NYSE:MRSH
NYSE:MRSHInsurance

Is Marsh & McLennan Companies (MRSH) Price Weakness Creating A Valuation Opportunity?

If you have been wondering whether Marsh & McLennan Companies at about US$183.66 is offering fair value or not, this article walks through what the numbers actually say about the stock. The share price has returned 0.7% over the last week, a 1.8% decline over the last month, 0.7% year to date, and a 16.6% decline over the past year, set against longer term returns of 11.3% over three years and 79.0% over five years. Those mixed returns sit against a backdrop of ongoing interest in large...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Assessing PayPal Holdings (PYPL) Valuation After Earnings Beats And New Tax And Gift Card Partnerships

What PayPal’s latest moves could mean for investors PayPal Holdings (PYPL) has been beating earnings and revenue expectations recently, while rolling out new services like free DIY tax filing with april and richer digital gift card rewards through Blackhawk Network. See our latest analysis for PayPal Holdings. Despite the product launches and partnerships around tax filing, PYUSD and digital gift cards, recent share price momentum has been weak, with a 30 day share price return of 5.62%...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

Gold Royalty Expands Borborema Royalty Exposure As Valuation Gap Persists

Gold Royalty Corp. (NYSEAM:GROY) has agreed to acquire an additional net smelter royalty on the Borborema gold mine in Brazil from Dundee Corporation. The deal increases Gold Royalty's royalty interest in a key Brazilian gold project and adds to the company's existing portfolio exposure. Gold Royalty's share price recently closed at $4.59, with the stock up 12.5% year to date and 94.8% over the past 3 years. The company has also seen a very large 1 year return of 279.3%, although there was...
NYSE:FR
NYSE:FRIndustrial REITs

First Industrial Realty Trust Refinancing Resets Debt Profile And Future Flexibility

First Industrial Realty Trust (NYSE:FR) has completed a broad refinancing of its major unsecured term loans. The company amended multiple loan agreements, extending maturities and increasing available loan amounts. The refinancing removed prior SOFR adjustments and added extension options and a sustainability metric. The changes affect the company’s debt profile, financial flexibility, and potential future financing costs. First Industrial Realty Trust focuses on industrial properties, a...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit Trademark Move On WallStreetBets Puts Community Ownership In Focus

Reddit required the WallStreetBets founder to rename a major conference, citing its trademark over the community name. The move, tied to what is being called the Rogozinski Ruling, asserts Reddit's ownership rights over user created communities. This action may influence how other platforms handle branding and control of high profile user groups in the future. For investors watching NYSE:RDDT, this trademark push sits alongside a share price of $213.63 and a mixed recent return profile. The...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Is It Too Late To Reassess Guardant Health (GH) After Its 144% One Year Surge?

If you are wondering whether Guardant Health's share price still reflects good value after its recent run, you are not alone. The stock closed at US$114.74, with returns of 2.3% over 7 days, 11.4% over 30 days, 12.8% year to date and 144.2% over 1 year. Over 5 years the return sits at a 26.2% decline, and over 3 years the return is 271.7%. Recent price moves have been influenced by ongoing interest in cancer diagnostics and blood based testing, alongside regular headlines around the...
NYSE:KNX
NYSE:KNXTransportation

Knight-Swift’s Earnings Miss and LTL Push Could Be A Game Changer For Knight-Swift (KNX)

Knight-Swift Transportation Holdings Inc. has reported past fourth-quarter 2025 results showing largely flat sales at US$1,666.02 million and revenue at US$1,856.33 million, but swinging from a US$69.5 million net profit a year earlier to a US$6.8 million net loss, resulting in basic and diluted losses of US$0.04 per share. Beneath the headline loss, the company pointed to sequential operating margin improvement in its Truckload segment and ongoing investment in technology and...
NasdaqGS:RNW
NasdaqGS:RNWRenewable Energy

ReNew’s Oversubscribed US$600 Million Green Bond Refinancing Might Change The Case For Investing In RNW

ReNew Energy Global recently raised US$600 million through oversubscribed 6.5% green bonds due 2031 via its GIFT City-based subsidiary, primarily to redeem higher-coupon bonds maturing in 2026. This refinancing not only lowers borrowing costs and extends debt maturity, but also underscores ReNew’s ability to tap diversified global pools of sustainable capital. We’ll now examine how this debt refinancing, particularly the shift to lower-cost green funding, shapes ReNew Energy Global’s...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Is It Time To Reconsider Texas Instruments (TXN) After Its Recent Share Price Run?

If you are wondering whether Texas Instruments stock is good value at around US$196.59 per share, it helps to step back and look at what the current price actually reflects. Over the shorter term, the stock has returned 2.6% over the last 7 days, 11.1% over the last 30 days, 10.7% year to date, 8.5% over 1 year, 23.5% over 3 years and 30.6% over 5 years. This helps frame how expectations and risk perceptions have shifted over different timeframes. Recent coverage of Texas Instruments has...
NasdaqGS:TRMK
NasdaqGS:TRMKBanks

Assessing Trustmark (TRMK) Valuation As Steady Returns Meet Conflicting Fair Value Estimates

Trustmark (TRMK) has recently drawn investor interest, with the share price at $40.91 and total return figures provided for the past week, month, past 3 months, year to date, 1 year and longer periods. See our latest analysis for Trustmark. Recent trading has been relatively steady, with a 90 day share price return of 5.71% and a 1 year total shareholder return of 15.85% pointing to gradually improving momentum rather than a sharp re rating. If Trustmark has you thinking about where else...
NYSE:GTES
NYSE:GTESMachinery

Should a Wave of Reaffirmed Analyst Ratings on GTES Require Action From Gates Industrial (GTES) Investors?

In recent weeks, multiple Wall Street firms including RBC Capital, Citi, UBS, and Barclays reaffirmed positive analyst ratings on Gates Industrial, underscoring confidence in its engineered power transmission and fluid power businesses. This cluster of reaffirmed opinions, supported by refreshed assessments of Gates Industrial’s risk profile and operating backdrop, reinforces the perception that the company remains underappreciated within the industrials sector. With analyst conviction...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Is Comcast (CMCSA) Pricing Reflect Its Recent Share Slide And Valuation Signals?

If you have been wondering whether Comcast's current share price reflects its underlying value, you are not alone. This article is designed to help you unpack that question step by step. Comcast shares last closed at US$29.43, with recent returns of 5.8% over 7 days, a 0.8% decline over 30 days, a 0.4% decline year to date, a 14.4% decline over 1 year, an 11.6% decline over 3 years, and a 27.5% decline over 5 years. Recent news coverage around Comcast has focused on its position in US...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi And GoTu Partnership Tests Targeted Channel For Member Growth

SoFi Technologies (NasdaqGS:SOFI) has entered a new partnership with GoTu Technology to provide tailored financial wellness resources and lending benefits to GoTu professionals. The collaboration focuses on personalized financial support and exclusive loan offerings designed around the needs of GoTu users. This move reflects SoFi's ongoing effort to expand its member base through targeted partnerships in the fintech space. SoFi operates as a digital first financial services platform,...
NYSE:PFS
NYSE:PFSBanks

Should Provident’s New Share Buyback and CFO Transition Require Action From Provident Financial Services (PFS) Investors?

On 26 January 2026, Provident Financial Services, Inc. announced a new share repurchase program authorizing the buyback of up to 2,810,000 shares, or about 2.15% of its common stock, with no set expiration date. This move, alongside the previously disclosed planned retirement of long-serving CFO Thomas M. Lyons, highlights how the company is actively managing both its capital structure and leadership transition. Next, we’ll examine how the new share repurchase authorization shapes Provident...
NYSE:ACN
NYSE:ACNIT

Accenture Taps Sovereign AI Buildout As EMEA Governments Scale Secure Data Centers

Accenture (NYSE:ACN) has been selected by Sovereign AI, alongside Palantir Technologies, to help develop and scale next generation AI data centers across EMEA. The collaboration focuses on economic security and digital resilience for commercial and government clients in Europe, the Middle East and Africa. The initiative targets sovereign grade AI capabilities that support industrial growth and national security priorities in key markets. For investors, this move places Accenture closer to...
NYSE:WLK
NYSE:WLKChemicals

Assessing Westlake (WLK) Valuation After Annual Revenue And Loss Reveal Contrasting Shareholder Returns

Westlake (WLK) has been drawing attention after reporting annual revenue of US$11.48b alongside a net loss of US$952 million, prompting investors to reassess how this chemicals and building products group is currently being valued. See our latest analysis for Westlake. At a share price of US$84.16, Westlake has seen a 14.12% 1 month share price return and a 10.10% 3 month share price return, yet the 1 year total shareholder return of 26.49% and 3 year total shareholder return of 25.58% are...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is AMD’s (AMD) New Board Pick and TCS AI Pact Reframing Its Enterprise Strategy?

In January 2026, AMD’s board expanded from eight to nine directors and appointed former Accenture CFO KC McClure as an independent director and member of the Audit and Finance Committee, while Tata Consultancy Services announced a collaboration with AMD to co-develop AI and GenAI solutions across multiple enterprise sectors. Together, these moves highlight AMD’s focus on strengthening financial oversight and deepening its role in enterprise AI infrastructure through partnerships that span...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon’s Historic Layoffs Reframe AI Investments And Long Term Investor Questions

Amazon.com (NasdaqGS:AMZN) is launching its largest-ever round of corporate layoffs, targeting up to 30,000 roles. The reductions span AWS, Prime Video, and human resources, alongside a broader restructuring of teams and budgets. The company is reallocating resources toward automation and artificial intelligence projects across its operations. For you as an investor, this move sits at the intersection of Amazon's core lines of business, including e commerce, cloud computing, and digital...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia Expands AI Factories And Earth-2 While Valuation Stays In Focus

Nvidia invested $2b in cloud provider CoreWeave, deepening their AI infrastructure partnership to support large scale "AI factory" buildouts. The companies are targeting more than 5 gigawatts of AI focused data center capacity by 2030 to serve rising enterprise AI demand. Nvidia also introduced Earth-2, an open AI weather prediction platform aimed at real world use cases across energy, finance, and logistics. NasdaqGS:NVDA last closed at $186.47, with the share price up 57.5% over the past...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies (VOYG) Is Down 6.0% After Expanded NASA Pact And ISS Drug Research Deal

Voyager Technologies recently signed a memorandum of understanding with NASA’s Glenn Research Center to expand its VISTA science park ecosystem and advance variable gravity research, while also securing a contract with Space LiinTech to manage a microgravity-enabled drug discovery payload to the International Space Station. Together with its newly patented extraterrestrial crystal manufacturing method, these agreements underline Voyager’s effort to link space-based research with applications...
NYSE:C
NYSE:CBanks

Citigroup Harassment Lawsuit Puts Culture Governance And Execution Under Scrutiny

Former Citigroup executive files sexual harassment and retaliation lawsuit against the head of wealth management and the bank's human resources department. The case targets senior leadership and raises questions about workplace culture and internal complaint handling at Citigroup. The lawsuit comes as Citigroup, ticker NYSE:C, continues to attract attention from both regulators and investors. For you as an investor, this is not just an HR story; it is a governance story at a major US bank...
NYSE:SNOW
NYSE:SNOWIT

Snowflake Client Wins Test AI Data Cloud Story And Rich Valuation

Snowflake (NYSE:SNOW) recently announced that Sumo Logic has launched its Snowflake Logs App to improve security analytics for Snowflake customers. Zinnia has integrated Snowflake's AI Data Cloud to support insurance analytics and digital operations. Snowflake, trading at around $211.27, continues to attract enterprise clients that are building their core data and AI workflows on its platform. The stock shows a mixed return profile, with a 20.4% gain over the past year and a 38.2% return...
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...