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What Is Happening With O'Reilly Automotive Right Now O'Reilly Automotive (ORLY) has slipped about 4% over the past month and roughly 9% in the past 3 months, even as its year to date gain still sits above 20%. See our latest analysis for O'Reilly Automotive. Despite the recent pullback, O'Reilly's 20.2% year to date share price return and robust five year total shareholder return of 214.8% suggest long term momentum remains solid, even if near term enthusiasm is cooling. If ORLY's pause has...

If you have ever wondered whether Tripadvisor is quietly becoming a value play or just another travel stock stuck in neutral, you are in the right place. Despite a modest 10.7% gain over the last year, the stock is roughly flat year to date at -0.4%. This suggests the market still is not fully convinced about its long term trajectory. Recent headlines have focused on Tripadvisor's strategic repositioning in the travel ecosystem, including sharpening its core platform experience and leaning...

CAVA Group (CAVA) is back in focus after several Wall Street firms reiterated Buy ratings, even as the chain works through softer same store sales and squeezed margins tied to rapid expansion. See our latest analysis for CAVA Group. All of this comes against a backdrop where CAVA’s share price has slid sharply year to date, with a steep negative total shareholder return over the last year, even as recent 1 month share price gains hint that sentiment may be stabilizing rather than breaking...

Peloton Interactive (PTON) is kicking off its 2025 holiday sales event with discounts on its Bikes, Treads, and Rows, tying the promotion directly to a broader AI driven turnaround under new CEO Peter Stern. See our latest analysis for Peloton Interactive. Despite the fresh AI features and holiday push, sentiment has been weak, with a year to date share price return of minus 29 percent and a one year total shareholder return of about minus 41 percent, suggesting momentum is still fading. If...

Under Armour (UAA) has been grinding through a tough stretch, with the share price sliding over the past year even as annual revenue inches higher, leaving investors debating whether this is value or value trap territory. See our latest analysis for Under Armour. Recent restructuring efforts and cautious consumer spending have weighed on sentiment, and the roughly 47% year to date share price return, alongside a 50% one year total shareholder return decline, signals fading momentum despite...

Albemarle (ALB) just locked in cesium supply from Power Metals through an offtake and prepayment deal, a strategic move that quietly broadens its specialty chemicals toolkit while lithium pricing remains under pressure. See our latest analysis for Albemarle. The cesium deal lands as Albemarle’s 90 day share price return of 63.36 percent and year to date share price return of 55.13 percent signal that momentum is rebuilding, even though the three year total shareholder return of negative 40.75...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

If you are wondering whether Nu Holdings is still a smart buy after its huge run, you are not alone. This stock has quickly moved from a niche fintech play to one of the most talked about names in emerging markets. Over the last week the share price has barely budged, but it is still up 5.2% over 30 days, 56.6% year to date and 325.8% over three years. This indicates that the market has significantly upgraded its view of Nu's growth potential and risk profile. That repricing has been driven...

Recently, Jim Cramer highlighted Marriott International’s strong quarterly performance and its CFO’s upbeat outlook, emphasizing resilient leisure travel despite pressures on business travel, including disruption from the US government shutdown. At the same time, Marriott’s Luxury Group has been pushing deeper into wellness-focused experiences and branded residences, including preparing for the 2026 opening of W Riyadh, aligning the brand with long-term tourism ambitions under Saudi Arabia’s...

Those holding Redwire Corporation ( NYSE:RDW ) shares would be relieved that the share price has rebounded 27% in the...

Altria Group (MO) just laid out a sweeping leadership transition, with longtime CEO Billy Gifford set to retire in 2026 as Salvatore Mancuso steps up and Heather Newman takes over as CFO. See our latest analysis for Altria Group. Those leadership moves come as the share price trades around $59.09, with a solid year to date share price return and a strong multi year total shareholder return signaling that long term income focused momentum is still intact despite recent volatility. If Altria’s...

If you are wondering whether Brookfield Infrastructure Partners is reasonably priced or quietly on sale right now, this breakdown will help you decide whether the current share price lines up with its long term cash generating potential. The stock has slipped about 3.2% over the last week and 3.7% over the past month, yet it still sits roughly 7.0% higher year to date and about 11.0% above where it was a year ago. This suggests that the longer term story has been more constructive than the...

In the third quarter of 2025, Wasatch Global Investors highlighted Nova Ltd. for its metrology and process control systems that support increasingly complex semiconductor manufacturing linked to artificial intelligence workloads. The investor letter underscored Nova’s track record of earnings growth and its positioning in AI-related semiconductor tools, suggesting that thematic demand for these capabilities has become a key factor in how the company is being perceived. We’ll now explore how...

AeroVironment (AVAV) just landed a five year, $874 million contract with the U.S. Army for its unmanned aerial and counter UAS systems. This deal could meaningfully shape revenue visibility and investor expectations. See our latest analysis for AeroVironment. That contract lands just as AeroVironment absorbs a sharp pullback, with a recent 7 day share price return of negative 16.69 percent and 30 day share price return of negative 19.19 percent. Even though its year to date share price return...

On December 12, 2025, LiveRamp Holdings announced that Chief Technology Officer Mohsin Hussain will step down, with his employment ending at the close of fiscal 2026. This extended, pre-planned transition in a core technology leadership role may influence how investors assess LiveRamp’s long-term product roadmap and execution capabilities. We’ll now examine how this planned CTO departure, and the resulting questions about technology leadership continuity, could affect LiveRamp’s investment...

Recent commentary on SolarEdge Technologies highlights that over the past two years the company has faced weaker-than-expected megawatt shipments, eroding returns on capital, and negative EBITDA, all of which have raised fresh concerns about demand for its solar efficiency systems and its ability to fund operations without burdening shareholders. An additional layer of complexity comes from AI-driven institutional trading strategies flagging choppy, mid-channel price patterns in the stock,...

Morgan Stanley’s upgrade just put Hershey (HSY) back on a lot of radar screens, as easing cocoa costs and a clearer path to earnings growth into 2026 reshape how investors are valuing this classic consumer name. See our latest analysis for Hershey. The upgrade comes after a choppy year, where a recent 1 month share price return of about 5 percent and 7 day share price return just over 4 percent hint that momentum is rebuilding, despite a slightly negative 3 month share price return and a...

Clarivate (CLVT) just rolled out two new AI driven tools, the Cortellis Regulatory Intelligence AI Assistant and Derwent Patent Monitor, in moves that underline its push to make research and IP workflows faster and more decision ready. See our latest analysis for Clarivate. Those launches land at an interesting moment, with Clarivate’s 1 day share price return of 3.21 percent offering a brief lift against a much weaker year to date share price return of negative 31.26 percent and a five year...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Some Shopify Inc. ( NASDAQ:SHOP ) shareholders may be a little concerned to see that the Chief Operating Officer...

The Morning Bull - US Market Morning Update Tuesday, Dec, 16 2025 US stock futures are pointing higher this morning, with contracts tied to the S&P 500 up about half a percent, as investors weigh cooling but still elevated business costs against signs of resilience in housing. The latest New York manufacturing survey slipped back into contraction at minus 3.9, which means factories in that region are pulling back a bit, but it also showed that price pressures are easing, a mild positive for...

In recent days, Praxis Precision Medicines reported positive clinical outcomes for its EMBOLD study of relutrigine in SCN2A and SCN8A developmental and epileptic encephalopathies, alongside FDA alignment on an early 2026 New Drug Application submission and a streamlined, single-arm EMBRAVE3 registrational study for elsunersen in SCN2A-DEE. Taken together, these updates position Praxis as a rare neurology company advancing both a potential first-in-class small molecule and an antisense...

Alibaba Group Holding (NYSE:BABA) has quietly slipped about 4% over the past week and 7% in the past 3 months, even as its year to date return still sits near 77%. See our latest analysis for Alibaba Group Holding. That pullback comes after a powerful run, with the 1 year total shareholder return still above 77% and the latest share price at $150.09. This suggests momentum is cooling a little as investors reassess how much near term growth and regulatory risk are already priced in. If...

If you are wondering whether Nuvation Bio's explosive run means you are late to the party or looking at a genuine opportunity, let's break down what the current price might really be worth. The stock has been on a tear recently, with a 75.1% gain over the last month and a 228.6% jump year to date, even after a small 0.8% pullback over the past week. That surge has been fueled by growing optimism around Nuvation Bio's oncology pipeline and increasing investor attention on small cap biotech...