens 3 month share price return and a near 300 percent 5 year total shareholder return are signaling sustained momentum rather than a...

Williams-Sonoma (WSM) just gave income-focused investors something to smile about, with its board affirming a quarterly cash dividend of $0.66 per share, a move that underscores management’s confidence in its future earnings power. See our latest analysis for Williams-Sonoma. The dividend news comes after a solid run, with a roughly 9 percent 1 month share price return and a powerful 3 year total shareholder return of about 236 percent, suggesting momentum is still broadly intact. If that...