NYSE:ES
NYSE:ESElectric Utilities

How Strong Q3 Earnings and Offshore Wind Charges Will Impact Eversource Energy (ES) Investors

Eversource Energy recently reported better-than-expected third-quarter 2025 adjusted earnings per share of US$1.19 but recorded a US$75 million charge tied to increased liability from its previously sold offshore wind projects, highlighting ongoing risks in its clean-energy transition. With analysts expecting a double-digit improvement in the company’s bottom line for the upcoming fourth-quarter results, investor attention is now focused on how Eversource balances earnings momentum with the...
NYSE:FDS
NYSE:FDSCapital Markets

Could FactSet (FDS) ESOP Shelf Plan Reframe Its Capital Allocation And Employee Incentive Strategy?

FactSet Research Systems recently filed a shelf registration for up to US$1.25 billion in common stock, covering 4,232,362 shares for an ESOP-related offering. This large, employee-focused equity program could influence how investors think about FactSet’s future capital allocation, ownership structure, and workforce incentives. Next, we’ll examine how this sizable ESOP-related shelf registration may affect FactSet’s investment narrative around growth, margins, and capital returns. Find...
NYSE:AER
NYSE:AERTrade Distributors

AerCap Holdings (AER) Valuation After Virgin Atlantic Leaseback Deal And Growing Investor Optimism

AerCap Holdings (AER) has drawn fresh attention after signing purchase and leaseback agreements with Virgin Atlantic for six Airbus A330-900 aircraft. The deal is linked to Virgin Atlantic's fleet renewal and emissions goals. See our latest analysis for AerCap Holdings. The Virgin Atlantic transaction comes as AerCap's share price has climbed 19.3% over the past 90 days, while its 1 year total shareholder return of 51.4% and 5 year total shareholder return of 246.1% point to strong longer...
NYSE:DOW
NYSE:DOWChemicals

Is Dow (DOW) Merging Technology And Sustainability To Redefine Its Long-Term Competitive Edge?

Dow Inc. has announced that longtime Chief Technology Officer A.N. Sreeram will retire on June 30, 2026, with Andre Argenton assuming the role of Chief Technology and Sustainability Officer from January 1, 2026, while Director Rebecca B. Liebert has resigned following her appointment as Chair of Occidental Chemical Corporation’s board. This leadership reshuffle places sustainability and technology under a single executive at a time when US plastics and chemicals markets are projected to...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Analyst Support Versus Insider Selling Might Change The Case For Investing In PACCAR (PCAR)

In recent days, several major banks, including Morgan Stanley, J.P. Morgan, Bank of America Securities, Citi, and RBC Capital, reiterated their views on PACCAR, with many expressing constructive analyst sentiment toward the truck manufacturer’s outlook. At the same time, a pick-up in insider share sales contrasts with this generally favorable analyst stance, offering investors a mixed signal about how those closest to the business view the company’s prospects. With multiple large banks...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Does Nvidia’s CES Spotlight Sharpen or Blur Serve Robotics’ (SERV) Physical AI Investment Narrative?

At CES earlier this month, Nvidia CEO Jensen Huang highlighted Serve Robotics as a leading example of “physical AI,” pointing to its more than 2,000 sidewalk delivery robots and partnerships such as DoorDash as part of a broader shift toward autonomous delivery. This spotlight positions Serve Robotics at the center of investor attention on real-world applications of AI, even as the company remains in a growth and non-profitable phase. With Nvidia’s high-profile endorsement of Serve...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Latest News In Cloud AI - Multimodal AI Growth: Transforming Markets and Driving Innovation

The multimodal AI market is experiencing significant growth, particularly in AI-as-a-Service, making access more affordable for small and medium-sized businesses. Generative AI currently leads in market share due to its diverse applications, while image and video modalities are rapidly expanding. The healthcare sector is seeing a high compound annual growth rate driven by AI-driven diagnostics, with North America taking the lead in AI adoption thanks to its strong technological infrastructure...
NYSE:CBZ
NYSE:CBZProfessional Services

Is CBIZ (CBZ) Using Its Leadership Transition to Recalibrate the Financial Services Strategy?

CBIZ, Inc. announced that Chris Spurio will step down as President of Financial Services effective January 31, 2026, and then remain with the company as a consultant through December 31, 2026. This leadership transition, alongside fresh analyst attention on CBIZ, has sharpened investor focus on how the firm will manage its financial services operations and broader advisory platform. We’ll now examine how Spurio’s planned departure and continued consulting role may influence CBIZ’s investment...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Riot Platforms (RIOT) Is Up 9.5% After Surging Bitcoin Sales And Power Credits In December

In early January 2026, Riot Platforms reported December 2025 operating results showing bitcoin production of 460 coins, alongside sales of 1,818 coins that generated US$161.6 million in net proceeds and materially higher power credits. At the same time, the company expanded its leadership bench by appointing veteran dealmaker Jason Chung as incoming CFO while accelerating power-related revenues through its Power-First Strategy. We’ll now explore how December’s spike in bitcoin sales and...
NYSE:JBL
NYSE:JBLElectronic

Assessing Jabil (JBL) Valuation After Strong Recent Share Price Momentum

Why Jabil Stock Is on Investors’ Radar Right Now Jabil (JBL) has attracted attention after recent trading, with the share price closing at $253.18. With various return figures available and fresh performance data on the table, investors are reassessing what they are paying for the business today. See our latest analysis for Jabil. The latest 1-day share price return of 4.91% adds to a 7-day share price return of 14.14% and a 90-day share price return of 20.94%, while the 1-year total...
NYSE:NU
NYSE:NUBanks

Is It Too Late To Consider Nu Holdings (NU) After A 4.6x Three Year Surge?

Wondering if Nu Holdings at around US$16.61 is still worth your attention, or if most of the easy gains are already behind it? The stock has seen a 5.7% decline over the last week, a 2.5% gain over the past month, is down 2.4% year to date, while sitting on a 47.3% return over 1 year and a very large 3 year gain of about 4.6x. Recent coverage of Nu Holdings has focused on its role as a large Latin American digital bank and how its scale and customer reach have put it on many growth...
NYSE:YOU
NYSE:YOUSoftware

Is Clear Secure (YOU) Pricing Reflect Identity Verification Growth After Recent Share Pullback

If you are wondering whether Clear Secure's share price still reflects good value after recent moves, this article walks through what the current market price might be implying about the business. The stock trades at US$34.13, with a 34.8% return over the last year and a 43.1% return over three years. This comes despite a 6.3% decline over the past week and a 13.0% decline over the last month, which can change how investors think about both upside and risk. Recent coverage has focused on...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Is Charter Communications (CHTR) Pricing Reflect The Recent 44% Share Price Slide

If you are wondering whether Charter Communications' current share price makes sense, it helps to start by asking what the market is really paying for today compared to what the business could be worth. The stock last closed at US$194.61, with a 7.2% decline over the past week, a 7.9% decline over the past month, and a 43.9% decline over the last year, which has shifted how many investors think about its risk and potential reward. Recent headlines around large US cable and broadband...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock (NYSE:SW) Valuation Revisited As Optimistic Analyst Reports Highlight 2026 Rebound Potential

Smurfit Westrock (SW) is back in focus after a series of upbeat analyst reports pointing to a potential containerboard industry rebound in 2026, with earnings improvements and cost savings under close investor watch. See our latest analysis for Smurfit Westrock. The recent flurry of analyst reports comes as the share price sits at $43.33, with a 1-month share price return of 14.96% and a year to date share price return of 9.42%, while the 1-year total shareholder return of 13.68% decline...
NYSE:APO
NYSE:APODiversified Financial

What Apollo Global Management (APO)'s Big Bet on xAI Data Centers and Aircraft ABS Means for Shareholders

Apollo Global Management recently led a US$3.50 billion financing package for Valor Compute Infrastructure to fund xAI’s large-scale data-center and Nvidia GB200 GPU build-out, while also advancing its fourth aviation lease ABS via the MAPS 2026-1 Trust backed by 27 leased aircraft across 16 jurisdictions. Together, these moves underline Apollo’s push into capital-intensive, asset-backed exposure to both cutting-edge AI infrastructure and long-cycle aviation leasing. Next, we’ll examine how...
NYSE:BANC
NYSE:BANCBanks

Is Banc of California (BANC) Priced Attractive After Strong 1-Year Share Price Performance?

If you are wondering whether Banc of California at around US$20.87 is offering fair value right now, you are not alone. The stock has logged returns of 2.0% over the last 7 days, 6.2% over the past month, 7.3% year to date and 35.0% over the last year, which naturally raises questions about how much of the story is already in the price. Recent news around the stock has focused on how investors are reassessing US regional banks and looking more closely at individual balance sheets, capital...
NYSE:BLX
NYSE:BLXDiversified Financial

Assessing Bladex (NYSE:BLX) Valuation After Recent Share Price Move And Undervaluation Narrative

Banco Latinoamericano de Comercio Exterior S. A (BLX) is drawing attention after recent trading, with the stock closing at $44.99 and posting a 3.2% 1 day return that contrasts with steadier month level moves. See our latest analysis for Banco Latinoamericano de Comercio Exterior S. A. That 3.2% 1 day share price return sits alongside a 2.7% year to date share price return. The 1 year total shareholder return of 23.2% and very large 3 and 5 year total shareholder returns point to momentum...
NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD’s (DRD) GARP Appeal Revealing a Deeper Shift in Its Investment Narrative?

Earlier this week, DRDGOLD was highlighted for meeting key growth-at-a-reasonable-price criteria, reflecting strong earnings growth indicators and a solid financial footing. Analyst sentiment has turned more constructive, with brokerage research pointing to DRDGOLD’s profitability and low debt as core strengths supporting its long-term investment case. With recent returns and DRDGOLD’s favorable GARP profile in mind, we’ll now examine how this shapes the company’s broader investment...
NYSE:DELL
NYSE:DELLTech

Is Dell Technologies (DELL) Still Attractive After Its Multi Year Share Price Surge?

If you are wondering whether Dell Technologies is still good value after a strong multi year run, this article walks through what the current price may be implying. The share price recently closed at US$119.66, with returns of 1% over 7 days, a 10.5% decline over 30 days, a 6.4% decline year to date, a 10.6% gain over 1 year, and a very large gain over 3 and 5 years. Recent coverage has focused on Dell Technologies as a key player in personal computers, servers and broader enterprise...