NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Is Criteo's (CRTO) WPP Media Partnership and AI Focus Shifting Its Commerce Media Strategy?

In the past week, Criteo reported second-quarter sales of US$482.67 million and announced a new partnership with WPP Media to expand commerce intelligence in Connected TV advertising. This collaboration aims to link ad exposure to measurable business outcomes, while executive appointments highlight Criteo's continued focus on AI innovation and retail media leadership. We'll examine how the WPP partnership and leadership expansion impact Criteo's long-term strategy in commerce and performance...
NYSE:PRG
NYSE:PRGConsumer Finance

Will PROG Holdings’ (PRG) Raised 2025 Guidance and Major Buybacks Shift Its Investment Narrative?

PROG Holdings released its second-quarter 2025 results, reporting US$604.66 million in revenue and a net income increase to US$38.48 million from a year ago, alongside updated full-year guidance pointing to higher revenue and earnings ranges. A notable aspect is the completion of a major share repurchase tranche, with the company buying back 899,800 shares in the past quarter, bringing total repurchases to more than half of shares outstanding since 2021. We’ll explore how PROG Holdings’...
NYSE:IDT
NYSE:IDTTelecom

How Investors Are Reacting To IDT (IDT) After Forensic Probe Uncovers Major Tender Irregularities

In late July 2025, a forensic investigation revealed major governance failures at the Independent Development Trust (IDT), including procurement irregularities and alleged mismanagement involving top officials in an R836 million oxygen plant tender. Key outflows from the report include the recommendation of disciplinary action and criminal investigation, after it was found that multiple companies awarded contracts lacked the required licenses and the tender's cost more than doubled without...
NasdaqGS:PHVS
NasdaqGS:PHVSPharmaceuticals

Will Pharvaris’s (PHVS) Fresh $175M Boost Shift Its Ownership Balance and Strategic Direction?

Pharvaris N.V. recently completed a follow-on equity offering, raising approximately US$175 million through the sale of ordinary shares and pre-funded warrants, with Oppenheimer & Co. Inc. joining as a co-lead underwriter. This substantial capital raise comes amid a shareholder structure where private equity firms control the largest stake, influencing company management and governance decisions. We'll examine how this significant equity financing and evolving ownership concentration shapes...