NYSE:TDY
NYSE:TDYElectronic

Did Teledyne’s 2025 Records, Buyback and Space Wins Just Shift TDY’s Investment Narrative?

In January 2026, Teledyne Technologies reported full-year 2025 results with sales of US$6,115.40 million and net income of US$894.80 million, issued 2026 earnings guidance, completed a US$400 million buyback, and announced the upcoming retirement of director Kenneth C. Dahlberg at the April 2026 annual meeting. Alongside record orders and growth in defense and digital imaging, Teledyne’s space imaging business saw its Speedster HyViSI sensors deployed on NASA’s BlackCAT CubeSat mission,...
NasdaqGM:GDS
NasdaqGM:GDSIT

GDS Holdings (NasdaqGM:GDS) Valuation After Governance Proposal To Increase Chairman Voting Power

GDS Holdings (GDS) has called an Extraordinary General Meeting for February 24, 2026, asking shareholders to approve amendments that would increase Chairman and CEO William Wei Huang’s voting power on specific governance matters. See our latest analysis for GDS Holdings. The governance proposal comes after a strong run in the shares, with a 30 day share price return of 20.31% and a 1 year total shareholder return of 100.52%. However, the 5 year total shareholder return of 60.33% is still...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku (ROKU) Valuation Check As The Roku Channel Extends Reach Through Fire TV Partnership

Roku (ROKU) is back in focus after The Roku Channel expanded onto Amazon Fire TV, giving Fire TV users free access to its ad-supported content while FAST viewing on the service climbed rapidly. See our latest analysis for Roku. These distribution moves around The Roku Channel come as Roku’s share price sits at US$107, with a 7-day share price return of 3.22% and a 90-day share price return of 8.07%. The 1-year total shareholder return of 33.40% contrasts with a 5-year total shareholder return...
NasdaqGS:KHC
NasdaqGS:KHCFood

Berkshire Exit And Breakup Plans Recast Kraft Heinz Ownership Story

Berkshire Hathaway has taken regulatory steps that would allow it to sell its entire stake in Kraft Heinz. The move comes as Kraft Heinz plans to split into two independent public companies focused on global sauces and North American grocery products. The potential exit by Warren Buffett’s firm marks a significant ownership shift for NasdaqGS:KHC. Kraft Heinz, trading at $23.58 per share, has faced a challenging stretch, with the stock down 17.2% over the past year and 32.2% over three...
NYSE:LRN
NYSE:LRNConsumer Services

Sizing Up Stride (LRN) After A 40% One Year Share Price Decline

If you are looking at Stride and wondering whether the recent price makes sense, you are in the right place to size up what the current market is implying about value. Stride’s share price closed at US$71.60, with returns of 2.7% over 7 days, 8.1% over 30 days, 10.8% year to date, a 39.8% decline over 1 year, 71.9% over 3 years and 163.6% over 5 years. These figures can shape how investors think about its potential and risk. Recent coverage of Stride has focused on its role as an online...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN Reworks Bitcoin Roots Into AI Cloud Play With Microsoft

IREN (NasdaqGS:IREN) has announced a multi year partnership with Microsoft focused on building out AI cloud services. The company is reallocating resources from Bitcoin mining toward AI infrastructure, including a planned large scale GPU deployment. These moves have sparked active debate among investors over execution risks, capital needs, and the shift in business mix. For you as an investor, the core story is that a former crypto focused miner is now trying to reposition itself as an AI...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly-Clark Faces Pivotal Vote On US$40b Kenvue Transformation

Kimberly-Clark, ticker NasdaqGS:KMB, is moving toward a shareholder vote on its proposed $40b acquisition of Kenvue. Proxy advisory firm ISS has urged investors to support the deal, calling it a key step for the company. The transaction is framed as a way to reshape Kimberly-Clark's financial profile and build a broader global consumer health platform. Kimberly-Clark, trading at $101.14, is approaching this vote after a mixed share price record, with a 1.8% gain over the past week, a 19.9%...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Assessing Perrigo (PRGO) Valuation As Dividend Payouts Exceed Earnings

Recent commentary on Perrigo (PRGO) has focused on its dividend policy, with the company reportedly paying out more in dividends than it earns, which is raising fresh questions about payout sustainability. See our latest analysis for Perrigo. Perrigo shares trade at US$14.40 after a 4.2% 1 month share price return. However, a 33.3% 3 month share price decline and a 39.5% 1 year total shareholder return loss suggest momentum has been weak despite its consumer health footprint. If concerns...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle TikTok Deal Puts Data Security And Valuation In Focus

Oracle has taken a pivotal role in the completed TikTok U.S. joint venture, becoming a key shareholder in the new American controlled entity. The company is responsible for safeguarding TikTok's U.S. user data and providing core cloud infrastructure to support ongoing U.S. operations. This agreement formalizes Oracle's entry into a high profile consumer digital platform while aligning with U.S. national security requirements. For investors watching NYSE:ORCL, this move adds a new angle to a...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Adobe Firefly Embeds In Storyteq As Valuation Looks Undemanding

Adobe (NasdaqGS:ADBE) is integrating its Firefly generative AI into Inspired Thinking Group's Storyteq platform. The partnership gives Storyteq users direct access to Adobe's AI models for content creation and campaign assets. Storyteq will also use its own AI tools to suggest content variations alongside Firefly generated assets. This agreement expands Adobe's presence in enterprise marketing technology beyond its core creative software suite. For you as an investor, this move sits at the...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm Board Shift As Christopher Young Departs For Vertex CEO Role

Christopher D. Young plans to step down from Qualcomm's Board of Directors to focus on his new role as CEO of Vertex Inc. His departure marks a board-level change at NasdaqGS:QCOM, affecting the mix of experience and oversight at the company. Qualcomm, listed on NasdaqGS:QCOM, is a major supplier of wireless chips and related technologies that sit at the heart of smartphones, connected devices, and growing data use. As demand for connectivity, edge computing, and advanced mobile...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson’s New AI Agents For LTL Pickups Might Change The Case For Investing In CHRW

C.H. Robinson recently launched AI agents to tackle the long-standing issue of missed less-than-truckload pickups, automating most checks and sharply cutting unnecessary return trips across carrier networks. By freeing up hundreds of hours of manual work each day, the technology meaningfully reshapes how shippers gain early visibility into freight movements. We will now examine how this AI-driven efficiency push in less-than-truckload operations could influence C.H. Robinson’s broader...
NYSE:CI
NYSE:CIHealthcare

The Bull Case For Cigna Group (CI) Could Change Following FTC Pause Of PBM Case Proceedings

The Federal Trade Commission previously paused its administrative case against major pharmacy benefit managers, including Cigna’s Express Scripts and Evernorth Health, suspending proceedings and delaying hearings until July 1 to allow for potential settlement discussions. This pause marks an important juncture in ongoing scrutiny of alleged anti-competitive practices in the pharmacy benefit management industry, potentially reshaping Cigna’s regulatory landscape. We’ll now explore how the...
NYSE:OPLN
NYSE:OPLNCommercial Services

Assessing OPENLANE (OPLN) Valuation After The Launch Of OPENLANE Intelligence

OPENLANE (OPLN) shares are in focus after the company introduced OPENLANE Intelligence, a unified framework that ties together its human-driven and AI-based tools across the digital wholesale vehicle marketplace. See our latest analysis for OPENLANE. The launch of OPENLANE Intelligence comes as the shares trade at US$29.91, with a 90 day share price return of 10.82% and a 1 year total shareholder return of 43.45%. This suggests recent momentum has built on already strong longer term gains. If...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Taps AI And Nvidia Ties As Valuation Tracks Data Center Demand

Vertiv Holdings Co (NYSE:VRT) has launched its AI-powered Next Predict managed service for data center infrastructure. The company is deepening its integration with Nvidia to support advanced liquid cooling solutions for AI-focused data centers. Vertiv is best known for power, cooling, and infrastructure solutions that keep data centers running. With AI workloads placing heavier and more complex demands on hardware, the arrival of Next Predict and tighter Nvidia integration points directly...
NYSE:B
NYSE:BMetals and Mining

Is It Too Late To Consider Barrick Mining (NYSE:B) After A 226% One-Year Surge?

If you are wondering whether Barrick Mining's share price still makes sense after a strong run, this article walks through what the current market price might be implying about the business. The stock last closed at US$51.29, with returns of 5.3% over 7 days, 11.0% over 30 days, 16.4% year to date, 226.1% over 1 year, 181.9% over 3 years and 162.4% over 5 years, which raises fair questions about growth expectations and changing risk appetite. Recent news around Barrick Mining has focused on...
NYSE:SGI
NYSE:SGIConsumer Durables

Somnigroup All Stock Bid For Leggett And Platt Puts Valuation In Focus

Somnigroup International (NYSE:SGI) has proposed an all stock acquisition of Leggett & Platt. The potential transaction is at a preliminary stage and remains subject to due diligence. Investors are watching for updates that could clarify terms, timing, and regulatory considerations. Somnigroup International, trading at $92.71, is in focus as the market digests this potential tie up with Leggett & Platt. The stock has delivered a 56.7% return over the past year and a very large gain over...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Energy (TLN) Is Down 5.7% After Buying 2.6 GW of Gas Plants for Data Center Demand

Earlier in January 2026, Talen Energy signed definitive agreements to acquire three natural gas power plants totaling about 2.6 gigawatts in Ohio and Indiana, significantly expanding its western PJM footprint and diversifying its fleet with efficient baseload and peaking capacity. A key angle is how this added low-carbon, gas-fired capacity could strengthen Talen’s position as a power supplier to hyperscale data centers and other large energy users. We’ll now look at how this expansion of...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Doubles Down On AI Growth With Capex Surge And Dividend Lift

TSMC (NYSE:TSM) plans to lift capital expenditures, targeting up to US$56b in 2026 to expand advanced chip production capacity for AI applications. The company is increasing its dividend by 20%, signaling a larger cash return to shareholders alongside the expanded investment plan. These moves are intended to support growing AI chip demand and deepen relationships with leading technology customers over the coming years. TSMC sits at the center of global chip manufacturing, producing advanced...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power Balances Sines Milestone With Funding Risks And Dilution Relief

Plug Power (NasdaqCM:PLUG) has completed a landmark electrolyzer installation at Galp's Sines Refinery in Europe, one of the largest projects of its kind in the region. The company has called a shareholder meeting to vote on measures aimed at addressing its capital structure and operational flexibility needs. Plug Power has finalized a new agreement with Walmart that removes a major potential source of share dilution. Plug Power sits at the intersection of industrial equipment and clean...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Will Analysts’ Reassessments and Billing Shift Alter Tenable Holdings' (TENB) Growth and Cash Flow Narrative?

In recent days, analysts at TD Cowen, Truist, and Needham reiterated positive views on Tenable Holdings while reassessing its outlook amid weaker billings growth and evolving cybersecurity demand. A key focus of this coverage has been Tenable’s shift from multi-year to annual billing, which is reshaping how investors interpret its growth and cash flow profile. With shares rising over the past week, we’ll explore how Tenable’s billing transition and tempered growth expectations influence...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

Assessing Power Solutions International (PSIX) Valuation After Strong Financial Results And Positive Growth Outlook

Recent commentary around Power Solutions International (PSIX) focuses on its reported financial health, profitability, and analyst expectations for further earnings and revenue growth, which together have drawn fresh attention to the stock. See our latest analysis for Power Solutions International. The recent focus on Power Solutions International’s balance sheet and earnings outlook comes after a strong run in the shares, with the latest share price at $77.25 and a year to date share price...
NYSE:O
NYSE:ORetail REITs

Realty Income Enters Mexico With GIC To Expand Logistics Growth Story

Realty Income (NYSE:O) has entered the Mexican market through a new partnership with GIC. The move marks the company’s first investment in Mexico and focuses on logistics and industrial real estate. The partnership is structured as a joint venture aimed at expanding Realty Income's exposure to logistics assets tied to U.S.-Mexico trade. For investors watching Realty Income at a share price of $60.4, this new Mexico entry adds a fresh angle to the story. The stock has returned 6.5% over the...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy Taps AI Data Center Boom With Meta And Tech Giants

NextEra Energy (NYSE:NEE) has entered clean energy agreements totaling 2.5 GW with Meta Platforms across 13 projects. The company is working with Google and ExxonMobil on new power infrastructure for the fast growing data center market. These multi year collaborations focus on supplying low carbon power to hyperscale data centers in North America. NextEra Energy, traded on the NYSE under the ticker NEE, is a large US based clean energy company with utility and renewable generation...