NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron’s US$24b Singapore Fab Expands AI Memory And Investor Ambitions

Micron Technology is committing $24b to a new advanced wafer fabrication facility in Singapore. The project is aimed at expanding NAND memory manufacturing capacity to support rising AI and data-centric demand. The development is positioned as a long term investment in future memory technologies and sustainable production. Micron Technology (NasdaqGS:MU), trading at $435.28, has seen very large 1 year gains of 390.6% and a 3 year return of more than 7x, which puts the current move in...
NYSE:ASA
NYSE:ASACapital Markets

Does ASA Gold and Precious Metals (ASA) Attracting Fresh Institutional Buying Validate Its Earnings Momentum Story?

In late January 2026, Saba Capital Management, a ten percent owner of ASA Gold and Precious Metals, reported purchasing 1,400 additional shares, bringing its direct holding to 5,466,762 shares, while the company was also highlighted by the CAN SLIM screener for its very strong earnings and sales growth and debt-free balance sheet. What stands out is the combination of powerful earnings and sales expansion, high return on equity and fresh institutional buying, which together spotlight ASA...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

A Look At Sandisk (SNDK) Valuation After A 1,000% Six Month AI Driven Stock Surge

Why Sandisk’s explosive move is back in focus Sandisk (SNDK) is back in the spotlight after its stock surged about 1,000% in six months, a move tied to intense AI driven demand for NAND memory and tight industry supply. This surge, combined with persistent chip shortages, expanding margins and growing interest in new leveraged ETFs tied to Sandisk, has turned the company’s upcoming earnings report into a key moment for investors watching AI infrastructure plays. See our latest analysis for...
NYSE:GGG
NYSE:GGGMachinery

The Bull Case For Graco (GGG) Could Change Following Record 2025 Results And Cautious 2026 Outlook

Graco Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$593.16 million and net income to US$132.49 million, while full-year sales reached US$2.24 billion and net income US$521.84 million. The company paired record sales and higher margins with increased earnings per share and reiterated a 2026 outlook that leans on acquisitions, operational efficiencies, and its One Graco initiative for further growth. With this combination of record results,...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

AI Robotics Deal And Analyst Upgrade Could Be A Game Changer For Grab Holdings (GRAB)

Earlier in January 2026, BofA Securities upgraded Grab Holdings Limited and the company announced plans to acquire Infermove, a China-based developer of AI-enabled robotics solutions, to enhance its delivery capabilities. Together, the analyst upgrade and robotics acquisition highlight how investors may be focusing on technology-driven efficiencies in Grab’s core operations. We will now examine how Grab’s move to integrate AI-enabled robotics into its delivery network could shape the...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

This Week In E-Commerce - Swiss B2C Market Grows Steadily Spurs Business Opportunities

The Swiss B2C ecommerce market presents notable growth prospects across sectors like retail, travel, and technology, driven by diverse payment methods and favorable consumer demographics. According to a recent report by Research and Markets, the market is expected to grow by 6.3% annually, reaching US$23.62 billion by 2025, with an upward trend projected to continue, culminating in a market size of approximately US$29.25 billion by 2029. The study provides an extensive analysis of ecommerce...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Chip Wilson’s Activist Campaign Puts Lululemon Governance And Quality Under Scrutiny

Founder Chip Wilson has launched an activist campaign targeting Lululemon athletica's (NasdaqGS:LULU) board. The move follows quality control concerns, including the recall of the "Get Low" leggings over product issues. Wilson is preparing a proxy contest aimed at replacing certain board members. The campaign highlights internal tension around how the company manages product, operations and governance. Lululemon athletica, known for its premium athletic and lifestyle apparel, now faces a...
NYSE:CALX
NYSE:CALXCommunications

Is Calix (CALX) Pricing Reflect A Misread Of Its Recent Share Pullback

If you are wondering whether Calix is fairly priced or if the recent share price leaves some value on the table, this article walks through what the current market price might be implying. Calix shares closed at US$52.96, with a 7 day return of a 6.2% decline, a 30 day return of a 0.9% decline, a year to date return of a 1.2% decline, and a 1 year return of 43.6%. This mix of performance periods can leave investors questioning whether the current price reflects opportunity or increased...
NYSE:LYB
NYSE:LYBChemicals

Is LyondellBasell (LYB) Pricing Look Attractive After Recent Share Price Rebound

If you are wondering whether LyondellBasell Industries is offering good value at its recent price, you are not alone. This article is built to help you frame that question clearly. The stock closed at US$50.47, with returns of 16.2% over the last 30 days and 13.7% year to date, but a 28.8% decline over 1 year and a 36.4% decline over 3 years. Over a 5 year period, the share price shows a 20.4% decline, which can influence how investors think about both risk and potential opportunity. This...
NYSE:OC
NYSE:OCBuilding

Owens Corning (OC) Valuation Check After Mixed Recent Share Price Performance

Owens Corning at a glance Owens Corning (OC) sits in the building products space with four segments: Roofing, Insulation, Doors, and Composites. The company has a footprint across the United States, Europe, Asia Pacific, and other international markets. The stock recently closed at $120.57, with mixed return patterns across different time frames, and fundamentals that include revenue of $11.659 billion and net income of an $80 million loss over the most recent annual period provided. See our...
NYSE:KRMN
NYSE:KRMNAerospace & Defense

Why Karman Holdings (KRMN) Is Up 10.0% After Landing a US$151 Billion SHIELD Contract

Karman Space & Defense recently announced it was awarded a Missile Defense Agency SHIELD indefinite-delivery/indefinite-quantity contract with a ceiling of US$151.00 billions, covering broad work areas aimed at rapidly delivering innovative homeland defense capabilities. This award, alongside the company’s updated revenue guidance for fiscal years 2025 and 2026, reinforces its role in providing critical next-generation system solutions for U.S. defense priorities. With these developments as...
NYSE:MHO
NYSE:MHOConsumer Durables

A Look At M/I Homes (MHO) Valuation As Analyst Targets Diverge From DCF Estimates

How M/I Homes stock has been trading recently M/I Homes (MHO) has seen mixed share performance recently, with a 2.9% gain over the past day, a 4.3% decline over the past week, and modest positive returns over the past month and past 3 months. See our latest analysis for M/I Homes. That short term share price pullback over the past week comes after a steadier pattern, with a 90 day share price return of 4.8% and a three year total shareholder return of about 2.2x. This points to momentum that...
NYSE:QGEN
NYSE:QGENLife Sciences

Qiagen Takeover Talk Grows As Board Refresh Shapes Next Steps

Qiagen (NYSE:QGEN) is the subject of renewed takeover speculation as the company reviews potential options for its future. The Supervisory Board is being refreshed with the appointment of industry executive Mark Stevenson. Prof. Dr. Ross Levine is stepping down from the Supervisory Board while continuing as Chair of Qiagen’s Scientific Advisory Board. Qiagen, trading at $53.99, has seen its shares rise 23.8% over the past year and 13.5% year to date, with a 12.5% gain over the past month...
NYSE:CXT
NYSE:CXTElectronic

Evaluating Crane NXT (CXT) After Guidance Raise On Strong Security And Authentication Third Quarter Results

Third quarter results and guidance shift Crane NXT (CXT) has drawn fresh attention after a third quarter in which revenue topped analyst expectations, with year-on-year gains led by the Security and Authentication Technologies segment. The company also raised its full year sales guidance. At the same time, macroeconomic pressures on Crane Payment Innovations contributed to a narrowed Adjusted EPS range, giving investors a mixed but clearer picture of near term expectations. See our latest...
NYSE:CAT
NYSE:CATMachinery

Caterpillar (CAT) Valuation Check After Strong 1 Year And 5 Year Shareholder Returns

Caterpillar (CAT) is back in focus after a recent move in its share price, with the stock last closing at $643.28. This has prompted investors to reassess how its current valuation lines up with fundamentals. See our latest analysis for Caterpillar. The latest move to US$643.28 comes after an 11.18% 1 month share price return and a 10.31% 3 month share price return. The 1 year total shareholder return of 65.84% and 5 year total shareholder return of 268.42% point to strong momentum that has...
NYSE:LMND
NYSE:LMNDInsurance

Lemonade’s Tesla FSD Insurance Links Growth Story To Rich Valuation Risk

Lemonade (NYSE:LMND) has launched specialized autonomous car insurance in partnership with Tesla. The product introduces per mile rate reductions for vehicles using Tesla’s Full Self Driving (FSD) capabilities. Coverage is tied to real time autonomous driving data, including software and sensor performance. Lemonade, known for its AI driven insurance platform, is extending its model into the autonomous driving space with Tesla. The new product is tailored to distinguish between human and...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

Is CME Group (CME) Pricing Reflect Recent Gains Or Stretching Its Valuation Limits

If you have been watching CME Group and wondering whether the current share price still represents solid value, this breakdown is designed to help you size that up clearly. The stock last closed at US$286.05, with returns of 2.5% over 7 days, 2.7% over 30 days, 6.1% year to date, 25.4% over 1 year, 82.2% over 3 years and 80.1% over 5 years, which gives useful context before weighing up the valuation. Recent attention on CME Group has largely centered on how its role as a major derivatives...
NYSE:VICI
NYSE:VICISpecialized REITs

Assessing VICI Properties (VICI) Valuation After Recent Weak Share Price Momentum

Recent performance snapshot VICI Properties (VICI) has seen its share price move lower in the month and past 3 months, with total return over the past year and 3 years also slightly negative. At the last close of $27.89, the stock sits below some valuation estimates. The company reports annual revenue of $3.97b and net income of $2.79b from its experiential real estate portfolio. See our latest analysis for VICI Properties. The recent 90 day share price return of a 5.52% decline and the...
NasdaqCM:BULL
NasdaqCM:BULLCapital Markets

How Investors Are Reacting To Webull (BULL) Pairing Sports Prediction Markets With Advanced Options Tools

In recent months, Webull has expanded its product suite by offering CFTC-regulated sports prediction markets through Kalshi and launching Advanced US Options (Level 3) for Australian users, complete with multi-leg strategies and new analytical tools. By pairing event-driven prediction markets with sophisticated options capabilities and education hubs like Predict 101, Webull is deepening user engagement across both speculative and hedging-focused trading behaviors. Next, we’ll examine how...
NYSE:GLW
NYSE:GLWElectronic

Corning’s Meta Deal Links Optical Fiber Growth To AI Data Centers

Corning (NYSE:GLW) has signed a multiyear agreement with Meta to supply advanced optical fiber solutions for data centers. The partnership focuses on supporting Meta's AI enabled data center buildout with high performance connectivity products. Corning is expanding its manufacturing capabilities and upgrading its long term growth plan centered on optical communications. Corning is best known for materials science and specialty glass, but optical communications has become a central line of...
NYSE:ZIM
NYSE:ZIMShipping

Has ZIM (ZIM) Rallied Too Far After Global Shipping Route Disruptions?

If you are wondering whether ZIM Integrated Shipping Services at around US$23.24 is priced attractively or already baking in a lot of optimism, you are asking the right question for this stock. The share price returns of 3.4% over the last 7 days, 9.6% over 30 days, 6.1% year to date and 68.2% over 1 year show that sentiment around ZIM has shifted meaningfully, which can change how investors think about its risk and return profile. Recent news flow around global trade routes, freight demand...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera (NasdaqGS:OPRA) Valuation Check After Opera One R3 AI Browser Upgrade

Opera (NasdaqGS:OPRA) is back in focus after unveiling Opera One R3, a browser update centered on faster, context aware AI, upgraded Tab Islands, multi window split screens, and added Google service integrations. See our latest analysis for Opera. The Opera One R3 launch comes after a mixed period for the stock, with a 5.43% 7-day share price return and recent 30- and 90-day share price returns both slightly in decline. Over a 1-year period the total shareholder return is down 19.61%, while...