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Arcus Biosciences (RCUS) has wrapped up FY 2025 with fourth quarter revenue of US$33 million and a basic EPS loss of US$0.89, alongside a net loss of US$106 million. This sets a clear backdrop of solid top line contributions paired with continued negative earnings. The company has reported quarterly revenue of US$26 million in Q4 2024, US$28 million in Q1 2025, US$160 million in Q2 2025, US$26 million in Q3 2025 and US$33 million in Q4 2025, while EPS has remained in loss territory across...

NCR Voyix (VYX) has just paired a profitable fourth quarter with fresh 2026 guidance and a new 7-Eleven Philippines win, giving investors a clearer view of its software led platform push. See our latest analysis for NCR Voyix. Despite the new 7-Eleven Philippines contract, a buyback authorization increase to US$300 million and 2026 guidance, NCR Voyix’s recent momentum has been weak. Its latest 1-year total shareholder return of 26.95% decline and 5-year total shareholder return of 62.23%...

Analyst interest and executive commentary put Dynatrace in focus Dynatrace (DT) is back on investor radars after a cluster of upbeat analyst views and recent executive interviews linked to new milestones with AWS and its AI powered observability platform. See our latest analysis for Dynatrace. Despite the recent analyst attention and AWS related milestones, Dynatrace’s share price return over the past 30 and 90 days has been negative, and its 1 year total shareholder return of a 36.6% decline...

Roper Technologies (ROP) is back in focus after its 2025 10-K highlighted strong growth tied to software and technology enabled products, supported by nine acquisitions, including CentralReach and Subsplash. See our latest analysis for Roper Technologies. At a share price of US$352.15, Roper’s short term momentum has picked up with a 1 week share price return of 6.1% after its 2025 10 K and recent dividend affirmation. However, this follows a 90 day share price return decline of 21.1% and a 1...

Cisco Systems (NasdaqGS:CSCO) has launched Australia's first Secure AI Factory in partnership with SharonAI Holdings and NVIDIA. The new facility is designed to support sovereign AI capabilities and secure national data processing. The initiative targets Australian enterprise and public sector customers seeking country level AI infrastructure. Cisco Systems, trading at around $78.1, is adding a new piece to its AI story with this Secure AI Factory launch in Australia. The company has seen a...

Science Applications International (SAIC) has just secured a new US$95 million contract with the U.S. Government Accountability Office to modernize the Technical Information Services program, putting its federal IT capabilities in sharper focus for investors. See our latest analysis for Science Applications International. The contract news arrives after a volatile stretch, with the 1-day share price return of 5.66% contrasting with a 30-day share price return decline of 11.57% and a 1-year...

Southern Copper recently reported slightly lower 2025 copper production and trimmed its 2026 outlook due to lower ore grades at Peruvian operations, while outlining nearly US$19.90 billion of long-term growth projects aimed at lifting annual output by 2035. At the same time, the company has kept earnings momentum intact, with consistent estimate beats and strong technical strength suggesting ongoing institutional interest despite nearer-term operational constraints. Now we’ll examine how...

The Trump administration’s new global tariffs pushed trade policy back into focus this week, coinciding with Booz Allen Hamilton Holding (BAH) working through civil revenue pressure, its worst public market drawdown, and steadier defense and national security demand. See our latest analysis for Booz Allen Hamilton Holding. Recent events, from contract cancellations after a major data breach to the latest tariff headlines and civil revenue pressure, have contributed to a 1 year total...

Moderna (MRNA) is back in the regulatory spotlight after the FDA reversed an earlier refusal and agreed to review its mRNA seasonal flu vaccine, while European regulators backed its combined flu and COVID-19 shot. See our latest analysis for Moderna. That regulatory reset has come alongside strong share price momentum, with a 13.77% 1 month share price return, a 99.04% 3 month share price return and a 67.56% year to date share price return at a last close of US$51.71. However, the 3 year...

Wondering whether Inter & Co at around US$8.89 still offers value or if most of the opportunity is already priced in? This article focuses on what the numbers say about that question. The stock has had mixed recent moves, with a 1.7% decline over the last 7 days and a 10.9% decline over the last 30 days, yet it still sits on a 5.2% year to date return and a 69.5% return over the past year, alongside a very large 3 year return of roughly 4x. Recent coverage around Inter & Co has centered on...

Recent performance and what it might signal Dorchester Minerals (DMLP) has drawn fresh attention after recent price moves, with the unit price around $25.50 and mixed returns across different periods, including gains over the past 3 months but a 1 year total return decline. See our latest analysis for Dorchester Minerals. At a share price of about $25.50, Dorchester Minerals has recently seen a 16.2% 90 day share price return, while the 1 year total shareholder return shows an 8.8% decline...

Warner Bros. Discovery overview and recent stock context Warner Bros. Discovery (WBD) continues to attract investor attention as its share price sits at $28.80, with recent returns of 0.2% over the past 3 months and 1.51x over the past year. See our latest analysis for Warner Bros. Discovery. With the share price at $28.80, Warner Bros. Discovery has logged a 20% 90 day share price return and a very large 1 year total shareholder return, which suggests momentum has been building as investors...

Healthpeak Properties has advanced its plan to spin out its senior housing portfolio via the Janus Living IPO, filing a preliminary prospectus for class A-1 shares that are expected to list on the NYSE under the ticker JAN. The move, alongside CEO Scott Brinker's recent presentation at the Citi 2026 Global Property CEO Conference, highlights how Healthpeak is reshaping its portfolio focus and communicating its long-term vision to investors. Next, we'll examine how the planned Janus Living...

In February 2026, Baker Hughes announced it would supply 25 BRUSH Power Generation electric generators, Automatic Voltage Regulators and cubicles to Boom Supersonic, expanding a prior 2025 agreement to support 1.3 GW of onsite power capacity for AI-focused data centers through deliveries scheduled from mid-2026 to 2028. This contract underscores Baker Hughes’ push into higher-value Industrial & Energy Technology solutions, tying its generator portfolio directly to the fast-growing AI data...

Alibaba Group Holding (NYSE:BABA) has launched a multi model AI coding subscription through its cloud division, giving developers access to several AI platforms under one paid offering. The company is also expanding its work with BMW, focusing on applying large language models to automotive use cases and related services. Together, these moves point to a stronger push by Alibaba into AI software, developer tools and cross industry cloud partnerships. For you as an investor, this puts a...

Earlier this week, Coinbase Global launched U.S. stock and ETF trading for millions of users, allowing zero-commission, 24/5 access to thousands of equities alongside cryptocurrencies and integrating one-click trading through a new partnership with Yahoo Finance. This move advances Coinbase’s aim to become an “Everything Exchange,” potentially deepening user engagement by unifying traditional and digital assets within a single platform and data ecosystem. We’ll now examine how Coinbase’s...

Sea Limited (NYSE:SE) has entered into a partnership with Google to build AI driven tools for its Shopee e commerce platform and Garena gaming unit in Southeast Asia. The collaboration focuses on autonomous shopping experiences for users and advanced AI capabilities for game development. The news arrives with Sea shares trading around $110.9, drawing attention to how AI adoption could affect its core businesses. Sea, trading on the NYSE under ticker SE, is in focus as it teams up with...

Veracyte FY 2025 Earnings Snapshot Veracyte (VCYT) has wrapped up FY 2025 with fourth quarter revenue of US$140.6 million and basic EPS of US$0.52, alongside net income of US$41.1 million, putting a clear spotlight on its profitability profile. The company has seen revenue move from US$118.6 million in Q4 2024 to US$140.6 million in Q4 2025, while basic EPS shifted from US$0.07 to US$0.52 over the same period, feeding into trailing twelve month EPS of US$0.84 on revenue of US$517.1 million...

Goldman Sachs Group (NYSE:GS) is rolling out AI powered trading surveillance tools to monitor trading activity and support its compliance efforts. At the same time, Senator David McCormick has sold his and his wife's holdings in Goldman Sachs, following his prior executive role at the firm and his current Senate banking assignments. The combination of new AI driven oversight and insider selling is drawing fresh attention to how Goldman Sachs manages risk, governance and regulatory...

Array Technologies (ARRY) has just wrapped up FY 2025 with Q4 revenue of US$226.0 million and a basic EPS loss of US$1.06, alongside trailing twelve month revenue of about US$1.3 billion and a TTM basic EPS loss of US$0.73. The company has seen quarterly revenue range from US$231.4 million in Q3 2024 to US$393.5 million in Q3 2025, while basic EPS has swung between a loss of US$1.02 in Q3 2024 and a profit of US$0.19 in Q2 2025. This sets up a story where investors are watching how...

Antero Resources (NYSE:AR) has completed the sale of substantially all of its Utica Shale oil and gas assets. The company is using the proceeds to redeem a significant portion of its outstanding senior notes and reduce debt. The transaction marks a major shift in Antero's portfolio and balance sheet structure. Antero Resources, trading at $34.38, has seen mixed share performance, with a 1.9% decline over the past week, flat returns over 30 days, and a 0.5% gain year to date. Over longer...

Fastenal (NasdaqGS:FAST) reported a 59% year over year increase in CEO Daniel L. Florness's compensation in a new SEC filing. Multiple insiders have purchased Fastenal stock over the past six months. The company has been awarded nearly $8 million in government contracts over the last year. Fastenal, trading at around $45.68 per share, has seen its stock return 13.0% year to date and 25.9% over the past year, with longer term gains of 85.9% over three years and 133.3% over five years. In...

The FDA has issued draft guidance aimed at accelerating approvals for genome editing and RNA based therapies. The proposal introduces master protocols that could allow multiple gene editing products to be evaluated within a single trial framework. This draft guidance directly affects companies using CRISPR/Cas9 platforms, including CRISPR Therapeutics and its CASGEVY program. For investors watching CRISPR Therapeutics (NasdaqGM:CRSP), the timing of this FDA draft guidance comes as the...

Greg Abel has taken over as CEO of Berkshire Hathaway (NYSE:BRK.A), issuing his first shareholder letter and outlining how he plans to run the company after Warren Buffett. Berkshire’s utility subsidiary PacifiCorp is facing significant wildfire related liabilities, and Abel is pursuing legislative and regulatory changes that could affect how those risks are shared and managed. These developments mark the first major leadership transition at Berkshire in decades and come as utility operators...