NYSE:RMD
NYSE:RMDMedical Equipment

ResMed (RMD) Net Margin Strength In Q2 2026 Supports Bullish Earnings Narrative

ResMed Q2 2026 earnings in focus ResMed (RMD) has just posted its Q2 2026 earnings, with revenue of about US$1.4b and basic EPS of US$2.69 setting the tone for the latest quarter. The company reported revenue of US$1,282.1m in Q2 2025 and US$1,422.8m in Q2 2026, while basic EPS over the same quarters moved from US$2.35 to US$2.69. This gives investors a clearer view of both top line and per share performance. With trailing net profit margins at 27.5% and earnings growth already in focus, this...
NYSE:PNFP
NYSE:PNFPBanks

Should Stronger Earnings, Higher Charge-Offs and Steady Dividends at PNFP Require Action From Pinnacle Financial Partners (PNFP) Investors?

Pinnacle Financial Partners recently reported full-year 2025 results showing higher net interest income of US$1.55 billion and net income of US$641.87 million, alongside increased net loan charge-offs of US$27.01 million in the fourth quarter compared with the prior year. At the same time, the board approved a US$0.50 per share common dividend and multiple preferred stock dividends, underscoring a parallel focus on rewarding capital providers while absorbing higher credit costs and advancing...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet’s Project Genie Puts AI Worldbuilding At Center Of Investor Focus

Alphabet, ticker NasdaqGS:GOOGL, introduced Project Genie, an AI research prototype for building interactive 3D worlds and characters from simple text prompts. The tool targets video games, simulations, and broader digital content production, with potential to reshape how assets and environments are created. The announcement has already affected several gaming related companies, highlighting market attention on AI driven content creation tools. Alphabet enters this news cycle with...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

A Look At Willis Lease Finance (WLFC) Valuation After New Willis Aviation Capital Leadership Appointment

Appointment at Willis Aviation Capital and what it could mean for WLFC Willis Lease Finance (WLFC) has appointed Steven Bridgland as Head of Investor Relations & Capital Markets for its new asset manager, Willis Aviation Capital, giving investors a fresh datapoint on how the platform is being built. See our latest analysis for Willis Lease Finance. The news around Willis Aviation Capital comes after a sharp 30 day share price return of 34.39% and a 90 day share price return of 41.98%...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal Targets Chat And Crypto To Reignite Branded Checkout Growth

PayPal Holdings (NasdaqGS:PYPL) is rolling out new conversational payment options through partnerships that connect its services to text messaging and rich communication channels. The company is working with Authvia to let users pay merchants directly via SMS and RCS, expanding beyond traditional web and app checkouts. PayPal is also integrating with OpenAI to support AI driven commerce inside ChatGPT, including crypto related payments and merchant tools. For a long time, PayPal has focused...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft’s Perplexity Deal And Maia 200 Chip Reframe AI Investment Story

Microsoft (NasdaqGS:MSFT) signed a multi year, US$750 million Azure AI cloud deal with Perplexity, adding a new large scale customer to its AI infrastructure business. The company introduced its Maia 200 AI chip, described as its most advanced in house AI inference processor to date for Azure data centers. Both moves come as investors question how Microsoft will balance heavy AI capital spending with near term financial returns and cloud capacity constraints. For you as an investor, this...
NYSE:AUB
NYSE:AUBBanks

A Look At Atlantic Union Bankshares (AUB) Valuation After Strong Earnings And Dividend Increase

Atlantic Union Bankshares (AUB) is back in focus after its latest earnings release, the Sandy Spring integration update, and an increased common dividend, a combination that has drawn fresh attention from income oriented bank investors. See our latest analysis for Atlantic Union Bankshares. Those earnings, dividend moves and Sandy Spring updates have come alongside a 19.43% 90 day share price return and a 32.90% five year total shareholder return, suggesting momentum has been building over...
NYSE:LAZ
NYSE:LAZCapital Markets

Lazard Taps Insider Tracy Farr As CFO To Shape 2030 Plan

Lazard (NYSE:LAZ) has appointed Tracy Farr as its new Chief Financial Officer. The leadership change is intended to support the firm's long term growth and operational efficiency plans. Farr brings extensive internal experience at Lazard to the CFO role. Lazard, traded on the NYSE under the ticker NYSE:LAZ, recently closed at $53.72. The stock has seen a 4.6% return over the past week and 10.6% over the past month, with a 62.1% return over five years. In that context, a CFO transition can...
NYSE:CAT
NYSE:CATMachinery

Caterpillar (CAT) Margin Compression Challenges Bullish Earnings Growth Narratives

Caterpillar (CAT) just turned in its FY 2025 scorecard with fourth quarter revenue of US$19.1b and basic EPS of US$5.15, alongside net income of US$2.4b. Over recent quarters, the company has seen revenue move from US$16.0b in Q3 2024 to US$17.6b in Q3 2025 and then US$19.1b in Q4 2025. Basic EPS shifted from US$5.09 to US$4.91 and then US$5.15 over the same stretch, setting up a results season where investors are weighing solid top line scale against a backdrop of compressed net margins and...
NYSEAM:CET
NYSEAM:CETCapital Markets

Central Securities (CET) Valuation After Net Asset Growth And All Time High Share Price

Central Securities (CET) has been in focus after reporting 9.3% year over year growth in net assets and higher net assets per share, alongside its stock touching an all time high of US$52.46. See our latest analysis for Central Securities. The latest share price of US$52.10 sits just below its recent all time high, and the 1 year total shareholder return of 15.44% and 5 year total shareholder return of 106.06% point to momentum that has built over time rather than fading quickly. If Central...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle’s TikTok Stake And AI Push Reshape Cloud Growth And Valuation

Oracle (NYSE:ORCL) is set to become a significant part-owner and technology partner of a new, majority American-owned TikTok U.S. joint venture. The company will act as managing investor and primary cloud provider for TikTok U.S., with a focus on data protection and AI infrastructure. Oracle has launched the Oracle Life Sciences AI Data Platform, aimed at applying generative AI to pharmaceutical and medical research. Recent cloud infrastructure partnerships, including arrangements with IHG...