U.S. Retail Distributors Stock News

NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Perplexity Deal Puts Azure Multi Model AI Strategy Under Scrutiny

Microsoft (NasdaqGS:MSFT) has signed a multi year, US$750 million partnership with AI startup Perplexity. Perplexity will use Microsoft Azure's Foundry service to run models from OpenAI, Anthropic, and xAI on Azure infrastructure. The agreement highlights Azure's positioning as a multi model AI hosting platform rather than a channel for a single model provider. For you as an investor looking at Microsoft (NasdaqGS:MSFT), this deal sits at the intersection of cloud and generative AI, two...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes Faces New Federal Limits And Pivots To Build To Rent

The federal government has introduced a new policy restricting large institutional investors from buying existing single family homes. Invitation Homes (NYSE:INVH) is responding by putting greater emphasis on developing build to rent single family communities. The policy directly affects the company’s traditional acquisition model and could reshape how it grows its rental portfolio. For investors watching NYSE:INVH, this is a material policy shock to a business that has been closely...
NYSE:BURL
NYSE:BURLSpecialty Retail

A Look At Burlington Stores (BURL) Valuation After Recent Steady Share Price Performance

Burlington Stores (BURL) has drawn fresh attention after recent trading left the stock modestly higher over the past 3 months, while month and 1-year returns stayed relatively muted in comparison. See our latest analysis for Burlington Stores. At a share price of US$295.86, Burlington Stores has recently seen a 7.11% 3 month share price return, while the 1 year total shareholder return of 4.2% suggests momentum has been steady rather than fast building. If this kind of steady move in retail...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

A Look At FirstSun Capital Bancorp (FSUN) Valuation After Q4 Earnings Beat And 2026 Outlook Update

FirstSun Capital Bancorp (FSUN) is back in focus after fourth quarter results topped analyst expectations, along with updated 2026 guidance and ongoing merger integration work that is shaping how investors assess the stock. See our latest analysis for FirstSun Capital Bancorp. The recent Q4 earnings beat and progress on the First Foundation merger have come alongside a 90 day share price return of 18.03% and a 30 day share price return of 4.42%. However, the 1 year total shareholder return of...
NYSE:EQT
NYSE:EQTOil and Gas

Assessing EQT (EQT) Valuation After Natural Gas Rally On Weather And Supply Shifts

Why EQT stock is in focus right now A powerful cold front across the US has pushed natural gas prices sharply higher, and EQT (EQT), the country’s largest gas producer, has moved with the commodity as traders reassess supply and demand. This weather driven price action, combined with expectations for supply deficits in key regions, has turned attention back to how EQT’s size, hedging program and balance sheet plans might shape the stock’s risk and reward profile. See our latest analysis for...
NYSE:APO
NYSE:APODiversified Financial

Apollo Expands AI Data Center And European Logistics Credit Footprint

Apollo Global Management (NYSE:APO) is leading a $3.5b capital solution for Valor Compute Infrastructure to support a $5.4b acquisition and lease tied to xAI focused AI data center assets. The firm also completed about €900m in secured financing for a large European logistics and industrial real estate portfolio. These moves expand Apollo’s exposure to AI focused digital infrastructure and European logistics real assets. Shares of Apollo Global Management trade at $134.54, with the stock...
NYSE:DIS
NYSE:DISEntertainment

Does Disney’s New Strategy Chief From Wall Street Reshape the Investment Story for Walt Disney (DIS)?

The Walt Disney Company recently appointed longtime media analyst Benjamin Swinburne as Executive Vice President of Investor Relations and Corporate Strategy, giving him responsibility for investor communications, long-term strategic planning, and market analysis across its entertainment ecosystem. This hire brings a veteran Wall Street analyst with deep sector expertise inside Disney just as investors scrutinize its transition toward streaming, digital experiences, and an upcoming CEO...
NYSE:XPEV
NYSE:XPEVAuto

XPeng Expands Globally As P7 Plus Launch Meets High Valuation Hopes

XPeng (NYSE:XPEV) is launching its XPENG P7+ sedan across 36 countries at the same time, expanding its presence in global electric vehicle markets. The model is being shown at the Brussels Motor Show, a major European auto event that attracts international industry attention. The company is also working on AI, in-house chip development, humanoid robots, and flying vehicles as part of its next generation mobility plans. For anyone tracking NYSE:XPEV, this move places the company within the...
NYSE:SLG
NYSE:SLGOffice REITs

A Look At SL Green Realty (SLG) Valuation After Q4 Beat And Refinancing Progress

SL Green Realty (SLG) just posted fourth quarter funds from operations and revenue that topped Wall Street expectations, alongside strong Manhattan leasing metrics and updates on its multibillion dollar refinancing and asset sale programs. See our latest analysis for SL Green Realty. Despite the quarterly beat, SL Green Realty's share price has been under pressure, with a 30 day share price return showing a 4.64% decline and a 1 year total shareholder return showing a 30.44% decline, pointing...
NasdaqGS:PFIS
NasdaqGS:PFISBanks

Peoples Financial Services (PFIS) Net Interest Margin Strength Reinforces Bullish Earnings Narrative

Peoples Financial Services (PFIS) has wrapped up FY 2025 with fourth quarter revenue of US$45.8 million and EPS of US$1.20, alongside trailing twelve month revenue of US$187.6 million and EPS of US$5.92, capped by a trailing net profit margin of 31.6% versus 7.4% a year earlier. Over the past few quarters, revenue has moved from US$40.8 million in Q4 2024 to US$48.7 million in Q2 2025 before landing at US$45.8 million in Q4 2025. Quarterly EPS shifted from US$0.61 in Q4 2024 to US$1.70 in Q2...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Assessing Aurora Innovation’s (AUR) Valuation After McLeod Integration and Growing Autonomous Freight Adoption

Why Aurora Innovation’s McLeod integration matters now Aurora Innovation (AUR) recently completed early integration of its Aurora Driver into McLeod Software’s Transportation Management System. This is a commercial step that lets freight customers manage autonomous truck capacity inside existing logistics workflows. See our latest analysis for Aurora Innovation. The McLeod integration and upcoming Q4 2025 results have arrived during a choppy period for Aurora’s stock, with a 1 month share...
NYSE:ORCL
NYSE:ORCLSoftware

Is Oracle’s (ORCL) Costly AI Bet With OpenAI Strengthening Its Core Cloud Story Or Diluting It?

In late January 2026, Oracle announced its Life Sciences AI Data Platform and secured new wins with IHG Hotels & Resorts, Alrajhi Medicine, and Voisin Consulting Life Sciences, while deepening its role as cloud and data-security provider to TikTok U.S. amid an ongoing AI data-center buildout. These moves highlight how Oracle is trying to turn very large AI-related capital commitments and extensive OpenAI exposure into cloud, healthcare, life sciences, and hospitality revenue streams, even as...
NYSE:GS
NYSE:GSCapital Markets

Should Goldman Sachs’ Earnings, Dividend Hike, and Qatar Deal Require Action From Goldman Sachs Group (GS) Investors?

In late January 2026, The Goldman Sachs Group, Inc. reported strong fourth-quarter results, raised its quarterly dividend by nearly 13% to US$4.50 per share, and highlighted expectations for increased investment banking activity. At the same time, Goldman Sachs deepened its relationship with Qatar Investment Authority through a preliminary agreement targeting up to US$25.00 billion in investments into Goldman-managed vehicles and co-investments, underscoring expanding opportunities across...
NYSE:PATH
NYSE:PATHSoftware

Has The Recent Slide In UiPath (PATH) Opened A Window Of Opportunity For Investors?

Wondering whether UiPath shares offer value at today's price, or if the market is pricing in too much hope already? This article walks through what the numbers are actually saying about the stock. UiPath's recent share price has moved to US$12.59, with returns of 14.9% decline over 7 days, 20.7% decline over 30 days, 20.7% decline year to date, 11.5% decline over 1 year and 25.5% decline over 3 years. Recent coverage has focused on UiPath as an AI and automation player in a competitive...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen Breakthrough Therapy Win Puts Litifilimab And Valuation In Focus

Biogen's litifilimab (BIIB059) has received FDA Breakthrough Therapy Designation for the treatment of cutaneous lupus erythematosus. The designation is based on Phase 2 trial results that suggest litifilimab may address an unmet medical need in CLE. This status may allow for expedited development and review of the therapy by the FDA. For investors watching NasdaqGS:BIIB, the new designation comes with the stock trading at $179.89 and a 25.0% return over the past year, while longer term...
NYSE:ELV
NYSE:ELVHealthcare

Is It Time To Revisit Elevance Health (ELV) After Recent Share Price Weakness

If you are wondering whether Elevance Health's current share price offers good value or not, it helps to look past the headlines and focus on what the numbers are saying. The stock last closed at US$345.74, with returns of a 6.8% decline over 7 days, a 2.4% decline over 30 days, a 2.4% decline year to date, and a 10.9% decline over 1 year, while the 5 year return sits at 27.2%. Recent news around Elevance Health has centered on broader healthcare policy discussions and insurer sentiment,...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer Reshapes Portfolio With Metsera Deal And Obesity Oncology Pivot

Pfizer agreed to acquire Metsera for $10 billion, aiming to expand into obesity and weight loss drugs. The company is reshaping its R&D focus toward metabolic disease, oncology and immunology. Pfizer signed a licensing deal with Novavax for Matrix M adjuvant technology to support vaccine development. Pfizer (NYSE:PFE), trading around $26.44, is trying to reposition itself after a difficult multi year share price period, with a reported 28.1% decline over 3 years and 2.8% decline over 5...
NYSE:PLNT
NYSE:PLNTHospitality

Is Planet Fitness (PLNT) Fairly Priced After Recent Share Price Weakness And Fitness Stock Debate

If you are wondering whether Planet Fitness shares offer good value at current levels, this article walks through what the numbers actually say about the stock. The share price closed at US$91.04, with returns of a 3.6% decline over the last 7 days, 17.0% decline over 30 days, 17.0% decline year to date, 15.8% decline over 1 year, 11.1% gain over 3 years and 17.0% gain over 5 years, which gives a mixed picture for anyone thinking about long term performance. Recent news flow around Planet...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

A Look At Mondelez International (MDLZ) Valuation As CFO Luca Zaramella Takes On COO Role

Mondelez International (MDLZ) has put leadership in sharper focus, asking long-time Chief Financial Officer Luca Zaramella to also serve as Chief Operating Officer, centralizing financial and commercial decision making under one experienced executive. See our latest analysis for Mondelez International. The leadership reshuffle comes as the share price trades at US$58.47, with a 1 month share price return of 8.98% and a 1 year total shareholder return of 4.01%, while the 3 year total...
NYSE:KEYS
NYSE:KEYSElectronic

Does Keysight’s (KEYS) AI Interconnect Testing Push Reveal a Deeper Competitive Shift in Datacenters?

On January 29, 2026, Keysight Technologies and Point2 Technology announced a collaboration to validate Point2’s e-Tube interconnects aimed at easing AI and machine learning data center bottlenecks using Keysight’s high-speed digital test platforms. The partnership highlights how test and measurement expertise can become a critical enabler for hyperscalers seeking lower-power, longer-reach alternatives to traditional copper and optics in xPU clusters. With this AI-focused collaboration in...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

A Look At Perella Weinberg Partners (PWP) Valuation After Recent Share Price Momentum

Why Perella Weinberg Partners (PWP) is on investors’ radar Perella Weinberg Partners (PWP) has drawn attention after a month return of about 27% and a past 3 months gain of roughly 21%, prompting investors to reassess its advisory driven business and recent financial metrics. See our latest analysis for Perella Weinberg Partners. The recent 30 day share price return of 27.1% and 90 day gain of 20.6% at a latest share price of $22.31 suggest building momentum. This comes alongside a mixed...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Is Viper Energy (VNOM) Still Attractive After Recent Permian Royalty Headlines And Price Rebound

If you are wondering whether Viper Energy at around US$42.34 still offers value, you are not alone, especially with energy stocks often moving in sharp cycles. Over the last week the share price return was 6.8%, with a 9.2% return over the past month, although the return over the last year was a 4.3% decline. Recent news flow around Viper Energy has focused on its role as a mineral and royalty interest owner in the Permian Basin and how its asset base ties into broader US oil and gas...