NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Deinium Therapeutics (DFTX) Is Up 11.5% After Psychedelic Rebrand And DT120 Roadmap Reveal Has The Bull Case Changed?

Deinium Therapeutics, formerly Mind Medicine (MindMed), has rebranded, announced a forthcoming Nasdaq ticker change to DFTX, and recently launched its “Rerouting Minds” educational campaign to explain the scientific and therapeutic potential of pharmaceutical LSD in mental health care. Alongside this, the company is outlining an ambitious 2026 roadmap for DT120 ODT in generalized anxiety disorder and major depressive disorder, plus early-stage work in autism spectrum disorder, signaling a...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Shoppable TV Push With Roku Meets Depressed Share Price And Valuation

Pinterest (NYSE:PINS) has partnered with Roku to launch shoppable TV content that links on-screen inspiration with direct purchase options. The company is introducing original series tailored to this format, aiming to keep viewers engaged while they browse and buy. Pinterest has also appointed a new Chief Business Officer with experience at major tech platforms, signaling a fresh commercial focus. Shares of NYSE:PINS last closed at $24.99, with a 1-year return of a 21.0% decline and a...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Hesai Group (HSAI) Is Up 8.2% After Pocket Pivot Signal Highlights Earnings Momentum Has The Bull Case Changed?

Hesai Group recently drew attention after analysis highlighted strong short-term earnings and sales momentum, alongside a highly positive technical setup, including a perfect technical rating. A key element was the identification of a ‘Pocket Pivot’ pattern, a technical signal that often attracts institutional traders looking for potential breakouts. Next, we will examine how this combination of earnings momentum and the Pocket Pivot signal shapes Hesai Group’s broader investment...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra (VST) Valuation Check After Transformative Meta Nuclear Power Agreements

Vistra (VST) has moved back into focus after signing 20-year power purchase agreements to supply more than 2,600 MW of zero-carbon nuclear energy in support of Meta’s data center operations. See our latest analysis for Vistra. At a share price of US$160.02, Vistra has seen a 2.05% 1 day share price gain after the Meta nuclear deal. Its 90 day share price return of a 16.38% decline contrasts with a very large 3 year total shareholder return of about 7x. This indicates that long term momentum...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Facility Links Hypersonic Production To Key U.S. Defense Programs

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has opened a new hypersonic system manufacturing facility in Maryland. The facility is focused on producing advanced hypersonic systems for U.S. military customers. Kratos has been selected to participate in the Pentagon's Golden Dome missile defense architecture. The company is also collaborating on the U.S. Marine Corps MUX TACAIR Collaborative Combat Aircraft program. For you as an investor, these updates highlight where Kratos fits...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Is SolarEdge Technologies (SEDG) Pricing Reflect Its Sharp Rebound After Last Year’s Slump

If you are trying to figure out whether SolarEdge Technologies at around US$33.34 is a bargain or a value trap, you are in the right place. The stock has had a mixed ride, with a 4.1% decline over the last 7 days, a 7.9% gain over 30 days, a 6.3% return year to date, a 155.5% return over 1 year, and very large declines of 88.9% over 3 years and 88.3% over 5 years. Recent market attention has focused on SolarEdge Technologies as investors reassess the solar equipment sector and its longer...
NYSE:LUMN
NYSE:LUMNTelecom

Has Lumen Technologies (LUMN) Run Too Far After Its Recent Share Price Rebound

If you are wondering whether Lumen Technologies at around US$8.39 still offers value or has already run too far, you are not alone. The stock shows returns of 2.2% over 7 days, 8.0% over 30 days, 9.1% year to date, 45.9% over 1 year and 58.3% over 3 years, while the 5 year return sits at a 36.9% decline. Recent attention on Lumen has been shaped by ongoing coverage of its turnaround efforts and balance sheet position, as investors weigh how the company responds to its debt load and industry...
NYSE:SE
NYSE:SEMultiline Retail

Assessing Sea (SE) Valuation After Recent Share Price Weakness And Mixed Growth Signals

Sea stock at a glance Sea (SE) has drawn fresh attention after recent trading, with the share price around $121.13 and mixed returns over the past year, including a 22% decline in the past 3 months. For investors, the key question now is how Sea’s e-commerce, digital financial services, and digital entertainment segments compare with its current valuation and its recent performance in revenue and net income. See our latest analysis for Sea. Sea’s recent share price pressure, with a 90 day...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

A Look At Fluence Energy (FLNC) Valuation After Record Backlog And Arizona Storage Win

Record backlog and Arizona project put Fluence’s growth story in focus Fluence Energy (FLNC) is back on investors’ radar after reporting a record backlog of about US$5.3b, issuing guidance for revenue growth in 2026, and winning a major Arizona storage contract. See our latest analysis for Fluence Energy. The latest Arizona win and record backlog have coincided with strong momentum, with Fluence’s 30 day share price return at 28.80%, a 90 day share price return of 64.32%, and a 1 year total...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital Innovation Day Puts AI Storage Growth And Valuation In Focus

Western Digital announced an Innovation Day event focused on new data storage developments for the AI driven economy. The company plans to showcase technologies aimed at supporting rising data storage needs tied to AI infrastructure growth. The event is expected to highlight how Western Digital is positioning its products and roadmap for AI related demand. For investors watching NasdaqGS:WDC, the Innovation Day comes at a time when the shares trade around $241.9. The stock has seen strong...
NYSE:UPS
NYSE:UPSLogistics

Does UPS’s Pivot Toward Healthcare Logistics and Automation Reshape the Bull Case for United Parcel Service (UPS)?

In recent months, United Parcel Service has drawn fresh attention as analysts responded to its ongoing shift toward higher-margin markets, reduced Amazon volumes, and greater automation, alongside continued emphasis on dividends and buybacks. An interesting angle is UPS’s push into healthcare logistics and improved revenue quality, which helps explain why analyst sentiment has become more constructive despite past margin pressure. With UPS shares recently recording a 1.01% seven-day and...
NYSE:EPAM
NYSE:EPAMIT

Should EPAM’s AI-Native Engineering Push With Cursor Partnership Require Action From EPAM (EPAM) Investors?

In early January 2026, EPAM Systems, Inc. announced a partnership with AI coding platform Cursor to help enterprises adopt AI-native engineering workflows at scale, integrating Cursor’s tools across complex technology stacks and developer teams. The collaboration pairs Cursor’s AI development capabilities with EPAM’s more than 50,000 engineers, training programs and productivity measurement frameworks, creating an unusually comprehensive toolkit for organizations looking to rework how...
NasdaqGS:ICLR
NasdaqGS:ICLRLife Sciences

Assessing ICON (ICLR) Valuation After Muted Share Performance And Mixed Pricing Signals

Event context and recent share performance ICON (NasdaqGS:ICLR) has drawn investor attention after a period of mixed share performance, with a small 1 day gain of 4.7% and broadly flat movement over the past week. Over the past month, the stock shows a 3.2% return, while the past 3 months reflect a 2.7% gain. The year to date figure and 1 year total return are both negative. See our latest analysis for ICON. With the share price at $184.87, ICON’s recent 4.7% 1 day share price return...
NYSE:BMY
NYSE:BMYPharmaceuticals

Assessing Bristol Myers Squibb (BMY) Valuation After New Microsoft Lung Cancer Detection Partnership

Why Bristol-Myers Squibb (BMY) is back on investors’ radar Bristol-Myers Squibb (BMY) just announced a partnership with Microsoft that uses FDA cleared radiology AI algorithms to support earlier lung cancer detection, a move that directly ties the stock to digital health infrastructure. For you as an investor, this is less about short term headlines and more about how BMY is positioning itself at the intersection of oncology, health equity, and hospital workflow tools that already touch much...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Is It Too Late To Consider Crinetics Pharmaceuticals (CRNX) After Strong Multi‑Year Share Gains?

Investors may be wondering if Crinetics Pharmaceuticals at around US$55.41 per share is still offering fair value, or if the recent excitement has already been priced in. The stock shows a flat 7 day return, while the 30 day return is 12.5%, year to date is 18.6%, and the 1 year return is 43.4%, with a very large 5 year gain of 282.9%. This performance may have changed how the market views its risk and potential. Recent coverage has focused on Crinetics Pharmaceuticals as a growth oriented...
NYSE:SPOT
NYSE:SPOTEntertainment

Spotify Technology (SPOT) Is Down 5.1% After Premium Price Hike And Co-CEO Transition - What's Changed

Spotify Technology S.A. recently announced a fresh round of Premium subscription price increases in the U.S. and select European markets, effective February 2026, alongside a leadership change that will see co-founder Daniel Ek step down as CEO in favor of incoming co-CEOs Gustav Söderström and Alex Norström. This combination of higher prices and a new leadership structure could reshape how Spotify balances revenue growth ambitions with subscriber retention and product innovation...
NYSE:FIS
NYSE:FISDiversified Financial

Can FIS (FIS) Turn Its New Agentic Commerce Push Into Durable Payments-Moat Advantage?

Fidelity National Information Services has launched what it calls the first agentic commerce solution for banks, enabling AI-driven purchasing assistants to securely initiate and complete card-based transactions in partnership with Visa and Mastercard, with rollout to issuing bank clients expected by the end of the first quarter of 2026. This move positions FIS at the center of emerging AI-enabled retail and payments infrastructure, as financial institutions seek tools to manage...
NYSE:GVA
NYSE:GVAConstruction

How New Tucson and Nevada Contracts At Granite Construction (GVA) Has Changed Its Investment Story

Granite announced in January 2026 that it had been selected for two major US infrastructure contracts: a US$157,000,000 road and bridge project in Tucson, Arizona, and a roughly US$66,000,000 highway improvement project in Nevada County, California, both slated for inclusion in its 2025 fourth-quarter committed and awarded projects. These wins highlight Granite’s role in complex, publicly funded transportation upgrades that combine freight mobility, safety improvements, and local materials...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton (HAL) Valuation Check After Flat Q4 Earnings Buybacks And International Expansion Plans

Halliburton (HAL) has landed in focus after its fourth quarter and full year 2025 results, which showed steady quarterly revenue and earnings per share, alongside a full year profit decline and ongoing capital return and leadership changes. See our latest analysis for Halliburton. The earnings release and ongoing buybacks have come alongside a strong 30 day share price return of 18.34% and a 90 day share price return of 22.56%, while the 1 year total shareholder return of 20.61% contrasts...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA) Valuation Check As India Data Residency Expansion Gains Traction

Okta’s India push and what it could mean for investors Okta (OKTA) has just rolled out in-country platform tenants in India. The company aims to meet local data residency rules while supporting AI adoption in heavily regulated sectors such as banking and healthcare. For investors, this move links Okta’s identity security fabric directly to India’s data protection framework and AI ambitions. In-country hosting on AWS is positioned to address compliance, cyber risk, and disaster recovery...
NYSE:CMA
NYSE:CMABanks

Comerica Merger With Fifth Third Creates Top Ten Bank, Raises Questions

Comerica (NYSE:CMA) has received final regulatory and shareholder approvals for its merger with Fifth Third Bancorp. The deal is set to close imminently, creating the ninth largest U.S. bank by assets. Management is targeting major cost synergies, including job cuts and consolidation of overlapping operations. The combined bank will have a larger presence across key growth markets in the Midwest and Sun Belt regions. For you as an investor, this is a significant turning point for Comerica,...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

BitMine Share Expansion Sharpens Ethereum Treasury And Staking Focus

BitMine Immersion Technologies (NYSEAM:BMNR) received shareholder approval to increase its authorized share count from 500 million to 50 billion shares. The company is accelerating its Ethereum accumulation and staking activities, supported by development of its MAVAN staking infrastructure. These moves reflect a broad shift in how BitMine is positioning itself within the Ethereum ecosystem. BitMine Immersion Technologies enters this shift with a share price of $29.35 and a 1-year return of...
NYSE:UPS
NYSE:UPSLogistics

UPS Turns Toward Higher Margin Growth As Turnaround Takes Shape

UPS (NYSE:UPS) is shifting its business mix toward higher margin services, automation, and healthcare logistics. The company is reducing lower margin work, including some Amazon-related volume, while streamlining operations and cutting costs. Early internal metrics point to improved revenue quality and profit margins in its core U.S. operations. For you as an investor, the key point is that UPS is reworking how it makes money, not just how much volume it handles. The company sits at the...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Starbucks (SBUX) Valuation Check As New Back To Starbucks Turnaround Plan Rolls Out

Starbucks (SBUX) is rolling out a new Back to Starbucks plan that includes placing a coffeehouse coach in every U.S. store by 2026 and expanding internal leadership development, aimed at addressing softer sales and traffic trends. See our latest analysis for Starbucks. The Back to Starbucks plan arrives as the share price shows improving short term momentum, with a 1 month share price return of 11.91% and a year to date share price return of 14.84%. However, the 1 year total shareholder...