As gold and the popular GLD ETF hit historic highs, retail and institutional investors alike are grappling with a critical question: is this a sustainable shift or a speculative peak? We examine the drivers behind the surge and the debate on what comes next.
South Africa has declared Israel's deputy ambassador persona non grata, giving him 72 hours to depart, citing "unacceptable" diplomatic violations and insulting social media posts targeting President Ramaphosa. The move escalates tensions already frayed by South Africa's genocide case against Israel at the UN's top court.
Reuters reveals that senior U.S. diplomats suppressed graphic cables from aid officials detailing catastrophic famine and devastation in northern Gaza in early 2024, preventing the warnings from reaching top Biden administration leadership.
Mastercard reported robust Q4 and full-year 2025 results, driven by double-digit revenue growth and surging value-added services. Executives expressed confidence for 2026, highlighting strategic wins, investments in digital assets like stablecoins, and a focus on 'agentic commerce,' even as they plan a restructuring affecting 4% of staff.
In his first podcast since leaving the FBI, former co-deputy director Dan Bongino staunchly defended the agency's handling of the Jeffrey Epstein files, attacked internal critics, and revealed details of a conversation with former President Donald Trump, who suggested his media platform might be more valuable than his government post.
Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.
Crane Company's shares have soared over 700% in three years, but recent volatility has investors questioning if the rally is sustainable. A deep dive into valuation metrics reveals a complex picture where traditional models clash.
While aggressively deploying AI across its vast logistics network, FedEx is taking a measured, pilot-stage approach to warehouse automation and drones, CEO Raj Subramaniam tells The New York Times. The shipping giant, handling $2 trillion in global commerce, prioritizes scalable infrastructure over unproven robotics for its 17 million daily packages.
Amidst a global push for reliable, carbon-free power, Centrus Energy Corp. (LEU) emerges as a critical supplier in the nuclear fuel chain. With its stock trading near backlog value and recent financial developments reducing execution risk, analysts see a clear path for growth, particularly as AI and data center energy demands surge.
As semiconductor manufacturing grows more complex, KLA's process control systems are becoming indispensable. With a dominant market position and resilient financials, the company is positioned to capitalize on long-term industry trends, though its premium valuation invites scrutiny.
After a period of significant volatility, Neogen Corporation (NEOG) is showing signs of a sustainable operational turnaround under new leadership, with its latest quarterly results beating expectations and prompting a rare guidance upgrade.
Taiwan Semiconductor Manufacturing Company (TSMC) continues to solidify its position as the indispensable engine of the global tech industry. Driven by insatiable AI demand and strategic global expansion, the chipmaking titan's financial performance and long-term outlook are drawing intense investor scrutiny and bullish projections.
While Wall Street obsesses over GLP-1 weight-loss drugs, Novo Nordisk's foundational diabetes business continues to deliver robust growth and exceptional returns on assets, presenting a durable investment thesis often overshadowed by the obesity narrative.
The Malaysian snack food manufacturer is posting a notable improvement in its return on capital employed (ROCE), outperforming industry averages and suggesting effective reinvestment strategies that could appeal to long-term investors.
Liberty Global, Europe's cable and mobile giant, has signed a five-year strategic partnership with Google Cloud to integrate Gemini AI and cloud tools across its operations, aiming to enhance TV platforms, automate services, and explore new revenue streams.
With prized Burmese teak off-limits due to sanctions and old-growth stocks dwindling, the luxury yacht industry is accelerating its search for viable—and sustainable—alternatives, from engineered woods to advanced synthetics.
With a fortified war chest and production scaling up, Rivian is poised for its most critical test yet: winning over the mass market with its upcoming R2. While the financial runway is clear, the road to profitability hinges on consumer appetite for the new, more affordable model.
Cisco Systems is making strategic, long-term bets on the future of enterprise infrastructure, signing a major renewable energy deal in Poland and forging new AI partnerships in Asia Pacific, while upgrading campus networks with Wi-Fi 7.
U.S.-listed exchange-traded funds attracted $165.4 billion in January, with a notable pivot toward international stock funds as they continue to outperform domestic markets.
Ford Motor Company's stock has dramatically underperformed the broader market over the past ten years. As political winds shift and its EV strategy reverses course, investors are left wondering if the iconic automaker can chart a stable path to growth or remain trapped in a cycle of reactionary moves.
