OpenAI is actively seeking alternatives to Nvidia's latest AI chips for inference tasks, eyeing partnerships with specialized firms like Cerebras and Groq. This strategic shift, emerging amid high-stakes investment talks, signals a potential rebalancing of power in the foundational AI hardware sector.
Despite a 26% surge in its stock price over six months, outpacing the S&P 500, analysts are sounding a cautious note on FB Financial (FBK). Weak revenue growth and key banking metrics below industry benchmarks have prompted a recommendation to consider other opportunities, with Restaurant Brands International highlighted as a potential alternative.
Despite robust global market returns in 2025, T. Rowe Price faced significant net outflows from its traditional equity and mutual fund businesses. However, strategic growth in fixed income, alternatives, and ETFs, alongside key partnerships and a focus on private markets, helped drive assets under management to a record $1.78 trillion. The firm signals a cautious 2026 outlook amid evolving investor preferences and fee pressures.
OpenAI is reportedly evaluating alternatives to Nvidia's flagship AI processors, signaling potential friction between two titans of the artificial intelligence boom and reshaping the semiconductor landscape.
While mirroring the broader market's gains, Martin Marietta Materials (MLM) shows signs of fundamental strain with lagging revenue growth and modest earnings expansion, prompting analysts to flag alternative opportunities in the digital advertising space.
Shares of Ameris Bancorp (ABCB) have surged over 25% in six months, significantly outpacing the broader market. While the momentum is undeniable, a closer look at key financial metrics suggests caution may be warranted for investors considering new positions.
Shares of Blue Owl Capital have tumbled nearly 50% over the past year, starkly underperforming the broader market and raising questions about its valuation and future prospects. We examine the conflicting signals from different valuation models and what they mean for investors.
Shares of snack maker Utz Brands have tumbled over 25% in six months, raising questions about its competitive position and capital efficiency. While the lower price may tempt some, analysts highlight structural challenges and suggest investors look elsewhere for staple stock opportunities.
While the broader market rallied, 3D printing pioneer Stratasys has seen its shares stagnate. An analysis of its financials reveals persistent challenges in growth, profitability, and cash flow, prompting a look at more resilient investment opportunities.
While Vulcan Materials (VMC) has kept pace with the broader market, a closer look reveals potential headwinds in shipment volumes, revenue projections, and margins. We examine the risks and highlight a more resilient investment opportunity favored by legendary investors.
While Martin Marietta Materials (MLM) has mirrored the S&P 500's recent gains, a deeper dive into its financials reveals concerns over growth trajectory and valuation, prompting some analysts to recommend looking elsewhere for opportunity.
Despite a strong six-month run that has seen Invesco (IVZ) shares surge over 26%, a closer look at long-term fundamentals reveals concerning trends in revenue stagnation, earnings growth, and profitability. Analysts suggest investors consider rotating into higher-quality opportunities.
F5's stock has significantly underperformed the broader market, raising concerns about its growth trajectory and profitability. We examine the key challenges and highlight a more promising investment opportunity in the fintech sector.
Kohl's shares have soared nearly 60% in six months, but a closer look reveals persistent headwinds in same-store sales, profitability, and a burdensome debt load that could cap future gains.
Optimum Communications (OPTU) shares have plummeted 34% in six months, raising red flags for investors. We analyze the core issues—subscriber losses, declining returns, and a heavy debt load—and highlight a more resilient industrial stock poised for steady growth.
Despite Select Medical's shares outperforming the S&P 500 by 15.8% over the past six months, a closer look reveals concerning trends in patient admissions, profitability, and capital returns that warrant investor caution.
At the Singapore Airshow, China's state-owned aircraft manufacturer Comac showcased its C919 narrow-body jet, positioning it as a viable option for airlines in the fast-growing Asia-Pacific region grappling with supply chain bottlenecks and lengthy delivery waits from established rivals.
As the S&P 500 climbs, Watsco (WSO) shares have chilled, lagging the market by nearly 19 percentage points over six months. We analyze the underlying metrics—from stagnant same-store sales to shrinking profitability—that suggest deeper issues than a simple market dip, and highlight a more compelling opportunity in the tech sector.
Zurich Insurance Group has disclosed a 1.47% holding in Beazley, following the specialty insurer's rejection of its $10.2bn takeover offer. The move comes as Zurich simultaneously advances plans to establish its first syndicate at Lloyd's of London.
Despite a recent stock dip, Brookfield Asset Management (BAM) is drawing investor attention for its aggressive growth strategy and operational moat. We analyze the bull case, weighing its fee-earnings trajectory against a premium valuation and macroeconomic headwinds.
