NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix Tapped For Liquid Cooled AI Infrastructure As Valuation Draws Focus

Options Technology has deployed new liquid-cooled, high-density infrastructure in Equinix's NY5 data center. The rollout supports AI driven compute for financial services clients that require power hungry, latency sensitive workloads. The collaboration focuses on more sustainable data center operations through liquid cooling and higher rack density. For investors watching Equinix (NasdaqGS:EQIX), this move highlights how the company is being used as a platform for newer data center designs...
NYSE:RS
NYSE:RSMetals and Mining

Assessing Reliance (RS) Valuation After Strong Recent Share Price Momentum

Reliance’s recent performance in focus Without a single headline event setting the tone, Reliance (RS) has still drawn attention from investors as its recent share performance and fundamentals invite a closer look at how the metals solutions provider is currently positioned. The stock’s return over the past month and past 3 months, alongside annual revenue of US$13.9b and net income of US$728.2m, provides a snapshot of how the business and market pricing currently intersect. See our latest...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing Edges Toward Real Deployment With Bank Order And NASA Deal

Quantum Computing Inc. (NasdaqCM:QUBT) received its first U.S. commercial order for quantum cybersecurity solutions from a major U.S. bank. The company has completed and activated its proprietary photonic chip foundry in the U.S. Quantum Computing Inc. secured a NASA subcontract focused on quantum powered LIDAR data applications. The company is bidding for Luminar Semiconductor's assets through a stalking horse process as it seeks to expand its photonics footprint. Quantum Computing Inc...
NasdaqGM:ODD
NasdaqGM:ODDPersonal Products

A Look At Oddity Tech (ODD) Valuation As New US$350m Credit Facilities Expand Funding Capacity

Oddity Tech (NasdaqGM:ODD) has secured amended credit facilities totaling US$350 million, replacing its previous US$200 million lines and giving the company more room to fund growth projects, acquisitions, buybacks, and general needs. See our latest analysis for Oddity Tech. Despite the larger credit facilities signaling more financial flexibility, momentum in Oddity Tech’s share price has been weak recently, with a 30 day share price return of a 15.95% decline and a 1 year total shareholder...
NYSE:WU
NYSE:WUDiversified Financial

Reassessing Western Union (WU) After Years Of Share Price Weakness And Excess Returns Potential

If you have been wondering whether Western Union is attractively priced or just a value trap, you are not alone. The stock most recently closed at US$9.49, with returns of 2.4% over the last 7 days, 1.5% over 30 days, 2.8% year to date, 2.5% over 1 year, a 13.0% decline over 3 years, and a 38.5% decline over 5 years, which gives plenty of context for anyone reassessing the balance of risk and reward. Recent news coverage has largely focused on Western Union's role in global money transfers...
NasdaqGS:BLLN
NasdaqGS:BLLNHealthcare

Assessing BillionToOne (BLLN) Valuation As Mixed Recent Returns Meet Conflicting Growth Expectations

BillionToOne (BLLN) is back on investors’ radar after recent trading, with the share price around US$87.57 and mixed short term returns, including a 3.3% decline over the past day and a modest gain over the month. See our latest analysis for BillionToOne. Despite the recent 3.3% one day share price decline and a slightly negative year to date share price return of 1.93%, BillionToOne’s 1.42% 30 day share price return suggests momentum has been cautious rather than strongly trending in either...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Assessing MYR Group (MYRG) Valuation As Shares Trade Near Estimated Fair Value

MYR Group (MYRG) has drawn fresh attention after recent trading, with the stock showing mixed short term moves but stronger performance over the past month and past 3 months. This has prompted investors to reassess its fundamentals. See our latest analysis for MYR Group. At a share price of $244.60, MYR Group has seen a 1 day share price return decline of 2.19%. Its 30 day and year to date share price returns, along with strong multi year total shareholder returns, suggest momentum has been...
NasdaqCM:DVLT
NasdaqCM:DVLTSemiconductor

Is Datavault AI (DVLT) Turning Conference Visibility Into a Credible Real‑World Asset Tokenization Strategy?

Datavault AI Inc. recently presented at the ICR Conference 2026 in Orlando and is set to appear at the DealFlow Discovery Conference in Atlantic City, where CEO Nathaniel T. Bradley is discussing the company’s focus on real-world asset tokenization and broader technology portfolio. These conference appearances highlight Datavault AI’s effort to raise its profile with institutional investors and analysts by showcasing its tokenization strategy and long-term growth initiatives through formal...
NYSE:ARE
NYSE:AREHealth Care REITs

Alexandria Real Estate Lawsuits Test Disclosure Trust And Value Thesis

Multiple securities fraud class action lawsuits have been filed against Alexandria Real Estate Equities (NYSE:ARE) and certain executives. The complaints allege misleading statements about occupancy levels, the leasing pipeline, and property valuations. Plaintiffs are highlighting disclosures related to the company’s Long Island City asset as a key area of concern. Alexandria Real Estate Equities, trading at about $59.69 per share, is in a difficult spot for shareholders who have seen a...
NYSE:FIS
NYSE:FISDiversified Financial

FIS Bets On Agentic Commerce To Reframe Its AI Payments Story

Fidelity National Information Services (NYSE:FIS) has launched what it calls the first agentic commerce solution after acquiring the Total Issuing Solutions portfolio. The product is designed to let banks interact safely with AI agents for digital transactions, with Visa and Mastercard involved as partners. The move is framed as an industry first in AI powered payments, with potential implications for fraud controls, customer experience, and issuer processing. For investors watching...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

CoreWeave (CRWV) Valuation Check After Mixed Short-Term Share Price Performance

What recent trading says about CoreWeave CoreWeave (CRWV) has drawn investor attention after a mixed stretch in its share performance, with a roughly 1.3% gain in the last session, a recent weekly decline, and a stronger month and past 3 months. At a last close of US$92.98, the company sits between a positive year to date return and a weaker past 3 months. This gives investors a short track record of contrasting moves to weigh against its early financial profile. See our latest analysis for...
NYSE:ASB
NYSE:ASBBanks

Associated Banc-Corp (ASB) Net Interest Margin Strength Tests Skeptical Profit Sustainability Narratives

Associated Banc-Corp (ASB) has wrapped up FY 2025 with fourth quarter revenue of US$382.4 million and basic EPS of US$0.81. Trailing twelve month revenue came in at US$1.43 billion with EPS of US$2.81. The company has seen revenue move from US$952.9 million and EPS of US$0.73 on a trailing basis at the end of 2024 to US$1.43 billion and EPS of US$2.81 by the end of 2025, setting the backdrop for what investors will focus on as potential rewards from reported growth forecasts and expanding...
NYSE:SCHW
NYSE:SCHWCapital Markets

Schwab Advances Forge Deal And AI Push To Broaden Wealth Platform

Forge Global shareholders approved the definitive merger agreement with Charles Schwab, and the transaction is now expected to close in the first half of 2026, subject to regulatory approval. Charles Schwab launched an artificial intelligence focused program designed to help registered investment advisors accelerate adoption of AI tools in their practices. For investors watching NYSE:SCHW, these moves come with the stock around $102.18 and a return of 26.4% over the past year and 111.6%...
NYSE:VTOL
NYSE:VTOLEnergy Services

Bristow Group (VTOL) Bets on Electra’s EL9: Smart Mobility Pivot or Niche Technology Detour?

Earlier in January 2026, Electra.aero announced a binding Pre-Delivery Payment agreement with Bristow Group for five early EL9 hybrid-electric aircraft delivery slots, including the first off the production line, plus options on a further 45 aircraft at fixed terms, subject to certification. This move gives Bristow unusually early access to ultra-short takeoff, hybrid-electric aircraft, reinforcing its push into “Direct Aviation” and new regional mobility services. We’ll now examine how...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

A Look At Monolithic Power Systems (MPWR) Valuation After Wells Fargo Upgrade To Overweight

Monolithic Power Systems (MPWR) has drawn attention after a Wells Fargo upgrade to Overweight, reflecting a more positive view of the semiconductor sector and the company’s solid operations and balance sheet. See our latest analysis for Monolithic Power Systems. The recent Wells Fargo upgrade came after a strong run, with an 11.59% 1 month share price return and a 13.61% year to date share price return. The 1 year total shareholder return of 58.10% and 3 year total shareholder return of...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

How Weak Quarter and Merck Patent Deal At Universal Display (OLED) Has Changed Its Investment Story

Universal Display recently reported a past quarter in which revenue declined 13.6% year on year and fell 15.9% short of analyst expectations, marking the weakest performance versus estimates among analog semiconductor peers. At the same time, the company agreed to acquire OLED patent assets from Merck KGaA and emphasized the potential impact of its phosphorescent blue OLED technology and upcoming Gen 8.6 fabs in Korea and China on its long-term OLED roadmap. Next, we’ll examine how the...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Aeva Technologies (AEVA) Valuation Check As First Defense Contract With Forterra Expands 4D LiDAR Reach

Aeva Technologies (AEVA) has just secured its first defense sector contract, with Forterra selecting its 4D LiDAR sensors and perception technology for the AutoDrive autonomous vehicle system used in demanding mission environments. See our latest analysis for Aeva Technologies. The Forterra win lands after a busy start to the year, including Aeva’s new high power optical amplifier for AI data centers and its appearance at the Needham Growth Conference. Yet the share price has been volatile,...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is Carvana’s (CVNA) Efficiency Push Quietly Rewriting Its Long-Term Profitability Story?

Carvana recently attracted fresh attention as analysts reaffirmed positive views on the company while investors look ahead to its fourth-quarter and full-year 2025 earnings release, scheduled for February 18, 2026. What stands out is how improving earnings momentum and operational efficiency, coupled with recovering used-car market conditions, are reshaping perceptions of Carvana’s business resilience. With this backdrop of rising interest around Carvana’s upcoming earnings, we’ll examine...
NYSE:DE
NYSE:DEMachinery

Deere CFO Resignation Puts Spotlight On Capital Discipline And Stability

Deere (NYSE:DE) announced that Chief Financial Officer Joshua Jepsen is resigning. Ryan D. Campbell has been appointed interim CFO while the company searches for a permanent successor. The company stated that Jepsen’s departure is not related to any financial or operational disagreements. Deere, best known for its agricultural, construction, and forestry equipment under the John Deere brand, plays a central role in farm and infrastructure spending cycles. Investors often watch its finance...
NYSE:REVG
NYSE:REVGMachinery

REV Group Merger With Terex Faces Lawsuits And Crucial Shareholder Vote

REV Group (NYSE:REVG) faces shareholder lawsuits challenging its proposed merger with Terex Corporation. Plaintiffs argue that the original proxy materials for the merger lacked sufficient disclosures. REV Group and Terex have issued supplemental proxy filings in response to these legal claims. A shareholder vote on the merger remains scheduled, with outcomes potentially affected by the lawsuits. For you as an investor, this dispute relates directly to how major corporate decisions are...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Assessing Newell Brands (NWL) Valuation As Chesapeake Bay Fragrance Relaunches And Calphalon Gains Cookware Recognition

Newell Brands (NWL) is back on investors’ radar after relaunching its Chesapeake Bay Fragrance line and gaining cookware market recognition for Calphalon, highlighting how its brands are positioned in home fragrance and premium cookware. See our latest analysis for Newell Brands. At a share price of US$4.32, Newell Brands has seen a 17.39% 1 month share price return and a 16.13% year to date share price return. However, its 1 year total shareholder return of 57.15% and 5 year total...
NYSE:QXO
NYSE:QXOTrade Distributors

How QXO’s US$753 Million Follow-on Equity Raise At QXO (QXO) Has Changed Its Investment Story

In mid-January 2026, QXO, Inc. completed a follow-on equity offering of approximately US$753.16 million, issuing 31,645,570 common shares at US$23.80 each with a US$0.10 discount per share. This transaction forms part of a broader US$3 billion equity funding effort, signaling substantial financial backing for QXO’s acquisition-focused push in building products distribution and specialty contractor supply. With this sizeable equity raise underpinning its acquisition ambitions, we will examine...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Assessing USA Rare Earth (USAR) Valuation After Recent Share Price Momentum And DCF Upside

What USA Rare Earth’s Recent Trading Tells You USA Rare Earth (USAR) has drawn more attention recently, with the stock showing a 9.1% move in the past day and a 40.0% change over the past week. This has put recent trading firmly in focus for investors. See our latest analysis for USA Rare Earth. With the latest close at $24.77, USA Rare Earth’s strong recent gains, including a 75.05% year to date share price return and a 109.03% 1 year total shareholder return, point to building momentum...
NYSE:VVV
NYSE:VVVSpecialty Retail

A Look At Valvoline’s (VVV) Valuation As Franchise 500 Recognition Extends To A Fourth Straight Year

Valvoline (VVV) stock is back in focus after the company was ranked the No. 1 automotive services retailer in Entrepreneur magazine’s Franchise 500 for the fourth straight year, underscoring its brand strength and ongoing expansion plans. See our latest analysis for Valvoline. That franchise recognition comes as Valvoline’s share price sits at US$32.97, with a 7 day share price return of 4.67% and a 30 day share price return of 8.74%. The 1 year total shareholder return of 10.87% and 3 year...