NYSE:BX
NYSE:BXCapital Markets

Is It Too Late To Reassess Blackstone (BX) After Recent Share Price Weakness

If you are wondering whether Blackstone at around US$150 per share is offering good value right now, you are not alone. The stock is currently priced at US$150.07, with a 7 day return of 8.2% decline, a 30 day return of 3.4% decline, a year to date return of 5.5% decline, a 3 year return of 73.1%, and a 5 year return of 157.2%. Recent attention on Blackstone has centered on its role as a major alternative asset manager. Investors are watching how it positions across private equity, real...
NYSE:ICE
NYSE:ICECapital Markets

ICE Mortgage Data Shifts Test Intercontinental Exchange Valuation And Momentum

ICE Mortgage Technology released its December 2025 First Look report on mortgage performance. The report highlights changes in mortgage delinquencies, prepayments, and foreclosure activity. Foreclosure activity among FHA and VA loans and a rise in refinance activity tied to lower rates are key focal points. Intercontinental Exchange (NYSE:ICE), trading at $175.1, sits at the center of mortgage data and servicing through its ICE Mortgage Technology platform. The stock is up 7.1% over the...
NasdaqGM:VWAV
NasdaqGM:VWAVAerospace & Defense

Is VisionWave Holdings (VWAV) Using SaverOne To Redefine Its Edge In Defense-Grade RF Intelligence?

In January 2026, VisionWave Holdings announced a multi-stage Exchange Agreement with SaverOne 2014 to co-develop an RF-based defense and security platform, alongside early progress integrating its qSpeed computational acceleration engine into defense workflows and securing patent protection for its Argus counter-UAS architecture. This collaboration positions SaverOne as the core operating hub for RF-enabled concealed-threat detection while VisionWave supplies proprietary RF sensing,...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Resource Growth At Grey Fox And Tartan Meets Lofty Valuation

McEwen Inc. (NYSE:MUX) released its year end 2025 Mineral Resource Estimate update for the Grey Fox project, indicating a sizeable increase in Indicated gold resources. The company outlined further resource expansion potential tied to new property acquisitions, recent drill results, and project optimization work at Grey Fox. McEwen completed the acquisition of the Tartan Mine and reported strong gold intercepts while progressing an updated mineral resource estimate and development plan for...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

US Stock Market Today: S&P 500 Futures Edge Higher As Fed And Shutdown Loom

The Morning Bull - US Market Morning Update Tuesday, Jan, 27 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq futures higher by roughly 0.5%, as investors balance better US growth signals against interest rate and political questions. The Chicago Fed National Activity Index sits near zero at -0.04, which means growth is close to its long run trend, and November durable goods orders jumped 5.3%, reflecting firm demand for...
NYSE:CAG
NYSE:CAGFood

Is Conagra (CAG) Prioritizing Cash Flow Over Growth To Navigate Intensifying Food Aisle Competition?

Morgan Stanley recently reiterated its Equal Weight view on Conagra Brands while flagging intensifying competition from value pricing, heavier promotions and resurgent private-label offerings across US food stocks. Conagra’s leadership has responded by emphasizing cash flow generation and debt reduction over acquisitions, signaling a disciplined stance amid tougher retail conditions. Next, we’ll examine how this renewed focus on cash flow and balance sheet strength shapes Conagra’s...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Is Cognizant (CTSH) Pricing Reflect Its Role In Global Digital Transformation Services

If you are wondering whether Cognizant Technology Solutions at around US$85.61 is offering good value today, you are not alone, and the numbers give us plenty to work with. The stock has recently shown a 1.0% return over the past week, 0.0% over the last 30 days, 5.3% year to date, 7.2% over 1 year, 37.8% over 3 years, and 17.3% over 5 years, which gives useful context before comparing price to underlying value. Recent news around Cognizant has focused on its position as a global IT services...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Expands Data Sovereignty Cloud And Broadens Security Platform Scope

CrowdStrike Holdings (NasdaqGS:CRWD) has launched new regional cloud deployments in Saudi Arabia, India, and the UAE as part of its Global Data Sovereignty initiative. The company has also acquired Seraphic Security and SGNL, expanding its capabilities across browser security and identity-focused protection. These moves underscore a push into key international markets where data residency rules are tightening and security requirements are becoming more complex. CrowdStrike is known for its...
NYSE:PEN
NYSE:PENMedical Equipment

Boston Scientific Buyout Caps Penumbra Upside And Shifts Investor Focus

Boston Scientific has entered a definitive agreement to acquire Penumbra (NYSE:PEN). Following completion, Penumbra is expected to become a wholly owned subsidiary of Boston Scientific. Penumbra shares are planned to be delisted from the NYSE after the transaction closes. Penumbra focuses on medical devices for thrombectomy and neurovascular therapies, areas that have drawn growing attention as hospitals look for more options to treat stroke and vascular disease. By combining Penumbra's...