Western Digital's strategic pivot to become 'WD' and focus on AI infrastructure is delivering massive returns, with quarterly revenue hitting $3 billion and shares soaring on renewed investor confidence.
In a significant shift for global shipping, Germany's Hapag-Lloyd, in partnership with Maersk, will resume Red Sea and Suez Canal transits from mid-February under naval protection, ending a two-year diversion prompted by Houthi attacks. The move tests the waters for a broader industry return to the vital corridor.
Hong Kong-based Maytree Asset Management has established a significant new position in semiconductor substrate maker AXT, Inc., a move that highlights investor confidence in the materials underpinning the AI boom, even as questions about valuation linger.
As CEO Ryan Cohen hints at a major acquisition, a wave of insider stock purchases at GameStop is reigniting speculative fervor. We examine the fundamentals behind the moves and what they could mean for the volatile retailer's future.
Micron Technology's shares surged over 45% in January, driven by insatiable AI-driven demand for high-bandwidth memory (HBM). With 2026 supply already sold out and earnings projected to quadruple, the chipmaker is strategically pivoting to cement its lead in a tightening market.
As major indices climb despite economic headwinds, investors are scrutinizing tech sectors for sustainable growth. We analyze three companies—Natera, Klaviyo, and Procore—navigating innovation and market expansion with distinct strategies.
As major indices rally to start February 2026, a screen for intrinsic value reveals potential bargains in the financial sector. We examine three regional banks trading significantly below their estimated fair value.
Amidst volatile furniture market conditions, Flexsteel Industries reports a 9% rise in Q2 sales, driven by pricing actions and soft seating demand. While profitability improves, management warns of margin pressure ahead as higher-cost, tariff-laden inventory moves through the system.
Capital Southwest (CSWC) reported strong fiscal third-quarter results, driven by recurring portfolio earnings and active deal-making. The BDC highlighted a growing cash cushion, declared supplemental dividends, and unveiled a strategic joint venture to compete in a tighter spread environment.
CorVel Corporation reported modest revenue and earnings growth for its fiscal third quarter, attributing the pace to short-term operational factors. Management emphasized strategic investments in AI, a recent tech acquisition, and outlined how evolving trends in workplace injuries and healthcare costs are shaping opportunities in its core markets.
The dialysis provider's robust quarterly results and raised guidance signal a potential turnaround, challenging last year's bearish narrative and sending its stock sharply higher.
Sartorius reports a return to 'normal' demand for consumables in its preliminary 2025 results, driving sales past €3.5 billion. While equipment investment remains subdued, strong recurring revenue and cost discipline fueled profit growth, setting a cautiously optimistic tone for 2026.
In a strategic shift, PepsiCo announces price reductions for popular snacks like Doritos and Cheetos in the U.S., responding to consumer backlash over high costs and adapting to market changes driven by weight-loss drugs.
As markets rally, investors are scrutinizing firms where executives' fortunes are tied to shareholders'. We spotlight three companies with significant insider ownership and earnings growth forecasts nearing 50% or higher.
Furniture maker Flexsteel Industries reports a 9% year-over-year sales increase for its fiscal second quarter, driven by strategic pricing and new product launches. However, executives caution that looming 25% tariffs on inventory and a volatile consumer environment pose significant challenges for the latter half of 2026.
As Alphabet prepares to report Q4 earnings, analysts are bullish on its AI-driven growth, fueled by a massive $16B funding round for Waymo and strategic partnerships. The tech giant's stock has significantly outperformed the market this year.
A sharp weekend sell-off in Bitcoin, triggered by fading AI enthusiasm and political uncertainty around the Federal Reserve, led to massive liquidations and pushed the cryptocurrency to a nine-month low, signaling a potential structural shift in markets.
The e-commerce giant has agreed to a major settlement to resolve class action claims that its automated returns system wrongly withheld refunds from U.S. customers, marking another significant regulatory payout for the company.
As major miners retreat amid volatile markets, stablecoin giant Tether launches an ambitious software suite aimed at industrializing and streamlining Bitcoin mining operations worldwide.
President Trump signals openness for China and India to purchase Venezuelan crude, marking a potential shift in U.S. sanctions policy and global oil flows, with strategic implications for asphalt supply chains and geopolitical alliances.
