All eyes are on Amazon as it prepares to report Q4 earnings, with options markets pricing in a significant stock move. Investors are keenly focused on updates regarding AWS momentum, AI infrastructure investments, and the balance between growth spending and recent cost-cutting measures.
Oracle has moved to reassure stakeholders that financing for its massive Port Washington data center project is proceeding as planned, even as uncertainty swirls around the funding relationship between key partner OpenAI and chip giant Nvidia.
After a year of muted returns and recent volatility, investors are scrutinizing whether European retail giant Ahold Delhaize's current share price presents a buying opportunity. Our analysis suggests a potential undervaluation, but competitive headwinds loom.
Truckload carrier Heartland Express reported a 26.1% year-over-year decline in fourth-quarter revenue, falling short of Wall Street forecasts. The company posted a non-GAAP loss per share, though the loss was narrower than analysts anticipated, as management points to internal restructuring for future gains.
Ermenegildo Zegna's (ZGN) shares have dipped to $9.00, sparking debate among investors. While some see a luxury brand trading below its estimated fair value, others point to challenges in China and rich valuations as reasons for caution.
SLB lands a $1.5 billion integrated development deal for Kuwait's Mutriba field while launching a fully electric fracturing system, highlighting its dual focus on complex projects and emissions reduction as shares rally.
Skyworks Solutions (SWKS) reported stronger-than-expected Q4 revenue and profit, while issuing surprisingly upbeat near-term guidance. However, the wireless chipmaker continues to grapple with year-over-year sales declines and a notable build-up in inventory, raising questions about the sustainability of its recovery amid a cyclical industry downturn.
BASF shares (XTRA:BAS) have posted consistent gains across short and medium-term horizons, climbing over 9% in the past three months. This sustained momentum is forcing analysts and investors to re-examine the chemical giant's valuation amid a complex backdrop of European industrial demand and strategic restructuring.
Dell Technologies' stock is riding a wave of AI-driven optimism, underscored by a recent Barclays upgrade. As shares hover around $119, investors are weighing whether the current price reflects a genuine undervaluation or has already priced in future growth, setting the stage for a critical earnings update.
Stitch Fix's latest financial model update maintains its fair value estimate at approximately $5.25 per share, reflecting a market narrative that balances patience with profitability concerns. As the personal styling service navigates a challenging retail environment, incremental adjustments to long-term assumptions signal cautious optimism from analysts.
While ChatGPT captured the world's imagination, Google is leveraging its vast ecosystem to weave Gemini into the fabric of daily digital life. The battle is shifting from building the best destination to owning the most ubiquitous starting point.
Federal and state authorities are challenging a court decision that found Google monopolized online search but rejected stringent remedies, setting the stage for a pivotal legal battle over tech dominance.
Multiple company directors have been actively acquiring shares in Altair Minerals, a move often interpreted as a bullish signal for the ASX-listed explorer, even as its stock price has climbed significantly from their purchase levels.
Biotech giant Amgen surpassed Wall Street's fourth-quarter expectations, fueled by robust drug sales volume and a significant tax benefit. The company also issued an optimistic revenue and earnings forecast for 2026, highlighting growth in key products like Repatha and progress in its obesity drug pipeline.
Chinese sportswear leader Anta opens its inaugural U.S. flagship on Beverly Drive, marking a bold step in global expansion just weeks after becoming Puma's largest shareholder.
As MassMutual marks its 175th anniversary, the mutual insurer reflects on a journey from a local idea to a global force managing over $570 billion, while reaffirming its commitment to policyowners and its Springfield roots.
Online mortgage lender Better Home appoints former Zeta and IBM executive Loveen Advani as its Chief Financial Officer, succeeding Kevin Ryan. The move comes as the company secures a renewed credit facility and projects significant growth in loan originations.
As the artificial intelligence revolution intensifies, chipmakers Broadcom and Micron Technology are positioned at the center of a supply-demand imbalance, presenting a unique opportunity for investors despite recent market highs.
In a strategic shift, Intel CEO Lip-Bu Tan announced plans to enter the competitive graphics processor market, assembling a veteran engineering team to challenge Nvidia's stronghold in AI and gaming chips.
Despite a sharp 7% sell-off triggered by congressional budget cuts to NASA's Mars program, sophisticated traders are positioning for a potential rebound in Rocket Lab shares, with key metrics revealing a bullish undercurrent.
