NYSE:AXP
NYSE:AXPConsumer Finance

Is It Too Late To Consider American Express (AXP) After A Strong Multi Year Rally?

If you are wondering whether American Express is still good value after a strong multi year run, this article walks through what the current price might be implying about the stock. At a last close of US$352.19, the stock has had a 1.6% decline over 7 days and a 6.5% decline over 30 days, although it still shows returns of 11.9% over 1 year, 135.1% over 3 years and 222.1% over 5 years. Recent news flow around American Express has largely focused on its position in payments and card spending...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Should Intel’s AI-Fueled Server Demand and Panther Lake Launch on 18A Require Action From Intel (INTC) Investors?

In recent months, Intel has launched its Panther Lake PC processors on the 18A process, seen AI-driven server CPU demand nearly sell out its 2026 capacity, and advanced its still-unproven foundry business with early external customer wins. Backed by US government support, Nvidia's multi-billion-dollar investment, and growing analyst confidence in its AI and manufacturing roadmap, Intel’s turnaround has become a key gauge of how investors view the broader artificial intelligence trade. With...
NYSE:DIS
NYSE:DISEntertainment

Disney Succession Progress And New Marketing Structure Shape Investment Outlook

Walt Disney (NYSE:DIS) has advanced its CEO succession planning, with a structured process now overseen by James P. Gorman and the board's succession committee. Bob Iger continues to prepare for his eventual departure as the company formalizes steps to identify and evaluate potential successors. Disney has also created a unified enterprise marketing and brand organization, led by Asad Ayaz as Chief Marketing and Brand Officer. The new marketing structure is intended to coordinate messaging...
NYSE:BABA
NYSE:BABAMultiline Retail

Assessing Alibaba Group Holding (BABA) Valuation After Recent Share Price Volatility

Alibaba Group Holding overview and recent performance snapshot Alibaba Group Holding (BABA) has stayed in focus as investors weigh its recent share price moves against the company’s current fundamentals, including profitability, growth metrics, and valuation signals provided by market data. See our latest analysis for Alibaba Group Holding. The share price has eased back over the past week, with a 7 day share price return of a 2.8% decline and a 1 day move of a 1.8% decline. However, the 30...
NYSE:NU
NYSE:NUBanks

Nu’s AI-Native Expansion and Bank Charter Push Could Be A Game Changer For Nu Holdings (NU)

In recent months, Nu Holdings has continued to scale its digital-only banking platform across Latin America to 127 million customers, while applying for full bank charters in Brazil, Mexico, and pursuing a future U.S. entry to broaden its services. Alongside this geographic push, management is emphasizing an AI-native banking model and deeper cross-selling of lending, investing, and insurance products to better monetize its large customer base. Next, we will examine how Nu’s AI-focused...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly-Clark Kenvue Deal Nears Vote As Risks And Rewards Sharpen

Kimberly-Clark has received SEC clearance for its proposed acquisition of Kenvue, moving the transaction into the final stages of review. Shareholder votes on the deal are approaching, which will be a key step in determining whether the transaction proceeds. The company has issued supplemental merger disclosures following shareholder lawsuits that alleged material omissions in prior filings. For investors watching Kimberly-Clark, ticker NasdaqGS:KMB, the Kenvue deal comes as the stock...
NYSE:QBTS
NYSE:QBTSSoftware

Is It Time To Reconsider D-Wave Quantum (QBTS) After Its 330% One-Year Rally?

If you are wondering whether D-Wave Quantum's current share price makes sense, you are not alone. The stock sits at the center of a big debate about what its future could justify. The share price closed at US$27.04, with a 6.2% decline over the last 7 days, a 0.8% gain over 30 days, a 3.9% decline year to date, and a 329.9% return over the past year. The 3 year return is very large and the 5 year return sits at 155.1%. Recent news coverage has focused on D-Wave Quantum's progress in quantum...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre (MELI) Valuation Check After Recent Share Price Swings And DCF Undervaluation Signal

Key business profile and recent return snapshot MercadoLibre (MELI) has drawn fresh attention after its recent trading performance, with the stock showing mixed moves over the past week and month, while longer term returns remain meaningfully different from short term swings. At a last close of US$2,034.82, MercadoLibre sits after a 1 day return of about a 2% decline and a past week move of roughly a 2% decline, compared with a gain of about 2% over the past month and a 3% rise year to...
NYSE:GM
NYSE:GMAuto

Assessing General Motors (GM) Valuation After Mixed Short Term And Long Term Share Price Performance

What General Motors stock performance tells you right now General Motors (GM) has drawn attention after a period where the share price shows a 4% decline over the past month but a 16% gain over the past 3 months, raising fresh questions about current valuation. See our latest analysis for General Motors. At a current share price of $77.81, GM has seen a 5.51% 30 day share price decline and a 15.60% 90 day share price return. Its 1 year total shareholder return of 45.88% and 3 year total...
NYSE:IONQ
NYSE:IONQTech

IonQ Deepens Defense Focus With New CIO And CISO Appointments

IonQ (NYSE:IONQ) appointed national security leader Katie Arrington as Chief Information Officer. The company advanced Leslie Kershaw to Chief Information Security Officer, expanding its cyber leadership bench. These moves highlight IonQ's focus on securing quantum computing infrastructure and sensitive customer data. IonQ, a pure play quantum computing company listed on the NYSE under ticker IONQ, is building systems that aim to serve both commercial clients and government agencies. As...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

A Look At First Solar (FSLR) Valuation As Momentum Cools And An Intrinsic Discount Emerges

Recent share performance and valuation snapshot Without a clear news catalyst today, attention on First Solar (FSLR) has centered on how its recent share performance compares with measures of estimated value, including an indicated intrinsic discount of about 21%. See our latest analysis for First Solar. Recent share price moves look mixed, with the 1 month share price return of a 9.32% decline contrasting with a 90 day share price return of 8.39% and a 1 year total shareholder return of...
NYSE:MOD
NYSE:MODBuilding

A Look At Modine Manufacturing’s (MOD) Valuation As Airedale Unveils New High‑Density Data Center Cooling Solutions

What Airedale’s data center update could mean for Modine Manufacturing (MOD) Modine Manufacturing (MOD) just spotlighted new Airedale data center cooling solutions built for higher temperature, higher heat density environments, a timely development as operators look to manage energy use and Power Usage Effectiveness more tightly. See our latest analysis for Modine Manufacturing. The latest Airedale data center update lands as Modine’s share price has been choppy, with a 7.31% 7 day share...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics Partnerships Shift Platform Toward Clinical And AI Diagnostics

10x Genomics (NasdaqGS:TXG) has announced new collaborations with Brigham & Women's Hospital, Dana-Farber Cancer Institute, the Cancer Research Institute, and CareDx. The partners plan to use single cell and spatial genomics across autoimmune disease, cancer, immuno oncology, and transplant research. The initiatives include building a CLIA certified lab and creating large scale datasets that integrate advanced AI for potential clinical use. For investors tracking NasdaqGS:TXG, these...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Backs Bermuda On Chain Push While Questioning CLARITY Act Tradeoffs

Coinbase Global (NasdaqGS:COIN) has backed Bermuda’s plan to become the first fully on chain national economy. The company has also withdrawn its support for the CLARITY Act, citing concerns for decentralized finance and tokenized stock trading. These moves highlight Coinbase’s focus on national level blockchain adoption and open, permissionless crypto markets. For investors watching NasdaqGS:COIN at a share price of $227.73, this news adds a policy and infrastructure angle to a stock that...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia (NVDA) Valuation Check As H200 Shipments To China Face Regulatory Disruption

NVIDIA (NVDA) stock is back in focus after suppliers reportedly halted production of H200 components when Chinese customs blocked shipments into the country, freezing a pipeline that included more than 1 million potential orders. See our latest analysis for NVIDIA. The renewed uncertainty around H200 shipments into China comes after a series of positive partner announcements across data center, healthcare and gaming. It has coincided with a softer short term patch, with a 1 day share price...
NYSE:KNSL
NYSE:KNSLInsurance

Is Kinsale Capital Group (KNSL) Share Price Misaligned With Its Earnings Multiple Today

If you are wondering whether Kinsale Capital Group is priced attractively today, the key question is how its current share price lines up with what the business might reasonably be worth. The stock recently closed at US$405.12, with returns of 6.3% over the last 7 days, 1.5% over 30 days, 3.2% year to date, a 7.6% decline over 1 year, and gains of 48.1% over 3 years and 115.8% over 5 years. Recent coverage has focused on Kinsale's position within the US insurance sector and investor interest...
NYSE:USB
NYSE:USBBanks

USB Q3 Net Interest Margin Resilience Tests Bullish Efficiency Narratives

U.S. Bancorp (USB) just posted another solid update, with third quarter FY 2025 revenue at US$6.7b and EPS at US$1.22, giving investors a clear look at the bank's current earnings power. Over recent quarters, revenue has moved from US$6.3b in Q3 FY 2024 to US$6.4b in Q4 FY 2024 and then to US$6.7b in Q3 FY 2025, while quarterly EPS has ranged from about US$1.01 to US$1.22 across that same stretch. With net income holding in the US$1.6b to US$1.9b range and profitability supported by metrics...
NasdaqGS:BYND
NasdaqGS:BYNDFood

Beyond Meat’s Protein Beverage Push Raises New Questions For Beaten-Down Stock

Beyond Meat (NasdaqGS:BYND) has launched Beyond Immerse, a new plant based protein beverage line, marking its entry into the drinkable protein category. The company is rolling out new products across 2,000 Walmart stores, widening its retail footprint beyond its core meat alternatives. Alongside the product moves, Beyond Meat has undertaken financial restructuring that includes a debt swap and shareholder dilution. For investors watching NasdaqGS:BYND, these developments come after a very...
NYSE:KEY
NYSE:KEYBanks

KeyCorp (KEY) Net Interest Margin Rebound Tests Bearish Narratives On Profitability

KeyCorp (KEY) just posted another solid quarter, with Q3 FY 2025 revenue at US$1,779 million and basic EPS of US$0.41, while trailing twelve month revenue sat at US$5,934 million and EPS at US$0.87. Over the past few reporting periods, revenue has moved from US$816 million in Q4 2024 to US$1,646 million in Q1 2025, US$1,693 million in Q2 2025 and now US$1,779 million in Q3 2025. Quarterly EPS has shifted from a loss of US$0.28 in Q4 2024 to US$0.34, US$0.35 and US$0.41 respectively. With that...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

Assessing Navitas Semiconductor (NVTS) Valuation After Nvidia AI Data Center Chip Collaboration And CEO Transition

Navitas Semiconductor (NVTS) is back in the spotlight after CEO Chris Allexandre’s scheduled presentation at the 28th Annual Needham Growth Conference on January 14, 2026, which is drawing fresh attention to its AI data center ambitions. See our latest analysis for Navitas Semiconductor. The recent 9.1% 1 day share price return and 39.7% 30 day share price return suggest momentum is rebuilding after a 19.8% 90 day decline. The 206.5% 1 year total shareholder return points to a much stronger...
NYSE:IBM
NYSE:IBMIT

IBM Deepens Enterprise AI Push With Governance Focus And GRAMMY IQ

IBM launched IBM Enterprise Advantage, a new offering focused on enterprise AI adoption and governance. The company announced a collaboration with e& to deploy one of the region's first enterprise-grade agentic AI governance solutions. IBM also worked on GRAMMY IQ, applying its AI capabilities to fan engagement in entertainment. International Business Machines (NYSE:IBM) is leaning further into enterprise AI with products and partnerships that aim to embed AI into core business and...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Assessing Whether Adobe (ADBE) Is Undervalued As AI Competition Pressures Its Growth Story

Adobe (ADBE) is back in focus after Inspired Thinking Group said it will plug Adobe Firefly’s generative AI into its Storyteq content marketing platform, pairing Firefly with ITG’s Halo Intelligence for AI driven content workflows. See our latest analysis for Adobe. Despite Adobe’s push to embed Firefly into real world workflows like ITG’s Storyteq platform, sentiment has stayed cautious, with a 30 day share price return of 18.4% and a 1 year total shareholder return decline of 33.5%,...
NYSE:ACN
NYSE:ACNIT

Accenture Expands AI And Energy Transition Work With Faculty And BOSLAN

Accenture (NYSE:ACN) subsidiary BOSLAN has been selected by ScottishPower Renewables to supervise key aspects of the East Anglia TWO offshore wind farm project. Accenture announced the integration of Faculty's AI team into the firm, with Faculty CEO Marc Warner set to become Accenture's chief technology officer. For you as an investor, these two updates sit at the intersection of digital services and energy transition work, which are central to Accenture's consulting and technology...
NYSE:UNH
NYSE:UNHHealthcare

Assessing UnitedHealth Group (UNH) Valuation As Regulatory Scrutiny And Policy Shifts Intensify

UnitedHealth Group (UNH) is back in the spotlight after a U.S. Senate committee alleged aggressive Medicare Advantage risk adjustment practices, while President Donald Trump’s healthcare reform proposal targets insurance brokers and other middlemen. See our latest analysis for UnitedHealth Group. At a share price of $338.43, UnitedHealth Group has seen a 1-day share price return of 2.24% and a 30-day share price return of 3.36%. However, its 1-year total shareholder return of 33.95% decline...