NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

How Investors May Respond To Flywire (FLYW) Expanding Weixin Pay For Chinese Students In Korea And Malaysia

In early December 2025, Flywire Corporation announced a partnership with TenPay Global to add Weixin Pay (WeChat Pay) for Chinese students paying tuition to universities in South Korea and Malaysia, aiming to simplify cross-border education payments for families. This move gives Flywire more direct access to fast-growing intra-Asia student flows, where Chinese enrollment in Malaysia and South Korea has risen sharply since 2019, reinforcing its position in international education payments...
NYSE:PVH
NYSE:PVHLuxury

Has PVH’s 27% 2025 Slide Created a Value Opportunity for Investors?

If you are wondering whether PVH is starting to look like a bargain after a rough stretch or if it is cheap for a reason, you are not alone. This is exactly the kind of setup where valuation work really matters. The stock has slipped to around $76.12 after a 13.1% drop over the last week and is now down 27.4% year to date and 30.5% over the last year, shifting many investors from growth optimism to value hunting mode. Recent market chatter has focused on how PVH is navigating a tougher...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Does Arch Capital Still Offer Value After Specialty Insurance Expansion and Strong Long Term Gains?

If you are wondering whether Arch Capital Group at around $91.92 is still a smart buy or if most of the upside is already priced in, you are not alone. That is exactly what we are about to unpack. Despite a modest 0.6% gain year to date and a 1.5% slide over the last year, the stock is still sitting on returns of 61.4% over 3 years and 176.7% over 5 years, indicating that long-term holders have already been well rewarded. Recent headlines have focused on Arch Capital Group expanding its...
NYSE:TT
NYSE:TTBuilding

Is It Too Late To Invest In Trane After Its Multi Year Rally And Recent Pullback

If you are wondering whether Trane Technologies at around $399 is still worth considering after its significant multi year run, or if you are arriving too late to benefit, you are in the right place. The stock is up an impressive 134.1% over 3 years and 207.5% over 5 years. More recently it has pulled back, with a 6.7% gain year to date, but a 2.5% drop in the last week and an 8.0% decline over the last month. This combination of long term strength and short term cooling has come as...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Why Incyte (INCY) Is Down 6.2% After Breakthrough Status for INCA033989 And Promising Phase 1 Data

In early December 2025, Incyte reported that its mutant calreticulin-targeted antibody INCA033989 received FDA Breakthrough Therapy designation for certain essential thrombocythemia patients and released Phase 1 data showing encouraging responses and tolerability in myeloproliferative neoplasms. By pairing this regulatory milestone with early signs of disease-modifying activity in myelofibrosis, INCA033989 is emerging as a potential new pillar in Incyte’s hematology franchise beyond...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (GLXY) Is Up 8.9% After Taking Over Liquid Collective Development – Has The Bull Case Changed?

Galaxy Digital’s recent acquisition of staking software firm Alluvial Finance made it the Development Company for Liquid Collective, giving it full responsibility for building and maintaining one of the leading institutional liquid staking protocols, which has grown assets on platform to about US$1.00 billion since launch. This move tightens Galaxy’s grip on institutional onchain infrastructure, complementing its growing AI-optimized data center ambitions and broadening its role across both...
NasdaqGS:SMCI
NasdaqGS:SMCITech

How Supermicro’s New Liquid-Cooled NVIDIA Blackwell Systems Could Impact Super Micro Computer (SMCI) Investors

Earlier this week, Super Micro Computer announced it had begun shipping new 4U and OCP-compliant 2-OU liquid-cooled NVIDIA HGX B300 systems, alongside a validated integration of its liquid-cooled FlexTwin servers with Cornelis’ 400 Gbps CN5000 networking for dense, power-efficient AI and HPC deployments. The combination of ultra-dense Blackwell-based racks and a high-performance, energy-focused networking stack underscores Supermicro’s push to make liquid-cooled, turnkey AI “factory”...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Ionis Pharmaceuticals (IONS): Revisiting Valuation After a Strong 1-Year Share Price Surge

Ionis Pharmaceuticals (IONS) has quietly turned into one of the market’s better comeback stories, with the stock up sharply over the past year even as near term returns cooled this week. See our latest analysis for Ionis Pharmaceuticals. After a sharp run that has pushed the share price to 78.86 dollars and delivered a year to date share price return of 127.33 percent, this week’s pullback simply cools the pace. A 1 year total shareholder return of 107.58 percent and 3 year total shareholder...
NYSE:AUB
NYSE:AUBBanks

Raymond James Downgrade After Sandy Spring Deal Might Change The Case For Investing In Atlantic Union (AUB)

Raymond James recently downgraded Atlantic Union Bankshares from Strong Buy to Market Perform after the Sandy Spring acquisition, citing lower yields on new loans and revised expectations for loan accretion that has trailed projections since April 1. This shift in analyst stance highlights how quickly assumptions about acquired loan portfolios and prepayments can affect earnings outlooks and investor confidence ahead of Atlantic Union’s upcoming analyst day. Next, we’ll explore how the...
NYSE:IVZ
NYSE:IVZCapital Markets

Invesco (IVZ) Is Up 8.8% After Premium Preferred Buyback And LGT Tie-Up Has The Bull Case Changed?

Earlier this month, Invesco Ltd. agreed to repurchase US$500 million of its 5.9% Series A preferred shares from MassMutual at an 18% premium, while also forming a partnership with LGT Capital Partners to build multi-alternative private markets solutions for U.S. wealth and retirement investors. Together, these steps highlight Invesco’s focus on reshaping its capital structure and deepening its presence in higher-fee private markets offerings. We’ll now explore how this preferred share...
NasdaqGS:NUVL
NasdaqGS:NUVLBiotechs

Nuvalent (NUVL) Valuation After FDA Breakthrough Designation and Investor Optimism in Lung Cancer Franchise

Nuvalent (NUVL) has been on investors radar after the FDA accepted its New Drug Application for Zide with Breakthrough Therapy Designation, a key step that could accelerate its lung cancer franchise. See our latest analysis for Nuvalent. Despite a small pullback in the latest session, Nuvalent’s roughly 13 percent 1 month share price return and robust 3 year total shareholder return of about 225 percent suggest momentum is still building around its growing lung cancer pipeline and recent...
NasdaqCM:SLS
NasdaqCM:SLSBiotechs

SELLAS Life Sciences Group (SLS): Valuation Check After Positive Phase 2 Data for SLS009 in AML

SELLAS Life Sciences Group (SLS) is back on traders radar after announcing positive Phase 2 data for SLS009 in combination therapy for tough to treat acute myeloid leukemia patients with myelodysplastic changes. See our latest analysis for SELLAS Life Sciences Group. The upbeat Phase 2 readout has added fresh fuel to a stock that was already in motion, with a 1 day share price return of 4.40 percent and year to date share price return of 77.57 percent. The 1 year total shareholder return of...
NYSE:CE
NYSE:CEChemicals

How New ISCC-Certified POM ECO-C and Carbon Data Tools At Celanese (CE) Have Changed Its Investment Story

Celanese recently received International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at its Frankfurt, Germany and Bishop, Texas plants, underpinned by carbon capture and utilization investments at the Clear Lake, Texas Fairway Methanol joint venture with Mitsui & Co. This move deepens Celanese’s role in lower-carbon engineering plastics while its Chemille digital assistant now offers product-level carbon footprint...
NYSE:CB
NYSE:CBInsurance

Chubb (CB): Reassessing Valuation After SuretyBind Tech Collaboration With Major Industry Peers

Chubb (CB) has partnered with The Hartford, Liberty Mutual and Travelers to launch SuretyBind, LLC, a shared tech platform designed to modernize how surety bonds are transmitted, executed and verified across the industry. See our latest analysis for Chubb. Investors seem to be rewarding Chubb for initiatives like SuretyBind, with the share price now at $301.22 and a solid 30 day share price return of 4.75 percent helping extend a strong multi year total shareholder return trend. If this kind...
NYSE:XOM
NYSE:XOMOil and Gas

Is Exxon Mobil Still Attractive at $118 After Years of Strong Gains?

Wondering if Exxon Mobil at around $118 a share is still a buy or if the easy money has already been made? This article will walk through what the current price really implies about its value. The stock has been mostly flat over the last month at 0.0%, but it is still up 10.2% year to date and 231.1% over five years. That tells you the longer term trend has been much kinder than the recent trading range. Recent moves have been shaped by shifting expectations around global energy demand and...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop (WING): Assessing Valuation After a 15% Year-To-Date Share Price Pullback

Wingstop (WING) has quietly slipped this year, with the stock down about 15% year to date even as revenue and net income keep growing. That disconnect is what makes the setup interesting. See our latest analysis for Wingstop. After a huge multiyear run, Wingstop’s year to date share price return of negative 15.26 percent, including a 90 day share price return of negative 9.91 percent, suggests momentum has cooled even as the three year total shareholder return sits comfortably positive. If...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

How Peloton’s 2025 Holiday Discount Blitz Will Impact Peloton Interactive (PTON) Investors

Peloton Interactive recently launched its 2025 holiday sales event, rolling out discounts across its Bikes, Treads, and Rows to stimulate demand during the crucial shopping season. This push comes on the heels of a broader company overhaul under new CEO Peter Stern, including AI-enhanced products and a sharper focus on profitability and free cash flow. Next, we’ll explore how Peloton’s holiday discount push, aimed at lifting hardware volumes, could reshape the company’s broader investment...
NYSE:ALL
NYSE:ALLInsurance

The Bull Case For Allstate (ALL) Could Change Following Mixed Revenue And Earnings Beat – Learn Why

In the past quarter, Allstate reported earnings per share and net premiums earned that exceeded analyst expectations, even as overall revenue slipped slightly and fell short of forecasts. This performance highlights how hard market conditions and easing inflation are supporting Allstate’s property and casualty operations, despite headline revenue softness. We’ll now examine how Allstate’s earnings beat and stronger net premiums earned may influence the company’s broader investment...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft (MSFT): Taking Stock of Valuation After New $17.5B India and CAD 7.5B Canada AI Investments

Microsoft (MSFT) just doubled down on its AI future, committing $17.5 billion to new AI infrastructure in India and more than CAD 7.5 billion in Canada, a capital intensive bet that directly shapes the stock’s longer term growth story. See our latest analysis for Microsoft. Despite a modest pullback recently, with the 30 day share price return at minus 2.76 percent and the 90 day share price return at minus 1.79 percent, Microsoft’s longer term picture remains strong. This includes a 3 year...
NYSE:MCO
NYSE:MCOCapital Markets

Moody’s (MCO) Valuation Check After New Pegasystems Partnership on Real-Time KYC and CLM Data Integration

Moody's (MCO) just tightened its grip on financial workflows, striking a strategic partnership with Pegasystems to feed its real time entity verification data directly into Pega’s AI driven CLM and KYC platform. See our latest analysis for Moody's. Despite the buzz around this Pegasystems deal, Moody’s share price has been treading water near $486, with a modest year to date share price gain and a far stronger three year total shareholder return suggesting longer term momentum remains intact...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Remitly (RELY) Valuation Check After Investor Day Targets and ‘Rule of 40’ Profitability Push

Remitly Global (RELY) just used its Investor Day to reset the story, laying out fresh revenue targets for 2026 and 2028 while committing to a Rule of 40 balance between growth and profitability. See our latest analysis for Remitly Global. The upbeat Investor Day message seems to have sparked a short term rebound, with a 1 month share price return of 11.8 percent. However, that sits against a much weaker year to date share price return of minus 36.8 percent and a still solid three year total...
NYSE:CXW
NYSE:CXWCommercial Services

Assessing CoreCivic (CXW) Valuation After Expanded $575 Million Revolving Credit Facility Boosts Liquidity

CoreCivic (CXW) just expanded its credit firepower by amending its existing facility to lift revolving commitments by $300 million to $575 million, giving the company more room to maneuver on future projects and refinancing. See our latest analysis for CoreCivic. The move comes as CoreCivic’s share price sits at $18.78, with a solid 1 month share price return of 10.8% but a weaker year to date share price return and a negative 1 year total shareholder return, suggesting near term momentum is...