NYSE:MCK
NYSE:MCKHealthcare

Is Wider Rapiblyk Access Deepening McKesson’s Specialty Edge Or Just Incremental Volume For MCK?

AOP Health US, LLC recently announced that its critical care beta-blocker Rapiblyk (landiolol) is now broadly available across the United States through major distributors, including McKesson Corporation, giving hospitals and health systems easier access via their preferred purchasing channels. This wider distribution highlights McKesson’s role as a key partner in specialty and critical care therapies, reinforcing its position in higher-value pharmaceutical distribution services. With...
NYSE:V
NYSE:VDiversified Financial

Is Visa (V) Offering Value After Recent Pullback And Regulatory Scrutiny On Fees

If you are wondering whether Visa's current share price offers good value or not, it helps to separate the long term quality story from what the numbers are actually saying today. Visa's share price closed at US$327.88, with returns of an 8.3% decline over 7 days, a 5.7% decline over 30 days, a 5.4% decline year to date, 6.8% over 1 year, 50.4% over 3 years and 68.6% over 5 years. Recent news around the payments sector, including ongoing discussions about competition in card networks and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro (SMCI) Is Down 6.3% After New Retail AI Push And $2 Billion Credit Facility - What's Changed

In early January 2026, Super Micro Computer announced new AI-powered intelligent in-store retail solutions with partners such as Everseen, Kinetic Vision, and NVIDIA, while also securing a secured revolving credit facility of up to US$2.00 billion with JPMorgan Chase to support working capital and broader corporate needs. Together, these moves highlight Super Micro’s push beyond large AI data centers into edge and retail AI deployments, underpinned by expanded financial flexibility for AI...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

How Sterling’s E-Infrastructure Focus and CEC Integration Shape the STRL Investment Narrative

Sterling Infrastructure, Inc. recently presented at the 28th Annual Needham Growth Conference at The Lotte New York Palace Hotel in New York, where management also held one-on-one meetings with investors. The event highlighted Sterling’s expanding E-Infrastructure Solutions business, which is benefiting from growing demand for large, mission-critical data center projects and enhanced electrical capabilities following the CEC acquisition. We’ll now examine how Sterling’s strengthening...
NYSE:PFE
NYSE:PFEPharmaceuticals

Should Pfizer’s Oncology Win And Obesity Push Require Action From Pfizer (PFE) Investors?

Earlier this week, Pfizer used the ASCO Gastrointestinal Cancers Symposium to share positive BREAKWATER trial data for its BRAFTOVI® combination in BRAF V600E metastatic colorectal cancer, while also outlining an expanded obesity program anchored by its Metsera acquisition. Together, the oncology results and obesity push underline Pfizer’s effort to refresh its growth engines as older franchises face rising competitive and patent pressures. We’ll now explore how the stronger BRAFTOVI data,...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify (SHOP) Valuation Check After Recent Share Weakness And Strong 1 Year Momentum

Why Shopify is on investor watch now Shopify (SHOP) has been drawing attention after recent share moves, with a 1 day return of about a 0.3% decline and a 7 day return of about a 0.6% decline, focusing investors on current valuation and fundamentals. See our latest analysis for Shopify. While the latest 1 day and 7 day share price returns are slightly negative, Shopify’s 90 day share price return of 7.19% and 1 year total shareholder return of 64.79% indicate momentum that has been building...
NasdaqGS:CAI
NasdaqGS:CAIBiotechs

A Look At Caris Life Sciences (CAI) Valuation After The Everlywell Caris Detect Partnership And 2025 Outlook

Caris Life Sciences (CAI) recently announced a partnership with Everlywell to launch Caris Detect, a multi cancer early detection blood test that uses whole genome sequencing and AI analysis. See our latest analysis for Caris Life Sciences. Despite the Everlywell partnership and recent preliminary 2025 numbers that highlighted revenue growth and higher case volumes, momentum in Caris Life Sciences' share price has been soft. The 90 day share price return is 15.28% and the year to date share...
NasdaqGS:UPB
NasdaqGS:UPBBiotechs

Assessing Upstream Bio (UPB) Valuation As VALINAT Phase 2 Readout And Verekitug Interest Drive Momentum

Conference spotlight and clinical catalyst in focus Upstream Bio (UPB) heads into the 44th Annual J.P. Morgan Healthcare Conference with attention centered on the upcoming Phase 2 VALINAT readout for verekitug, a key clinical event that is shaping current investor interest. See our latest analysis for Upstream Bio. The share price, which last closed at $32.60, has seen a 50.30% 3 month share price return and a very large 1 year total shareholder return. This suggests momentum has been...
NYSE:VVV
NYSE:VVVSpecialty Retail

Valvoline (VVV) Valuation Check After Recent Share Price Moves And Undervaluation Debate

Why Valvoline Is On Investors’ Radar Today Valvoline (VVV) has drawn attention after recent share moves, with a 7.1% gain over the past week, a roughly 3% return over the past month, and a decline over the past three months. See our latest analysis for Valvoline. For context, Valvoline’s 1-year total shareholder return of 9.7% decline contrasts with a 5-year total shareholder return of 39.0%. The 10.7% year to date share price return hints at momentum rebuilding after recent weakness. If...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

Assessing InterDigital (IDCC) Valuation After Major Chinese Licensing Renewal

Why InterDigital’s new licensing deal matters for shareholders InterDigital (IDCC) has renewed a worldwide, non-exclusive, royalty bearing license with a major Chinese vendor. This five year agreement covers smartphones and other cellular devices under its core cellular, WiFi, and HEVC patents. See our latest analysis for InterDigital. The renewed licensing deal comes as InterDigital’s share price sits at US$312.01, with a 1 day share price return of 0.94% and a 7 day share price return of...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

How Micron’s New York AI Megafab Groundbreaking At Micron Technology (MU) Has Changed Its Investment Story

Micron Technology has begun site preparation and construction for its megafab in Onondaga County, New York, a multi-fab complex that is planned to become the largest semiconductor facility in the United States and focus on advanced memory manufacturing for AI workloads. This megafab, described as the largest private investment in New York state history, reflects how AI-related memory demand is reshaping where and how core chip infrastructure is built. Next, we’ll examine how Micron’s...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Is NovoCure (NVCR) A Rare Opportunity After A 45.9% One Year Share Price Fall

If you are trying to figure out whether NovoCure at around US$14.18 is a potential bargain or a value trap, you are in the right place. The share price has been mixed recently, with a 0.8% decline over the last 7 days, a 6.5% gain over 30 days, and an 8.1% return year to date. Over longer periods, the 1 year return sits at a 45.9% loss and the 3 and 5 year returns are 84.6% and 91.6% losses respectively. These swings have put more attention on how much investors are currently willing to pay...
NYSE:EIX
NYSE:EIXElectric Utilities

Should Zacks’ Strong Buy Upgrade and Earnings Revisions for Edison International (EIX) Require Action From Investors?

Zacks recently upgraded Edison International to a Rank #1 (Strong Buy), reflecting an improved earnings outlook and more favorable underlying business fundamentals. This shift in analyst sentiment highlights how revisions to earnings expectations can materially influence perceptions of Edison International’s future performance and risk profile. We’ll now examine how this analyst upgrade, driven by stronger earnings estimates, may reshape Edison International’s existing investment...
NYSE:WD
NYSE:WDDiversified Financial

Walker & Dunlop (WD) Valuation Check After HUD/FHA Practice Launch And Affordable Housing Expansion

Walker & Dunlop (WD) has rolled out a national HUD/FHA multifamily valuation and market study practice group within its Apprise platform, along with a new affordable housing bridge lending venture and a sizeable hotel refinancing mandate. See our latest analysis for Walker & Dunlop. The recent HUD/FHA valuation launch, affordable housing bridge loan joint venture, and high profile hotel refinancing have all arrived against a mixed backdrop. The 7 day share price return is 7.28%, the 90 day...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Is Hut 8 (HUT) Using Its Expanded Bitcoin Credit Line to Redefine Balance-Sheet Strategy?

On December 22, 2025, Hut 8 Mining Corp. amended and restated its credit agreement with Coinbase Credit, boosting its secured Bitcoin-backed borrowing capacity by US$70,000,000 to a total of up to US$200,000,000, with existing interest, maturity, and repayment terms remaining unchanged. The full drawdown of this additional debt, secured solely against Bitcoin held at Coinbase Custody and earmarked for general corporate purposes, marks a meaningful expansion of Hut 8’s financial flexibility...
NYSE:FIG
NYSE:FIGSoftware

Is Figma (FIG) Pricing Justified After Tight Recent Trading Range And Rich Revenue Multiple

If you are wondering whether Figma shares are fairly priced or just riding on hype, it helps to step back and look at what the current market is paying for the story. The stock last closed at US$36.40, with a 1.8% decline over the past 7 days, a 0.9% gain over 30 days, and a 3.2% decline year to date. This hints that sentiment has been shifting over shorter time frames. Recent attention around Figma has largely centered on its position in collaborative design software and how investors are...
NYSE:WU
NYSE:WUDiversified Financial

How Investors May Respond To Western Union (WU) Launching USDPT And Accelerating On-Chain Payment Strategy

In recent weeks, Western Union has accelerated its digital transformation by expanding online and mobile transfer capabilities, growing its travel money services, and arranging an unsecured delayed-draw term loan facility of up to US$1.0 billion to support refinancing and potential acquisitions. The company is also preparing to introduce its own US Dollar Payment Token (USDPT) on Solana and deepen European distribution through a Deutsche Post partnership, underscoring a push to blend...
NYSE:PNFP
NYSE:PNFPBanks

Is Pinnacle Financial Partners (PNFP) Pricing A Disconnect From Its Earnings Power?

If you are trying to figure out whether Pinnacle Financial Partners is attractively priced or not, you will want to see how its current share price lines up against a few different valuation checks. The stock closed at US$95.21, with returns of a 1.8% decline over 7 days, a 4.7% decline over 30 days, a 0.1% gain year to date, a 14.9% decline over 1 year, a 31.2% gain over 3 years and a 43.3% gain over 5 years. Taken together, this gives you a mixed picture of recent and longer-term...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Is Grab (GRAB) Using Its GAC EV Partnership To Quietly Redefine Its Superapp Ecosystem?

China’s GAC International has announced a partnership with Grab to deploy up to 20,000 electric vehicles across six Southeast Asian markets over the next two years, integrating these EVs into Grab’s regional ride-hailing and mobility platform. This collaboration points to a deeper integration of hardware, services, and data within Grab’s ecosystem, potentially reshaping how the company scales sustainable mobility across its superapp network. Next, we’ll examine how this large-scale EV fleet...
NYSE:MGY
NYSE:MGYOil and Gas

A Look At Magnolia Oil & Gas (MGY) Valuation After Recent Bullish Analyst Upgrades

Magnolia Oil & Gas (MGY) has moved into focus after several firms, including BMO Capital, Mizuho, and UBS, issued favorable research updates highlighting its balance sheet strength, asset quality, and shareholder return approach. See our latest analysis for Magnolia Oil & Gas. Despite the fresh attention from BMO, Mizuho, and UBS, Magnolia’s recent share price performance has been subdued, with a 90 day share price return of a 3.81% decline and a 1 year total shareholder return of a 10.42%...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO) Valuation Check After New US$200 Million Term Loan And Capital Structure Move

Terreno Realty (TRNO) just closed a new US$200 million unsecured term loan maturing in 2031, using the funding to reduce revolving credit facility borrowings and support general corporate needs. See our latest analysis for Terreno Realty. The new term loan comes after a period where Terreno Realty’s share price has been fairly steady, with a 90 day share price return of 3.63% and year to date share price return of 0.66%. Its 1 year total shareholder return of 4.64% and 5 year total...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

A Look At Plug Power (PLUG) Valuation After Recent Share Price Volatility

What Plug Power’s recent performance means for investors Plug Power (PLUG) has drawn fresh attention after a mixed performance in its shares, with a small gain over the past month but a much larger negative move over the past 3 months. At a last close of US$2.28, the stock sits after a 1 day return of 4.1%, while returns over the past week and past 3 months are about a 4.6% decline and a 40.8% decline, respectively. That contrast is what many investors are now trying to interpret. See our...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Did Thessaloniki’s Smart Water Rollout Just Shift Itron’s (ITRI) Digital Utility Investment Narrative?

Itron, Inc. and channel partner IDATOR recently announced a collaboration with Thessaloniki Water Supply & Sewerage SA (EYATH S.A.) to deploy Smart Water Solutions over five years, supporting the digital transformation of water infrastructure for more than 1.2 million citizens in Greece’s second-largest city. This project highlights how Itron’s smart meters, meter data management, and cloud-based Temetra platform can help large urban utilities cut water loss and turn consumption data into...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Why Sandisk (SNDK) Is Up 11.3% After AI Storage Price Hikes And Boardroom Finance Upgrade

Sandisk Corporation recently added Alexander R. Bradley, longtime First Solar finance executive, to its board and audit committee, while industry reports highlight the company’s move to sharply increase prices on high-capacity 3D NAND enterprise SSD products amid tight supply and strong AI-related demand. This combination of deep capital-markets expertise on the board and rising pricing power in data center storage underscores how Sandisk is positioning itself at the center of AI...