Barclays has adjusted its price target for industrial supplier Fastenal following a mixed Q4, where volume gains were offset by competitive pricing and softer demand. The company, a noted dividend aristocrat, also outlined plans for significant capital expenditure increases in the coming years.
BMO Capital raises its price target on NextEra Energy (NEE), citing strong earnings visibility and a strategic pivot to expand nuclear capacity to meet soaring data center power demand, against a backdrop of record U.S. electricity consumption forecasts.
RBC Capital has significantly lowered its price target for Roper Technologies, highlighting investor concerns over slowing organic growth and soft spots in its software portfolio, while the company's own 2026 forecast falls short of Wall Street expectations.
A surge in global equities followed Palantir's earnings beat and a surprisingly strong manufacturing survey, with corporate capital expenditure plans signaling sustained investment in AI infrastructure.
Eldorado Gold Corp. has agreed to acquire Foran Mining Corp. in a move that reshapes the mid-tier miner into a diversified gold-copper producer, capitalizing on soaring demand for metals critical to the global energy transition.
Biotech firm Erasca, Inc. raised $225 million in a January 2026 follow-on equity offering, providing a substantial runway for its clinical-stage RAS-targeted cancer therapies. The capital infusion, alongside promising updates for programs like ERAS-0015 and ERAS-4001, has reignited debate on the company's valuation and path to commercialization.
The prominent venture capital firm confirms a wave of partner departures resulted from internal disagreements, as it intensifies its focus on artificial intelligence investments and prepares to open a U.S. office, while reaffirming India as its core market.
First Solar (FSLR) shares dropped nearly 7% this week following a downgrade by BMO Capital, which cited rising domestic competition and potential new market pressure from Tesla's expanding solar manufacturing plans.
Amidst a market downturn fueled by weak Chinese trade data, a closer look reveals potential resilience in a select group of UK penny stocks. We examine three companies with market capitalisations under £40 million, assessing their financial health and growth prospects in a challenging environment.
With roughly half of global market capitalization located outside the United States, a domestic-only investment strategy misses industry giants from ASML to Toyota. We examine whether low-cost, broad-based ETFs like Schwab's SCHF offer a viable solution to home country bias, their recent momentum, and the enduring performance gap with U.S. equities.
U.S. hotel transaction volume jumped 17.5% year-over-year, reaching $24 billion, as detailed in JLL's latest investment trends report. The rebound, driven by strong private capital and improving debt markets, signals renewed confidence with major deals concentrated in key urban centers like New York, Phoenix, and Washington, D.C.
Alphabet's self-driving unit Waymo has raised $16 billion in a major funding round, valuing the company at $126 billion. The capital injection aims to fuel rapid fleet and market expansion. In other news, SpaceX moves to acquire Elon Musk's xAI, and California proposes a novel state-level EV incentive program targeting first-time buyers.
Court documents reveal two former government efficiency staffers are under investigation for allegedly sharing sensitive Social Security data with a group seeking to challenge election results, raising serious security and trust concerns.
As historic rallies in gold and silver, fueled by Washington policy, show signs of fatigue, analysts like Tom Lee see a potential rotation of capital back into Bitcoin and Ethereum, setting the stage for a crypto rebound.
Facing domestic funding pressures, Saudi Arabia is ramping up efforts to attract foreign capital through debt markets, equity reforms, and FDI, positioning itself as a top EM dollar debtor.
Western Digital's board has authorized an additional $4 billion for stock repurchases, capitalizing on surging demand for its memory chips from the artificial intelligence sector. The announcement follows strong quarterly forecasts and extends a rally that has seen the company's shares more than triple in value over the past year.
As economic forecasts shift, five established Nasdaq 100 companies offering substantial dividends are drawing attention from investors prioritizing income and capital preservation for the coming years.
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.
Amid a tech-driven market rally, American International Group (AIG) emerged as a key performer for Diamond Hill Capital's Large Cap Fund in late 2025, highlighting a shift toward fundamentally sound, cash-generative businesses.
Shares of animal health leader Zoetis Inc. (ZTS) traded lower this week following a subdued financial outlook for 2026. The stock's underperformance was highlighted in Diamond Hill Capital's latest investor letter, which contrasted the company's challenges against a broader market rally fueled by AI optimism.
