NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Are Intel’s New Foundry Partnerships Enough to Justify Its 2025 Rally?

Trying to figure out whether now is the right time to buy, hold, or sell Intel? You aren’t alone. Investors have watched Intel’s stock bounce back impressively over the last year, up 72.5%, with a massive 95.5% gain year to date. Even just in the last month, it posted an 11.4% rise. These price moves have come alongside news of Intel securing new partnerships for its foundry business and ramping up investments in domestic chip production, a strategic shift that Wall Street seems to favor for...
NasdaqCM:INDI
NasdaqCM:INDISemiconductor

A Look at indie Semiconductor (INDI) Valuation Following New Gallium Nitride Laser Diode Launch

Indie Semiconductor (INDI) has just launched a new gallium nitride-based laser diode for use in quantum, automotive LiDAR, and industrial sensing applications. The release highlights the company's continued innovation in the expanding photonics arena. See our latest analysis for indie Semiconductor. Shares of indie Semiconductor have seen renewed momentum in recent months, with a standout 1-month share price return of 38.6% and a total shareholder return of 59.1% over the past year. This...
NasdaqGS:ELVN
NasdaqGS:ELVNPharmaceuticals

Enliven Therapeutics (ELVN): Evaluating Valuation Following Phase 1 ELVN-001 Update for Resistant Leukemia

Enliven Therapeutics (ELVN) recently caught investors’ attention with updates on its Phase 1 studies for ELVN-001, an experimental treatment targeting chronic myeloid leukemia patients who are resistant or intolerant to existing therapies, including those with the T315I mutation. See our latest analysis for Enliven Therapeutics. Enliven Therapeutics’ latest trial updates have sparked new interest, and while momentum has been mixed, the stock’s 6.95% 1-month share price return hints at revived...
NYSE:LUMN
NYSE:LUMNTelecom

Can Lumen Technologies (LUMN) Leverage the Palantir Partnership to Redefine its AI Infrastructure Strategy?

Lumen Technologies recently announced a multi-year, multi-million-dollar partnership with Palantir Technologies to integrate Palantir's AI platform with Lumen’s next-generation Connectivity Fabric, aiming to accelerate enterprise AI adoption through secure, high-speed data movement across multi-cloud environments. This collaboration positions Lumen as a key enabler of AI infrastructure in the U.S., underpinned by bold expansions in on-demand connectivity and forward-looking network...
NasdaqGS:PRAX
NasdaqGS:PRAXBiotechs

Praxis Precision Medicines (PRAX): Evaluating Valuation After Positive Phase 3 Results for Essential Tremor Drug

Praxis Precision Medicines (PRAX) caught the market’s attention this month after announcing successful topline results from its Phase 3 Essential3 trial for ulixacaltamide in essential tremor. The company now plans to pursue FDA approval. See our latest analysis for Praxis Precision Medicines. The stunning topline results from Praxis’s Phase 3 trial lit a fire under the shares this month, with the stock posting a remarkable 254.6% 1-month share price return and total shareholder return of...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

How Investors Are Reacting To Bitmine Immersion Technologies (BMNR) Pursuing Top Ethereum Treasury Operator Status

In recent days, commentary from Bitmine Immersion Technologies' Chairman Tom Lee and other crypto leaders reignited attention on cryptocurrency valuations and institutional positioning, as the company highlighted its ambitions to become the top Ethereum treasury operator for institutional and private investors. This focus on large-scale Ethereum accumulation has positioned Bitmine Immersion Technologies at the forefront of investor interest amid shifting macroeconomic conditions and renewed...
NYSE:CNH
NYSE:CNHMachinery

India Expansion and Global Hub Strategy Might Change The Case For Investing In CNH Industrial (CNH)

Earlier this week, CNH Industrial announced it has elevated its India operations to a global hub for design, advanced manufacturing, sourcing, and exports, placing the division directly under the global CEO and outlining major capacity expansions and product localization plans. This move highlights CNH’s intensified focus on emerging markets and its strategy to significantly boost its India market share while making the country central to its global manufacturing and export activities. Next,...
NYSE:BEKE
NYSE:BEKEReal Estate

KE Holdings (NYSE:BEKE): How a Fresh ESG Upgrade Shapes the Latest Valuation Narrative

KE Holdings (NYSE:BEKE) just received an upgrade in its MSCI ESG rating from A to AA, marking its third consecutive year of improvement. The recognition highlights progress in governance and environmental efforts. See our latest analysis for KE Holdings. Momentum around KE Holdings is starting to shift as the company racks up sustainability wins, but the stock has yet to reflect those efforts in total shareholder returns. While the share price has been relatively flat this year, investors...
NasdaqGS:TSHA
NasdaqGS:TSHABiotechs

How Regaining Full Rights to TSHA-102 Could Shape Taysha Gene Therapies’ (TSHA) Future

Earlier this month, Taysha Gene Therapies announced it regained full global rights to its TSHA-102 gene therapy program for Rett syndrome following the expiration of its option agreement with Astellas, positioning itself as the sole owner of this investigational treatment. This transition coincides with a series of positive regulatory milestones and clinical trial results, amplifying the company's control over its lead asset and its prospects in the rare disease treatment space. We'll...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Zenas BioPharma (ZBIO): Assessing Valuation After Successful Phase 2 Results in Multiple Sclerosis

Zenas BioPharma (ZBIO) caught investor attention after sharing encouraging data from its Phase 2 MoonStone trial of obexelimab in Relapsing Multiple Sclerosis. The therapy met its main trial goal and showed a strong drop in disease activity markers. See our latest analysis for Zenas BioPharma. After the impressive efficacy news, Zenas BioPharma’s momentum is hard to miss. The stock’s 1-day share price return of 33% reflects how clinical milestones can rapidly shift investor sentiment in...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Why Quantum Computing (QUBT) Is Down 9.0% After Reports of Potential Federal Equity Investment

In the past week, reports surfaced that the Trump administration is exploring acquiring equity stakes in several major U.S. quantum computing companies, including Quantum Computing Inc., in exchange for federal funding to enhance national leadership in quantum technology. This rare move signals an unprecedented potential for direct federal involvement in the sector, which could speed up research, reduce capital constraints, and reshape industry dynamics as quantum computing becomes...
NasdaqGS:SANA
NasdaqGS:SANABiotechs

Sana Biotechnology (SANA): Evaluating Valuation Following Latest SC291 Phase 1 Study Update

Sana Biotechnology (SANA) has provided an update on its ongoing Phase 1 study of SC291, an allogeneic CAR T cell therapy designed for patients with severe relapsed or refractory autoimmune diseases. Results from this study could have implications for both patient care and investor sentiment. See our latest analysis for Sana Biotechnology. Sana Biotechnology has seen intense price action lately, with a 57.2% share price return over the past month and a 218.2% gain year-to-date. While the...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

How CHMP’s Positive Opinion on BRINSUPRI May Impact Insmed’s (INSM) Future Growth Prospects

On October 17, 2025, Insmed Incorporated announced that the European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) issued a positive opinion recommending approval of BRINSUPRI (brensocatib) for non-cystic fibrosis bronchiectasis in patients 12 years and older with frequent exacerbations. If approved, BRINSUPRI would become both the first-in-class and the first authorized therapy for this condition in the European Union, reflecting a significant regulatory milestone...
NYSE:V
NYSE:VDiversified Financial

A Fresh Look at Visa (V) Valuation After Month of Steady Share Price Gains

Visa (V) continues to draw investor attention as its stock performance reflects shifts in the payments industry and broader market trends. Over the past month, shares have climbed 3%, and long-term returns have also remained strong. See our latest analysis for Visa. Visa's share price has steadily gained momentum, notching a 3.1% gain over the past month and pushing its year-to-date price return to 10.6%. In addition, long-term investors have enjoyed a robust 24% total shareholder return over...
NYSE:SLB
NYSE:SLBEnergy Services

SLB (SLB): Evaluating the Stock’s Value as Geothermal Partnership Strengthens Clean Energy Push

SLB (NYSE:SLB) has teamed up with Ormat Technologies in a new partnership focused on developing next-generation geothermal assets. The collaboration aims to accelerate enhanced geothermal systems and expand SLB's reach in clean energy. See our latest analysis for SLB. SLB’s push into geothermal comes on the heels of a buyback update and a string of moves that highlight its shift toward clean energy and digital technology. While the stock has climbed nearly 8% over the past week, the 1-year...
NYSE:QXO
NYSE:QXOTrade Distributors

Does QXO’s Recent Leadership Shakeup Signal a Revaluation Opportunity for 2025?

If you have been tracking QXO, you probably aren’t alone in wondering whether it is time to buy, hold, or look elsewhere. In the fast-moving world of stocks, QXO has seen a mix of short-run dips and longer-term resilience that have sparked a lot of debate about its real value. After rallying for most of the year, the stock has pulled back by 4.8% over the past week and 3.8% in the last month. Still, when you zoom out, QXO’s shares are up a healthy 17.6% year-to-date and 16.6% over the past...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Marvell’s New AI Connectivity Solution Might Change The Case For Investing In MRVL

Earlier this month, Marvell Technology announced the expansion of its connectivity portfolio with new active copper cable (ACC) linear equalizers designed to boost bandwidth, efficiency, and reach for next-generation AI data centers. This addition leverages Marvell’s expertise in PAM4 and analog devices, supporting faster, power-efficient copper interconnects and strengthening the company’s position in the increasingly demanding AI infrastructure market. We’ll now examine how this product...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

PTC Therapeutics (PTCT): Evaluating Valuation Following Recent Share Price Strength and Pipeline Developments

PTC Therapeutics (PTCT) continues to capture attention as investors weigh its recent stock climb and look for hints about the company’s future direction. Over the past month, shares have surged 14%, and this increase builds on strong momentum from earlier in the year. See our latest analysis for PTC Therapeutics. PTC Therapeutics’ recent 13.7% surge in 1-month share price return shows momentum is still building, following on from earlier advances this year. While there have been no major...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

How Rising Costs and AI Spending at Tesla (TSLA) Are Shaping Its Next Chapter

Tesla recently reported record third-quarter revenue of US$28.10 billion, driven by consumers buying ahead of the EV tax credit expiration, but saw net income drop to US$1.37 billion as rising costs cut profitability. Even amid strong operational advancements in AI and robotics, investors are weighing concerns about future demand, margin pressure, and execution on ambitious technology projects. We'll explore how Tesla's sharp decline in profitability and ambitious AI investments influence...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

WaFd (WAFD) Valuation in Focus After Full-Year Results and Share Buyback Update

WaFd (WAFD) just released its results for the fourth quarter and the full year, giving investors an updated look at profitability, earnings, and the company’s ongoing buyback activity as of September 30, 2025. See our latest analysis for WaFd. WaFd’s stock has been in the spotlight after releasing its quarterly results and updating on buybacks, but the numbers tell a more nuanced story. While the share price has slipped 7.3% year-to-date and delivered a 1-year total shareholder return of...
NYSE:NET
NYSE:NETIT

A Closer Look at Cloudflare’s (NET) Valuation Following Strategic Payment Partnerships and AI Commerce Protocol Launch

Cloudflare (NET) has teamed up with payment industry leaders Visa, Mastercard, and American Express to debut new protocols that secure AI-powered agentic commerce, a field where intelligent agents shop for consumers online. These protocols are being integrated into major payment platforms, drawing attention from investors eager to track the evolution of online payments in the era of artificial intelligence. See our latest analysis for Cloudflare. Momentum has been unmistakable for Cloudflare...
NasdaqGS:FHB
NasdaqGS:FHBBanks

A Look at First Hawaiian (FHB) Valuation After Strong Q3 Earnings Beat and Operational Momentum

First Hawaiian (FHB) delivered stronger than expected third-quarter results, with revenue and profit both topping forecasts. Management credited effective cost control and healthy deposit trends for the improved performance. See our latest analysis for First Hawaiian. First Hawaiian's upbeat Q3 results, along with news of a fresh share buyback and dividend affirmation, help explain the recent pick-up in its stock price. While the share price return for 2025 remains slightly negative, strong...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN): Evaluating Valuation Following Launch of Advanced Robot Vacuum, Mop, and Upgraded Glass Air Fryer

SharkNinja (SN) just rolled out two new products that could shake up the smart-home and kitchen appliance scene. The company’s latest robot vacuum and AI-powered mop, along with an upgraded glass air fryer, showcase how innovation remains central to its strategy. See our latest analysis for SharkNinja. SharkNinja’s burst of innovation arrives as the company navigates a mixed period for shareholders. After a solid run-up earlier this year, the latest product announcements have yet to translate...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Is Now the Right Time to Reassess Pegasystems After a 21.6% Weekly Surge?

If you’re staring at Pegasystems’ stock chart this week and wondering what’s behind those lively swings, you’re not alone. Investors everywhere have taken note as Pegasystems’ price jumped 21.6% over the last seven days and is up a staggering 66.3% in the past year. Now, with shares closing at $66.64 most recently, the question of whether it is time to buy, hold, or take profits has never been more relevant. What is driving these moves? While no single event has turned the tide, positive...