NYSE:BAC
NYSE:BACBanks

Bank of America (BAC): Valuation Check as Record Highs Follow Digital Push and Upbeat Investor Update

Bank of America (BAC) is trading at record highs after a powerful mix of strategic updates, digital banking upgrades and steady earnings beats, giving investors fresh reasons to revisit the stock’s long term story. See our latest analysis for Bank of America. The latest leg higher, including a solid year to date share price return of roughly 24.8 percent and a one year total shareholder return of about 28 percent, reflects investors warming to Bank of America’s growth narrative as it rolls...
NasdaqCM:WYFI
NasdaqCM:WYFIIT

WhiteFiber (WYFI): Valuation Check After $865 Million, 10-Year AI Colocation Deal With Nscale

WhiteFiber (WYFI) just landed a 10 year, roughly $865 million colocation deal with Nscale at its NC 1 AI data center campus, locking in a sizable revenue stream tied to advanced AI workloads. See our latest analysis for WhiteFiber. Investors clearly took notice of the Nscale deal, with a 1 day share price return of 17.1 percent lifting WhiteFiber to 16.74 dollars. However, the 90 day share price return of negative 36.4 percent shows sentiment is still recovering rather than in full on...
NYSE:JOBY
NYSE:JOBYAirlines

How Investors Are Reacting To Joby Aviation (JOBY) Expanding Production And Building A Vertiport Network

In recent days, Joby Aviation announced plans to double its U.S. manufacturing capacity to four eVTOL aircraft per month by 2027 and unveiled a partnership with Metropolis Technologies to develop 25 vertiports across the country, integrating AI-enabled parking and baggage services into early air taxi markets. Together, these moves push Joby beyond pure aircraft development toward building the ground infrastructure and production footprint needed for a functioning air taxi network. We’ll now...
NYSE:COHR
NYSE:COHRElectronic

Coherent (COHR): Valuation Check After AI Datacenter Momentum and New Silicon Carbide Platform Fuel Investor Optimism

Coherent (COHR) has been on investors radar after its silicon carbide platform for AI data centers grabbed attention, alongside strong growth in datacenter and communications revenue, even as Bain Capital share sales added some short term turbulence. See our latest analysis for Coherent. That backdrop helps explain why the share price has surged to about $185.83, with an 84.74% year to date share price return and a 90.26% one year total shareholder return, suggesting momentum is clearly...
NasdaqGS:APP
NasdaqGS:APPSoftware

Does AppLovin’s 7,231% Three Year Surge Still Make Sense in 2025?

If you are wondering whether AppLovin is still a smart buy after its huge run or if you are late to the party, this breakdown will help you figure out what the current price actually implies about future growth. The stock has surged 7.6% over the last week, 36.1% over the last month, and a massive 111.1% year to date, with a 111.6% gain over the past year and an eye catching 7,231.0% over three years. This naturally raises questions about how much upside is left versus how much risk has...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Does GlobalFoundries Stock Merit Attention After Its Recent 11% Rebound?

If you are wondering whether GlobalFoundries is quietly turning into a value opportunity, or if it is still a trap for patient investors, this article will walk you through what the current price really implies. After a choppy year where the stock is down about 12.2% over the last 12 months and 13.8% year to date, the recent 11.2% gain over the past month, despite a 5.4% dip in the last week, suggests that sentiment may be starting to shift again. Recent headlines around the semiconductor...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax’s Accelerating AI Patent Build-out Might Change The Case For Investing In Equifax (EFX)

In the second half of 2025, Equifax secured 27 new patents, bringing its 2025 total to 62 and expanding its AI, cloud and security capabilities across nearly 700 issued or pending patents in 15 countries. This rapid build-out of EFX.AI and Equifax Cloud intellectual property, including responsible AI techniques used in customer-facing solutions, could strengthen the company’s differentiation in risk assessment, fraud prevention and credit decisioning. We’ll now examine how Equifax’s...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla (TSLA): Revisiting Long-Term Valuation After a Strong Multi-Year Share Price Run

Tesla (TSLA) has quietly pushed higher, with the stock up about 19% over the past month and 13% in the past 3 months, as investors revisit its long term growth story. See our latest analysis for Tesla. That momentum sits on top of a much stronger backdrop, with the share price up about 27% year to date and a three year total shareholder return nearing 291%, as investors refocus on Tesla’s long term growth optionality and execution risk. If Tesla’s run has you rethinking the auto space, it...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

How Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story

LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$280 million in advisory, brokerage and retirement plan assets and a nationwide client base. A separate November 2025 activity update showed total advisory and brokerage assets at about US$2.36 trillion with continued organic net new asset inflows, underscoring LPL’s ability to grow assets even...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR): Valuation Check After New Multi‑Year Digital Oilfield Deal With Kuwait Oil Company

Baker Hughes (BKR) just landed a multi year deal with Kuwait Oil Company that leans heavily on its artificial lift and digital production tech, a contract that could quietly strengthen its long term earnings base. See our latest analysis for Baker Hughes. Even with a soft patch lately, including a 30 day share price return of minus 7.8 percent, Baker Hughes still sports a 5 year total shareholder return of roughly 142 percent. This suggests long term momentum remains intact as contracts like...
NYSE:IR
NYSE:IRMachinery

Will Jerome Guillen’s Tesla Experience Quietly Rewire Ingersoll Rand’s Operational Edge and ESG Story (IR)?

Ingersoll Rand has expanded its Board of Directors to ten members and appointed former Tesla president Jerome Guillen, effective January 1, 2026, also naming him to the Compensation and Sustainability Committees. Guillen’s background in scaling advanced manufacturing, automation, and sustainable technologies across Tesla and Daimler brings fresh operational and innovation-focused oversight to Ingersoll Rand’s governance structure. We’ll now explore how Guillen’s Tesla-honed expertise in...
NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR): Evaluating Valuation After Strong Sales Growth, New Customers and Raised 2026 Guidance

Tapestry (TPR) just backed up its hot share price with equally strong fundamentals, delivering 13% year over year net sales growth and 2.2 million new customers while raising its 2026 revenue and EPS guidance. See our latest analysis for Tapestry. That guidance upgrade helps explain why the 1 month share price return sits at a strong 20.1 percent, feeding into a 91.1 percent year to date share price gain and a powerful 5 year total shareholder return of about 360 percent. This suggests...
NasdaqGS:UPB
NasdaqGS:UPBBiotechs

Does Mizuho’s New Coverage of Upstream Bio (UPB) Reframe the Stock’s Risk‑Reward Narrative?

Earlier this week, Mizuho Securities analyst Joseph Catanzaro initiated coverage on Upstream Bio with a buy rating, signaling fresh Wall Street attention on the biotech name. This coverage launch brings Catanzaro’s recent track record, where fewer than half of his calls were successful but still generated an 8.5% average return, into focus for investors assessing the endorsement’s weight. Next, we’ll examine how this new Mizuho coverage and Catanzaro’s track record might influence Upstream...