NYSE:VST
NYSE:VSTRenewable Energy

Vistra’s Data Center-Focused Gas Deals And Carbon-Free Contract Might Change The Case For Investing In Vistra (VST)

Vistra recently expanded its generation footprint by acquiring seven natural gas plants from Lotus Infrastructure Partners and signed a 20-year agreement to supply 1,200 MW of carbon-free power, moves aimed at serving rising electricity needs from data centers and other power-intensive customers. By pairing additional gas-fired capacity in high-demand regions with long-duration contracted carbon-free output, Vistra is reshaping its portfolio mix toward more secure, long-term cash flows tied...
NYSE:TWO
NYSE:TWOMortgage REITs

A Look At Two Harbors Investment (TWO) Valuation After Recent Share Price Strength

Two Harbors Investment (TWO) has been drawing attention after recent share moves, with the stock last closing at $10.58. You might be asking how its income profile and value score of 4 fit together. See our latest analysis for Two Harbors Investment. The recent 1 day share price return of 0.76% and 30 day share price return of 3.52% sit alongside a 90 day share price return of 9.64%. Meanwhile, the 1 year total shareholder return of 1.75% contrasts with a 5 year total shareholder return...
NYSE:NRG
NYSE:NRGElectric Utilities

How Investors Are Reacting To NRG (NRG) Board Exit Amid Cedar Bayou Financing And Buyback Push

On January 2, 2026, NRG Energy disclosed that director Kevin T. Howell resigned from the Board effective immediately to pursue another opportunity, with the company stating his departure did not stem from any disagreement over operations, policies, or practices. His exit comes shortly after NRG secured a US$562 million low-interest loan for its 689 MW Cedar Bayou power project and authorized a US$3.00 billion share repurchase program alongside an 8% dividend increase, underscoring ongoing...
NYSE:MP
NYSE:MPMetals and Mining

MP Materials (MP) Is Up 8.8% After DoD Deal Completion And Insider Stock Pay - What's Changed

MP Materials recently gained attention after an 8.81 percent single-day rise to start 2026, following a broader commodities upswing, completion of a U.S. Department of Defense partnership in mid‑2025, and a director choosing to receive compensation in company stock. This mix of policy-linked support, defense collaboration and insider confidence reinforces MP Materials’ role as a U.S. rare earth supplier tied to clean energy and security priorities. Now we’ll explore how the finalized U.S...
NYSE:V
NYSE:VDiversified Financial

Does The Current Price Of Visa (V) Still Make Sense After Recent Gains?

If you are wondering whether Visa's current share price still makes sense for a long term position, the key question is how its underlying value stacks up against what the market is willing to pay. Visa recently closed at US$346.48, with a 2.3% decline over the last 7 days, a 4.6% gain over the last 30 days, and returns of 11.5% over 1 year, 62.1% over 3 years, and 68.8% over 5 years. These moves have kept Visa on many investors' watchlists, especially as payment networks remain central to...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ) Valuation Check After Strong 1 Year Return And Ongoing Litigation Risks

Without a specific headline event today, Johnson & Johnson (JNJ) still draws attention from investors reviewing its recent performance, income profile, and current pricing as the healthcare group moves into 2026. See our latest analysis for Johnson & Johnson. At a share price of $207.35, Johnson & Johnson has seen a 9.8% 90 day share price return, while its 1 year total shareholder return of 48.8% points to momentum that has been building rather than fading. If J&J has you thinking more...
NYSE:REXR
NYSE:REXRIndustrial REITs

Is REXR’s Southern California Redevelopment Push Quietly Redefining Its Industrial Advantage?

Rexford Industrial Realty recently continued reshaping its infill Southern California portfolio by acquiring and redeveloping industrial properties to capture higher rents in a tight, supply-constrained market. This activity, set against low vacancies and supportive analyst views on the company’s local positioning, reinforces Rexford’s role as a focused Southern California industrial landlord amid broader logistics softness. Next, we’ll explore how this redevelopment push in a...
NYSE:MS
NYSE:MSCapital Markets

Should Morgan Stanley’s AI Strategy And SpaceX IPO Role Require Action From Morgan Stanley (MS) Investors?

Morgan Stanley has recently drawn attention as one of the “7 Best Fortune 500 Dividend Stocks to Invest in Now,” while analysts highlight its role in an AI-driven reshaping of European banking jobs and its potential involvement in a future SpaceX IPO. At the same time, the bank’s own analysts have outlined how AI-enabled productivity, expected policy support, and expanding capital markets activity could influence broader financial conditions and client demand across its businesses. Against...
NYSE:BAX
NYSE:BAXMedical Equipment

How Investors Are Reacting To Baxter (BAX) Debt Tender Offers And Smart Infusion EMR Data

In December 2025, Baxter International Inc. completed the final settlement of its cash tender offers, retiring its 2.600% senior unsecured notes due 2026 and purchasing a portion of its 1.915% senior unsecured notes due 2027 for up to US$600 million in aggregate, while separately reporting new data with The University of Texas Medical Branch on smart infusion pump integration with hospital electronic medical records. The collaboration’s data showing fewer patient safety alerts and faster...
NYSE:AVTR
NYSE:AVTRLife Sciences

Assessing Avantor (AVTR) Valuation After Recent Share Price Stabilization And Longer Term Weakness

Avantor (AVTR) is back on investors’ radars after recent share-price moves, with the stock roughly flat over the past day, modestly higher over the past month, yet showing weaker performance across the past 3 months and year. See our latest analysis for Avantor. What really stands out is the contrast between Avantor’s recent 30 day share price return of 4.85% and its 1 year total shareholder return of a 47.72% decline. This suggests that recent momentum is building off a much weaker longer...
NYSE:USB
NYSE:USBBanks

Assessing U.S. Bancorp (USB) Valuation After Recent Share Price Momentum And Modest Undervaluation Signals

U.S. Bancorp (USB) is back on investors’ radar after recent share price moves. The stock last closed at $53.93 as the bank continues to trade in line with broader sentiment toward large U.S. lenders. See our latest analysis for U.S. Bancorp. Recent trading has been mixed, with a 1 day share price return of 1.07% alongside a 7 day share price decline of 1.05%. However, a 90 day share price return of 13.54% and a 1 year total shareholder return of 15.55% suggest that momentum has been building...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

Is Slower Appliance Demand Versus Policy Support Altering The Investment Case For JD.com (JD)?

In recent days, JD.com faced a series of analyst downgrades focused on softer home appliance and retail sales and elevated sales and marketing spending, even as China’s leadership reiterated plans for more proactive macro policy support. This clash between weaker near-term fundamentals and potential consumer trade-in subsidies for big-ticket goods has sharpened investor debate over JD.com’s longer-term positioning in China’s online retail sector. We’ll now examine how concerns over slowing...
NYSE:DG
NYSE:DGConsumer Retailing

A Look At Dollar General (DG) Valuation After Analyst Upgrades And Profit Outlook Raise

Dollar General (DG) has moved back into focus after JPMorgan upgraded the stock and Wells Fargo revised its outlook, following the retailer’s raised full-year profit guidance and better-than-expected third-quarter results. See our latest analysis for Dollar General. At a share price of $136.82, Dollar General has seen a 41.97% 90 day share price return and an 85.01% 1 year total shareholder return, although the 3 and 5 year total shareholder returns remain negative. As a result, recent...
NYSEAM:UUUU
NYSEAM:UUUUOil and Gas

Assessing Energy Fuels (UUUU) Valuation After A Sharp Short Term Share Price Rebound

Energy Fuels (UUUU) has drawn fresh attention after its shares closed at US$16.68, capping a 14.7% daily gain and extending a 10.7% move over the past week, alongside mixed recent return figures. See our latest analysis for Energy Fuels. That sharp 1-day share price return, alongside a solid 7-day move and a 30-day gain, sits against a 90-day share price decline and a very large 1-year total shareholder return, so momentum appears to be rebuilding after a recent pause. If this kind of move...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

US Stock Market Today: S&P 500 Futures Rise On Cooler Manufacturing And Rate Cut Hopes

The Morning Bull - US Market Morning Update Monday, Jan, 5 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.25% and Nasdaq-100 futures ahead roughly 0.55%, as investors balance solid but cooler US manufacturing data with hopes for interest rate cuts. The US Manufacturing PMI sits at 51.8, which still signals growth, although new orders and exports are soft, meaning factories are busy but new business is less strong. At the same time, markets are...