Amid a quarter dominated by mega-cap tech and AI fervor, Pzena Investment Management's value-focused fund highlighted discount retailer Dollar General as a key performer, driven by strong earnings that propelled its stock.
Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.
Polish online marketplace Erli has filed a lawsuit against dominant rival Allegro, alleging the platform abuses its market power to pressure sellers into maintaining higher prices on competing sites. Allegro denies the accusations, stating its seller benefit programs are voluntary.
Amid a fragile de-escalation, Tehran confirms it is reviewing regional mediation proposals and expects a framework for renewed negotiations with Washington within days, though significant hurdles remain.
Disney's theme parks and cruise lines delivered a historic $10 billion quarter, driving overall revenue past expectations. However, surging costs across its media and sports divisions squeezed profits as the entertainment giant nears a decision on its next chief executive.
After a protracted political standoff, France's long-delayed 2026 budget is set for adoption, granting Prime Minister Sebastien Lecornu a hard-won victory but leaving President Macron's domestic reform agenda in limbo ahead of the 2027 election.
Lawmakers reconvene Monday as House GOP leadership pushes for rapid passage of a stopgap funding bill to prevent a prolonged partial government shutdown, with tensions high over border security provisions.
A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
Amid a sluggish housing sector, Installed Building Products (IBP) has demonstrated remarkable resilience, becoming a standout performer in Giverny Capital's portfolio. The insulation specialist's shares have surged over 50% in the past year, bucking broader market trends.
Despite a challenging 2025, Giverny Capital's latest investor letter highlights Charles Schwab as a key portfolio contributor, projecting sustained growth for the financial giant as market dynamics evolve.
Ukrainian President Zelenskiy notes a 24-hour pause in targeted Russian strikes on energy grids, yet civilian casualties mount in frontline regions. The reported lull follows a disputed, short-term truce brokered by the U.S., as both sides prepare for talks in Abu Dhabi.
The military leadership in Guinea-Bissau has freed a key opposition figure and pledged to form an inclusive government, in moves widely seen as an effort to appease regional bloc ECOWAS following November's coup.
The Rafah border crossing, Gaza's sole gateway to Egypt, has partially reopened for pedestrian traffic after a prolonged Israeli closure, offering a fragile hope for medical evacuations and family reunifications.
A new federal loan aims to help the revived Buell Motorcycle Company scale production of its high-performance Super Cruiser, testing whether niche innovation can find a sustainable path in a competitive market.
Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.
A Minnesota judge has freed five-year-old Liam Ramos and his father from federal custody, but their asylum case—and a heated national debate over immigration enforcement—rages on.
While the STOXX Europe 600 edges higher on cautious optimism, a deep dive reveals a pool of fundamentally strong companies trading significantly below their estimated intrinsic value, presenting potential opportunities for discerning investors.
SoundHound AI's shares have retreated to their most affordable level in over a year, presenting a potential entry point for investors betting on the widespread adoption of its conversational AI. While revenue growth is robust, the path to profitability and consumer acceptance of AI agents remain critical hurdles.
