Despite a 9% stock slide in 2026 and bold promises around Robotaxi and Optimus, Tesla faces a harsh reality of falling deliveries, shrinking profits, and massive capital expenditures that make its current price a risky proposition for investors.
In a significant leadership transition, Wall Street legal powerhouse Paul, Weiss, Rifkind, Wharton & Garrison LLP announced the resignation of its long-time Chairman Brad Karp. Veteran corporate lawyer Scott Barshay has been named as his successor, signaling a potential strategic shift for the firm.
DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.
Eikon Therapeutics, a biotech firm founded by Nobel laureate Eric Betzig, raised $381.2 million in its Nasdaq debut, pricing shares at $18. The offering signals renewed investor confidence in the biotech IPO market after a prolonged slowdown.
Despite a prolonged downturn in existing home sales, Stewart Information Services reports a 6% revenue increase in its title segment for Q3 2024, driven by commercial and agency strength. CEO Frederick Eppinger outlines a disciplined strategy for market recovery while the company raises its dividend.
PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.
Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.
Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
Following its corporate restructuring, Ballard Power Systems (TSX: BLDP) faces a recalibrated investment thesis. Analysts maintain a $1.75 fair value per share, but the underlying assumptions—including a discount rate of 8.28% and projected revenue growth of 21.65%—highlight the ongoing tension between streamlined operations and persistent questions about order visibility in the hydrogen fuel cell sector.
As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
Redwire Corporation faces a sharp sell-off following its selection for the MDA's massive SHIELD program, coinciding with a major share sale by private equity backer AE Industrial Partners. Analysts debate whether the stock's plunge represents a buying opportunity or reflects deeper concerns over profitability and dilution.
As Repligen signals a steadying order book from key biopharma clients and strength in gene therapy, investors are weighing its lofty valuation against a mixed performance record and sector headwinds.
Tesla's stock, a bellwether for the electric vehicle revolution, faces intense scrutiny as valuation metrics signal a significant premium. While long-term returns remain impressive, recent volatility and fundamental analysis raise questions about whether the current price fully accounts for mounting competition and execution risks.
Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.
Yum! Brands announces closure of underperforming Pizza Hut restaurants amid strategic review, raising questions about the fate of Michigan outlets and potential sale of the iconic chain.
While both the Dow Jones Industrial Average and the S&P 500 are ubiquitous market barometers, their methodologies tell vastly different stories. We dissect the history, composition, and inherent biases of these two indices to determine which one truly captures the heartbeat of the U.S. economy.
A series of analyst upgrades and bullish AI infrastructure forecasts have thrust Cisco Systems back into the spotlight, driving a reassessment of the networking giant's stock. While recent momentum is strong, investors are weighing whether the AI growth story is already priced in.
Despite a steep sell-off in recent months, IonQ's long-term valuation narrative remains bullish. We examine the widening gap between its current share price struggles and the lofty projections for the quantum computing pioneer.
Verizon Communications' stock has surged over 25% in the past year, prompting investors to question if its current price still reflects underlying value. A deep dive into cash flow projections and valuation metrics suggests significant upside may remain.
