As Pzena Investment Management's latest commentary highlights a challenging quarter for value strategies, one of its holdings, freight giant Knight-Swift, comes into focus. We examine the investment case for KNX amidst shifting economic currents and a market dominated by AI hype.
Devon Energy announces plans to move its headquarters from Oklahoma City to Houston after finalizing its merger with Coterra Energy, while pledging to retain a substantial operational footprint in its longtime home state.
The automotive tech spinoff from Continental plans significant workforce reductions globally, aiming to lower its R&D expenditure ratio in response to market pressures, with Germany bearing the brunt of the cuts.
Hilton is deepening its investment in Utah's premier Deer Valley Resort with a new Waldorf Astoria hotel and branded residences, signaling a major push into high-end, experience-driven mountain hospitality as competition for affluent travelers intensifies.
A major protest against U.S. Immigration and Customs Enforcement (ICE) brought parts of downtown Portland to a standstill Sunday, culminating in a tense confrontation with federal officers outside a detention facility.
As key financial and digital asset leaders convene in Washington, Coinbase's Head of Global Research expresses strong confidence that the long-stalled CLARITY Act will finally pass this year, citing growing bipartisan support and institutional pressure.
Goodyear Tire & Rubber is overhauling its Avon Tyres brand and challenging U.S. tariffs in court, strategic moves analysts say are aimed at defending profitability amid cost pressures and competitive markets.
Allegion's stock has climbed over 30% in the past year, raising questions about its current valuation. A deep dive into the numbers reveals a mixed picture, with key metrics pointing in opposite directions.
Shares of the packaged food giant have slumped over the past year, raising questions about whether the stock is a bargain or a value trap. A deep dive into valuation metrics suggests significant upside potential.
Hong Kong is poised to grant its first stablecoin issuer licenses as early as March, marking a critical milestone in its bid to become a regulated digital asset hub. The HKMA's rigorous vetting process will initially see only a handful of firms approved from dozens of applicants.
Realty Income, the 'Monthly Dividend Company,' has now made over 650 consecutive monthly payments to shareholders. While its financials show a robust cushion, rising interest rates and a shifting retail landscape pose questions about the sustainability of its legendary income stream.
With Warren Buffett's retirement, Berkshire Hathaway faces its most significant leadership transition. Yet, under new CEO Greg Abel, strategic portfolio shifts and a colossal war chest are fueling analyst optimism for the conglomerate's next chapter.
Nomura Holdings is implementing stricter risk controls at its digital asset subsidiary, Laser Digital, following significant crypto-related losses that contributed to a nearly 10% drop in its fiscal third-quarter profit, the firm's CEO confirmed.
U.S. stock futures pointed to a lower open Monday, pressured by a sharp selloff in precious metals and renewed investor caution around AI sector valuations. All eyes turn to a packed week of corporate earnings and key labor market data for clues on the economy's trajectory.
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.
Amid rising electricity prices and shifting federal incentives, solar platform GigaWatt is turning to crowd-investing to accelerate its push into integrated, user-friendly DIY solar kits, betting on AI and streamlined hardware to capture a growing market.
Zions Bancorporation has authorized a new $75 million stock repurchase program, a move analysts see as a bet on its undervalued shares and a commitment to shareholder returns as regional banks navigate a cautious regulatory environment.
Winnebago Industries' stock has been on a rollercoaster, leaving investors questioning if its current price near $46 reflects its true worth. A deep dive into valuation metrics paints a concerning picture, suggesting the shares may be significantly overvalued despite recent momentum in the outdoor recreation sector.
Edwards Lifesciences (NYSE: EW) has terminated its planned takeover of JenaValve, opting instead to reinvest capital into its internal transcatheter aortic (TAVR) and mitral valve development programs. The strategic pivot underscores a renewed focus on organic growth in its core structural heart business.
