NYSE:KEYS
NYSE:KEYSElectronic

Will Keysight’s (KEYS) Singapore Quantum Pact and AI Push Reshape Its Research-Driven Investment Narrative?

In December 2025, Keysight Technologies announced a five-year Master Research Collaboration Agreement with Singapore’s leading quantum research institutions, alongside new AI-powered design assistants and advanced automotive and cybersecurity demonstrations unveiled around CES 2026. Together, these moves highlight how Keysight is deepening its role in quantum computing while embedding AI across its software tools and automotive test ecosystem, reinforcing its push into higher-value,...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Is Down 6.1% After First CNS RNAi Alzheimer’s Trial Dosing – Has The Bull Case Changed?

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-MAPT, an RNAi therapy targeting tauopathies such as Alzheimer’s disease, using a new delivery system designed to cross the blood-brain barrier after subcutaneous injection. This marks Arrowhead’s initial move into central nervous system applications of its TRiM RNAi platform, potentially broadening its reach beyond liver and cardiometabolic indications. Next, we’ll examine how Arrowhead’s first...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Could Deutsche Bank’s EWBC Call Recast East West’s Cross-Border Strategy and CRE De-Risking Narrative?

Earlier this month, Deutsche Bank initiated coverage on East West Bancorp, citing its cross-border U.S.–Asia franchise and steps to trim commercial real estate exposure while expanding fee-based businesses such as wealth management. At the same time, insider share sales of about US$1,442,905 and the bank’s record quarterly results added extra context to shifting investor sentiment. We’ll now examine how Deutsche Bank’s focus on East West Bancorp’s cross-border strengths could influence its...
NasdaqGS:MLCO
NasdaqGS:MLCOHospitality

Dividend Comeback and Macau Refresh Might Change The Case For Investing In Melco Resorts & Entertainment (MLCO)

Melco Resorts & Entertainment recently outlined plans to resume quarterly dividends by the end of 2026 while closing two Mocha Clubs and reallocating gaming machines across its Macau portfolio, alongside reopening the renovated Countdown Hotel by the third quarter of 2026. These moves suggest management is prioritizing shareholder returns and higher‑quality guest experiences in Macau through more focused properties and refreshed non-gaming offerings. Next, we’ll examine how the planned...
NYSE:KMPR
NYSE:KMPRInsurance

The Bull Case For Kemper (KMPR) Could Change Following William Blair’s Downgrade To Underperform – Learn Why

Recently, William Blair downgraded Kemper (KMPR) from “Market Perform” to “Underperform,” adding to a series of cautious analyst moves and reflecting a more guarded view of the insurer’s prospects. This shift contributes to a mixed but increasingly wary analyst landscape around Kemper, where a consensus “Hold” rating underscores uncertainty about the company’s path ahead. We’ll now examine how William Blair’s downgrade and the broader cautious analyst tone may affect Kemper’s existing...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Can Structure Therapeutics (GPCR) Build a Durable Obesity Moat With Dual Oral Hormone Pathways?

Structure Therapeutics recently began a first-in-human Phase 1 trial of ACCG-2671, an oral small-molecule amylin receptor agonist for obesity, evaluating safety, tolerability, pharmacokinetics and pharmacodynamics in both healthy volunteers and people with obesity using single- and multiple-ascending dose cohorts. This move broadens the company’s obesity franchise beyond its oral GLP-1 candidate aleniglipron, positioning Structure to pursue future combination weight-loss regimens built...
NYSE:PIPR
NYSE:PIPRCapital Markets

The Bull Case For Piper Sandler Companies (PIPR) Could Change Following Standout Small-Cap Profitability Recognition

Recently, Piper Sandler Companies was highlighted as a strong small-cap name after delivering exceptional annual revenue growth, profitable incremental sales, and a stronger balance sheet over the past two years. This recognition positions the firm as a rare small-cap financial services player that has translated market share gains into meaningfully higher earnings quality. Next, we’ll explore how this profitable revenue expansion and balance sheet improvement may influence Piper Sandler’s...
NasdaqGS:SBGI
NasdaqGS:SBGIMedia

Sinclair (SBGI): Rethinking Valuation After a Recent Pullback in the Share Price

Sinclair (SBGI) has quietly outpaced the broader market over the past 3 years, even as the share price slipped over the past month. This may set up an interesting entry point for patient investors. See our latest analysis for Sinclair. The recent pullback, including a 7 day share price return of negative 5.47 percent and a year to date share price return of negative 5.41 percent, contrasts with a resilient 3 year total shareholder return of 30.44 percent. This suggests longer term momentum is...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Starbucks (SBUX) Is Up 5.5% After Elliott Stake, China JV And Strike Fallout - Has The Bull Case Changed?

In recent days, Starbucks has been in focus as activist investor Elliott Management built a stake, North American operations outperformed, workers staged the company’s largest U.S. barista strike, and a China joint venture with Boyu Capital was announced alongside a US$38.9 million Fair Workweek settlement in New York City. Together, these developments highlight how Starbucks is balancing shareholder pressure, labor relations, and expansion in China while executing a broad operational...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

Will Surging Defense Revenue And CFO Stock Sale Change nLIGHT's (LASR) Directed Energy Narrative

In recent days, nLIGHT has drawn fresh attention after its CFO sold nearly US$2.4 million of stock while multiple research firms initiated or reaffirmed positive coverage, highlighting the company’s growing role in defense and directed energy applications. Amid this, analysts have pointed to a reported 50% increase in defense-related revenue year over year as a key reason for renewed optimism around nLIGHT’s position in next-generation military laser systems. Now we’ll examine how surging...
NYSE:BAX
NYSE:BAXMedical Equipment

Baxter (BAX): Reassessing Valuation as Novum Infusion Pump Class Action Lawsuits Escalate

Legal pressure is building around Baxter International (BAX), as several law firms are pursuing class actions over alleged defects in its Novum LVP infusion pumps and how those problems were disclosed to investors. See our latest analysis for Baxter International. All of this is hitting a stock that already had weak momentum. A roughly 7.8% 1 month share price return has been unable to offset a steep year to date share price decline and a multiyear slide in total shareholder returns,...
NYSE:GBCI
NYSE:GBCIBanks

Should Piper Sandler’s Upgrade and Margin Focus Require Action From Glacier Bancorp (GBCI) Investors?

Piper Sandler recently upgraded Glacier Bancorp to “overweight” from “neutral,” citing margin improvement, strong earnings growth, attractive valuation, and solid credit quality as reasons for its updated stance. The firm also highlighted Glacier Bancorp’s expansion into Texas and its established M&A track record as key supports for future earnings potential and balance sheet strength. We’ll now examine how Piper Sandler’s focus on Glacier Bancorp’s improving net interest margin could shape...
NYSE:IDA
NYSE:IDAElectric Utilities

Is Morgan Stanley’s Large-Load Growth Upgrade Altering The Investment Case For IDACORP (IDA)?

Morgan Stanley recently upgraded IDACORP’s rating, citing improved prospects tied to strong expected electricity load growth and reduced regulatory uncertainty following a rate case settlement. The upgrade highlights how potential new large customers, such as additional Micron fabrication capacity, mining operations, and data centers, could materially reshape IDACORP’s long-term demand profile. We’ll now examine how Morgan Stanley’s focus on accelerating large-load growth could reshape...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

What Alphabet (GOOGL)'s AI-Driven Public Safety and Energy Deals Mean For Shareholders

In recent days, Motorola Solutions and Google integrated Android Emergency Live Video into Motorola’s 911 command-center software, letting Android callers share encrypted, one-click live video with call handlers across much of North America’s public safety network. Separately, Google has been expanding its AI and infrastructure reach with moves such as new carbon-removal and renewable-power agreements, underscoring how its AI ambitions are tightly linked to energy, sustainability, and...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Did AM Best’s Credit Upgrade Just Shift Arch Capital Group’s (ACGL) Risk-Reward Narrative?

AM Best recently upgraded Arch Capital Group’s long-term issuer credit ratings to “aa” and affirmed its A+ financial strength ratings, citing a strongest balance sheet, very strong operating performance, and effective risk management across its insurance, reinsurance, and mortgage businesses. This higher credit standing reinforces Arch Capital Group’s reputation as a financially resilient insurer and reinsurer, potentially lowering funding costs and strengthening confidence among...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Latest News In Cloud AI - Advancing AI Research Through Robust Infrastructure in Canada

Recent advancements in cloud AI infrastructure across Canada have been highlighted by the adoption of VAST Data's AI Operating System by prominent national research centers, SciNet and SHARCNET. These institutions have integrated VAST's scalable and resilient AI OS to support a surge in GPU-powered research and AI workloads, signifying a shift towards unified platforms that can manage both traditional HPC and emerging AI tasks efficiently. This consolidation reflects a broader trend of...