Disney's iconic leader, who returned to steady the company in 2022, is reportedly preparing to exit the CEO role ahead of his contract's expiration, setting the stage for a high-stakes succession search.
In a major consolidation move within the quantum computing sector, IonQ has announced a definitive agreement to acquire U.S.-based semiconductor foundry SkyWater Technology for $1.8 billion. The deal aims to create a domestically controlled, vertically integrated platform to speed up the development and production of advanced quantum processors, citing both technological and national security imperatives.
Shares of consumer goods giant Church & Dwight (CHD) climbed nearly 5% following the release of strong annual results and an optimistic sales forecast, coupled with its 30th consecutive annual dividend increase.
The healthcare behemoth's robust 2025 results and 2026 guidance signal a landmark year ahead, as it navigates patent expirations and pricing pressures while maintaining its coveted dividend king status.
Robinhood Markets is navigating a transformative phase, reportedly in talks to manage a potential federal 'Trump account' program for minors while simultaneously expanding into tokenized equities and prediction markets. This strategic shift raises critical questions about its regulatory footprint, business model evolution, and long-term valuation.
Dentsply Sirona faces mounting pressure as declining sales and poor capital returns challenge its recovery narrative. With shares down sharply over multiple years, investors question management's strategy in a competitive dental market.
AT&T is significantly expanding its high-speed internet reach through a major acquisition and a novel financial structure, positioning itself at the forefront of the intensifying battle for broadband supremacy.
Amid soaring valuations and bubble fears, venture capital heavyweight Ben Horowitz argues the AI surge is fundamentally different, driven by historic customer adoption and revenue growth that signals a new computing era.
As earnings season unfolds, Apple and Meta Platforms both posted impressive results, but their paths diverge sharply. Apple's growth reaccelerates on iPhone strength, while Meta's robust outlook is shadowed by soaring AI investments. The debate over which stock offers the better value is heating up.
Galderma Group's (SWX:GALD) shares have faced significant pressure in recent months, contrasting sharply with its strong yearly performance. This analysis delves into whether the current valuation presents a genuine entry point or reflects deeper concerns about the dermatology giant's ambitious growth narrative.
Shares of Day One Biopharmaceuticals (NASDAQ: DAWN) have surged over 50% in the last three months, reigniting debate over its fair value and the risks tied to its lead drug OJEMDA and a pivotal upcoming data readout.
As Nvidia's Blackwell and Rubin chips push power densities to unprecedented levels, the $4 trillion AI revolution faces a formidable physical constraint: heat. Vertiv Holdings, a critical infrastructure provider, is emerging as an essential player in solving this thermal challenge, with surging demand signaling a major shift in data center economics.
D-Wave Quantum solidifies its dual-platform strategy with the acquisition of Quantum Circuits, announces multi-million dollar enterprise contracts, and relocates its headquarters from Silicon Valley to Florida, marking a significant shift in its operational and market focus.
Microchip Technology expands its embedded systems portfolio with the launch of the PIC32CM PL10 microcontroller family and an enhanced maXTouch M1 touchscreen line, targeting growing demand in automotive displays and industrial automation.
Nebius Group secures a pivotal government contract to build and operate Israel's national AI supercomputer, cementing its role in the country's tech ecosystem and sparking debate over its market valuation amid recent stock volatility.
Hardman Johnston Global Advisors has sold its entire stake in Corteva Inc. (NYSE: CTVA) following management discussions about potentially splitting the company's Seeds and Crop Protection units. The move highlights growing investor unease over strategic direction, liability concerns, and the unclear path to value creation, casting a shadow over the agricultural giant's recent strong performance.
Intuit expands its ecosystem with a dual-pronged strategy, launching a career development program for accounting students while integrating Checkr's background check services directly into its payroll and enterprise platforms, aiming to solidify its role from talent cultivation to HR operations.
A federal judge has indicated she is likely to dismiss Elon Musk's xAI lawsuit accusing OpenAI of stealing trade secrets, dealing a significant blow to the tech billionaire's legal offensive against his former AI venture.
Interparfums (IPAR) has locked in exclusive long-term licenses for the Nautica and David Beckham fragrance portfolios, aiming to revitalize the brands and expand their digital footprint globally. The deals signal a strategic push into mainstream lifestyle and celebrity scents.
A revised price target for industrial conglomerate Illinois Tool Works has refocused investor attention, prompting a fresh assessment of the company's strategic positioning and market sentiment.
