Bernstein analysts have raised their price target for IBM following a robust fourth-quarter earnings beat, yet warn the stock's valuation appears stretched as the tech giant navigates AI-driven pressures on its core software and consulting businesses.
Apple posts robust Q1 earnings, surpassing revenue and EPS estimates, yet Evercore ISI removes the tech giant from its tactical outperform list, signaling a strategic pivot towards other AI opportunities.
Bank of America reaffirms its Buy rating on Nvidia with a $275 price target, advising investors to view share weakness as a buying opportunity. The call comes as Nvidia deepens its AI ecosystem involvement through a major investment in OpenAI.
Nintendo reaffirms its full-year operating profit forecast of ¥370 billion and Switch 2 sales target of 19 million units, navigating supply chain challenges and investor scrutiny over the new console's long-term momentum.
Arcellx (ACLX) shares are caught in a tug-of-war between conflicting valuation signals. While a sky-high price-to-book ratio suggests the stock is richly valued, a discounted cash flow model implies massive upside potential. We examine the data behind the biotech's recent price swings and what investors are really betting on.
Gilead Sciences reports compelling Phase 3 data for its Trodelvy immunotherapy combined with Merck's Keytruda in frontline metastatic triple-negative breast cancer, marking a significant stride in its strategic pivot to expand beyond virology. The company also bolsters its pipeline through a new partnership with Repare Therapeutics.
Chevron's latest earnings reveal a strategy doubling down on cash-generating upstream growth, highlighted by a dividend increase and a high-stakes push to boost Venezuelan production. As the oil giant integrates its Hess acquisition, investors weigh the balance of geopolitical risk against potential rewards.
Genuine Parts Company (NYSE: GPC) shares have delivered impressive 25.8% returns over the past year, outpacing broader market indices. As the stock hovers around $141, investors are divided: is this automotive and industrial parts distributor still a bargain, or has the rally priced in all future gains? A deep dive into valuation metrics reveals a complex picture.
TSMC founder Morris Chang's rare public appearance alongside Nvidia's CEO underscores the chipmaker's pivotal role in global tech policy and its massive U.S. expansion amid shifting tariffs and supply chain dynamics.
OSI Systems reports strong Q2 fiscal 2026 results, driven by security and optoelectronics demand. The company raises full-year guidance and continues an aggressive share repurchase program, funded in part by a new $575 million convertible notes offering, reshaping its capital strategy amid solid earnings growth.
Newmark Group is back in the headlines following two significant mandates: leading the retail transformation at Vornado's PENN District and arranging a $690 million refinancing for a large multifamily portfolio. This comes as the firm's strong long-term shareholder returns contrast with its modest year-to-date stock performance, raising questions about its current market valuation.
WEX strengthens its position in fleet and travel payments with a new dual-energy fleet card and a technology partnership with Nuvei, aiming to streamline complex B2B payment flows rather than pivot to new markets.
As Bitcoin retreated from recent highs, MicroStrategy's massive holdings briefly slipped into unrealized loss territory, casting fresh doubt on the company's aggressive, debt-fueled crypto accumulation strategy and sending its shares tumbling.
The Biden administration's 'Project Vault' initiative aims to reduce American dependence on Chinese rare earths, creating a potential windfall for domestic, integrated suppliers. USA Rare Earth stands at the intersection of major policy pushes and federal funding.
As prediction markets begin listing contracts on Coca-Cola's potential Super Bowl 60 advertising, regulators are examining whether these platforms could facilitate insider trading based on confidential marketing decisions. The intersection of major corporate campaigns and speculative trading raises novel questions for both the beverage giant and financial watchdogs.
Despite a wave of bearish sentiment and significant fund outflows, underlying on-chain metrics and historical patterns suggest Bitcoin's stay below the key $80,000 level could be brief, with early signs of institutional accumulation emerging.
Former President Bill Clinton and former Secretary of State Hillary Clinton have agreed to appear before the House Oversight Committee, averting a contempt vote after weeks of tense negotiations and political pressure surrounding the Jeffrey Epstein investigation.
Amidst energy sector turbulence, midstream giants Enbridge, Enterprise Products, and Energy Transfer offer investors high yields backed by fee-based, infrastructure-heavy business models.
As Japan and the U.S. coordinate to stabilize the yen, Prime Minister Sanae Takaichi's impromptu praise for a weak currency has sent officials scrambling to contain the fallout and protect fragile market confidence ahead of a snap election.
Poland stands on the cusp of joining the G20, marking a historic economic transformation from a communist-era command economy to a trillion-dollar European powerhouse. This journey, once dismissed as a fanciful dream, is now hailed as a modern miracle with tangible impacts on everyday life.
