NYSE:GME
NYSE:GMESpecialty Retail

GameStop (GME) Is Down 5.4% After Profit Jumps On Cost Cuts Despite Lower Sales

In December 2025, GameStop Corp. reported third-quarter 2025 results showing sales of US$821 million, down from US$860.3 million a year earlier, while net income rose to US$77.1 million from US$17.4 million and diluted earnings per share increased to US$0.13 from US$0.04. Despite relatively flat sales over the first nine months of 2025 at US$2.53 billion, the company generated US$290.5 million in net income, highlighting how cost reductions and a growing collectibles segment are supporting...
NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Should Moog’s (MOG.A) Rare-Earth-Free Magnet Bet Reshape Its Long-Term Defense Positioning?

On 11 December 2025, Niron Magnetics announced a collaboration with Moog Inc. to develop and test advanced actuator solutions for guided munitions using domestically produced Iron Nitride magnet technology that reduces reliance on rare earth materials. This partnership aligns Moog with the U.S. Department of Defense’s Acquisition Transformation Strategy by supporting supply chain diversification and resilience in critical aerospace and defense applications. We’ll now examine how Moog’s work...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is Alnylam (ALNY) Using Nasdaq 100 Inclusion To Quietly Redefine Its Capital Allocation Playbook?

Alnylam Pharmaceuticals recently reshaped its governance and capital structure, with two long-serving directors stepping down, a new independent director appointed, and a partial repurchase of US$34.4 million of its 1.00% convertible senior notes due 2027 at a total cost of US$51.9 million. The company’s upcoming inclusion in the Nasdaq 100 Index on December 22, alongside evolving board expertise and debt reduction, could broaden its investor base and refine its long-term growth profile in...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

How Investors Are Reacting To Cognizant Technology Solutions (CTSH) Expanding Its India AI Lab Initiative

Earlier this month, Cognizant opened its India Artificial Intelligence Lab and a new Cognizant Moment Studio in Bengaluru as part of its US$1.00 billion, three-year generative AI investment, focusing on multi-agent systems, AI decisioning, responsible AI and immersive enterprise experiences. By pairing PhD-level research with design-focused experimentation and university partnerships, the new hub is intended to deepen Cognizant’s proprietary AI capabilities and strengthen its differentiation...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

What Amgen (AMGN)'s Expanded UPLIZNA Approval in Generalized Myasthenia Gravis Means For Shareholders

Earlier this month, Amgen announced that the FDA approved UPLIZNA (inebilizumab-cdon) for adults with generalized myasthenia gravis who are anti-AChR and anti-MuSK antibody positive, adding a third U.S. indication to the therapy’s label. The twice-yearly CD19-targeted B-cell therapy offers a differentiated option in a rare, autoimmune neuromuscular disease area where treatment choices have been relatively limited, reinforcing Amgen’s presence in specialized immunology. We’ll now examine how...
NYSE:DCI
NYSE:DCIMachinery

What Donaldson Company (DCI)'s Upgraded 2026 EPS Outlook and Buyback Completion Means For Shareholders

Earlier this month, Donaldson Company, Inc. reported first-quarter 2026 results, with sales rising to US$935.4 million and net income reaching US$113.9 million, alongside higher earnings per share from continuing operations. Management also raised full-year 2026 EPS guidance to a range of US$3.95 to US$4.11 and completed a US$511.63 million share repurchase program, signaling confidence in the business and capital return priorities. Now we’ll explore how Donaldson’s upgraded EPS guidance and...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Will Ouster’s New Board Member Refocus Its Lidar Strategy on Transportation and Industrial Scale? (OUST)

Earlier this month, Ouster, Inc. appointed Phillip M. Eyler, a veteran automotive and industrial technology executive, to its Board of Directors and Compensation Committee, adding over 30 years of engineering, operations, and business leadership experience from roles at Harman International, Gentherm, Sensata Technologies, and Sleep Number. His mix of high-level operating experience and current board roles across hardware, software, and connected products could influence how Ouster shapes...
NYSE:SIG
NYSE:SIGSpecialty Retail

Is Signet Jewelers (SIG) Undervalued After Its Recent Share Price Pullback?

Signet Jewelers (SIG) has been drifting lower over the past month, and that pullback is starting to catch value oriented investors attention. The stock is still up solidly this year, which makes the recent weakness more interesting than alarming. See our latest analysis for Signet Jewelers. That recent 14 percent 1 month share price pullback, with the stock now around 86 dollars and 55 cents, looks more like a breather within an otherwise positive year to date share price return and strong 3...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY): Reassessing Valuation After New LG CNS Partnership and AI Microlearning Launch

Udemy (UDMY) just deepened its bet on AI driven upskilling by pairing a new microlearning experience with a fresh partnership with LG CNS that opens doors to hundreds of Korean enterprises and millions of professionals. See our latest analysis for Udemy. Those AI focused partnerships and product launches are landing against a tough backdrop, with Udemy’s share price return down sharply over the year and its three year total shareholder return still deeply negative. This suggests sentiment has...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI (SOUN): Reassessing Valuation as Growth Outpaces a Recent Share Price Pullback

SoundHound AI (SOUN) has quietly slid over the past month, even as its revenue keeps growing at roughly 31% a year and net losses narrow, prompting investors to reassess what they are really paying for. See our latest analysis for SoundHound AI. At $10.78, SoundHound AI’s weak recent share price returns, including a double digit year to date decline, suggest momentum has cooled for now, even though the three year total shareholder return remains extraordinary and keeps the long term growth...
NYSE:CC
NYSE:CCChemicals

What Chemours (CC)'s New Titanium Technologies President Means For Its Operations‑First Strategy

The Chemours Company recently announced that Michael Foley will become President of Chemours Titanium Technologies in February 2026, bringing experience leading a US$1.00 billion portfolio at Momentive and a background in Lean and Six Sigma from General Electric, while current leader Damián Gumpel departs. This leadership change places an operations-focused executive at the helm of a core business just as Chemours emphasizes portfolio optimization and manufacturing efficiency. With Foley’s...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Nurix Therapeutics (NRIX): Assessing Valuation After a Sharp Multi-Month Share Price Rebound

Nurix Therapeutics (NRIX) has quietly turned heads with a sharp rebound, with the stock up roughly 49% over the past month and more than doubling in the past 3 months. See our latest analysis for Nurix Therapeutics. That surge has helped claw back some ground after a tougher stretch, with a 30 day share price return of 48.5% and a three year total shareholder return of 70.0% suggesting positive momentum is rebuilding from a still volatile base. If Nurix’s rebound has you rethinking biotech...
NYSE:OXY
NYSE:OXYOil and Gas

Is Occidental’s AI Push at Energy LIVE Reframing Its Long-Term Efficiency Story for OXY Investors?

Occidental Petroleum recently participated in the Energy LIVE Conference 2025 in Houston, where Manager of Advanced Analytics and AI Enablement Dipti Sankpal and Chief of AI Patrick Bangert discussed the company’s advanced analytics and artificial intelligence capabilities. The focus on AI leadership highlights how Occidental is increasingly leaning on data-driven technologies to improve operational efficiency, project execution, and long-term competitiveness in energy and carbon...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Ivanhoe Electric (IE): Reassessing Valuation After $200 Million Bridge Facility for Santa Cruz Copper Project

Ivanhoe Electric (IE) just locked in a $200 million senior secured multi draw bridge facility to push its Santa Cruz Copper Project toward construction, giving the miner a clearer funding path into 2026. See our latest analysis for Ivanhoe Electric. That funding news lands at a time when sentiment is already improving, with a 30 day share price return of 16.94 percent and a year to date share price return of 88.60 percent. The 1 year total shareholder return of 95.20 percent and 3 year total...
NasdaqGS:COLL
NasdaqGS:COLLPharmaceuticals

Collegium Pharmaceutical (COLL): Valuation Check After Strong Revenue Beat and Upgraded Full-Year Performance

Collegium Pharmaceutical earnings spark renewed investor attention Collegium Pharmaceutical (COLL) just turned heads with Q3 results, lifting revenue about 31% year on year and topping expectations by roughly 11%, while also beating its own full year revenue guidance. See our latest analysis for Collegium Pharmaceutical. The upbeat earnings seem to be feeding into a clear uptrend, with the share price at about $49.01 and a roughly 71% year to date share price return. This points to building...
NYSE:IRT
NYSE:IRTResidential REITs

Independence Realty Trust (IRT): Valuation Check After Dividend Declaration, Soft Q3 2025 Earnings and Analyst Downgrade

Independence Realty Trust (IRT) is back on investors radar after its Board approved a fourth quarter dividend of $0.17 per share, even as softer Q3 earnings and a recent downgrade temper the near term outlook. See our latest analysis for Independence Realty Trust. At a share price of $16.99, Independence Realty Trust has seen a modest pick up in short term momentum, with recent positive share price returns contrasting with a still negative year to date share price performance, while longer...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Valley National (VLY): Revisiting Valuation After a Strong Recent Share Price Rally

Valley National Bancorp (VLY) has quietly outperformed many regional peers, with shares up about 10% over the past month and 11% in the past 3 months, catching the attention of value focused investors. See our latest analysis for Valley National Bancorp. Zooming out, the recent rally sits on top of a much stronger backdrop, with a roughly one third year to date share price return and a solid mid twenty percent one year total shareholder return, suggesting momentum is building as investors...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool (WHR): Assessing Valuation After New 2026 Tariff and Housing Rebound Tailwind Narrative

Whirlpool (WHR) is back on investors radar as recent reporting highlights a potential 2026 tailwind, with tariffs and competitor inventory drawdowns potentially intersecting with a housing rebound and lower rates to lift margins. See our latest analysis for Whirlpool. Despite the upbeat 2026 narrative, Whirlpool’s recent share price performance has been rough, with a steep year to date share price return decline and a similarly weak one year total shareholder return. Any renewed optimism is...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

How Analyst Upgrades and Ad Monetization Hopes Will Impact Roku (ROKU) Investors

In recent days, Roku has seen a wave of positive analyst commentary, including upgrades from Jefferies and J.P. Morgan, which highlight expectations that its advertising partnerships, political ad demand, and broader monetization initiatives could meaningfully strengthen platform revenue growth heading into 2026. At the same time, product updates like the Roku Pro Remote 2 and ecosystem enhancements such as Sling TV’s new guide on Roku devices underscore how the company is working to deepen...
NYSE:CCL
NYSE:CCLHospitality

Is Carnival (CCL) Using Destination Expansion To Quietly Redefine Its Long-Term Profit Engine?

Carnival Corporation, ITM Group and Hutchison Ports ECV have unveiled plans for Ensenada Bay Village at the Ensenada Cruise Terminal in Baja California, Mexico, a shoreside destination designed to host up to 9,000 visitors daily and support local tourism and jobs once construction is completed in roughly 24 months. Alongside continued investment in upgraded private destinations and recognition of its Global Chief Information Security Officer with a CISOs Connect Trailblazer Award, Carnival...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Is Aurora Innovation’s (AUR) End‑to‑End Detmar Deal a Turning Point in Autonomous Freight?

In December 2025, Aurora Innovation announced a commercial agreement with Detmar Logistics to run around-the-clock autonomous proppant hauling in the Permian Basin, marking the first time frac sand is transported autonomously on public roads and highways there and expanding Aurora’s operations beyond terminal-to-terminal routes. An interesting aspect of this deal is Aurora’s plan to autonomously handle complex on-site tasks such as navigating overhead filling silos at mining facilities,...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte (INCY): Reassessing Valuation After Breakthrough Therapy Status and Positive INCA033989 Phase 1 Data

Incyte (INCY) just put its INCA033989 program firmly on the radar, with Phase 1 myelofibrosis data showing meaningful responses and the FDA granting Breakthrough Therapy status in essential thrombocythemia, sharpening the stock’s long term narrative. See our latest analysis for Incyte. Investors are already leaning into this story, with the share price up 17.6% over the past 90 days and a 41.9% year to date share price return. The 1 year total shareholder return of 41.3% suggests momentum is...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

Power Solutions International (PSIX): Assessing Valuation as AI-Fueled Growth Meets Lingering Accounting Concerns

Power Solutions International (PSIX) is back on investors radar as AI driven demand boosts revenue, even as the stock still reflects the scars of past accounting worries and pending 2026 guidance. See our latest analysis for Power Solutions International. The latest 5.29% 1 day share price gain to $66.28 caps an eye catching year to date share price return of 126.75%, while a 244.85% 1 year total shareholder return points to momentum rebuilding after that sharp pullback. If you are weighing...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL Corp (PPL): Has Recent Momentum Cooldown Opened a Valuation Opportunity for Income Investors?

PPL (PPL) has quietly outperformed the broader utilities sector over the past year, with the stock up about 9% and roughly 30% over the past 3 years, rewarding patient income-focused investors. See our latest analysis for PPL. At a share price of $34.26, PPL’s recent 1 month share price return of minus 6.8% contrasts with its solid 1 year total shareholder return of 9.4%. This suggests momentum has cooled slightly after a strong multi year run. If PPL’s steady utility profile appeals to you,...