NYSE:ABT
NYSE:ABTMedical Equipment

Abbott Reworks Nutrition While Targeting Cancer Diagnostics With Exact Sciences Deal

Abbott Laboratories (NYSE:ABT) is pursuing the acquisition of Exact Sciences to expand its presence in cancer diagnostics. The move comes alongside a targeted turnaround plan for Abbott's Nutrition segment after a recent revenue shortfall. Management is focusing on pricing actions and new product launches in Nutrition, with an internal goal of segment recovery in the second half of 2026. Abbott Laboratories, trading at $108.77, is shifting focus toward higher value cancer diagnostics while...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock ETF Filing And Fed Chair Talk Put Crypto Income In Focus

BlackRock (NYSE:BLK) has filed with the SEC for an iShares Bitcoin Premium Income ETF that would be actively managed and focused on generating income from Bitcoin exposure. Rick Rieder, BlackRock’s chief bond investment manager, has emerged as a leading contender to become the next chair of the US Federal Reserve. These developments highlight BlackRock’s expanding role in both digital assets and potential US monetary policy leadership. For you as an investor, the filing for an iShares...
NYSE:GE
NYSE:GEAerospace & Defense

GE Aerospace Delta Engine Deal Highlights Growing Long Term Cash Flows

GE Aerospace, part of General Electric (NYSE:GE), has secured a contract to supply GEnx engines for 30 Boeing 787-10 aircraft ordered by Delta Air Lines. The agreement includes options for 30 additional aircraft and long term service arrangements for the engines. The deal coincides with recent executive appointments and team expansion within GE Aerospace, with a focus on lifecycle support and customer experience. For investors watching General Electric at a share price of $295.06, this new...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Will Apple’s (AAPL) New Creator Studio Subscription Deepen Its Services Narrative for Investors?

Earlier in January, Apple unveiled Apple Creator Studio, a US$12.99‑per‑month (US$129‑per‑year) subscription suite of pro‑grade creative apps spanning video, music, imaging, and visual productivity across Mac, iPad, and iPhone, with discounted pricing for students and educators. By bundling Final Cut Pro, Logic Pro, Pixelmator Pro and enhanced iWork and Freeform features into a single subscription, Apple is deepening its services ecosystem and reinforcing the role of its hardware as a...
NYSE:GEV
NYSE:GEVElectrical

Did GE Vernova’s (GEV) CEO Shakeup and AI Power Pivot Just Redefine Its Investment Narrative?

Earlier in January 2026, GE Vernova announced that Mavi Zingoni resigned as Chief Executive Officer of its Power Segment, with Eric Gray appointed to the role while continuing as President and Chief Executive Officer of Gas Power. This leadership reshuffle comes shortly after GE Vernova highlighted policy tailwinds, AI-driven electricity demand, and a large projected backlog alongside higher dividends and an expanded buyback program, underscoring how management is aligning its organization...
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...