Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.
Insiders at Singapore-listed Intraco Limited (SGX:I06) have been net buyers of the company's shares over the last twelve months, with the Executive Chairman making a notable purchase. While insider activity is not a standalone signal, it adds a layer of context for shareholders monitoring alignment between management and investors.
After two punishing years, GitLab's shares have been battered by fears over AI's impact on coding. But with a strategic pivot to an AI-powered development platform and a resilient business model, 2026 could be the year the company turns the narrative around.
D-Wave Quantum solidifies its dual-platform strategy with the acquisition of Quantum Circuits, announces multi-million dollar enterprise contracts, and relocates its headquarters from Silicon Valley to Florida, marking a significant shift in its operational and market focus.
Microchip Technology expands its embedded systems portfolio with the launch of the PIC32CM PL10 microcontroller family and an enhanced maXTouch M1 touchscreen line, targeting growing demand in automotive displays and industrial automation.
TTM Technologies (TTMI) has landed a significant multi-year agreement, valued at up to $200 million, to supply critical components for Raytheon's next-generation LTAMDS radar system. The deal arrives as the defense contractor's stock surges, reigniting discussions on whether its current valuation fully reflects future growth prospects and inherent risks.
Nebius Group secures a pivotal government contract to build and operate Israel's national AI supercomputer, cementing its role in the country's tech ecosystem and sparking debate over its market valuation amid recent stock volatility.
Buoyed by all-time high revenue, Stifel Financial announces a dividend increase and a 3-for-2 stock split, signaling confidence after a period of robust advisor growth and institutional business recovery.
Hardman Johnston Global Advisors has sold its entire stake in Corteva Inc. (NYSE: CTVA) following management discussions about potentially splitting the company's Seeds and Crop Protection units. The move highlights growing investor unease over strategic direction, liability concerns, and the unclear path to value creation, casting a shadow over the agricultural giant's recent strong performance.
Trane Technologies (TT) shares rallied after the climate solutions leader posted Q4 2025 results that topped estimates, buoyed by robust bookings and a record backlog. The company's confident guidance for 2026 has fueled investor optimism, though its premium valuation is drawing scrutiny.
Fueled by AI-driven ad innovations and surging social media engagement, Meta's advertising revenue is on track to surpass Google Search in 2024, marking a historic shift in the digital landscape.
Ichor Holdings (ICHR) shares have taken investors on a rollercoaster, soaring over 64% in a month before a sharp 9% single-day drop. With the semiconductor equipment maker posting revenue near $1 billion alongside net losses, the market is grappling with how to price its future in a cyclical industry. We examine whether the pullback presents a buying opportunity or a warning sign.
Dolby Laboratories (DLB) shares, closing at $64.19, present a complex picture for investors. While short-term momentum shows signs of improvement, longer-term returns have lagged, sparking debate over whether the audio technology pioneer is fundamentally undervalued or facing structural headwinds.
CK Hutchison Holdings (SEHK:1) has seen its share price rally sharply, with recent one- and three-month returns significantly outpacing its year-to-date performance. This surge prompts a closer look at whether the conglomerate's current valuation represents a genuine opportunity or has run ahead of fundamentals.
Gap's shares have soared over 100% in three years, fueled by a remarkable operational turnaround. But as the stock hovers near $28, investors are asking: does the current price fairly reflect the future, or has the market run ahead of itself? A deep dive into valuation metrics reveals a mixed picture.
As crude prices spike on Middle East tensions, fears of reignited inflation and subsequent Fed action cast a shadow over risk assets, with Bitcoin failing to capitalize on its perceived 'safe-haven' narrative.
Novo Nordisk's newly launched oral GLP-1 drug, amycretin, has seen explosive initial demand in the U.S., potentially setting the stage for a significant financial turnaround and stock rally after a challenging previous year.
As SpaceX nears a deal to acquire xAI, analysts see a straightforward step in Elon Musk's grand vision. However, integrating the publicly traded Tesla into a sprawling 'Musk Inc.' conglomerate presents a far more complex financial and regulatory challenge for investors.
Verizon shares surged nearly 12% after quarterly results and guidance exceeded expectations, highlighting robust subscriber gains and a massive new share repurchase program aimed at rewarding investors.
After a volatile debut, Figma's stock presents a classic growth investing dilemma. Bulls point to its rapid user adoption and potential to reshape digital design, while its lofty valuation demands flawless execution in a competitive market.
