NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy Bitcoin Bet Deepens As Insider Sales And Stream Struggles

Strategy Inc (NasdaqGS:MSTR) purchased US$264 million of Bitcoin during a market downturn, extending its Bitcoin holdings while prices were under pressure. A cluster of insider share sales occurred as the company’s stock faced significant price pressure. The company’s first non U.S. perpetual preferred product, Stream/STRE, has encountered accessibility issues and weak adoption in Europe. Strategy Inc operates as both a software company and a prominent corporate holder of Bitcoin, so its...
NYSE:MCD
NYSE:MCDHospitality

Is McDonald's (MCD) Price Still Justified After Recent Steady Share Gains?

If you are wondering whether McDonald's current share price still makes sense for long term investors, looking closely at what you are paying for each dollar of its business is a useful place to start. McDonald's last closed at US$312.95, with returns of 1.8% over the past 7 days, 0.7% over 30 days and 3.2% year to date, while the 1 year and 5 year returns sit at 9.3% and 68.7% respectively. This keeps valuation firmly on the radar for many holders. Recent market attention around McDonald's...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Expands Dual Platforms As Stock Trades Below Valuation Estimates

D-Wave Quantum (NYSE:QBTS) announced the acquisition of Quantum Circuits Inc. The deal makes D-Wave the only public quantum computing company with both annealing and gate-model systems. The transaction expands the company’s technology stack and potential customer reach in quantum computing. D-Wave Quantum, listed on the NYSE under the ticker QBTS, has been known primarily for its annealing-based quantum systems, which target optimization and related use cases. By adding Quantum Circuits...
NYSE:GIS
NYSE:GISFood

Is General Mills (GIS) Offering An Opportunity After Recent Share Price Weakness

If you are wondering whether General Mills shares offer good value right now, you are not alone, especially with the stock sitting around US$44.63 at the last close. Over the short term, the stock has returned 0.3% over the past week, while the 30 day return is a 5.1% decline and the one year return sits at a 24.0% decline, which may hint at shifting views on its growth potential and risk. Recent headlines around General Mills have focused on how the company is positioned within the packaged...
NasdaqGM:MDB
NasdaqGM:MDBIT

Assessing MongoDB (MDB) Valuation After New AI Atlas Features And Voyage AI Integration

Why MongoDB’s latest AI launch matters for stock watchers MongoDB (MDB) has expanded its AI toolkit, integrating Voyage AI’s embedding and reranking models directly into its database platform, and rolling out new Atlas APIs and an AI assistant for data operations. For investors, this announcement centers on one question: how these AI features might influence MongoDB’s role in production-scale applications that rely on its core Atlas and Community products. See our latest analysis for...
NYSE:CVX
NYSE:CVXOil and Gas

Chevron’s Hess Deal And Venezuelan Crude Shift Energy And Valuation Outlook

Chevron closed its $55 billion acquisition of Hess, adding a major interest in Guyana's Stabroek Block. The company is increasing Venezuelan crude shipments under a US license, supplying more oil to US refiners. Together, the Hess deal and Venezuelan volumes signal a notable shift in Chevron's role in global oil flows and US energy security. For investors watching NYSE:CVX, these moves come with the stock trading at $167.50 and a 5-year return of 139.7%. The Hess acquisition gives Chevron a...
NYSE:UPS
NYSE:UPSLogistics

UPS Andlauer Deal Shifts Focus Toward Healthcare Margins And Valuation

United Parcel Service (NYSE:UPS) is acquiring Andlauer Healthcare Group to expand deeper into specialty healthcare logistics. The move aligns UPS with pharmaceutical and healthcare customers that rely on temperature controlled and time sensitive transport. Management is also refocusing the business on higher margin contracts and increased automation within its network. For investors watching NYSE:UPS, the Andlauer deal comes as the stock trades around $106.97, with a 6.4% return over the...
NYSE:DRI
NYSE:DRIHospitality

A Look At Darden Restaurants (DRI) Valuation After Recent Share Price Pullback

Darden Restaurants (DRI) has drawn investor attention after recent share price moves, including a 4.7% decline over the past day and an 8.5% pullback over the past week, alongside positive longer term total returns. See our latest analysis for Darden Restaurants. The recent 1-day and 7-day share price declines come after a period of positive momentum, with the 90-day share price return of 8.33% and a 1-year total shareholder return of 5.04% suggesting sentiment has cooled rather than...
NYSE:DAC
NYSE:DACShipping

Assessing Danaos (DAC) Valuation After New Glenfarne Alaska LNG Partnership Announcement

Danaos (DAC) is in focus after agreeing to invest US$50 million in Glenfarne Alaska Partners and to become the preferred tonnage provider for at least six LNG carriers tied to the Alaska LNG export project. See our latest analysis for Danaos. The Glenfarne partnership comes as Danaos shares trade at US$101.35, with a 30-day share price return of 7.01% and a 90-day share price return of 13.74%, alongside a 1-year total shareholder return of 35.35% and a 5-year total shareholder return that is...
NasdaqCM:HBNB
NasdaqCM:HBNBReal Estate

Hotel101 Weighs Melbourne Flagship And US$300m Raise Against Cash Needs

Hotel101 Global Holdings, NasdaqCM:HBNB, has entered binding agreements to develop a 766 room hotel in Melbourne's central business district. The company plans to raise up to US$300 million through a perpetual convertible preferred share offering approved by its board. The Melbourne project and capital raise are intended to support Hotel101's move toward operating in 100 countries with its standardized condotel model. Hotel101 Global Holdings focuses on a standardized condotel concept,...
OTCPK:FMBL
OTCPK:FMBLBanks

Farmers & Merchants Bank (OTCPK:FMBL) Margin Improvement Challenges Bearish Profitability Narratives

Farmers & Merchants Bank of Long Beach (FMBL) has capped FY 2025 with fourth quarter total revenue of US$79.1 million, basic EPS of US$159.97 and net income of US$19.5 million. Trailing twelve month EPS reached US$559.71 on revenue of US$293.2 million and net income of US$68.3 million. Over recent quarters the bank has seen revenue move from US$56.6 million in Q4 2024 to US$79.1 million in Q4 2025, with basic EPS increasing from US$32.46 to US$159.97 over the same span. This has set up a...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Wall Street’s Endorsement of Platform Cybersecurity Could Be A Game Changer For Palo Alto Networks (PANW)

In January 2026, multiple research firms, including Mizuho, Guggenheim and Citizens, reinforced positive views on Palo Alto Networks, highlighting its cybersecurity platform approach and the perceived value of recent acquisitions. An important angle is growing industry feedback that customers increasingly prefer consolidated, single-vendor cybersecurity platforms, which aligns closely with Palo Alto Networks’ integrated offering. Next, we’ll examine how this emphasis on platformization and...
NYSE:BK
NYSE:BKCapital Markets

How Investors May Respond To Bank of New York Mellon (BK) Strong Earnings And Aggressive Capital Returns

The Bank of New York Mellon Corporation (BNY) recently reported fourth-quarter 2025 results, with net income rising to US$1,461 million and diluted earnings per share from continuing operations at US$2.02, alongside maintaining its US$0.53 quarterly common dividend and declaring multiple preferred dividends. BNY also completed a US$4.16 billion share repurchase program and issued US$1.55 billion of new senior notes, underscoring active capital management and funding flexibility. Against this...
NYSE:PM
NYSE:PMTobacco

Philip Morris International (NYSE:PM) Valuation After FDA Progress On ZYN Modified Risk Review

Why the FDA’s ZYN review matters for Philip Morris International stock Philip Morris International (PM) has moved into focus after presenting scientific evidence to the FDA in support of classifying its ZYN nicotine pouches as a Modified Risk Tobacco Product. This is a regulatory step with meaningful implications for its smoke free portfolio. See our latest analysis for Philip Morris International. That FDA review comes at a time when momentum in Philip Morris International’s shares has been...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck (MRK) Offering Value After Recent Share Price Pause And DCF Upside Signals

If you are wondering whether Merck is fairly priced or still offers value at its current share price, this article walks through the key numbers that matter to you. Merck shares last closed at US$107.40, with a return of a 1.3% decline over 7 days, 0.6% over 30 days, 0.9% year to date and 13.8% over 1 year, while the 5 year return sits at 70.6%. Recent news coverage has focused on Merck's position as a large US pharmaceuticals and biotech company and its role in a sector where investors...
NasdaqCM:MNSB
NasdaqCM:MNSBBanks

MainStreet Bancshares (MNSB) Return To Profitability Tests Cautious Community Narratives

MainStreet Bancshares FY 2025 earnings snapshot MainStreet Bancshares (MNSB) closed FY 2025 with fourth quarter revenue of US$17.7 million and EPS of US$0.46, alongside net income of US$3.5 million. These results put fresh numbers behind its recent return to profitability. The company has seen quarterly revenue move from US$13.4 million and EPS of a US$2.20 loss in Q4 2024 to US$17.7 million and EPS of US$0.46 in Q4 2025. Trailing twelve month EPS shifted from a loss of US$1.60 to a profit of...
NYSE:GM
NYSE:GMAuto

GM Ties New Industrial Bank To U.S. Production Shift

General Motors (NYSE:GM) has received approval to establish GM Financial Bank, an industrial bank that can accept insured deposits for vehicle purchases. The company plans to shift production of the Buick Envision from China and the Chevrolet Equinox from Mexico to its assembly plant in Kansas. These moves tie financing and manufacturing decisions more closely to the U.S. market and current trade and regulatory conditions. For you as an investor, this focuses attention on how GM earns money...
NYSE:TGT
NYSE:TGTConsumer Retailing

Will New Boardroom Talent Redefine Target’s (TGT) Brand Edge Under Incoming Leadership?

In January 2026, Target Corporation announced that former NIKE chief innovation officer John Hoke and former HanesBrands CEO Steve Bratspies will join its board, coinciding with the upcoming handover to new CEO Michael Fiddelke amid recent operational and sales pressures. The appointments place deep design, merchandising and big-box retail experience directly onto Target’s key governance, compensation, audit and finance committees, potentially influencing how the company reshapes its product...
NYSE:KMX
NYSE:KMXSpecialty Retail

CarMax (KMX) Valuation Check After Recent Share Price Swings And Conflicting Fair Value Estimates

Why CarMax Stock Is On Investors’ Radar Today CarMax (KMX) is drawing fresh attention after a period of mixed share performance, with a decline over the past year but gains in the month and past 3 months prompting closer inspection. For investors tracking used car retail and auto finance, this recent swing in returns is encouraging some to revisit the company’s current valuation, recent financial metrics, and how its business model is holding up in a changing used vehicle market. See our...
NYSE:SO
NYSE:SOElectric Utilities

Will Fortune’s Top Ranking and US$80 Billion Plan Change Southern’s (SO) Long-Term Value Narrative?

Southern Company was recently ranked No. 1 in the electric and gas utilities industry on FORTUNE’s 2026 World’s Most Admired Companies list, reflecting recognition for financial soundness, perceived long-term investment value and community commitment. The company’s plan to invest more than US$80.00 billion through 2030, while maintaining a 78-year record of stable or rising dividends, highlights the scale of its capital ambitions alongside a longstanding focus on consistent shareholder...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research Sits At Heart Of AI Chip And CHIPS Act Cycle

Lam Research (NasdaqGS:LRCX) is drawing fresh attention as AI driven demand for advanced chips reshapes the semiconductor equipment market. The company is integrating AI capabilities into its manufacturing tools while focusing on High Bandwidth Memory and Gate All Around technologies. Recent U.S. policy support, including the CHIPS Act, is adding momentum to interest around Lam Research's role in next generation chip production. Lam Research sits at a critical junction of chip production,...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Is It Too Late To Consider Bitmine Immersion Technologies (BMNR) After Its 348% One Year Surge

If you are wondering whether Bitmine Immersion Technologies is still good value after its recent run, this article walks through what the current price might be implying about the company. The stock has moved sharply over time, with a 348.5% return over the past year. The year to date return sits at a 10.9% decline and the 7 day return at a 10.8% decline, so recent trading has been much weaker than the longer term picture. Recent news coverage has focused on Bitmine Immersion Technologies as...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR) Margin Compression To 9.3% Tests Bullish Growth Narratives

Baker Hughes (BKR) closed FY 2025 with fourth quarter revenue of US$7.4b and basic EPS of US$0.89, alongside net income of US$876m, setting a clear marker for how the year finished. The company reported quarterly revenue of US$7.0b in Q3 2025 and US$6.9b in Q2 2025, rising to US$7.4b in Q4 2025. Basic EPS moved from US$0.41 in Q1 to US$0.62 in Q3 and US$0.89 in Q4, giving investors a more detailed view of how profitability contributed to the current trailing year margins profile. See our full...
NYSE:WM
NYSE:WMCommercial Services

Record Landfill Margins and Bigger Payouts Might Change The Case For Investing In Waste Management (WM)

In recent updates, Waste Management highlighted record landfill EBITDA margins of 38.4% in Q3 2025, a network of over 250 landfills, and management’s expectation of free cash flow approaching US$3.80 billion in 2026 as sustainability and fleet investments slow. The company also approved a 14.5% dividend increase and a new US$3.00 billion share repurchase program, underscoring how its oligopolistic landfill position and growing renewable energy operations are being translated into sizable...