NasdaqGS:PEP
NasdaqGS:PEPBeverage

A Look At PepsiCo (PEP) Valuation As It Launches Siemens And NVIDIA AI And Digital Twin Partnership

PepsiCo (PEP) has put its operations in the spotlight after unveiling a multi year collaboration with Siemens and NVIDIA that uses digital twin technology and AI agents to redesign plants and supply chains. See our latest analysis for PepsiCo. PepsiCo’s new AI and digital twin push arrives after a mixed share price stretch, with a 1-year total shareholder return of 1.42% and a 3-year total shareholder return decline of 11.35%, while shorter term share price momentum has recently cooled. If...
NYSE:SVV
NYSE:SVVMultiline Retail

Why Savers Value Village (SVV) Is Up 6.0% After Strong Comps And Aggressive Share Buybacks - And What's Next

Savers Value Village recently reported preliminary fourth-quarter and full-year sales through January 3, 2026, citing strong comparable store sales growth in the U.S. and Canada, alongside the completion of multiple share repurchase programs totaling 6,185,574 shares for US$57.36 million since November 2023. The combination of solid same-store performance, reaffirmed adjusted net income and EBITDA outlook, and ongoing capital returns via buybacks highlights management’s confidence in the...
NYSE:ALV
NYSE:ALVAuto Components

Did Autoliv's (ALV) Foldable Steering Wheel for Level 4 Autonomy Just Reframe Its Mobility Narrative?

Autoliv, Inc. and Tensor recently announced they have co-developed the world’s first foldable steering wheel for the Tensor Robocar, which retracts in Level 4 autonomous mode and works with an adaptive airbag system to maintain safety in both manual and autonomous driving. This dual-mode steering wheel rethinks the vehicle cabin as a flexible, multifunctional space, highlighting how safety suppliers can influence the design and user experience of future autonomous vehicles across the US, EU,...
NYSE:MCD
NYSE:MCDHospitality

What McDonald's (MCD)'s AI-Powered Drive-Thrus and Nostalgia Menus Mean For Shareholders

In recent months, McDonald’s has rolled out its biggest-ever Big Arch burger in the U.K. and Ireland, tested “secret menu” viral hacks, expanded Pokémon-themed Happy Meals, and accelerated AI-driven initiatives such as accuracy scales and voice ordering to sharpen service and deepen digital engagement. Taken together, these moves show McDonald’s leaning on nostalgia, social-media-friendly menu experiments, and AI-enabled operations to keep the brand relevant while improving order accuracy...
NYSE:HL
NYSE:HLMetals and Mining

A Look At Hecla Mining’s (HL) Valuation As Silver Hits A New All Time High

Why Hecla Mining Is Back on Traders’ Screens Hecla Mining (HL) has moved sharply back into focus after silver hit a fresh all time high, with the stock climbing about 9% as investors leaned toward precious metals during a broader risk off shift. See our latest analysis for Hecla Mining. That 8.95% 1 day share price return sits on top of a 30.04% 30 day and 84.05% 90 day share price return, while the 1 year total shareholder return is very large. This suggests momentum has been building as...
NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Valuation Check As Growth Stock Trades On Elevated P/E Multiple

Mastercard (MA) is drawing investor attention after a period of mixed near term returns, with the stock roughly flat over the past week and past 3 months, while one year and multi year returns remain positive. See our latest analysis for Mastercard. At a share price of US$566.28, Mastercard’s recent share price returns over shorter periods have been subdued, while its 1 year and multi year total shareholder returns remain clearly positive. This suggests that recent momentum has cooled...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

A Look At iQIYI (IQ) Valuation As It Unveils Its First Offline Entertainment Park

iQIYI (IQ) has drawn new attention after announcing iQIYI LAND, its first offline entertainment park. It is set to open in Yangzhou in February 2026, timed around Chinese New Year travel demand. See our latest analysis for iQIYI. The iQIYI LAND announcement comes as the stock trades at US$2.11, with recent momentum reflected in a 1-month share price return of 8.21% and a 7-day share price return of 4.46%. That contrasts with a weaker 3-year total shareholder return of 62.25% and 5-year total...
NYSE:NOC
NYSE:NOCAerospace & Defense

Northrop Grumman (NOC) Valuation Check After New MUX TACAIR Collaborative Combat Aircraft Win

Northrop Grumman (NOC) is back in focus after being competitively awarded the U.S. Marine Corps MUX TACAIR Collaborative Combat Aircraft program, which pairs its uncrewed and autonomy technology with Kratos’ Valkyrie system. See our latest analysis for Northrop Grumman. The MUX TACAIR award lands at a time when momentum in Northrop Grumman’s shares has been picking up, with a 10.45% 1 month share price return and a 35.54% 1 year total shareholder return from a latest share price of...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

US Stock Market Today S&P 500 Futures Edge Lower As Inflation And Fed Risks Loom

The Morning Bull - US Market Morning Update Tuesday, Jan, 13 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts down about 0.1%, as investors focus on three pressure points. First, December consumer price data is expected to show headline and core inflation at 2.7% year on year, a reading that will influence how quickly the cost of living is seen to be easing. Second, the 10 year US government bond yield is around 4.2%, reflecting higher borrowing costs for...
NYSE:PEG
NYSE:PEGIntegrated Utilities

Will PSEG’s Extended LIPA Deal and New Long Island Leadership Reshape Public Service Enterprise Group’s (PEG) Narrative?

Public Service Enterprise Group (PSEG) recently confirmed that New York State’s comptroller has given final approval to a five-year extension of PSEG Long Island’s operations services agreement with the Long Island Power Authority, securing its role managing the Long Island and Rockaways grid from January 2026 through December 2030. Alongside this contract extension, PSEG has reshaped leadership at PSEG Long Island, appointing long-time insider Scott Jennings as president and COO and veteran...
NasdaqGS:MNMD
NasdaqGS:MNMDPharmaceuticals

MindMed’s Rebrand To Definium Therapeutics And DT120 Pivot Could Be A Game Changer For Mind Medicine (MindMed) (MNMD)

Mind Medicine (MindMed) has rebranded as Definium Therapeutics and, as of January 13, 2026, now trades on Nasdaq under the ticker “DFTX,” highlighting its focus on next-generation treatments for psychiatric and neurological disorders. The company’s emphasis on DT120, an orally disintegrating tablet in three Phase 3 studies for generalized anxiety disorder and major depressive disorder, marks a clear pivot toward late-stage psychiatry drug development. With this rebrand and late-stage focus...
NYSE:UDR
NYSE:UDRResidential REITs

Does UDR’s Expanded LaSalle Venture and New Auditor Oversight Change The Bull Case For UDR (UDR)?

UDR, Inc. recently expanded its multifamily joint venture with LaSalle Investment Management by US$230 million, adding four properties to the partnership and increasing the portfolio to 2,564 apartment homes while also appointing experienced audit leader Ellen M. Goitia as an independent director, effective January 1, 2026. This combination of enlarged value-add multifamily exposure through the LaSalle venture and enhanced board-level financial oversight could influence how investors view...
NYSE:PDM
NYSE:PDMOffice REITs

How Record 2025 Leasing and Balance Sheet Moves At Piedmont Realty Trust (PDM) Has Changed Its Investment Story

Piedmont Realty Trust announced it will release its fourth-quarter and full-year 2025 results on February 11, 2026, alongside a management conference call the following day to discuss performance and recent activity. The company reported leasing 2.5 million square feet in 2025, much of it to new tenants at record rental rates, highlighting the impact of its portfolio upgrades and capital structure moves, including a US$532.5 million tender offer and new US$400 million senior notes. We’ll now...
NYSE:FND
NYSE:FNDSpecialty Retail

Does Bristlemoon’s Focus on FND’s Private‑Label Warehouse Model Reframe Floor & Decor’s Moat Narrative?

Bristlemoon Capital’s recently released Q4 2025 investor letter highlighted Floor & Decor Holdings’ multi‑year growth in comparable store sales and revenue, as well as its 5.5% third‑quarter sales increase. The letter underscored Floor & Decor’s emphasis on private label flooring and large warehouse-format stores as a key edge over big box home improvement chains, even though it is not among the most widely held hedge fund names. We’ll now examine how Bristlemoon’s emphasis on Floor &...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Is Brookfield Infrastructure’s Pivot Toward Data and Midstream Assets Altering The Investment Case For Brookfield Infrastructure Partners (BIP)?

In recent months, Brookfield Infrastructure Partners has been trading near its 52-week low as investors reassess the impact of higher interest rates on its capital-intensive portfolio of utilities, transport, midstream, and data assets. At the same time, management’s push to recycle capital from mature holdings into data infrastructure and midstream energy is reshaping the business mix and drawing cautiously positive attention from Wall Street analysts. We’ll now examine how Brookfield...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Is Constellium’s (CSTM) Tech Upgrades and Scrap Efficiency Shift Recasting Its Margin Potential Narrative?

In early January 2026, GTT Communications announced that Constellium renewed its GTT SIP Trunking agreement, connecting more than 15 sites across Europe and North America to support secure, unified voice and Microsoft Teams communications. At the same time, management highlighted benefits from widening scrap spreads and operational improvements at the Muscle Shoals facility, signaling a stronger focus on efficiency and recycling-driven cost advantages. We’ll now examine how Constellium’s...
NYSE:J
NYSE:JProfessional Services

A Look At Jacobs Solutions (J) Valuation After Securing Hut 8’s US$7b AI Data Center Project

Jacobs Solutions (J) has secured a role delivering Engineering, Procurement and Construction Management services for Hut 8's River Bend data center in Louisiana, a 15-year, US$7.0 billion AI-focused campus project. See our latest analysis for Jacobs Solutions. While the Hut 8 win puts Jacobs deeper into AI heavy infrastructure, the 90 day share price return of an 11.71% decline and the 3.07% year to date share price return suggest momentum has cooled, even though the 5 year total shareholder...