Strong quarterly results and bullish guidance from data analytics firm Palantir Technologies have fueled a pre-market surge in tech stocks, setting a positive tone for Wall Street as investors digest mixed economic signals and await key earnings reports.
In its latest investor letter, ClearBridge Investments highlighted Casella Waste Systems (CWST) as a long-term compounder, even as its mid-cap strategy faced a challenging quarter marked by narrow market leadership and sector-specific weakness.
While investors chase flashy AI chipmakers, infrastructure giant American Tower is building the high-speed, interconnected data centers that could become the critical backbone for financial firms and others racing to deploy artificial intelligence.
Agribusiness giant Archer-Daniels-Midland closes a lengthy SEC investigation into its Nutrition unit's accounting, paying a civil penalty as it navigates volatile commodity markets and strained global supply chains.
In its Q4 2025 letter, Baron Discovery Fund pointed to medical technology firm Establishment Labs Holdings (ESTA) as a key contributor, despite the fund's slight underperformance against its benchmark. The fund remains optimistic about a high-growth, low-inflation environment in 2026.
Shares of Clearwater Analytics (CWAN) rallied following the announcement of a key acquisition, providing a bright spot in Baron Discovery Fund's Q4 2025 letter, which detailed a challenging year for its long-term growth strategy.
UBS has downgraded steel giant Nucor to Neutral, acknowledging its powerful pricing-driven rally but questioning its near-term upside. The move follows mixed Q4 results, highlighting the complex dynamics between tariffs, contracts, and spot prices in the steel sector.
In its Q4 2025 letter, Baron Discovery Fund outlined its strategy and a new position in Casella Waste Systems (CWST), highlighting the waste management firm's resilience and growth in a challenging market for momentum-driven stocks.
Baron Discovery Fund's Q4 2025 letter reveals a new position in JFrog Ltd. (FROG), highlighting the software DevOps platform as a long-term growth pick. The fund underperformed its benchmark in the quarter but maintains an optimistic outlook for 2026.
Industrial conglomerate Dover Corporation (DOV) posted stronger-than-expected Q4 2025 revenue, driving its shares higher. However, its tempered growth guidance for 2026 has investors weighing its current valuation against future prospects.
Synopsys is integrating its high-speed connectivity IP with Lightmatter's photonic computing platform, aiming to redefine bandwidth and efficiency for AI accelerator clusters in future data centers.
Following the completion of its landmark merger with Disney's Hulu + Live TV, sports-focused streamer Fubo reports a combined subscriber base of 6.2 million. The company also announced a new distribution and marketing partnership with ESPN to broaden its market reach.
As Match Group's Q4 2025 earnings call nears, heightened options activity and third-party app data point to a pivotal moment for the dating app giant. Analysts are scrutinizing Tinder's user engagement trends, which could either validate a turnaround narrative or exacerbate concerns over slowing growth and mounting debt.
PayPal Holdings Inc. has announced a sudden leadership change, replacing CEO Alex Chriss with board chair and HP veteran Enrique Lores. The move, effective March 1, follows a period of perceived strategic delays and a disappointing quarterly earnings report that sent shares tumbling.
While broader markets edged higher, shares of Merck and Pfizer fell Tuesday following their quarterly results, underscoring the strategic pivots and patent-cliff pressures quietly reshaping the pharmaceutical industry.
Nintendo's Switch 2 has sold over 17 million units since its June launch, officially making it the company's most successful console debut. While the new hardware soars, sales of the original Switch model have seen a significant decline.
Alberta is on the verge of transforming its online gambling landscape by opening the door to private operators, aiming to capture revenue from a thriving grey market and become Canada's second province with a competitive, regulated iGaming sector.
PepsiCo reported stronger-than-expected Q4 2025 revenue of $29.34 billion, a 5.6% year-over-year increase. However, a continued drop in sales volumes and margin pressures highlight the challenges facing the consumer staples giant as it navigates a shifting market.
In a surprise move, PayPal replaces CEO Alex Chriss after just five months, appointing veteran tech executive and board member Enrique Lores to lead the company amid investor pressure for faster growth and strategic clarity.
The European Union's sanctions envoy will travel to Bishkek later this month for high-level talks, following reports that Brussels is considering export bans targeting Kyrgyzstan over alleged sanctions circumvention.
