NYSE:ORCL
NYSE:ORCLSoftware

Does TikTok Data Oversight Deal Reshape the Bull Case for Oracle’s AI Cloud Story (ORCL)?

In recent days, TikTok’s parent ByteDance agreed to form a U.S.-based joint venture with Oracle, Silver Lake, and MGX, under which Oracle will oversee TikTok’s U.S. data protection, content moderation, and algorithm security while hosting the platform on its cloud infrastructure. This agreement not only expands Oracle’s cloud workload with a high-traffic consumer app, it also elevates the company’s role in U.S. digital governance and national security-sensitive data oversight. We’ll now...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Does Zions’ Q3 Earnings Beat and Digital Banking Progress Change The Bull Case For ZION?

Zions Bancorporation recently delivered a strong Q3, with revenue rising 9.3% year on year and both revenue and EPS exceeding analyst expectations, benefiting from higher interest rates and ongoing digital banking investments. The results highlight how Zions’ mix of technology upgrades and regional lending strength is helping it stand out among regional banks facing fintech competition and credit risks. We’ll now examine how this earnings beat, alongside improving digital capabilities, may...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Braze (BRZE): Reassessing Valuation After Earnings Beat, Raised Guidance and New BTIG Buy Coverage

Braze (BRZE) has had a busy stretch, with revenue beating expectations, guidance nudged higher, and fresh Buy coverage from BTIG all landing within days. Naturally, investors are asking what comes next. See our latest analysis for Braze. Those upbeat results and new coverage have lit a fire under sentiment, with the 30 day share price return of 30.31 percent standing out against a still negative year to date share price performance. This suggests momentum is rebuilding after a choppy stretch...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

Kymera Therapeutics (KYMR): Valuation Check After KT-621 Phase 1b Success and FDA Fast Track Nod

Kymera Therapeutics (KYMR) just gave investors a one two punch of good news, with upbeat Phase 1b data for its oral STAT6 degrader KT-621 in atopic dermatitis and an FDA Fast Track designation. See our latest analysis for Kymera Therapeutics. The latest Fast Track nod and strong KT-621 data help explain why Kymera’s 30 day share price return is 29.57% and year to date share price return is 105.40%. This reinforces an already powerful 3 year total shareholder return of 217.18% and suggests...
NYSE:DLR
NYSE:DLRSpecialized REITs

The Bull Case For Digital Realty Trust (DLR) Could Change Following Board, Audit Shift Toward AI Power Expertise

Earlier this month, Digital Realty Trust announced that Stephen R. Bolze, a veteran infrastructure and industrial executive with leadership experience at Blackstone and General Electric, was elected as an independent director effective January 1, 2026, and will join the Audit Committee. His deep background in power and large-scale infrastructure could be especially important for a data center operator increasingly focused on energy-hungry AI workloads and capacity expansion. Next, we’ll...
NYSE:AMT
NYSE:AMTSpecialized REITs

How Investors May Respond To American Tower (AMT) Pivot Toward CoreSite’s AI-Focused Data Center Expansion

Earlier in 2025, American Tower Corporation reported strong Q3 results, with revenue and net income beating expectations helped by favorable foreign currency movements. The company is sharpening its focus on developed markets while rapidly expanding its CoreSite data center platform to capture rising AI-related demand. Next, we’ll examine how this renewed emphasis on CoreSite’s AI-driven data center growth could reshape American Tower’s investment narrative. Explore 28 top quantum computing...
NYSE:FDP
NYSE:FDPFood

Fresh Del Monte Produce (NYSE:FDP): Assessing Valuation After Bullish Coverage and Ongoing Share Buybacks

Fresh Del Monte Produce (FDP) is back on investors radar as bullish coverage focuses on its improving balance sheet, ongoing share buyback, and the potential for stronger cash returns over the next year. See our latest analysis for Fresh Del Monte Produce. At a share price of $37.55, Fresh Del Monte’s recent 8.8 percent 1 month share price return and 16.7 percent 1 year total shareholder return suggest momentum is quietly building as buybacks, divestitures, and debt reduction reshape the risk...
NYSE:WOR
NYSE:WORMachinery

Worthington Enterprises (WOR): Reassessing Valuation After the Recent Share Price Pullback

Worthington Enterprises (WOR) has been quietly reshaping itself into a focused consumer and building products manufacturer, and the stock’s recent pullback has investors wondering whether this is a fresh entry point or a pause. See our latest analysis for Worthington Enterprises. After a strong run earlier in the year, Worthington’s recent 7 day share price return of negative 10.25 percent and 90 day share price return of negative 14.22 percent suggest momentum is cooling, even though the 3...
NYSE:DXC
NYSE:DXCIT

DXC Technology (DXC) Valuation Check After AdvisoryX AI Push and New Digital Leadership

DXC Technology (DXC) just launched AdvisoryX, a global advisory group focused on helping enterprises turn AI ambition into execution, backed by a detailed study on how leaders are actually deploying AI today. See our latest analysis for DXC Technology. Those moves around AdvisoryX and DXC's new Chief Digital Information Officer seem to have caught investors' attention, with a 30 day share price return of 28.69 percent helping reverse some of the deeper multiyear total shareholder return...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

Does LeMaitre’s Earnings Beat, 2025 EPS Guidance and Dividend Payout Change The Bull Case For LMAT?

LeMaitre Vascular recently reported quarterly earnings that exceeded analyst expectations with earnings per share of $0.62, issued full-year 2025 EPS guidance of $2.48–$2.53, and paid a $0.20 quarterly dividend on December 4, 2025. Analyst coverage has coalesced around a “Moderate Buy” view, signaling cautious optimism as the company pairs earnings outperformance with ongoing shareholder returns through regular dividends. Next, we’ll consider how LeMaitre’s stronger-than-expected earnings...
NYSE:BOX
NYSE:BOXSoftware

Will Box's (BOX) Autonomy Integration Turn Static Content into a Scalable AI Workflow Engine?

In December 2025, Autonomy announced a new integration with Box that lets enterprises deploy encrypted, AI-powered autonomous agents to read, write, and act on large volumes of content across Box and connected SaaS applications at production scale. This integration strengthens Box’s role as an AI-ready content hub, turning previously static documents and media into live, automated workflows that can execute thousands of tasks in parallel across an organization. Next, we’ll examine how Box’s...
NYSE:MHO
NYSE:MHOConsumer Durables

Taking Stock of M/I Homes (MHO) Valuation After Its Recent Pullback

Valuation backdrop after mixed recent performance M/I Homes (MHO) has slipped about 4% in the past day and roughly 6% over the past week, even though the stock is still modestly higher over the past month. This combination sets up an interesting reset in expectations. See our latest analysis for M/I Homes. Zooming out, the recent pullback comes after a strong multi year run, with the share price still near record territory and longer term total shareholder returns remaining very robust. This...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Cooper Companies (COO): Valuation Check After Continued Insider Buying by CooperVision CEO

Cooper Companies (COO) just drew fresh attention after White Albert G III, head of its CooperVision unit, bought another 10,000 shares, extending a year long pattern of insider purchases without any sales. See our latest analysis for Cooper Companies. That confidence has coincided with improving sentiment, with a roughly 21% 3 month share price return helping to offset weaker year to date and 1 year total shareholder returns that remain in negative territory. This suggests momentum may be...
NYSE:MUX
NYSE:MUXMetals and Mining

Should McEwen’s (MUX) El Gallo Leach-Pad Plan Signal a Shift in Its Capital Strategy?

McEwen Inc. recently received an extension of the Environmental Impact Assessment for its El Gallo Mine in Mexico, clearing the way for Phase 1 mill construction targeting mid-2026 and an initial gold pour in mid-2027, supported by a purchased ball mill already onsite and an estimated remaining capital cost of US$25,000,000. A distinctive aspect of this development is that Phase 1 production will come from reprocessing previously mined leach-pad material, which is expected to limit new...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

Assessing PTC Therapeutics (PTCT) Valuation After Health Canada’s Sephience Approval Expands PKU Market Potential

PTC Therapeutics (PTCT) just secured Health Canada approval for Sephience, extending its phenylketonuria treatment to a wide range of Canadian patients and building on earlier US and European green lights. See our latest analysis for PTC Therapeutics. The Sephience approval lands as momentum in PTC Therapeutics' shares has been building, with a roughly 30 percent 3 month share price return and about 70 percent 1 year total shareholder return. This underscores how regulatory wins are reshaping...
NYSE:URI
NYSE:URITrade Distributors

United Rentals (URI): Evaluating Valuation as Manual Assist AI Advances Its Digital Transformation

United Rentals (URI) is leaning further into its digital strategy, rolling out Manual Assist AI across its network to give technicians faster diagnostics, quicker repairs, and less downtime for rental fleets on customer jobsites. See our latest analysis for United Rentals. Those AI driven efficiency gains are landing against a backdrop where the share price is now $812.42, with a solid year to date share price return of 17.77 percent and a powerful five year total shareholder return of 260.61...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC): Exploring Valuation After Recent Pullback and Mixed Year-To-Date Performance

Belden (BDC) has quietly delivered a mixed return profile, with the stock up about 4% year to date but down roughly 10% over the past 3 months, prompting fresh interest in its valuation. See our latest analysis for Belden. That pattern fits a stock where sentiment has cooled recently, even as the longer term story remains constructive, with solid double digit multi year total shareholder returns suggesting resilience beneath the latest share price pullback. If Belden has you thinking about...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Willdan Group (WLDN) Is Up 7.6% After Raising 2025 Targets And Buying AI Power Firm

Recently, Willdan Group reported strong earnings, raised its 2025 financial targets, and completed the acquisition of Alternative Power Generation, Inc., expanding its AI-driven energy infrastructure capabilities. This combination of upgraded guidance, growing utility-focused software and analytics contracts, and enhanced data-center solutions highlights Willdan’s emerging role in supporting the U.S. energy transition. Next, we’ll explore how Willdan’s upgraded guidance and AI-focused...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Assessing Allegro MicroSystems (ALGM) Valuation After Sector Lift From Micron’s Bullish Revenue Outlook

Allegro MicroSystems (ALGM) climbed about 4% after Micron Technology issued an upbeat revenue forecast, which lifted sentiment across semiconductor names and signaled healthier demand and pricing for AI exposed chipmakers. See our latest analysis for Allegro MicroSystems. Today’s move comes after a choppy stretch, with a roughly 15% 3 month share price decline followed by a near 15% 1 month share price rebound. This suggests momentum is tentatively returning despite a stronger 1 year total...
NYSEAM:UEC
NYSEAM:UECOil and Gas

What Uranium Energy (UEC)'s Vertical Integration Push and Narrowing Losses Means For Shareholders

Uranium Energy Corp. reported first‑quarter 2025 results to October 31, 2025, narrowing its net loss to US$10.34 million from US$20.16 million a year earlier, with basic and diluted loss per share from continuing operations improving to US$0.02 from US$0.05. At the same time, the company’s shift from developer to producer, acquisition of the Sweetwater Complex, and launch of a refining and conversion subsidiary have begun to define Uranium Energy as a vertically integrated U.S. uranium...
NasdaqGS:ABCL
NasdaqGS:ABCLLife Sciences

Will AbCellera’s (ABCL) Bruker Patent Settlement and Royalties Shift Its Long-Term Revenue Narrative?

On December 18, 2025, AbCellera Biologics announced it had resolved its global patent litigation with Bruker Corporation through a settlement and patent license agreement, under which Bruker will pay AbCellera US$36 million upfront plus ongoing royalties on sales of its Beacon Optofluidic platform products for the life of the licensed patents. This deal not only removes legal uncertainty but also adds a new royalty stream that could complement AbCellera’s transition toward downstream,...
NYSE:KMX
NYSE:KMXSpecialty Retail

Is CarMax Stock a Value Opportunity After a 52% Slide in 2025?

Wondering if CarMax is a beaten down bargain or a value trap at current levels? This article will walk you through what the stock price is really implying. After sliding 6.2% over the last week, CarMax is still up 12.5% for the past month, yet it remains deeply underwater with a -52.6% year to date return and -54.3% over the last year. Those sharp moves have come as investors reassess used car demand, financing costs, and consumer credit conditions, while also watching how CarMax adapts to...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Does Qualcomm’s 2025 Rally Still Leave Room for Further Upside Potential?

Wondering if QUALCOMM is still a smart buy after its big run, or if most of the upside is already priced in? This article breaks down what the current share price really implies. The stock has slipped about 1.7% over the last week but is still up 5.5% in the past month, 14.1% year to date, and 17.2% over the last year, hinting at solid momentum despite short term volatility. That move has come as investors double down on the semiconductor and wireless infrastructure story, with QUALCOMM...
NYSE:QS
NYSE:QSAuto Components

Reassessing QuantumScape (QS) Valuation After New OEM Partnership and Expanded Volkswagen PowerCo Ties

QuantumScape (QS) is back in the spotlight after signing a joint development agreement with a top-10 global automaker and deepening ties with Volkswagen’s PowerCo, moves that signal real progress toward commercial solid-state batteries. See our latest analysis for QuantumScape. The flurry of new OEM deals, PowerCo support and progress on the Eagle Line has arrived after a choppy few weeks, with a 30 day share price return of negative 8.27 percent but a powerful year to date share price return...