Merck & Co. shifts its cancer drug development playbook, opting for targeted collaborations with Guardant Health and Eikon Therapeutics after walking away from a major acquisition. Analysts debate whether the stock's current price fully reflects its long-term pipeline potential.
Altria Group expects improved second-half earnings by leveraging a U.S. tobacco tax rebate tied to increased exports, as the Marlboro maker seeks new avenues for growth in a shrinking cigarette market.
While outlining stabilization efforts in challenged segments like Fibers, Eastman Chemical's leadership emphasized that a sustained recovery hinges on broader end-market demand. The company is betting on strategic projects and chemical recycling to drive future growth amid persistent pricing pressures and global trade dynamics.
Canadian National Railway reported robust fourth-quarter earnings and improved operational efficiency for 2025, yet management offered a more guarded, volume-dependent outlook for the coming year, citing persistent headwinds from tariffs and a volatile trade environment.
At its Annual General Meeting, Thyssenkrupp secured shareholder approval for a €0.15 per share dividend and detailed progress on its pivot to a holding structure, even as it navigates a costly 'year of implementation' with restructuring ahead.
Despite a sharp decline in its share price to a 52-week low, DocuSign finds analyst support holding firm as it launches new AI-enhanced tools. The market appears to be reassessing the e-signature leader's growth trajectory against a backdrop of rising competition and macroeconomic pressures.
Quantum computing firm IonQ has moved to acquire SkyWater Technology, Skyloom Global, and Seed Innovations, aiming to create a comprehensive, end-to-end platform that controls hardware, networking, and software. This vertical integration strategy targets government and enterprise clients seeking secure, full-stack quantum solutions.
Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
Solid-state battery developer QuantumScape appoints former NVIDIA CFO Geoffrey Ribar to its board, signaling a strategic shift towards manufacturing discipline and capital allocation as it transitions from R&D to pilot production.
Brookfield Renewable (BEPC) reported robust 2025 financial results, deploying a record $8.9 billion in capital. CEO Conor Teskey outlined a pivotal market transition, driven by surging electricity demand from data centers and industrial activity, positioning the company's diversified portfolio of hydro, wind, solar, and storage for accelerated growth.
Brookfield Renewable Partners (BEP) reported robust 2025 financial results, highlighted by record deployment and a strategic pivot to capitalize on surging global electricity demand driven by AI and reindustrialization.
NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.
SanDisk shares skyrocketed following a blowout Q2 report, with Cantor Fitzgerald arguing the rally has further to run, driven by AI demand and favorable NAND pricing dynamics.
A major analyst upgrade, fueled by Nvidia's deepening investment and strategic alignment, projects significant upside for the AI cloud infrastructure leader CoreWeave, despite recent stock volatility.
President Trump's reported selection of former Fed Governor Kevin Warsh to lead the central bank signals a potential shift in monetary policy approach, with a focus on strategic foresight over data-dependency, according to economist Mohamed El-Erian.
Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.
While small-cap stocks can offer high-growth potential, their path is often fraught with operational challenges and valuation risks. We examine three companies where the risks may outweigh the rewards in the current market environment.
A strategic report warns that recent tariff hikes could significantly increase clothing costs for American shoppers unless brands rapidly diversify production to a network of partner nations.
Former House Speaker Nancy Pelosi has sold between $1 million and $5 million worth of Disney shares, a move that spotlights the entertainment giant's struggle to navigate declining linear TV revenues and intense streaming competition, even as its parks and direct-to-consumer segments show resilience.
USA Rare Earth Inc. (NASDAQ: USAR) sees its price target significantly raised by Canaccord Genuity and Benchmark following a landmark $1.6 billion commitment from the U.S. CHIPS Program, accelerating its plans to build a domestic rare earth supply chain.
