As Thailand heads to the polls, the progressive People's Party leads in surveys but faces formidable hurdles in forming a government. The outcome hinges on complex coalition negotiations, deep-seated political rivalries, and the looming influence of the country's conservative establishment.
AppLovin's stock faces significant pressure as new AI-driven competitors emerge and short-sellers raise questions about its financial practices. The launch of Google's Project Genie and the rise of AI-native ad platforms are reshaping the mobile gaming and advertising landscape, prompting investors to reassess the company's growth trajectory.
Shares of O'Reilly Automotive (ORLY) have retreated from recent highs, prompting investors to scrutinize whether the market has overcorrected. While short-term weakness contrasts with stellar long-term gains, analysts are divided on the stock's true fair value.
As Mastercard shares hover around $553, investors are weighing mixed signals: robust five-year returns against recent volatility and conflicting fair value estimates. The debate centers on whether the payments giant is fully valued or still holds upside.
Verizon has launched a false advertising lawsuit against rival T-Mobile, alleging its recent marketing campaigns mislead consumers about potential savings. The legal battle throws a spotlight on the aggressive pricing claims used to win customers in the saturated U.S. wireless market and could have significant implications for T-Mobile's brand and investor perception.
Comfort Systems USA is positioning for growth with a record project backlog, strategic acquisitions in AI infrastructure, and a significant dividend increase, as it prepares for inclusion in the S&P 500 index in late 2025.
Microsoft shares tumbled after its latest quarterly results, driven by a slight miss in cloud growth expectations. Despite the sell-off, underlying demand for AI computing power remains robust, sparking debate among investors on whether the dip presents a strategic entry point.
Piper Sandler reaffirms its bullish stance on Microsoft, citing the tech giant's commanding position in enterprise AI through its Azure cloud platform and Copilot suite as key growth drivers.
Meta Platforms (META) delivered a robust fourth-quarter earnings beat, driven by surging advertising revenue and AI-driven efficiency gains. The strong results prompted at least one analyst to raise their price target, with management projecting continued profit growth into 2026.
Bernstein raises Alphabet's price target to $335, citing robust execution across its core businesses and its emerging role as a 'safe harbor' in a frothy AI market. However, the firm maintains a Market Perform rating, flagging heightened competition and stretched valuation.
Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.
The Hain Celestial Group has entered into a definitive agreement to sell its North American snacks portfolio, including the Terra and Garden of Eatin' brands, to Canadian manufacturer Snackruptors Inc. for $115 million, marking a strategic shift to streamline operations and bolster profitability.
A deep dive into TIME dotCom Berhad's intrinsic value using a Discounted Cash Flow model suggests the stock is trading close to its estimated fair value of RM6.07, presenting a nuanced picture for investors on Bursa Malaysia.
Shares of the North American rail giant CPKC have posted strong recent performance, prompting investors to question if there's still value left on the tracks. A deep dive into valuation metrics suggests the stock may be trading at a modest discount.
A sharp selloff in global technology stocks, fueled by concerns over AI investment sustainability and earnings, has spilled over into cryptocurrency markets, dragging Bitcoin below a key support level and triggering significant liquidations.
Brad Karp has resigned as chairman of elite law firm Paul, Weiss, Rifkind, Wharton & Garrison, effective immediately, after newly released court documents revealed extensive email correspondence with convicted sex offender Jeffrey Epstein. Karp cited the 'distraction' caused by the reporting as not in the firm's best interests.
I.T.S., a natural flavour producer founded in a Newbury kitchen, is investing £10 million in a new Hungerford facility, set to multiply its production capacity twentyfold while retaining its existing sites.
Fueled by the blockbuster performance of its newly acquired Rhode brand, e.l.f. Beauty posts a 38% surge in Q3 sales and significantly raises its fiscal 2026 guidance, underscoring its aggressive expansion in the value beauty segment.
Corpay (NYSE:CPAY) reported robust fourth-quarter results, driven by its cross-border and corporate payments segments, and issued an optimistic 2026 outlook calling for double-digit organic growth. The fintech firm also detailed plans for portfolio simplification and further share repurchases.
A brutal selloff dubbed 'Software-mageddon' has wiped billions from the sector, forcing Wall Street to confront AI's disruptive reality. As investors rotate into long-overlooked market areas, some see value emerging from the wreckage.
