As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
Seadrill secures a major contract extension for the West Saturn drillship with Equinor Brasil, adding over $100 million to its backlog and solidifying operations in Brazil's strategic pre-salt basin through 2027.
After a punishing multi-year slump, materials stocks are showing signs of life in 2026. Dow and LyondellBasell, offering yields of 5% and 10.9% respectively, present a high-risk, high-reward proposition for income investors betting on a sector recovery.
Japan has successfully retrieved rare-earth-rich sediment from the deep Pacific seabed in a world-first test, marking a significant step in its national strategy to diversify critical mineral supplies and reduce dependence on China.
Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
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.
Qatar has tripled its flagship venture capital fund to $3 billion, adding a strategic sweetener: subsidized access to AI computing power. The move aims to position Doha as a competitive hub for tech talent and deep-tech startups in the Gulf region.
Amidst a cautiously optimistic economic backdrop in Europe, we examine three publicly traded companies with market capitalizations exceeding €30 million that combine the growth potential of small-caps with notable financial resilience.
While analyst price targets often paint a rosy picture, a deeper look reveals which recommendations are backed by solid business trends and which may be overly optimistic. We examine one fintech disruptor and one industrial stalwart favored by the Street, alongside a retailer facing significant headwinds.
While a net cash position often signals financial resilience, it can also mask underlying weaknesses in growth and profitability. We examine three companies where ample cash on hand fails to translate into compelling investment cases, and explore what investors should look for instead.
While growth often requires investment, a sustained negative free cash flow can signal deep-seated issues. We examine three well-known companies where the cash burn warrants a cautious approach from investors.
While small-cap stocks have broadly underperformed, recent insider buying activity points to potential value in select global companies. We examine three firms where leadership is putting their own capital to work.
Enphase Energy, a key player in the home energy management sector, is set to release its quarterly earnings after the bell on Tuesday. Investors are watching closely as the company navigates a shifting market landscape.
As warnings mount over loosening lending standards in the booming private credit market, investors are scrutinizing ultra-high-yield BDC stocks. While some show signs of stress, selective opportunities may still exist for those who look beyond the headline yield.
Amidst market volatility and economic crosscurrents, income-focused investors are revisiting dividend stocks for potential stability and yield. We examine three Japanese companies offering yields from 3.3% to 6.3%, analyzing their sustainability and strategic outlook.
While the industrial sector has surged ahead of the broader market, not all companies are positioned to weather an economic downturn. We examine three industrial stocks where valuation and business model concerns suggest investors should proceed with caution.
While low-volatility stocks can anchor a portfolio, investors often sacrifice growth for safety. We analyze one steady performer with durable advantages and two companies where challenges may outweigh the stability premium.
The Austrian government has granted a two-year renewal for the Wolfsberg lithium mining license, with a final decision on production expected by end-2026 as lithium prices rebound strongly.
D-Wave Quantum Inc. announces a tenfold speed boost in missile defense simulations with partners Anduril and Davidson, alongside a $20M academic deal and a Fortune 100 QCaaS contract, signaling broader quantum computing integration.
UK Labour leader Keir Starmer urges sustained engagement with Beijing, countering Donald Trump's call for Western disengagement and highlighting deepening geopolitical divides.
