Active Management

Business

SL Green Realty's 2025 Results: A Tale of Two Cities as Losses Mount Amid Leasing Strength

SL Green Realty Corp. posted a significant net loss for 2025 despite rising revenues and robust leasing activity. The Manhattan office landlord confirmed a shift to quarterly dividends and is advancing major financing and asset sale plans, placing cash conservation and balance sheet flexibility at the forefront of its recovery strategy.

Jan 30, 2026

Business

A. O. Smith Stock Surge Puts Valuation in Focus: Is There Still Room to Run?

Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.

Jan 30, 2026

Business

Sea Limited Doubles Down on Growth: Can Shopee's Margin Sacrifice Pay Off?

Sea Limited's latest earnings reveal a strategic pivot back to aggressive investment in its e-commerce arm, Shopee, driving robust revenue growth but squeezing near-term margins. This move reignites the debate on whether the Southeast Asian tech giant can sustainably balance expansion with profitability.

Jan 30, 2026

Business

Restaurant Chains Shutter Dozens of Locations Amid Bankruptcy Wave

A growing list of casual dining chains are turning to bankruptcy court and closing underperforming stores as heavy debt loads and shifting consumer habits take their toll. The latest casualty, FAT Brands, has moved to permanently close 32 locations and reject their leases.

Jan 30, 2026

Business

Three ASX Small-Caps Under $700M Drawing Investor Scrutiny Amid Market Recovery

As cautious optimism returns to Australian markets, investors are scanning the small-cap space for resilient companies with growth potential. We examine three ASX-listed firms, each with a market capitalisation below $700 million, that stand out for their financial health and strategic positioning.

Jan 30, 2026

Business

Netflix's Earnings: Strong Results, Cautious Outlook, and an $83 Billion Bet on the Future

Netflix delivered solid Q4 earnings but saw its stock dip as it guided for slower revenue growth. The streaming giant's strategic pivot to a mature phase is underscored by its aggressive all-cash bid for Warner Bros. Discovery, a move that promises content dominance but adds significant debt.

Jan 30, 2026

Business

Dover Caps Strong 2025 with Robust Q4, Eyes Double-Digit Growth in 2026

Dover Corporation delivered a powerful finish to 2025, reporting its highest quarterly organic revenue growth of the year at 5%. Bolstered by accelerating bookings and expanding margins, the diversified industrial manufacturer projects continued double-digit earnings growth for the coming year.

Jan 30, 2026

Business

Carpenter Technology Soars on Aerospace Demand, Posts Record Q2 Profit and Raises Outlook

Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.

Jan 30, 2026

Business

Caterpillar Posts Record 2025 Results, Warns of Escalating Tariff Headwinds

Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.

Jan 30, 2026

Business

Cameco's Westinghouse Venture Secures Key U.S. Agreement, Anchoring $80 Billion Nuclear Reactor Pipeline

A landmark agreement between the U.S. Department of Commerce and the Cameco-Westinghouse joint venture aims to catalyze over $80 billion in new nuclear reactor construction by 2030, bolstering Western energy security and reducing reliance on Russian nuclear fuel.

Jan 30, 2026

Business

Elevra Lithium Posts Record North American Results While Navigating Short-Term Headwinds

Elevra Lithium reports record quarterly revenue from its flagship North American operation but tempers near-term production guidance, highlighting the complex balancing act facing lithium miners as they expand amid market volatility.

Jan 30, 2026

Business

Fortive's Stock Slump Sparks Valuation Debate: Is the Industrial Tech Firm a Bargain?

Fortive Corporation's shares have retreated over 5% in the past month, prompting investors to re-examine the industrial technology conglomerate's fundamentals. With a renewed focus on its recurring revenue streams and a fair value estimate suggesting upside, analysts are divided on whether the pullback presents a buying opportunity or reflects deeper sector headwinds.

Jan 30, 2026

Business

GSK Bolsters Pipeline with RAPT Buy, Expands RSV Vaccine to All Adults in Europe

GSK makes a dual strategic move, acquiring RAPT Therapeutics for its food allergy portfolio and securing broader European approval for its RSV vaccine Arexvy, reinforcing its focus on immunology and respiratory health.

Jan 30, 2026

Business

Everest Group Shares: A Deep Value Play or Priced for Perfection?

Despite a recent pullback, Everest Group's stock appears significantly undervalued based on one fundamental model, yet its premium P/E ratio tells a more nuanced story. We break down the conflicting signals for the insurance giant.

Jan 30, 2026

Business

CBIZ Stock Plummets 55% in a Year: Value Trap or Buying Opportunity?

CBIZ shares have nosedived over 55% in the past 12 months, starkly contrasting its five-year gain. As the business services sector faces headwinds, investors are split on whether the steep decline signals a deep value play or a fundamental deterioration.

Jan 30, 2026

Business

American Eagle Outfitters Exits Third-Party Logistics to Double Down on Core Brands

American Eagle Outfitters is winding down its Quiet Logistics subsidiary, a strategic retreat from the third-party fulfillment business. The move signals a sharper focus on its core Aerie and American Eagle retail brands amid a challenging environment for apparel retailers.

Jan 30, 2026

Business

Beyond Intel: Why AMD's AI Chip Momentum Makes It the Clear Choice for Growth Investors

While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.

Jan 30, 2026

Business

Calix Caps Record Year, Charts Aggressive Platform Shift Amid Surging Broadband Demand

Calix reports historic 2025 financial results, surpassing $1 billion in annual revenue, while outlining its strategic pivot to a third-generation 'Agent Workforce' platform and capitalizing on a projected multi-billion dollar BEAD program opportunity.

Jan 30, 2026

Business

Beazer Homes Navigates 'Stubbornly Soft' Market, Bets on Efficiency and Solar to Fuel Recovery

Despite a challenging demand environment to start fiscal 2026, Beazer Homes USA reports stabilizing sales trends and pins its margin recovery on cost controls, a strategic shift to newer communities, and the accelerating rollout of its popular 'Solar-Included' home offerings.

Jan 30, 2026

Business

Blackstone Caps Record Year with $1.3 Trillion in Assets, Sees Capital Markets Thaw

The alternative investment giant reported its strongest annual results in four decades, fueled by a surge in fundraising to $240 billion. Executives pointed to early signs of a reopening in deal activity and IPO markets, setting the stage for increased asset sales in 2026.

Jan 30, 2026