CNBC's Jim Cramer refrained from declaring a floor for Broadcom's stock amid mixed analyst sentiment and growing competition in the crucial AI semiconductor sector.
CNBC's Jim Cramer highlights Micron Technology as a key beneficiary of the AI boom and ongoing memory chip shortages, with shares soaring nearly 400% in a year on robust data center demand.
Carnival Corporation's shares have surged over three years, yet a detailed financial analysis suggests the cruise giant may still be trading at a significant discount. As the industry navigates post-pandemic recovery and debt reduction, investors are weighing if the current price reflects underlying value or lingering risks.
Lloyds Banking Group has unveiled a significant capital return to shareholders, launching a £1.75 billion share buyback and raising its dividend by 15%. The move follows robust full-year results and digital progress, but unfolds against a backdrop of ongoing regulatory scrutiny and strategic reinvestment needs.
China Life Insurance announces governance changes and a major investment partnership, highlighting a strategic pivot towards long-term, related-party investments amidst evolving regulatory landscapes in Asia's insurance sector.
Medtronic secures a key European regulatory nod for its latest pulsed field ablation catheter while deepening its collaboration with Mindray, signaling a strategic push into high-growth areas of cardiac care and ambulatory surgery.
Dollar Tree shares have experienced notable turbulence, with a sharp weekly drop contrasting a strong yearly performance. This analysis delves into the conflicting valuation signals and the macroeconomic pressures shaping the discount retailer's investment narrative.
ARK Invest's founder capitalized on recent market weakness to increase holdings in three of her flagship disruptive innovation picks, signaling continued conviction despite sector volatility.
As the Bank of Canada holds rates steady, speculative capital is sifting through junior resource stocks. We examine three micro-caps—a driller, an explorer, and an oil hopeful—navigating unique challenges and opportunities in early 2026.
A wave of insider selling at AutoZone over the past year, totaling $15 million, has drawn investor scrutiny. While the transactions occurred near current share prices, the scale of divestment compared to minimal buying prompts a closer look at the auto parts retailer's prospects.
President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank is seen as a pivotal test of its political independence, potentially aligning monetary policy more closely with White House objectives.
A fatal shark attack on a 13-year-old boy at a popular Brazilian beach has reignited concerns over coastal safety and led authorities to expand monitoring efforts along Pernambuco's coastline.
In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.
Charles Schwab announces a strategic reorganization, merging its wealth advisory and banking divisions into a single unit led by long-time executive Neesha Hathi, alongside other key leadership changes.
South Africa has ordered Israel's deputy ambassador to leave the country, declaring him persona non grata in a significant diplomatic escalation reflecting Pretoria's strong stance on the war in Gaza.
In a landmark deal, AstraZeneca has licensed a suite of next-generation weight-loss drugs from China's CSPC, aiming to challenge the dominance of Lilly and Novo Nordisk with longer-acting monthly injectables.
Former Federal Reserve Governor Kevin Warsh, known for his hawkish stance but recently aligned with Trump's calls for lower rates, has been nominated by the former president to chair the Fed. The move, if confirmed, could test the institution's independence amid political pressure and an ongoing Justice Department probe.
As Eli Lilly prepares to report its Q4 and full-year 2025 results on February 4th, investors are weighing whether the pharmaceutical giant's premium valuation leaves room for a positive surprise, or if the stock is priced for perfection.
Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.
Consumer staples giant Church & Dwight (NYSE:CHD) reported fourth-quarter revenue in line with Wall Street expectations, though underlying organic sales showed signs of stagnation. The company's gross margin outperformance provided a bright spot, lifting shares post-earnings.
