NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Did Snap's (SNAP) Quiet Addiction Lawsuit Settlement Just Recast Its Legal and Reputation Risk Narrative?

Earlier in January 2026, Snap, the parent of Snapchat, quietly settled a high-profile social media addiction lawsuit in California just days before trial, avoiding public testimony from CEO Evan Spiegel and leaving settlement terms undisclosed. The case had been positioned as the first bellwether among thousands of similar claims, so Snap’s decision to settle may shape how regulators, courts, and peers think about social media design and mental health risk. We’ll now examine how settling...
NYSE:VLTO
NYSE:VLTOCommercial Services

A Look At Veralto (VLTO) Valuation After TraceGains Deal And AI-Focused Growth In Water And Product Quality

Why Veralto’s latest acquisition matters for investors Veralto (VLTO) is back in focus after acquiring TraceGains, a supply chain traceability and compliance software provider. The deal sits squarely within its Water Quality and Product Quality & Innovation businesses. The transaction ties into Veralto’s push around AI powered tools for data centers, energy efficiency, and water conservation. It also raises questions about how its portfolio mix and growth profile might evolve from here. See...
NYSE:T
NYSE:TTelecom

Acer Patent Suits Test AT&T Network Costs And Growth Story

Acer has filed patent infringement lawsuits against NYSE:T and other major carriers, alleging misuse of key cellular networking technologies. The complaints follow failed licensing talks, with Acer now seeking court resolution of its patent claims. The cases raise questions about potential financial costs, licensing fees, or changes to how AT&T uses certain network technologies. For you as an investor, this matters because AT&T’s core business depends on the cellular technologies now being...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

A Look At Newmark Group (NMRK) Valuation After High Priced Manhattan Multifamily Stake Sale

Newmark Group (NMRK) has drawn fresh attention after arranging an off-market sale of a significant stake in 265 East 66th Street in Manhattan, with a price of about US$1.35 million per multifamily unit. See our latest analysis for Newmark Group. The off market Manhattan transaction and the upcoming fourth quarter and full year 2025 results call arrive during a period where Newmark's 1 day share price return of 1.01% decline sits alongside a 90 day share price return of 9.80% decline, while...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Assessing Zoom Communications (ZM) Valuation After A Mixed Stretch Of Share Price Performance

What Zoom Communications’ recent performance tells investors Zoom Communications (ZM) has been attracting fresh attention after a mixed stretch for the shares, with a modest gain over the past 3 months, a small decline in the past month, and positive 1 year and year to date returns. See our latest analysis for Zoom Communications. Recent trading has been choppy, with a 1 day share price return of 4.27% and a 7 day share price return of 3.84%, in contrast to a 1 month share price return...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

A Look At SoundHound AI (SOUN) Valuation As Bridgepointe Partnership Expands Enterprise Reach

SoundHound AI (SOUN) just announced a partnership with tech advisory firm Bridgepointe Technologies, giving the voice AI company potential access to more than 12,000 enterprise customers across sectors including hospitality, retail, and automotive. See our latest analysis for SoundHound AI. SoundHound AI’s latest partnership headlines arrive after a sharp 39.38% 90 day share price return decline and a mixed reaction to its recent earnings, even as the stock still carries a very large 3 year...
NYSE:BRO
NYSE:BROInsurance

The Bull Case For Brown & Brown (BRO) Could Change Following New Healthcare Platform Launch And Dividend Update

Brown & Brown, Inc. recently declared a regular quarterly cash dividend of US$0.165 per share, payable on February 11, 2026, to shareholders of record on February 4, 2026, and launched Brown & Brown Healthcare, a fully integrated, all-lines National Healthcare Practice uniting more than 140 professionals. The creation of Brown & Brown Healthcare consolidates the company’s healthcare capabilities into a single platform designed to provide end-to-end risk and insurance solutions for healthcare...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer Expands Cross Border Platform With India Approval And Boundless Deal

Payoneer Global (NasdaqGM:PAYO) has received in-principle authorization from the Reserve Bank of India to operate as a Payment Aggregator for cross-border transactions. The company has also acquired Boundless, a workforce solutions provider with a focus on Europe. These developments expand Payoneer’s reach in India and Europe and broaden its cross-border payments and global workforce offerings. Payoneer Global, trading at $5.94, is drawing fresh attention as it pairs new regulatory progress...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Assessing Zebra Technologies (ZBRA) Valuation After NRF 2026 AI Product Showcases

Zebra Technologies (ZBRA) is back in focus after using NRF 2026 to highlight new AI-native mobile computers, charging systems, and software upgrades designed to help retailers improve productivity, visibility, and real-time decision-making. See our latest analysis for Zebra Technologies. Despite the NRF buzz, Zebra’s recent share price performance has been weak, with a 90 day share price return of 20.07% and a 1 year total shareholder return of 41.39%. This suggests sentiment has been under...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Did New MANTL Wins And SDK Launch Just Shift Alkami Technology's (ALKT) Investment Narrative?

In recent weeks, Alkami Technology, Inc. announced multiple milestones for its MANTL platform, including new or expanded deployments at Harvard Federal Credit Union, Grow Financial Credit Union, and The Atlantic Federal Credit Union, alongside the rollout of its One-Click SDK Manager for developers. Together, these client wins and product enhancements highlight growing adoption of Alkami’s integrated digital banking and onboarding capabilities across account opening and lending, while...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku’s Expanding FAST and Commerce Partnerships Could Be A Game Changer For Roku (ROKU)

Roku has recently reported rapid growth in engagement and reach, with The Roku Channel capturing a 3% share of U.S. TV viewing and its platform expanding to 90 million streaming households, alongside new partnerships that broaden distribution to services like Amazon’s Fire TV and Pinterest’s shoppable content. Beyond scale, the company’s push into free ad-supported streaming TV, AI-driven personalization, and commerce-enabled programming highlights how Roku is trying to turn rising...
NYSEAM:KULR
NYSEAM:KULRElectrical

A Look At KULR Technology Group’s Valuation After The New Caban Energy Supply Agreement

Why KULR’s New Caban Energy Deal Matters KULR Technology Group (KULR) recently announced a five year preferred battery supply agreement with Caban Energy. The agreement is expected to generate an estimated US$30 million in revenue starting in 2026 for critical infrastructure projects. See our latest analysis for KULR Technology Group. The Caban agreement comes as KULR’s 1 month share price return of 22.19% and year to date share price return of 35.94% contrast with a 1 year total shareholder...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing Bid For Luminar Tests Quantum Security Growth Story

Quantum Computing Inc. (NasdaqCM:QUBT) has been selected as the stalking-horse bidder to acquire the remaining assets of Luminar Semiconductor. The transaction is expected to close this quarter, subject to the completion of the sale process. The move follows recent capital raises and the company’s first commercial quantum cybersecurity sale to a major U.S. bank. The company aims to expand its quantum photonics and optical communication business segments through this potential...
NasdaqGM:ODD
NasdaqGM:ODDPersonal Products

Does Oddity Tech’s Expanded US$350 Million Credit Facility Reframe Its Capital Allocation Strategy (ODD)?

In January 2026, ODDITY Tech Ltd. amended and expanded its bank credit facilities to US$350 million, replacing prior US$200 million lines and securing three-year access to undrawn funding through January 14, 2029, on SOFR + 2.7% terms with a 0.3% unused commitment fee. The enlarged, covenant-structured facilities, backed by subsidiary guarantees and a net debt-to-EBITDA cap of 4x, give Oddity added room to fund growth projects, potential acquisitions, share repurchases, and other general...
NYSE:KEYS
NYSE:KEYSElectronic

Keysight Deepens EV Charging And Satellite 5G Role With Airbus Collaboration

Keysight Technologies (NYSE:KEYS) has introduced new EV charging test systems designed to handle high power, megawatt level charging. The company has also expanded its work with Airbus on the SpaceRAN demonstrator for advanced satellite based 5G network testing. Both developments aim to support emerging standards in EV charging and non terrestrial 5G connectivity. For investors watching NYSE:KEYS, these product moves come with the stock trading around $215.72 and a 1 year return of 24.6%...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 Pivot To AI Infrastructure Puts Google Deal In Investor Focus

Hut 8 (NasdaqGS:HUT) has shifted from a pure-play Bitcoin miner to a broader digital infrastructure and AI data center company. The company signed a 15-year, $7b IT capacity lease at its River Bend data center that is financially backstopped by Google. Hut 8 also launched Highrise AI, a GPU as a Service platform aimed at AI and high performance computing workloads. For investors watching NasdaqGS:HUT, this move comes with the stock at $55.12 and a 111.7% return over the past year. The pivot...
NYSE:S
NYSE:SSoftware

SentinelOne GovRAMP Win And Tax Deal Test Investor Caution

SentinelOne (NYSE:S) received GovRAMP High Impact Authorization for its Singularity Platform, expanding access to US public sector customers. The authorization covers high sensitivity government workloads across federal, state, and local agencies. The company also completed a tax settlement with the Israeli Tax Authority, addressing outstanding tax matters related to its operations. For you as an investor, this sits at the intersection of cybersecurity demand and government IT spending...
NYSE:CCL
NYSE:CCLHospitality

Carnival Links Sustainability Upgrades And Destination Growth With Valuation Upside

Carnival Corporation & plc (NYSE:CCL) is rolling out fleet-wide energy efficiency upgrades, including advanced air lubrication and waste heat recovery systems. The company is expanding ecological efforts at its destinations, such as new composting and resource circularity programs. Carnival is progressing with private destination projects, including the planned Ensenada Bay Village, and reinforcing long term port partnerships. Carnival Corporation & plc, the large cruise operator behind...
NYSE:SCHW
NYSE:SCHWCapital Markets

Is Schwab’s Record 2025 Results and Buybacks Reshaping The Investment Case For Charles Schwab (SCHW)?

Charles Schwab has reported strong 2025 results, including record annual net revenues of US$23.90 billion, robust earnings growth, record client assets of US$11.90 trillion, and the completion of a US$5.45 billion share repurchase under its July 2025 buyback authorization. Alongside these results, Schwab is pushing into higher-growth areas such as private markets and advisor technology, highlighted by its planned acquisition of Forge Global and the launch of Schwab Advisor AI in Action to...
NYSE:CB
NYSE:CBInsurance

A Look At Chubb (CB) Valuation After Recent Share Price Pullback And Modest Discount Signals

Why Chubb Stock Is Getting Attention Now Chubb (CB) is back on investor radar after recent trading left the shares about 3.9% lower over the past month, despite a 6.7% gain in the past 3 months. See our latest analysis for Chubb. While the recent 1 month share price return decline of 4% has cooled Chubb’s momentum, the 3 month share price return of 6.7% and 1 year total shareholder return of 14.4% suggest the longer term trend has remained constructive. If Chubb has put insurance on your...
NYSE:MDT
NYSE:MDTMedical Equipment

Assessing Medtronic (MDT) Valuation As Shares Trade Near Analyst Narrative Of Modest Undervaluation

Medtronic (MDT) is back in focus after recent trading, with the share price at $101.34 and total return figures that span from the past week to the past 5 years drawing investor attention. See our latest analysis for Medtronic. Measured over longer periods, the picture is steadier. Medtronic’s recent 1-month and 90-day share price returns, alongside a 1-year total shareholder return of 17.13% and 3-year total shareholder return of 36.56%, point to gradually building momentum rather than a...
NYSE:BROS
NYSE:BROSHospitality

A Look At Dutch Bros (BROS) Valuation After Strong Quarterly Growth And Expansion Plans

Dutch Bros (BROS) is back on many watchlists after its latest quarterly report, where revenue grew 25.2% and same-store sales and overall revenue both came in ahead of analyst estimates. See our latest analysis for Dutch Bros. Despite the strong quarter and expansion plans, the share price has recently cooled, with a 1-month share price return of 4.5% and year to date share price return of 2.5% in decline. The 3-year total shareholder return of about 72% points to a strong longer term run...