Shares of semiconductor equipment giant Applied Materials fell sharply as investor optimism over its pivotal role in supplying AI chip manufacturing tools collides with persistent uncertainty surrounding U.S. export controls to China. The upcoming earnings report is seen as a critical test for the company's near-term trajectory.
Shares of data storage firm Pure Storage (NYSE: PSTG) have softened recently, declining over 3% in the past month. With the stock trading around $67, investors are questioning whether the market is overlooking its growth trajectory in the AI era or correctly pricing in transition risks. Our analysis revisits the bull case for a potential fair value near $95.
Anthropic's latest AI tool, designed to perform specialized professional tasks, has triggered a massive sell-off in legacy software stocks and intensified the debate over AI's threat to traditional office roles, with its own employees expressing unease.
Upwork's latest skills report highlights a sharp rise in demand for AI-related expertise on its platform, yet also underscores the enduring value of human creativity and complex problem-solving. The findings offer a nuanced view of the evolving freelance economy and its implications for investors.
JCDecaux SE is rolling out its programmatic digital out-of-home (DOOH) advertising platform across street, transport, and retail networks globally, integrating over 30,000 screens into a unified, data-driven buying system. This strategic move seeks to enhance targeting and measurability for brands, potentially reshaping the company's AdTech narrative amid a challenging financial landscape.
First Hawaiian, Inc. (NASDAQ: FHB) has announced a $0.26 per share dividend payable in late February, maintaining its near-decade-long tradition of shareholder returns. Analysts view the payout as sustainable, backed by strong earnings growth and a conservative payout ratio.
Placer.ai data indicates Wegmans' new Norwalk location is averaging significantly fewer daily visits than established competitors like Stew Leonard's, ShopRite, and Costco, as the regional grocery battle intensifies.
Western Digital posted stronger-than-expected Q4 results, driven by cloud demand for high-capacity drives, yet its stock fell. We examine the critical issues raised by analysts and the challenges ahead for the data storage giant.
PTC's strong Q4 results and bullish guidance highlight the company's successful pivot towards AI-enhanced product lifecycle solutions and a growing base of multi-year SaaS contracts, signaling confidence in sustained growth despite macroeconomic headwinds.
Reynolds Consumer Products beat Q4 revenue estimates, driven by market share gains and innovation. However, a subdued outlook for the coming quarter, citing inflation and competitive pressures, has tempered investor optimism.
CME Group met revenue expectations in Q4 2025, driven by broad-based growth across asset classes and a significant push into retail and cryptocurrency markets. The exchange operator is now setting its sights on new initiatives like securities clearing and round-the-clock crypto trading.
TTM Technologies (TTMI) reported strong fourth-quarter results, with revenue and profit exceeding analyst expectations, fueled by robust demand from AI data center and aerospace & defense sectors. Despite the positive performance and an optimistic outlook, the stock faced post-earnings selling pressure.
Equifax surpassed revenue expectations for Q4 2025, driven by strong performance in its AI-powered products and government services. While the company provided optimistic guidance, it continues to navigate headwinds from rising operational costs and a shifting mortgage landscape.
Tenable Holdings surpassed Wall Street's revenue and profit forecasts for Q4 2025, driven by strong demand for its unified exposure management platform and AI-specific security solutions. The company also provided confident guidance for the coming quarter.
Industrial tools maker Kennametal (KMT) posted stronger-than-expected fourth-quarter results, driven by strategic price increases and cost initiatives. The company raised its forward guidance, signaling confidence in its ability to navigate elevated raw material costs and capitalize on selective market recoveries.
DXC Technology's latest earnings revealed a familiar tension: strategic optimism around its AI and branding refresh clashing with ongoing organic revenue declines. While management highlighted key contract wins, analyst questions zeroed in on the timeline for a tangible turnaround.
Allegro MicroSystems' strong Q4 performance, fueled by record data center sales and robust automotive design wins, faced scrutiny from analysts on future growth drivers and margin sustainability.
Johnson Controls International plc (JCI) reported stronger-than-expected fourth-quarter results, driven by robust demand for its building solutions in data centers and life sciences. The company raised its full-year profit guidance, citing a record order backlog and disciplined execution.
Blackstone reported mixed fourth-quarter results, with revenue beating expectations but profits falling short. While strong capital inflows and performance in infrastructure and private equity drove growth, rising costs and a softer real estate fee environment squeezed earnings. The subsequent analyst call raised pointed questions on fundraising, fee structures, and the firm's positioning in the AI investment boom.
A massive trove of documents related to the Jeffrey Epstein investigation, released by the U.S. Justice Department, contains numerous unredacted names of alleged victims, explicit photographs, and sensitive personal data due to widespread and inconsistent censorship efforts.
