NYSE:DLR
NYSE:DLRSpecialized REITs

A Look At Digital Realty Trust (DLR) Valuation After Malaysia Deal And US$11b India AI Expansion

Digital Realty Trust (DLR) has caught investor attention after announcing an acquisition in Malaysia and a US$11b commitment to AI focused data capacity in India, alongside upbeat commentary from several Wall Street research firms. See our latest analysis for Digital Realty Trust. These expansion moves into Malaysia and India come as the share price sits at US$167.44, with a 7 day share price return of 5.5% and a 30 day share price return of 7.1%, while the 1 year total shareholder return of...
NYSE:LUV
NYSE:LUVAirlines

US Stock Market Today: S&P 500 Futures Fall As Higher Yields Pressure Tech

The Morning Bull - US Market Morning Update Friday, Jan, 30 2026 US stock futures are pointing lower this morning, with key contracts for the S&P 500 and Nasdaq-100 down around 0.8% to 1%, as investors absorb mixed global signals. Taiwan just posted Q4 2025 GDP growth of 12.68% year on year, a surge linked to AI related tech demand, which highlights how much of the current growth story leans on chips and electronics. At the same time, the US 10 year Treasury yield has pushed above 4.27% and...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs QIA Pact And Leadership Shift Highlight Fee Growth Focus

Goldman Sachs Group (NYSE:GS) has expanded its partnership with Qatar Investment Authority with a preliminary agreement targeting up to $25 billion in investments. The firm has also reorganized its wealth and asset management leadership, elevating seven leaders to its management committee. These moves highlight a focus on international capital partnerships and the role of wealth and asset management within the firm. For investors watching NYSE:GS at a current share price of $940.12, this...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Tilray Rebrands In Italy To Deepen EU Medical Cannabis Presence

Tilray Medical is rebranding its Italian medical cannabis operations under the Tilray Medical Italia name. The company is expanding pharmaceutical partnerships in Italy to deepen its presence in the regulated medical cannabis market. Tilray Brands (NasdaqGS:TLRY) is broadening its EU-GMP certified product portfolio for distribution through Italian pharmaceutical channels. Tilray Brands, through Tilray Medical, is pushing further into Europe’s regulated medical cannabis market by...
NYSE:LEVI
NYSE:LEVILuxury

Levi Strauss (LEVI) Margin Expansion Reinforces Bullish Earnings Narrative

Levi Strauss (LEVI) closed out FY 2025 with fourth quarter revenue of US$1,765.8 million and basic EPS of US$0.41, setting the tone for a year in which trailing twelve month revenue reached US$6.3 billion and EPS came in at US$1.27. Over the last few quarters, the company has seen revenue move from US$1,443.1 million in Q3 FY 2024 to US$1,749.9 million in Q4 FY 2024 and then to US$1,765.8 million in Q4 FY 2025. Quarterly EPS shifted from US$0.06 to US$0.45 to US$0.41 over the same stretch,...
NYSE:AXP
NYSE:AXPConsumer Finance

Assessing American Express (AXP) Valuation After Recent Share Price Stability

American Express (AXP) is back in focus after its recent share move. The stock closed at $358.50 as investors weigh its returns profile across the past week, month, and past 3 months. See our latest analysis for American Express. That recent 0.42% 1 day share price gain comes after a softer patch, with the year to date share price return of a 3.82% decline compared with a 1 year total shareholder return of 13.60%. This indicates that longer term momentum has been stronger than the latest...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

SLM Buyback Plan And Earnings Update Highlight Valuation And Capital Returns

SLM Corporation (NasdaqGS:SLM) has approved a new $500 million share repurchase program. The company also reported updates on completed buybacks under its existing authorization. SLM released its latest quarterly earnings at the same time, providing fresh insight into its recent performance and capital allocation plans. SLM, trading around $26.92, has posted strong multi-year returns, with the share price up 94.7% over 3 years and 96.0% over 5 years. Over the past year, however, the stock...
NYSE:GVA
NYSE:GVAConstruction

How a New $20 Million U.S. 101 Contract at Granite Construction (GVA) Has Changed Its Investment Story

Granite Construction announced it has been selected to rehabilitate an eight-mile stretch of U.S. Highway 101 near King City in Monterey County, California, a federally funded infrastructure project valued at about US$20,000,000 and scheduled to run from late first quarter 2026 through first quarter 2027. The project not only adds to Granite’s first quarter capital allocation plan, but also highlights the role of its Coalinga Asphalt Plant in supplying tens of thousands of tons of rubberized...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

A Look At Sprouts Farmers Market (SFM) Valuation After Recent Share Price Weakness

Why Sprouts Farmers Market stock is getting a closer look Sprouts Farmers Market (SFM) has drawn fresh attention after a stretch of weak share performance, including a 12% decline over the past month and a 55% decline over the past year. For context, the stock last closed at US$70.66. The company reports annual revenue of US$8.65b and net income of US$513.45m. These figures give investors a concrete starting point for assessing the current valuation. See our latest analysis for Sprouts...
NYSE:BDC
NYSE:BDCElectronic

A Look At Belden (BDC) Valuation As Shares Show Mixed Short Term Returns

Belden (BDC) is drawing investor attention after its recent share performance, with the stock last closing at $119.74 and showing mixed short term returns over the past week, month, and past 3 months. See our latest analysis for Belden. Belden’s recent 1-day share price return of 0.90% sits against a year to date share price return of 1.64%, while the 1-year total shareholder return of 2.01% and 5-year total shareholder return of 140.99% suggest longer term holders have seen stronger momentum...
NYSE:CFR
NYSE:CFRBanks

The Bull Case For Cullen/Frost Bankers (CFR) Could Change Following Strong Earnings And New Buyback Program

Cullen/Frost Bankers, Inc. recently reported fourth-quarter and full-year 2025 results showing higher net income and earnings per share versus the prior year, while also detailing lower net charge-offs and confirming both common and preferred stock dividends. Alongside these results, the board completed a prior buyback tranche and authorized a new US$300 million share repurchase program, signaling management’s confidence through continued capital returns. Next, we’ll look at how the stronger...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Viavi IRINS Aims To Counter Threats And Deepen Defense Exposure

Viavi Solutions (NasdaqGS:VIAV) announced the launch of the IRINS navigation platform through its Inertial Labs business. The new system is designed to counter spoofing and jamming threats targeting military and critical infrastructure operations. IRINS focuses on assured navigation and continuity of service in mission critical environments. For you as an investor, this launch highlights how Viavi Solutions is leaning into sectors where continuity and resilience are central requirements,...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Is Peloton (PTON) Offering An Opportunity After Steep Multi‑Year Share Price Declines

If you are wondering whether Peloton Interactive's current share price reflects its true value, you are not alone. This article walks through what the numbers are saying about the stock. Peloton's share price recently closed at US$5.73, with returns of a 1.4% decline over 7 days, 8.0% decline over 30 days, 6.4% decline year to date, 29.0% decline over 1 year, 66.3% decline over 3 years, and 96.4% decline over 5 years. These movements may have changed how investors view its risk and...
NasdaqGM:RLAY
NasdaqGM:RLAYBiotechs

Relay Therapeutics (RLAY) Valuation Check After Analyst Upgrades And Zovegalisib Breast Cancer Data

Relay Therapeutics (RLAY) is back on investors’ radar after a series of analyst upgrades, led by Oppenheimer, tied to interim data for its investigational breast cancer drug zovegalisib and concerns around rival therapy gedatolisib. See our latest analysis for Relay Therapeutics. Relay’s recent analyst upgrades and zovegalisib data arrive after a mixed period for the shares, with a 30 day share price return of a 7.66% decline but a 1 year total shareholder return of 69.82%. This suggests that...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

Is Uniti’s 8.625% 2032 Note Offering Reshaping the Investment Case for Uniti Group (UNIT)?

In January 2026, Uniti Group Inc. issued new fixed-income securities, including US$500,000,000 of 8.625% senior notes and US$1 billion of 8.625% senior unsecured notes due 2032 under Regulation S and Rule 144A, with attached guarantees. The completion of these large, guaranteed senior unsecured note offerings materially reshapes Uniti Group’s capital structure and future interest obligations. We’ll now examine how Uniti Group’s sizable 8.625% senior unsecured notes due 2032 may influence...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

Is United Natural Foods (UNFI) Offering Value After Recent Share Price Strength

If you are wondering whether United Natural Foods is attractively priced right now, you are not alone. This article walks through what the current share price might be implying about value. The stock closed at US$37.28, with returns of 8.8% over the past week, 11.3% over the past month, 11.6% year to date and 22.4% over the past year. Over three years the return is a 14.8% decline and over five years the return is 43.1%. Recent share price moves have come alongside ongoing investor interest...
NasdaqGS:TRMK
NasdaqGS:TRMKBanks

Trustmark’s Record Earnings And Buyback Plan Underline Shareholder Return Focus

Trustmark (NasdaqGS:TRMK) has reported record full-year earnings, highlighting strong performance across core banking, mortgage banking, and wealth management. The company has raised its quarterly dividend, signaling confidence in its balance sheet and ongoing cash generation. Trustmark also approved a new $100 million stock repurchase program, adding another lever for returning capital to shareholders. At a recent share price of $42.32, Trustmark comes into this news with solid longer term...
NYSE:OXY
NYSE:OXYOil and Gas

Occidental Petroleum (OXY) Valuation Check As Shares Rebound And Carbon Removal Bets Gain Attention

Occidental Petroleum (OXY) has recently drawn investor attention after its shares moved around 1.3% in a single day and about 9.6% over the past month, prompting fresh questions about its current valuation. See our latest analysis for Occidental Petroleum. Those recent share price moves sit against a mixed backdrop, with a 30-day share price return of 9.55% and a year-to-date share price return of 7.17%, but a 1-year total shareholder return of 5.11% decline and a 3-year total shareholder...