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Klaviyo recently launched a Klaviyo app in ChatGPT, giving marketers direct access to their Klaviyo data within ChatGPT and extending its AI-focused B2C CRM roadmap, while Wunderkind announced its debut on the Klaviyo App Marketplace to feed identity insights into Klaviyo’s unified customer profiles. Together, these moves highlight Klaviyo’s push to embed AI and large-scale identity data into everyday marketing workflows, potentially making campaign design, personalization and execution more...

If you are wondering whether DHT Holdings at around US$14.23 is offering good value or asking too much, you are not alone. The stock has returned 0.9% over the last 7 days, 18.4% over the last 30 days, 21.2% year to date and 31.7% over the past year, with a 3 year return of 79.3% and a very large 5 year gain that sits at roughly 3x. These moves sit against a backdrop of ongoing interest in the oil tanker space and investor attention on companies with exposure to crude shipping routes. This...

AppLovin (NasdaqGS:APP) is experiencing sharp share price swings as investors react to concerns about AI-driven disruption in mobile advertising and gaming ad-tech. New AI platforms, including Google's Project Genie and startups such as CloudX, are intensifying competitive pressure on AppLovin's core business. The company is also responding to a short-seller report that alleges links to illicit financial activities, which AppLovin has publicly rejected as false and misleading. AppLovin runs...

Yum! Brands (YUM) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.92, while trailing twelve month revenue sits at US$8.2b with EPS of US$5.59. Over the past year, revenue has ranged from US$1.79b in Q1 2025 to US$2.51b in Q4 2025, with quarterly EPS moving from US$0.90 to US$1.92. This gives investors a clear view of how the top and bottom lines have tracked through the year. With a trailing net margin of 19%, the latest results highlight a business where...

Baker Hughes (NasdaqGS:BKR) agreed to be a preferred provider of refinery chemical technologies and digital tools for Marathon Petroleum across multiple U.S. sites. The company also signed a global memorandum of understanding with MAIRE Group’s Tecnimont to jointly pursue modular LNG projects worldwide. Baker Hughes, a major energy technology and services provider, is deepening its role across both traditional refining and LNG value chains. The new arrangements with Marathon Petroleum and...

Management reshuffle and investor focus Inter & Co (NasdaqGS:INTR) recently updated several senior management roles, including new appointments for its Brazil Chief Executive Officer, Chief Risk Officer, Chief Commerce Officer, and Chief Human Resources Officer. This type of shift often prompts investors to reassess leadership execution. A follow up special call is planned to offer additional insights into the business, giving you more context on how this refreshed leadership team aligns with...

Ameriprise Financial recently reported fourth-quarter 2025 results, with revenue rising to US$5,047 million and net income of US$1,008 million, and its board declared a quarterly dividend of US$1.60 per share payable on February 27, 2026. The company also secured a large institutional partnership with Huntington National Bank, gaining access to US$28 billion of transferred client assets and expanding its financial institutions business. Next, we will examine how stronger-than-expected...

Anthropic’s latest enterprise AI tools, pitched as replacements for repetitive software-driven work, sent a fresh jolt through software names. Upwork (UPWK) experienced sharp intraday volatility as investors reassessed automation risk. See our latest analysis for Upwork. The Anthropic news hit during a choppy period for Upwork, with the share price at US$17.82 and a 7 day share price return of 15.22% and 30 day share price return of 12.09%. This contrasts with a 1 year total shareholder...

Reinsurance Group of America (NYSE:RGA) announced a new share repurchase program alongside its latest quarterly update. The company declared a regular quarterly dividend, signaling continued capital returns to shareholders. RGA recently expanded its real estate portfolio with a major industrial acquisition in Portland. The company also reported better than expected fourth quarter results and introduced leadership changes. RGA is a global life and health reinsurer, so its decisions around...

In late January 2026, Concentra Group Holdings Parent, Inc. issued full-year 2026 guidance, forecasting revenue of US$2.25–US$2.35 billion and net income of US$182–US$197 million, and confirmed it had completed a 1,100,000-share repurchase for US$22.4 million under its November 2025 buyback authorization. Together with the recent opening of a new occupational health center in Tucker, Georgia, these updates highlight management’s focus on both operational growth and active capital return to...

Evercore (EVR) delivered its strongest quarter and year in 2025, with revenue of US$1,297.03 million and net income of US$203.95 million in Q4, supported by record advisory activity and platform expansion. See our latest analysis for Evercore. Despite the strong Q4 and full year showing, Evercore’s recent share price has cooled, with a 6.12% 1 month share price return decline. However, its 90 day share price return of 14.55% and 1 year total shareholder return of 24.55% still point to...

Why Alliant Energy Is Back in Focus After Its Renewables Pivot Recent coverage of Alliant Energy (LNT) is drawing attention to the utility's renewed focus on wind, solar, and energy storage, supported by long-term data center contracts and a multibillion-dollar grid modernization plan. See our latest analysis for Alliant Energy. At a share price of $66.83, Alliant Energy has seen a 2.22% 1 month share price return and a 1.89% year to date share price return. Its 1 year total shareholder...

Dynatrace (NYSE:DT) introduced Dynatrace Intelligence, a platform combining deterministic and agentic AI for autonomous operations and observability, at its Perform conference. The company also announced next-generation Real User Monitoring capabilities and new cloud-native integrations at the same event. These updates are aimed at unifying data, AI driven insights, and monitoring across complex multi cloud environments. Dynatrace (NYSE:DT) operates in observability and application...

Johnson Controls International (NYSE:JCI) has rolled out new chiller solutions focused on high-density, AI-driven data centers. The lineup includes the YORK YDAM air-cooled magnetic bearing centrifugal chiller and the Smart Ready Chiller series, aimed at thermal management and sustainability needs. The company also released a Reference Design Guide Series for 1-gigawatt AI data centers. Susan Hughes has been appointed President, Asia Pacific, to lead growth across key markets in the...

If you are wondering whether PACCAR is still priced reasonably after a strong run, this article will walk through what the current share price might be implying about its value. With the stock at US$127.42 and returns of 3.3% over 7 days, 8.8% over 30 days, 14.2% year to date and 21.4% over 1 year, longer term holders have also seen returns of 95.1% over 3 years and 132.7% over 5 years. Recent attention on PACCAR has been supported by ongoing coverage of its position in the capital goods...

If you are wondering whether Gen Digital at around US$22.43 is starting to look like value or still has more room to fall, you are not alone. The stock has pulled back recently, with a 6.2% decline over the last 7 days, a 14.4% decline over the last 30 days, and year to date returns of a 14.0% decline, compared with returns of a 17.7% decline over the last year, 12.2% over 3 years, and 17.0% over 5 years. Recent coverage has focused on Gen Digital's position in consumer cyber safety and...

If you are wondering whether Adeia at around US$17.31 is offering fair value or an opportunity, this article walks through what the current price implies about the business. The share price has seen a 4.4% decline over the past week and a 6.5% decline over the last 30 days, yet it sits on a 37.6% return over 1 year and 69.5% over 3 years, with a 5 year gain of around 3.3x. Recent coverage has focused on Adeia's role as an intellectual property licensing company and investor attention around...

First Commonwealth Financial Corporation reported fourth-quarter 2025 results on January 27, 2026, with higher net interest income and net income year over year, alongside a quarterly dividend increase to US$0.135 per share and continued share repurchases under existing buyback authorizations. The company also reduced net charge-offs versus both the prior quarter and the prior year and expanded its share repurchase authorization by an additional US$25 million to a total of US$50 million,...

Amazon.com (NasdaqGS:AMZN) has outlined a record $200b capital expenditure plan for 2026 focused on artificial intelligence, custom chips, robotics, and satellite infrastructure. The company is pairing this investment push with significant workforce reductions as it reshapes its operations around next generation technologies. German antitrust authorities have blocked Amazon’s price controls on third party sellers and are seeking reimbursement for alleged anti competitive gains. For...

Why Adient (NYSE:ADNT) is in focus after its latest earnings update Adient (NYSE:ADNT) is back on investors’ radar after reporting first quarter 2026 results that topped analyst expectations and came with a higher full year revenue outlook of about US$14.6b. See our latest analysis for Adient. The upbeat guidance and first quarter beat have coincided with a sharp shift in sentiment, with Adient’s 1 month share price return of 29.02% and 1 year total shareholder return of 51.96% contrasting...

Brown-Forman has announced the 2026 King of Kentucky Small Batch limited-edition release, a three-batch series at 105, 107.5, and 110 proof, crafted from 12–18-year-old barrels to mark the 250th anniversary of the United States and the creation of Kentucky. The unusually high angel’s share on some barrels and the distinct flavor profiles across the three proofs underscore Brown-Forman’s focus on ultra-premium, scarcity-driven whiskey offerings aimed at collectors and connoisseurs. We’ll now...

Ocular Therapeutix (OCUL) has been drawing attention after recent share price swings, with the stock up about 4.2% over the past day but down over the past week, month, and past 3 months. See our latest analysis for Ocular Therapeutix. The recent 4.2% one-day share price gain to US$8.91 comes after a weaker patch, with the 30-day share price return of 20.8% and year-to-date share price return of 24.62% both in decline. This is even as the 1-year total shareholder return of 16.62% and 3-year...

Why Ryder System (R) is on investors’ radar today Ryder System (R) is drawing attention after recent trading pushed its share price to about $214.30. This move is prompting investors to reassess the transportation group’s returns, current valuation signals, and underlying business profile. See our latest analysis for Ryder System. That recent move to about $214.30 comes on top of a 26.5% 90 day share price return and a 39.4% total shareholder return over the past year, pointing to momentum...

If you are looking at Ares Management and wondering whether the recent pullback has created value or signalled deeper risks, this article will walk through what the numbers are actually saying about the stock. The share price recently closed at US$121.87, with returns of 19.7% decline over 7 days, 30.8% decline over 30 days, 26.7% decline year to date, and 34.7% decline over 1 year. This is set against a longer term 59.2% gain over 3 years and 179.7% gain over 5 years. Recent coverage around...