NYSE:AMPX
NYSE:AMPXElectrical

What Does Director Sun Kang’s Major Stock Sale Reveal About Amprius Technologies’ (AMPX) Leadership Conviction?

On January 16, 2026, Amprius Technologies director Sun Kang sold about 993,730 shares of common stock, valued at roughly US$10.99 million, as disclosed in a federal securities filing. The size of this insider transaction stands out because such a large sale by a board member can meaningfully shape how investors interpret internal confidence and governance. Against this backdrop, we’ll explore how a major insider stock sale influences Amprius Technologies’ investment narrative and perceptions...
NYSE:VZ
NYSE:VZTelecom

Verizon’s Frontier Deal Expands Fiber Reach As Acer Lawsuit Looms

Verizon Communications (NYSE:VZ) has received all required regulatory approvals for its acquisition of Frontier Communications. The deal is expected to close imminently, expanding Verizon's fiber network reach and broadband customer base. Acer has filed a major patent infringement lawsuit against Verizon related to cellular networking technology. For Verizon, a large US telecom operator focused on wireless, broadband, and enterprise services, the Frontier Communications deal comes at a time...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Rezolve AI Raises US$250m To Fund Growth Plans And Test Valuation

Rezolve AI (NasdaqGM:RZLV) has announced a substantial follow on equity offering to institutional investors. The company plans to use the new capital to accelerate sales efforts, pursue M&A opportunities, and support general corporate purposes. This direct offering marks the latest material development for Rezolve AI and signals an active phase of corporate activity. Rezolve AI comes into this equity raise with shares at $3.55 and a mixed performance profile, with a 39.2% return over the...
NYSE:MUR
NYSE:MUROil and Gas

Is It Time To Reassess Murphy Oil (MUR) After Recent Share Price Weakness?

If you are wondering whether Murphy Oil's current share price really reflects its underlying value, you are not alone. This article is designed to help you weigh what the market is pricing in. Recently, the stock has been under pressure, with a 7 day return of an 8.6% decline, a 30 day return of a 3.7% decline and a year to date return of a 6.4% decline, while the 1 year return sits at 1.6% and the 3 year return at a 20.6% decline. These moves have come as investors continue to reassess...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Rambus (RMBS) Valuation Check As Shares React To Earnings Expectations And Server Memory Demand

Rambus (RMBS) is back in focus after a recent share price move ahead of its February 2 earnings call, as traders weigh what new guidance on server memory demand could mean. See our latest analysis for Rambus. The recent move to a US$110.10 share price builds on short term momentum, with a 7 day share price return of 15.31% and a 30 day share price return of 14.22%. The 1 year total shareholder return of 74.62% and very large 5 year total shareholder return signal that sentiment around Rambus...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

TMC The Metals Weighs Deep Sea Mining Promise Against Regulatory Risks

TMC the metals (NasdaqGS:TMC) is drawing fresh attention as demand for domestically sourced critical minerals intensifies across major economies. The company is pushing ahead with deep sea mining of polymetallic nodules while facing regulatory questions and operational hurdles tied to permits and environmental rules. Investors are weighing the potential supply of key battery metals against the timing and certainty of approvals for large scale seabed operations. TMC the metals, trading at...
NasdaqGS:APP
NasdaqGS:APPSoftware

AppLovin (APP) Is Down 15.4% After Compliance Allegations Challenge Its AI Adtech Growth Story

In recent weeks, AppLovin has come under pressure after investigative reports and short-seller research alleged its advertising platform and shareholder structure were linked to illicit fund flows and weak compliance controls, prompting regulatory scrutiny and an internal review. At the same time, AppLovin’s AI-powered Axon-2 adtech platform and expansion into e-commerce advertising highlight a business model that continues to attract bullish analyst coverage despite the controversy. With...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Hycroft Mining (HYMC) Balances New Equity Shelf With High-Grade Silver Finds Is The Story Shifting?

In January 2026, Hycroft Mining Holding Corporation filed a US$163.24 million shelf registration for 4,719,255 Class A common shares tied to an ESOP-related offering, following recent reports of high-grade silver discoveries and confirmed resource continuity at its Nevada mine. This combination of fresh equity capacity and encouraging exploration outcomes highlights how Hycroft is simultaneously strengthening its financial flexibility and its underlying asset story. Against this backdrop,...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks AI Partner First Program Puts Channel At Center For Growth

Extreme Networks (NasdaqGS:EXTR) has launched its new Partner First program, focused on reshaping how partners work with the company. The program introduces unified global frameworks, transparent deal registration, and AI powered sales assistance for channel partners. Partner First is designed to streamline engagement and support partner profitability across Extreme Networks' global ecosystem. Extreme Networks, a networking solutions provider, is putting partners at the center of its go to...
NYSE:AXS
NYSE:AXSInsurance

Does AXIS Capital (AXS) Have an Edge in Managing AI-Driven Cyber Risk Complexity?

AXIS Capital Holdings recently highlighted how converging cyber, climate, and geopolitical threats are reshaping global risk, with CEO Vincent Tizzio emphasizing the growing impact of ransomware and the demand for more specialized insurance solutions. The company also released research on artificial intelligence that reveals a sharp divide between CEOs and CISOs on AI’s risks and rewards, underscoring emerging concerns such as shadow AI, data leakage, and more sophisticated ransomware...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Assessing Johnson & Johnson (JNJ) Valuation After Recent Share Price Gains

Assessing Johnson & Johnson after recent stock moves Johnson & Johnson (JNJ) has attracted fresh attention after a recent stretch of gains, with the share price moving around 2% over the past week and roughly 6% over the past month. See our latest analysis for Johnson & Johnson. Looking beyond the recent weekly move, Johnson & Johnson’s 30 day share price return of 5.74% and 90 day return of 13.10% sit alongside a 1 year total shareholder return of 51.80%. This points to building momentum...
NYSE:NVRI
NYSE:NVRICommercial Services

Is It Too Late To Consider Enviri (NVRI) After A 94% One Year Rally?

Some investors may be wondering if Enviri at around US$18.28 is still offering value after a strong run, or if most of the upside has already been priced in. The stock has posted a 93.6% return over the past year and 138.3% over three years, with more muted moves of a 1.4% decline over the last 7 days, a 0.4% gain over 30 days, and a 2.1% return year to date. Recent coverage has focused on Enviri's progress as an NYSE listed environmental services business and its efforts to refine its...
NYSE:COHR
NYSE:COHRElectronic

Did Coherent’s (COHR) Wave of Photonics Launches Just Reframe Its Vertically Integrated Tech Story?

Over the past week, Coherent Corp. has unveiled a wave of photonics and advanced materials innovations, including bondable diamond thermal spreaders, a germanium‑free electro‑optic modulator for semiconductor via drilling, new AxioView medical imaging fiber assemblies, the Sapphire XT visible laser platform, and the ultra‑fine‑resolution WaveShaper 1000A Sharp optical filter, alongside progress in quantum entropy sources with Quside. Taken together, these launches highlight Coherent’s...
NYSE:SWK
NYSE:SWKMachinery

Stanley Black & Decker Refocuses Portfolio With Data Center Robotics Shift

DEWALT, a Stanley Black & Decker (NYSE:SWK) brand, has introduced a downward drilling robot designed for faster, more efficient data center construction. Stanley Black & Decker has agreed to divest its Consolidated Aerospace Manufacturing business to Howmet Aerospace. Stanley Black & Decker, known for its DEWALT professional tools and industrial solutions, sits at the intersection of construction, infrastructure and manufacturing. The launch of a robotic drilling system aimed at data center...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Technologies Group (BTDR) Is Up 14.1% After Pivoting Mining Sites Into NVIDIA-Powered AI Data Centers

Earlier in January 2026, Bitdeer AI, part of Bitdeer Technologies Group, launched its NVIDIA GB200 NVL72 deployment in Malaysia and outlined a global build-out of accelerated computing data centers by repurposing former crypto mining facilities. This move highlights Bitdeer’s effort to pivot from pure infrastructure and Bitcoin mining toward a fuller-stack AI cloud offering spanning IaaS to SaaS. With the rapid expansion of NVIDIA-powered AI infrastructure as a backdrop, we’ll now assess how...
NasdaqGS:VICR
NasdaqGS:VICRElectrical

Is Vicor’s (VICR) IP Licensing Momentum Quietly Recasting Its Core Power Solutions Narrative?

Earlier in January, Vicor Corporation attracted attention as senior executives presented at the 28th Annual Needham Growth Conference in New York, outlining the company’s power solutions and business initiatives. Around the same time, analyst upgrades tied to Vicor’s expanding intellectual property licensing activity and a new two-year OEM license agreement highlighted the growing importance of its royalty-based revenue model. We’ll now examine how the growing momentum in Vicor’s IP...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Assessing Lincoln Electric Holdings (LECO) Valuation After Solid Multi Year Shareholder Returns

Why Lincoln Electric Holdings (LECO) is on investors’ radar today Lincoln Electric Holdings (LECO) has attracted fresh investor attention after a period of steady performance, with the stock’s past year and multi year total returns prompting closer inspection of its current valuation. See our latest analysis for Lincoln Electric Holdings. The share price has pulled back by about 4.1% over the last trading day to US$253.01, although the 90 day share price return of 5.9% sits alongside a 1 year...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (CPNG) Valuation Reassessed After Massive Data Breach And Leadership Shake Up

Coupang data breach puts cybersecurity and leadership in focus Coupang (CPNG) is back in the spotlight after disclosing a major cybersecurity breach affecting about 33.7 million customer accounts, followed by CEO Park Dae-joon’s resignation and a compensation plan totaling more than US$1 billion. See our latest analysis for Coupang. The cybersecurity breach and leadership change have coincided with a sharp 34.21% 90 day share price return decline and a 12.37% year to date share price return...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

A Look At NXP Semiconductors (NXPI) Valuation After Recent Share Price Strength

What is happening with NXP Semiconductors (NXPI) now? NXP Semiconductors (NXPI) has attracted attention after recent share price moves, with the stock showing a 3% gain over the past month and 6.2% over the past 3 months. See our latest analysis for NXP Semiconductors. NXP’s recent share price strength over 1 and 3 months sits alongside a more modest year to date share price return of 4.26%, while its 1 year total shareholder return of 9.38% and 3 and 5 year total shareholder returns above...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Assessing East West Bancorp (EWBC) Valuation After Recent Share Price Pullback

What recent returns tell you about East West Bancorp (EWBC) East West Bancorp (EWBC) has drawn investor attention after a mixed pattern of recent returns, with a 1 day decline of 2.8% and a 7 day decline of 2.1%, alongside positive performance over the past 3 months and year. At a recent close of US$112.00, the bank sits against a backdrop of longer term total returns of 10.7% over the past year, roughly 78% over 3 years and about 108% over 5 years. This gives investors a reference point for...
NYSE:TTI
NYSE:TTIEnergy Services

A Look At TETRA Technologies (TTI) Valuation After Strong Recent Share Price Momentum

TETRA Technologies (TTI) has caught investor attention after recent share price moves, with the stock showing strong momentum over the past month and past 3 months. This has prompted fresh interest in its valuation and fundamentals. See our latest analysis for TETRA Technologies. That recent momentum sits within a much bigger move, with a 30 day share price return of 24.61% and a 90 day share price return of 49.67%, alongside a 1 year total shareholder return of 129.39% and a 5 year total...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

Assessing nLIGHT (LASR) Valuation After Raised Q4 2025 Revenue Guidance In Aerospace And Defense

Why nLIGHT (LASR) is back on investors’ radar nLIGHT (LASR) lifted its fourth quarter 2025 revenue outlook to US$78 million to US$80 million, above its prior range, with management pointing to continued strength in Aerospace & Defense demand. See our latest analysis for nLIGHT. The raised revenue outlook has arrived alongside strong recent trading momentum, with the share price returning 19.99% over the past 30 days and 49.00% over 90 days. The 1 year total shareholder return of roughly 3x...
NYSE:ALK
NYSE:ALKAirlines

Assessing Alaska Air Group (ALK) Valuation After Loyalty Program Hacks And Governance Concerns

Alaska Air Group (ALK) is back in focus after a bearish thesis on public forums highlighted reported weaknesses in its loyalty program, technology controls, and governance, including mileage-account hacks discussed throughout 2025. See our latest analysis for Alaska Air Group. Those loyalty and governance concerns are landing at a time when the share price has been under pressure, with a 1 month share price return of 8.46% and a 1 year total shareholder return of a 30.89% decline. This...
NasdaqGS:ENVX
NasdaqGS:ENVXElectrical

Does Enovix's (ENVX) Battery Breakthrough and Ops Shake-Up Reframe Its Competitive Edge?

Enovix recently announced past and upcoming leadership changes in its operations team, including the planned February 2026 retirement of its COO and the elevation of high-volume manufacturing experts as it prepares to ramp mass production for smartphone, smart eyewear, and defense batteries. Independent third-party testing also confirmed that Enovix’s AI-1 smartphone battery delivers 935 Wh/L volumetric energy density, materially ahead of a leading commercial silicon-doped rival and...