NYSE:CVS
NYSE:CVSHealthcare

Is It Time To Reassess CVS Health (CVS) After Its 55% One Year Share Price Rise

If you are wondering whether CVS Health is still good value after its recent run, you are not alone. This article will help you frame that question clearly. The stock last closed at US$83.87, with returns of 6.7% over the past week, 5.4% over the past month, 4.7% year to date and 54.9% over the past year. This naturally raises questions about how much of the story is already in the price. Those moves have come as investors continue to focus on CVS Health's role as a large, integrated...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow AI Push With OpenAI Partnership Puts Valuation In Focus

ServiceNow (NYSE:NOW) has expanded its partnership with OpenAI through a multi-year agreement to bring advanced AI and agentic automation into its enterprise platform. The company is integrating OpenAI’s latest models and developing new AI voice technology to support workflow automation for customers worldwide. ServiceNow has overhauled its global Partner Program to make it simpler for developers and technology partners to build, certify, and distribute AI-powered solutions on its...
NasdaqGS:GABC
NasdaqGS:GABCBanks

Assessing German American Bancorp (GABC) Valuation After Earnings Beat And Dividend Increase

What the latest earnings and dividend move signal for investors German American Bancorp (GABC) just reported fourth quarter results that topped Wall Street expectations, along with a 7% increase in its regular quarterly cash dividend, putting fresh attention on how the stock reflects these updates. See our latest analysis for German American Bancorp. The latest earnings beat and dividend increase come alongside steady gains, with a 4.4% year to date share price return and a 5 year total...
NYSE:AIG
NYSE:AIGInsurance

Is There Now An Opportunity In American International Group (AIG) After Recent Share Price Pullback

If you are wondering whether American International Group shares still offer value after a long run as a major insurer, this article is for you. The stock last closed at US$73.79, with returns of 1.2% over 7 days, a 14.7% decline over 30 days, a 12.4% decline year to date, a 1.0% decline over 1 year, 24.9% over 3 years, and 121.0% over 5 years. Short term moves therefore look quite different to the longer term record. Recent news coverage has focused on American International Group as a...
NYSE:NRG
NYSE:NRGElectric Utilities

Reassessing NRG Energy (NRG) After A Strong Multi Year Share Price Run

If you are wondering whether NRG Energy's share price still reflects good value after a strong run, this article will walk through what the numbers actually say about the stock. NRG Energy recently closed at US$149.93, with returns of 55.9% over the past year and a very large gain over the past 3 years, even though the stock has seen a 1.4% decline over 7 days, a 6.8% decline over 30 days, and a 9.8% decline year to date. Recent coverage has focused on NRG as a major US utilities player with...
NYSE:AB
NYSE:ABCapital Markets

Is AllianceBernstein (AB) Pricing Look Stretched After Multi‑Year Share Price Strength

If you are wondering whether AllianceBernstein Holding is offering fair value at today’s price, you are in the right place. This article focuses squarely on what you are paying versus what you may be getting. The stock recently closed at US$41.88, with returns of 4.3% over 7 days, 6.9% over 30 days, 8.4% year to date, 14.5% over 1 year, 44.2% over 3 years and 75.8% over 5 years. This naturally raises questions about how its current price lines up with its fundamentals. Recent coverage of...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Latest News In Cloud AI - EU AI GRID Advances Europe's Digital Sovereignty Initiative

The EU AI GRID has been launched in Vilnius, marking a significant advancement in AI infrastructure within Europe. This initiative, spearheaded by Telecentras and Singapore-based Embedded LLM, aims to provide a network that complies with GDPR data and the EU AI Act, ensuring digital sovereignty and protection of sensitive information. The project is designed to empower AI users in Europe with transparency and robust data protection, thereby enhancing productivity and security. The EU AI GRID...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Does Extreme’s New AI-Enabled Partner First Program Reshape the Bull Case For EXTR?

In January 2026, Extreme Networks launched its Extreme Partner First™ program, a global initiative that streamlines partner engagement with a unified rebate model, faster deal approvals, transparent pricing, and AI-enabled sales support focused on Extreme Platform ONE™. A distinctive aspect of this program is its use of AI-driven tools and role-based dashboards to cut friction across international deal registration, training, and certifications, aiming to make partners more confident in...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Madrigal Pharmaceuticals Lobbying And Insider Sales Put Valuation In Focus

Madrigal Pharmaceuticals (NasdaqGS:MDGL) has recently reported increased lobbying activity tied to US drug pricing policy, including CMMI and Most Favored Nation frameworks. Over the same period, company executives have carried out meaningful insider share sales that may draw attention from investors tracking management activity. These disclosures arrive with Madrigal's share price at $499.17 and highlight fresh non financial developments that could shape sentiment around the...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific Builds Neurovascular Scale With US$14.5b Penumbra Deal

Boston Scientific (NYSE:BSX) announced an agreement to acquire Penumbra in a deal valued at about US$14.5b. The transaction expands Boston Scientific's reach into the neurovascular market, adding to its cardiovascular-focused portfolio. The company has highlighted the acquisition as a major step in its long term growth and diversification plans. For you as an investor, this move puts a spotlight on how Boston Scientific is positioning itself across both cardiovascular and neurovascular...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

Northwest Bancshares Steps Into Top Tier With Penns Woods Integration

Northwest Bancshares (NasdaqGS:NWBI) has completed its largest acquisition to date, bringing Penns Woods under the Northwest Bank umbrella. The transaction makes Northwest Bancshares one of the top 100 US bank holding companies by size. The company reports that merger related cost reductions are tracking ahead of initial expectations. Penns Woods customers, employees, and financial centers are being integrated into the Northwest Bank brand. For you as an investor, this move reshapes...
NasdaqGM:FLY
NasdaqGM:FLYAerospace & Defense

Can Firefly Aerospace’s (FLY) Block II Avionics Shift Redefine Its Long-Term Competitive Edge?

In January 2026, Firefly Aerospace announced a Block II configuration upgrade for its Alpha rocket, aiming to boost reliability, streamline manufacturing, and expand launch capabilities for commercial, civil, and national security missions, with Alpha Flight 7 serving as a partial testbed and Alpha Flight 8 slated for the full upgrade. The Block II redesign, spanning a longer, stronger carbon-composite structure, in-house avionics, and optimized propellant tanks, highlights Firefly’s push...
NYSE:FCX
NYSE:FCXMetals and Mining

Assessing Freeport-McMoRan (FCX) After 69% One-Year Surge And Copper Supply Focus

If you are wondering whether Freeport-McMoRan's current share price gives you good value for your money, this article walks through what the numbers actually say about the stock. The shares recently closed at US$61.17, with returns of 4.2% over 7 days, 15.3% over 30 days, 17.8% year to date, 69.1% over 1 year, 45.0% over 3 years and 132.1% over 5 years. Recent news around Freeport-McMoRan has focused on its position as a major copper and gold producer and how investors are thinking about its...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel’s AI Chip Constraints Meet New U.S. Government Ownership Role

Intel reported significant supply constraints and below-target manufacturing yields that are limiting its ability to meet demand for AI data center chips. The company is holding back on further manufacturing capacity investments until it secures larger, long-term customer commitments. The U.S. government has converted prior support into a 10% equity stake in Intel, giving it a direct role in the company’s governance. These developments indicate a longer timeline for Intel’s operational...
NYSE:CRBG
NYSE:CRBGDiversified Financial

Assessing Corebridge Financial (CRBG) Valuation After New Invesco Index Annuity Launch And AM Best Rating Support

Why the new Invesco index matters for Corebridge Financial (CRBG) Corebridge Financial (CRBG) is drawing attention after adding the Invesco New Economy Index to its Power Select Index Annuities, giving policyholders access to technology heavyweights and bitcoin exposure through Invesco QQQ ETF and Invesco Galaxy Bitcoin ETF. See our latest analysis for Corebridge Financial. The shares are trading at US$30.37. While the 1-day share price return of 1.06% hints at some interest around the new...
NYSE:VZ
NYSE:VZTelecom

Verizon Frontier Deal Reshapes Broadband Scale And Valuation Story

Verizon Communications (NYSE:VZ) has completed its US$20b acquisition of Frontier Communications. The deal closes a major wireline and fiber transaction that expands Verizon's network footprint. Regulators have approved the transaction with conditions tied to broadband access and infrastructure investment. Verizon is best known for its wireless business and 5G buildout, and fiber remains a core part of how it delivers broadband and bundled services. By bringing Frontier Communications'...
NYSE:TT
NYSE:TTBuilding

Is Trane Technologies (TT) Pricing In Too Much Optimism After Its Strong Three Year Run

If you are wondering whether Trane Technologies at around US$394 a share still makes sense for your portfolio, it helps to step back and look at what that price might actually be buying you. The stock has posted a 1.2% return over the last week, 0.4% over the last month, an 8.2% return over the past year, and a very large 3 year gain of 133.1%, even with a 1% decline year to date. Recent interest in the stock has been supported by ongoing attention on climate control, building efficiency and...
NYSE:OSK
NYSE:OSKMachinery

Should Growing Analyst Optimism Amid Softer Estimates Require Action From Oshkosh (OSK) Investors?

In recent days, Oshkosh Corporation has drawn increased attention as multiple leading analysts updated their views ahead of the company’s January 29 earnings release, with consensus pointing to year-over-year declines in quarterly earnings and revenue. What stands out is that this growing analyst optimism is emerging even as expectations remain cautious, underscoring Oshkosh’s perceived strength in mission-critical access equipment and specialty vehicle markets. Next, we’ll examine how this...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Upwork (UPWK) Valuation Check As AI Risk Warning Puts Freelance Talent In The Spotlight

Why Upwork's AI warning is back in focus for investors Upwork (UPWK) has drawn fresh attention after warning about the hidden risks of overreliance on artificial intelligence and highlighting rising demand for expert freelancers to keep quality high as AI tools spread. See our latest analysis for Upwork. Upwork's renewed focus on AI risks comes after a strong run in the share price, with the latest close at $21.87, a 90 day share price return of 25.91% and a 1 year total shareholder return of...
NYSE:ARES
NYSE:ARESCapital Markets

Assessing Ares Management (ARES) After Sharp Pullback And Rich Earnings Multiple

If you are wondering whether Ares Management's current share price offers good value, you are not alone. This article will walk through what the numbers actually say about the stock. The share price closed at US$149.69, with returns of an 11.8% decline over the last 7 days, an 11.3% decline over 30 days, a 10.0% decline year to date, but a 100.8% gain over 3 years and a very large gain over 5 years. Recent moves in alternative asset managers and private credit firms have kept attention on...
NYSE:T
NYSE:TTelecom

Assessing Whether AT&T (T) Looks Undervalued After Recent Share Price Weakness

Why AT&T (T) Is Back on Investor Watchlists AT&T (T) has drawn fresh attention after recent trading left the stock with a return of about 1.4% over the past year, despite weaker performance in the past 3 months. See our latest analysis for AT&T. Recent trading has been softer, with a 30-day share price return showing a 4.9% decline and a 90-day share price return showing an 8.8% decline. By contrast, the 3-year total shareholder return of 37.3% and 5-year total shareholder return of 46.3%...
NYSE:CCL
NYSE:CCLHospitality

Record 2025 Earnings and $10 Billion Debt Cut Could Be A Game Changer For Carnival (CCL)

Carnival Corporation recently reported a strong fiscal 2025, achieving record revenue, operating income and customer deposits while reducing long-term debt to US$26.60 billion, down US$10.00 billion from its early 2023 peak. This combination of higher operating performance and lower leverage highlights how the cruise group is reshaping its balance sheet resilience while still filling its ships. Against this backdrop, we will examine how Carnival’s record earnings and reduced debt burden...
NYSE:RACE
NYSE:RACEAuto

Ferrari’s €3.5b Buyback Deepens Scarcity Story For RACE Shareholders

Ferrari, NYSE:RACE, has started the first tranche of a multi year share buyback program that is expected to total about €3.5 billion by 2030. The company has already begun purchasing a significant number of its own shares under this plan. The buyback is intended to adjust Ferrari's capital structure and return capital to shareholders over several years. Ferrari enters this buyback phase with its shares trading around $340.45 and a mixed recent track record in the market. The stock is down...
NYSE:NE
NYSE:NEEnergy Services

Noble’s New Contracts Reframe Backlog, Utilization And Harsh Environment Exposure

Noble Corporation (NYSE:NE) secured a three year contract for the Noble GreatWhite in Norway, moving into the harsh environment floater market. The company also won multiple international drilling contracts across different regions. Previously idle rigs are being redeployed under new agreements, increasing overall fleet activity. Noble is a global offshore drilling contractor, and these new awards give you a fresh look at how its fleet is being put to work. For investors following contract...