OTCPK:RIVF
OTCPK:RIVFSoftware

Rivulet Entertainment Q1 2026 Zero Revenue And Deeper Losses Reinforce Bearish Narratives

Rivulet Entertainment (OTCPK:RIVF) opened 2026 with a quiet top line and a deeper loss, reporting Q1 total revenue of US$0 and a net loss of US$0.97 million, which translated to basic EPS of US$0.01. Over recent quarters the company has seen revenue move between US$0 and US$10 million, while quarterly basic EPS ranged from about US$0.00 to US$0.03 in losses. This sets a backdrop where margin pressure rather than sales growth is front and center for investors parsing this update. See our full...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is Airbnb (ABNB) Pricing Reflect Its Cash Flow Potential After Recent Share Price Weakness

If you are wondering whether Airbnb's share price still makes sense for long term investors, the key question is how its current market price lines up against its underlying business value. Airbnb last closed at US$130.73, with returns of 6.7% decline over 7 days, 3.4% decline over 30 days, 1.7% decline year to date, 1.8% decline over 1 year, 25.5% gain over 3 years and 32.2% decline over 5 years, which may signal shifting expectations around its future prospects and risk. Recent headlines...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Does Terreno Realty’s Landfill-to-Logistics Strategy Reveal a Deeper Edge in Miami Industrial (TRNO)?

Terreno Realty Corporation recently completed and stabilized Countyline Corporate Park Phase IV Building 32 in Hialeah, Florida, a fully leased 164,000 square foot LEED-expected industrial distribution facility representing a US$43.4 million investment with an estimated stabilized cap rate of 6.0%. This building is the first completed asset within the 121-acre Countyline Phase IV landfill redevelopment, contributing to a planned ten-building, 2.2 million square foot industrial cluster that...
NYSE:BDX
NYSE:BDXMedical Equipment

Becton Dickinson FDA Win Adds Breast Biopsy Growth And Valuation Interest

Becton Dickinson (NYSE:BDX) received FDA clearance for its EnCor EnCompass Breast Biopsy and Tissue Removal System. The clearance adds a new multi modality breast biopsy platform to BD's breast health portfolio. The system is designed to support diagnostic procedures for earlier detection and assessment of breast disease. For you as an investor, this FDA decision sits at the core of what Becton Dickinson does. The company focuses on medical devices and diagnostic solutions, and breast...
NYSE:THO
NYSE:THOAuto

Will Strong RV Demand and Cautious Guidance Change THOR Industries' (THO) Investment Narrative?

In mid-January 2026, THOR Industries reported quarterly results with revenue and earnings above analyst expectations, helped by strong demand for new RV models such as the Keystone Montana and Heartland Bighorn. Despite this strong performance, management issued the weakest full-year guidance in its peer group, highlighting a cautious stance even as product momentum and dealer feedback appear favorable. We’ll now examine how this mix of outperformance and cautious full-year guidance shapes...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

How Investors Are Reacting To Iovance Biotherapeutics (IOVA) FDA Boost For Its TIL Cancer Platform

In recent days, Iovance Biotherapeutics reported promising clinical trial results and secured positive FDA designations for its Tumor Infiltrating Lymphocyte therapy platform, reinforcing confidence in its immuno-oncology approach. These developments, alongside continued use of equity-based inducement awards to recruit specialists, highlight management’s conviction that its TIL platform could unlock substantial long-term commercial opportunities, particularly in lung cancer. Next, we’ll...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Assessing Whether Microsoft (MSFT) Is Undervalued After Recent Share Price Weakness

Microsoft stock snapshot and recent performance Microsoft (MSFT) has been under pressure recently, with the share price down about 1% over the past week, 6% over the past month, and 13% over the past 3 months, even as its core business remains large and diversified. See our latest analysis for Microsoft. Looking beyond the recent pullback, Microsoft’s share price has a year to date return of about a 4% decline, while its 1 year total shareholder return of 2.62% and 3 year total shareholder...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Do Caesars Palace Luxury Upgrades Reveal a Strategic Shift in Caesars Entertainment’s (CZR) Risk Profile?

In recent weeks, Caesars Entertainment has drawn mixed analyst reactions and increased insider buying while unveiling major luxury villa expansions and renovation plans at Caesars Palace as part of its 60th anniversary. Despite these visible investments in high-end hospitality, investors remain focused on Caesars’ weak long-term revenue growth, thin free cash flow, and sizeable debt load that heightens financial risk. We’ll now examine how the tension between Caesars’ new luxury...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle (ORCL) Valuation Check After Recent Share Price Weakness And DCF Premium

Oracle stock snapshot after recent share performance Oracle (ORCL) has seen mixed share performance recently, with a 1 day return of around a 6% decline and a roughly 11% decline over the past week, drawing fresh attention to its valuation. Over the past month and past 3 months, the stock shows declines of about 6% and 34% respectively. Some investors may contrast this with its reported annual revenue of US$61.0b and net income of US$15.4b. See our latest analysis for Oracle. At a share price...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Sapa Surge Highlights Booking Holdings Exposure To Emerging Asian Travel Demand

Agoda has identified Sapa, Vietnam, as the fastest growing destination for international travelers in Asia. The ranking points to rising interest in lesser known locations among Agoda users ahead of the 2026 travel season. The shift in demand sits within Booking Holdings’ broader Asian footprint through its subsidiary Agoda. For Booking Holdings (NasdaqGS:BKNG), the move toward Sapa highlights how its platforms can capture demand beyond established hotspots. The stock last closed at...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet Taps Apple And Ant To Embed Gemini In Everyday Commerce

Alphabet and Apple have agreed a multi year partnership that will use Google’s Gemini AI models to power upcoming versions of Siri and core Apple AI features. Alphabet is also working with Ant International on the Universal Commerce Protocol, a new open standard aimed at enabling AI driven shopping and payments across global platforms. These moves expand Alphabet’s AI reach into Apple’s ecosystem and place its technology within emerging agentic commerce experiences. For investors watching...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Is Credo (CRDO) Turning AI Data Center Cable Momentum Into a Lasting Connectivity Moat?

In recent months, Credo Technology Group Holding has delivered strong revenue and earnings growth, fueled by rapid adoption of its connectivity solutions, particularly active electrical cables in hyperscale data centers. An interesting angle is how multiple analysts now highlight Credo’s SerDes, DSP, and retimer technology as a key enabler for AI data center connectivity, reinforcing the company’s perceived technological edge. We’ll next examine how Credo’s accelerating active electrical...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit (RDDT) Quietly Reframing Its Moat Around Enterprise Data With New API Deals?

In January 2026, Emplifi announced a partnership integrating Reddit’s Enterprise API into its Emplifi Fuel platform, while Invoca added new integrations with Reddit Ads to link social ad campaigns with contact center outcomes. Together, these moves highlight Reddit’s push to turn its communities and ad inventory into enterprise-grade data and measurement tools for brands. We’ll now examine how Reddit’s push into enterprise data licensing and analytics could influence the company’s investment...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Critical Metals Advances Saudi JV And Greenland Tanbreez Rare Earth Plans

Critical Metals (NasdaqGM: CRML) has entered a joint venture with a leading Saudi Arabian partner to develop a rare earth processing facility in Saudi Arabia. The company has reported drilling success at its Tanbreez project in Greenland, alongside mine construction approval and new offtake agreements. A pilot plant in Greenland has received the green light, with expanded on-site technical capabilities supporting future development work. Critical Metals, listed on NasdaqGM as CRML, focuses...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence’s LPDDR5X–Microsoft RAIDDR Memory Collaboration Could Be A Game Changer For Cadence Design Systems (CDNS)

Earlier this month, Cadence Design Systems announced what it calls the industry’s first LPDDR5X 9,600Mbps memory IP system solution for enterprise and data centers, combining its LPDDR5X IP with Microsoft’s RAIDDR error correction technology to deliver high performance, low power use and enterprise-grade reliability. An important aspect of this launch is that Microsoft is both the technology contributor and first customer, highlighting growing interest in LPDDR5X-based architectures that aim...
NasdaqGS:GRAL
NasdaqGS:GRALBiotechs

Does GRAIL’s 2025 Revenue Guidance Clarify Its Long-Term Growth Narrative For Investors (GRAL)?

In January 2026, GRAIL, Inc. issued 2025 earnings guidance, projecting full-year revenue of US$147 million to US$148 million, implying approximately 17% to 18% growth over 2024. This outlook signals management’s confidence in GRAIL’s commercial traction and provides investors with clearer visibility into the company’s revenue trajectory. With this new revenue guidance as a backdrop, we’ll explore how GRAIL’s growth expectations shape its broader investment narrative. We've found 13 US stocks...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

How Nextpower’s MENA Solar-Tracker Push And New BBB- Rating At Nextpower (NXT) Has Changed Its Investment Story

Nextpower Inc. and Abunayyan Holding Company recently completed the incorporation of their Riyadh-based joint venture, Nextpower Arabia, which will build a major solar-tracker manufacturing facility in Jeddah to support utility-scale solar projects across the Middle East and North Africa. Alongside this expansion, Fitch Ratings assigned Nextpower its first investment grade Long-Term Issuer Default Rating of BBB- with a Stable outlook, underscoring the company’s access to credit markets as it...
NYSE:FBK
NYSE:FBKBanks

How FBK’s Earnings Beat and Lofty Revenue Forecasts Will Impact FB Financial (FBK) Investors

FB Financial, a regional banking company listed on the NYSE as FBK, recently reported quarterly results after the market close, beating analysts’ revenue and net interest income estimates. With analysts expecting year-on-year revenue growth of 31.6% for the upcoming quarter, the bank’s earnings have become a focal point for investors monitoring its operating momentum. We’ll now examine how these strong revenue growth expectations and the recent earnings beat shape FB Financial’s broader...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC Simplifies Portfolio With MGM Focus And Angi Spinoff

IAC is simplifying its business by disposing of certain assets and focusing more heavily on its investment in MGM Resorts. The company has completed the spinoff of Angi, separating it from the core IAC portfolio. Alongside these moves, IAC is shifting emphasis to share repurchases and additional MGM investment. For investors looking at NasdaqGS:IAC today, the shares trade at $38.87, with a 1 year return of 11.6% but a 5 year decline of 66.5%. That mix of recent strength and longer term...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Trump Media Shelf Registration Raises Dilution Questions For Truth Social Investors

Trump Media & Technology Group (NasdaqGM:DJT) filed a large shelf registration for common stock. The filing includes provisions for an employee stock ownership plan, or ESOP related offering. The shelf registration allows the company to issue shares over time if it chooses to raise capital. Trump Media & Technology Group, parent of the Truth Social platform, sits at the intersection of media, technology and politics, where headlines can move sentiment quickly. A shelf registration of this...
NYSE:AA
NYSE:AAMetals and Mining

Alcoa Expands Alumina And Smelting Reach With New Risks And Rewards

Alcoa (NYSE:AA) has completed its acquisition of Alumina Limited, expanding its alumina interests and smelting footprint. The company has also entered into a new partnership with IGNIS EQT to support its smelting capabilities and related operations. These moves arrive during a period of higher input costs and challenging macroeconomic conditions for metals producers. Alcoa, listed on the NYSE under ticker AA, is a major producer of bauxite, alumina, and aluminum products. Bringing Alumina...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Greg Abel Era At Berkshire Hathaway With Shares Viewed As Undervalued

Greg Abel has succeeded Warren Buffett as CEO of Berkshire Hathaway, marking the first major leadership handover in the company’s modern history. The transition follows Buffett’s retirement and puts Abel in charge of allocating Berkshire’s large cash reserves and overseeing its diverse operating businesses. Investors are watching for any shifts in management style while expecting the company’s core operating philosophy to remain in place. Berkshire Hathaway, NYSE:BRK.B, enters this new...
NYSE:MCD
NYSE:MCDHospitality

McDonald's Big Arch Premium Burger And Expansion Refresh Growth Story

McDonald's (NYSE:MCD) is introducing a new premium burger called the Big Arch as part of its menu refresh. The company is also expanding aggressively into new and underserved markets using its existing franchise model. These moves are aimed at capturing demand for higher quality offerings while keeping a broad, value-focused customer base. For investors watching NYSE:MCD at a share price of $302.84, this premium product launch and market expansion come on top of multi-year share price gains...
NYSE:RDN
NYSE:RDNDiversified Financial

Assessing Radian Group (RDN) Valuation As Shorter Term Share Momentum Softens

Recent price performance and business snapshot Radian Group (RDN) has seen mixed share performance recently, with a small 1 day gain and a stronger past week, set against weaker moves over the month and past 3 months. At a last close of US$33.21, the stock is tied to a mortgage and real estate services business that reports US$1,273.225 in revenue and US$567.257 in net income, focused on U.S. mortgage credit risk and related solutions. See our latest analysis for Radian Group. Recent trading...