Axis Capital (AXS) reported robust 2025 results, marked by record premiums and its best underwriting performance in over a decade. While outlining a confident growth trajectory, executives struck a cautious note on cyber insurance and reinsurance headwinds for the coming year.
The defense giant's stock jumped over 4% following an optimistic sales forecast and a major new agreement to significantly boost production of a key missile defense system for the U.S. military.
The Malaysian software firm AppAsia Berhad (KLSE:APPASIA) is showing signs of a sustainable recovery, with key profitability metrics turning positive after years of struggle. Investors are taking note as the company begins to generate returns from reinvested capital.
After years of lackluster performance, Digistar Corporation Berhad (KLSE:DIGISTA) is showing early signs of a operational turnaround, marked by a notable improvement in its return on capital employed. While still trailing the industry average, the shift from losses to profitability on a reduced capital base offers a glimmer of hope for the battered stock.
Arthur J. Gallagher & Co. reported robust fourth-quarter results, driven by a potent mix of organic expansion and strategic acquisitions like AssuredPartners. Management projects sustained mid-single-digit growth for 2026, backed by a significant capital reserve for further mergers and acquisitions.
LPL Financial reported record quarterly and annual earnings, driven by robust organic growth and strategic acquisitions. Executives detailed progress on integrating Commonwealth Financial Network and provided updated guidance, signaling confidence in sustained momentum despite market headwinds.
While buying the dip can be a profitable strategy, investors should steer clear of C3.ai and The Trade Desk. Significant operational challenges and management turmoil suggest their recent plunges may not be over.
Qualcomm is aggressively diversifying its business beyond smartphones, forging new partnerships in drone security and legal tech to establish its Snapdragon platform as a cornerstone for on-device AI and edge computing.
Rigetti Computing's roadmap hits a snag as it delays its next-generation 108-qubit processor to address error rates and fails to advance in a strategic DARPA program. The dual setbacks intensify scrutiny on the company's competitive position against well-funded rivals in the race for practical quantum computing.
