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In early March 2026, Generac Power Systems and EPC Power Corp. announced a past collaboration to deploy fully integrated energy solutions for AI-focused data centers, combining Generac’s battery systems and controllers with EPC’s inverters to support both grid-tied and off-grid applications. This move highlights Generac’s deeper push into high-demand data center infrastructure, linking its traditional strengths in backup power with newer behind-the-meter, grid-supportive technologies...

Investors wondering whether PPL at around US$38.31 offers good value today, or if the recent run leaves limited potential upside, can use this article to walk through what the numbers say about the stock. PPL's share price has moved around recently, with a 1.1% decline over the last 7 days, a 6.7% return over the last 30 days, 9.1% year to date, and 15.3%, 58.5% and 63.2% returns over the last 1, 3 and 5 years respectively. Recent news flow around PPL has focused on its position as a...

Cognex recently highlighted how its OneVision and SLX AI platforms, along with new products like DataMan 290 and In-Sight 8900, are broadening AI-enabled machine vision across factories and logistics hubs while pursuing a company-wide cost reduction program targeting US$35–US$40 million in savings. Management is also aiming for through-cycle adjusted EBITDA margins between 25% and 31% and a 25% run-rate by the end of 2026, supported by a unified global sales force designed to speed...

In early March 2026, PPG Industries announced a collaboration with IPG Photonics and Whirlpool to accelerate commercialization of PhotoniCURE laser curing systems for powder coatings, installing a pilot finishing line in Strongsville, Ohio, and a research system near Pittsburgh. This move reinforces PPG’s push into faster, lower‑energy, and more sustainable powder coating technologies, building on its expanding global powder manufacturing footprint and investments in PFAS‑free and rPET‑based...

If you are wondering whether Qnity Electronics at around US$114.25 is offering fair value or a potential mispricing, you are in the right place. The stock has been volatile recently, with a 7.9% decline over the last 7 days, a 16.3% gain over 30 days, and a 34.4% return year to date. Recent coverage around Qnity has focused on giving investors a clearer picture of its fundamentals, including balance sheet strength and how its current share price compares with several valuation models. This...

Linde (NasdaqGS:LIN) has announced its 33rd consecutive annual dividend increase. The decision underlines the company’s focus on consistent cash returns to shareholders. The dividend move continues a multi decade record of annual increases. Linde is a major industrial gases company serving sectors such as manufacturing, healthcare, energy, and electronics, where reliability and long term contracts are central to customer relationships. For income focused investors, a dividend track record...

Guidewire Software (NYSE:GWRE) reported a strong quarter with record revenue and rising demand for its cloud and AI products. The company secured significant new cloud customer wins and saw broader uptake of its AI driven offerings across insurers. Management raised the full year outlook and authorized a $500 million share buyback program, signaling confidence in the business. For investors watching insurance technology, Guidewire sits at the center of core systems, cloud migration, and...

In recent weeks, Zoetis has come under pressure as Nephron Research downgraded the stock to Hold and Jensen Investment Management fully exited its position, both citing concerns about slowing organic growth and a less compelling drug pipeline, including its monoclonal antibody franchise. At the same time, Zoetis continues to engage investors directly through appearances by Executive VP and CFO Wetteny N. Joseph at multiple healthcare conferences, underscoring management’s efforts to address...

Agnico Eagle Mines (NYSE:AEM) is selling its stake in several properties in Quebec's Abitibi Greenstone Belt to Vior Gold Corporation. The deal grants Vior full ownership of these assets, while Agnico Eagle receives equity in Vior, cash, and a royalty interest. The transaction reshapes Agnico Eagle's asset mix in the Abitibi region and adjusts its exposure from direct ownership to royalty and equity interests. Agnico Eagle Mines, a large gold producer with a strong presence in Canada, often...

Wondering whether Covista is priced attractively at its recent level of US$103.13, or if the easy gains are already gone? This article walks through what the numbers actually say about value. The share price return data is mixed, with a 3.3% gain over the last 7 days, a 1.3% decline over 30 days, and longer term returns of 14.7% over 1 year, 180.5% over 3 years and 149.9% over 5 years. Recent coverage around Covista has focused on how investors are reassessing companies that have already...

Why Eaton’s SPAN deal matters for shareholders Eaton (NYSE:ETN) is putting US$75 million behind a new partnership with SPAN to roll out smart electrical panels that support its Home as a Grid strategy and target growing home electrification demand. The move centers on offering whole home energy insights and power controls that can help lower project costs for both new construction and retrofits, while also easing pressure on existing grid infrastructure. See our latest analysis for Eaton. At...

BioNTech (NasdaqGS:BNTX) is expanding its oncology pipeline through acquisitions, including Biotheseus. The company recently entered a collaboration with Bristol Myers focused on BNT327, an oncology candidate. These moves reflect a shift in focus from its COVID-19 franchise toward a broader cancer and platform portfolio. For you as an investor, the key takeaway is that BioNTech is working to reposition itself beyond its COVID-19 vaccine profile. The company is known for mRNA and...

Goldman Sachs has added ConocoPhillips (NYSE:COP) to its US Conviction List, citing expectations of a positive free cash flow inflection as the company shifts from heavy project spending to investment harvesting. ConocoPhillips has set a target of $1b annual free cash flow growth through 2028, supported by accelerated cost cutting efforts. For investors watching NYSE:COP, this news comes alongside a recent share price of $117.03 and a 21.0% return year to date. The stock has returned 30.3%...

ARS Pharmaceuticals (SPRY) opened FY 2025 with third quarter revenue of US$32.5 million and a basic EPS loss of US$0.52, alongside a net loss of US$51.2 million. This keeps the story firmly focused on the trade off between growth and profitability. The company has seen quarterly revenue move from US$7.97 million in Q1 2025 to US$15.7 million in Q2 2025 and then to US$32.5 million in Q3 2025. Basic EPS went from a loss of US$0.35 in Q1 to a loss of US$0.46 in Q2 and a loss of US$0.52 in Q3,...

AMD (NasdaqGS:AMD) expands its AI infrastructure partnership with Meta Platforms to a multi-year, gigawatt-scale buildout using custom AMD GPUs and CPUs. The company secures U.S.-based manufacturing capacity for its AMD Instinct data center GPU platforms through an expanded partnership with Flex. AMD resolves intellectual property litigation with Adeia via a multi-year license agreement, fully settling outstanding disputes. For anyone tracking AI hardware, AMD (NasdaqGS:AMD) is now more...

Graphic Packaging Holding (GPK) recently amended its Fifth Amended and Restated Credit Agreement, temporarily loosening leverage covenants while adding tighter limits on share repurchases and certain acquisitions as it pursues an aggressive inventory reduction plan. See our latest analysis for Graphic Packaging Holding. The amendment comes at a time when Graphic Packaging Holding’s share price has retreated to $10.77, with a 30-day share price return of 18.78% and a year to date share price...

Talos Energy Inc. reported past fourth-quarter and full-year 2025 results showing lower revenue of US$392.24 million for the quarter and US$1.78 billion for the year, a net loss of US$202.58 million for the quarter and US$494.29 million for the year, and a US$170.39 million impairment on oil and natural gas properties, alongside average 2025 production of 94.6 MBoe/d. At the same time, Talos issued 2026 production guidance that points to lower volumes than 2025 and completed a multi-year...

Sea Limited, trading as NYSE:SE, is reinvesting in its logistics and fulfillment networks to support Shopee. The company is increasing seller incentives and pushing harder into Brazil to compete with TikTok Shop and MercadoLibre. Management is prioritizing these moves despite near term pressure on results as it reshapes its e commerce and fintech position. Sea's renewed push into logistics and Brazil comes at a time when the share price sits around $90.10 and recent returns have been weak,...

Exxon Mobil (NYSE:XOM) has begun exporting gasoline to Australia for the first time in response to supply disruptions linked to Middle East tensions and the effective closure of the Strait of Hormuz. The company is adjusting its global flows of refined products to help offset constrained routes and support demand in Asia Pacific markets. These moves come alongside efforts to keep production and exports from other regions steady as geopolitical risks affect global oil and fuel trade. For...

In recent months, GameStop has continued its shift away from traditional physical game retail, closing stores while exploring acquisitions funded by its cash reserves under CEO Ryan Cohen. A long-term incentive plan that ties Cohen’s stock options to ambitious EBITDA and market capitalization milestones highlights how leadership’s rewards depend on successful capital allocation and business diversification. Next, we’ll examine how Cohen’s acquisition-focused capital allocation plan could...

Fresh off its FY 2025 third quarter update, Editas Medicine (EDIT) posted revenue of US$7.5 million with a basic EPS loss of US$0.28. Trailing 12 month figures show revenue of US$46.4 million and a basic EPS loss of US$2.35. Over recent quarters the company has seen revenue move from US$30.6 million in Q4 2024 to US$4.7 million in Q1 2025, US$3.6 million in Q2 2025 and US$7.5 million in Q3 2025. Basic EPS losses were US$0.55, US$0.92, US$0.63 and US$0.28 across those same periods as investors...

NPK International (NPKI) caught investor attention after reporting fourth quarter and full year 2025 results, moving from a prior year loss to profitability, alongside issuing full year 2026 revenue guidance. See our latest analysis for NPK International. The earnings release and 2026 revenue guidance appear to have come on the back of solid share price momentum, with a 90 day share price return of 7.26% and a year to date share price return of 14.71%. The 1 year total shareholder return of...

3D Systems (DDD) has opened FY 2025 with mixed results, as the latest third quarter showed revenue of US$91.2 million and a basic EPS loss of US$0.14, alongside a net income loss of US$18.1 million. The company has seen quarterly revenue move from US$113.3 million in Q2 2024 to US$112.9 million in Q3 2024, then to US$111.0 million in Q4 2024, before landing at US$94.5 million in Q1 2025, US$94.8 million in Q2 2025 and US$91.2 million in Q3 2025. EPS has swung between a loss of US$1.35 in Q3...

Intercontinental Exchange, NYSE:ICE, has made an investment in crypto exchange OKX and secured a seat on its board. The partnership focuses on connecting traditional regulated markets with digital assets and blockchain based trading. Planned efforts include regulated crypto futures, tokenized equities distributed globally, and institutional grade custody and trading infrastructure. Intercontinental Exchange, the owner of the New York Stock Exchange, is stepping further into digital assets...