Axon Enterprise stock fell sharply this week, caught in a sector-wide downturn for software stocks driven by AI disruption fears and valuation concerns, despite a lack of company-specific negative news.
ExxonMobil and Chevron signal that significant investment in Venezuela's vast oil reserves hinges on clearer legal and fiscal stability, despite recent political changes and White House pressure.
After soaring to unprecedented highs, copper prices have begun to retreat. Goldman Sachs forecasts a more significant market adjustment by mid-2026, driven by potential U.S. tariff policies and a disconnect from fundamental demand.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
The launch of ChatGPT in late 2022 didn't just spark an AI revolution—it ignited a historic run for Nvidia stock. We examine how a modest, timely investment transformed into a five-figure sum, and what it reveals about investing in paradigm shifts.
Regeneron Pharmaceuticals is positioning its experimental obesity drug, olatorepatide, as a potential game-changer by combining significant weight loss with a dramatic reduction in 'bad' cholesterol. The company believes this dual benefit could carve out a unique niche in the competitive $150 billion market, currently led by Novo Nordisk and Eli Lilly.
Chevron capped off a year of strategic execution with record global production and industry-leading free cash flow growth, while outlining ambitious expansion plans from the Caspian to the Caribbean.
Regional airline SkyWest, Inc. has locked in multi-year contract extensions with United Airlines and Delta Air Lines for its Embraer E175 aircraft, providing a stable foundation for growth and improved financial visibility. The agreements solidify the company's fleet strategy and partnership with Embraer amid a competitive landscape.
As demand for AI infrastructure surges, Broadcom's custom chip business positions it for sustained growth, with analysts highlighting its potential for long-term portfolio gains despite its absence from some top stock lists.
Despite a sharp pullback following gold's price dip, analysts remain bullish on SSR Mining, citing strong earnings potential and attractive valuation metrics even after its stellar run.
South Africa declares Israel's top diplomat persona non grata, citing 'gross abuse' of diplomatic privileges and social media attacks on its president. Israel responds in kind, expelling a South African envoy, as months of friction over the Gaza war reach a diplomatic boiling point.
Investment firm Berkeley Capital has established a new $3.8 million stake in financial data provider Morningstar, signaling a potential vote of confidence in the company amidst a significant share price decline and industry-wide AI uncertainty.
London-based Silphium Asset Management has liquidated its entire $6.2 million position in the Vanguard Long-Term Corporate Bond ETF (VCLT), a move that raises questions about institutional appetite for long-duration credit amid shifting economic forecasts.
As 2026 unfolds, the AI investment thesis is maturing beyond initial skepticism, creating opportunities in both leading tech giants and overlooked sectors. We analyze five companies, from semiconductor powerhouses to regional e-commerce leaders, positioned for a pivotal year.
A U.S. license shift paves the way for Chevron to expand its unique position in Venezuela's oil sector, offering potential upside amid significant political and operational risks.
After years of de facto autonomy, Syria's Kurdish-led administration and military forces have agreed to a phased reintegration into the state, a move hailed by Washington as historic but met with caution on the ground.
Microsoft shares suffered their steepest single-day drop in over three years after Azure cloud growth narrowly missed estimates, revealing the complex trade-offs between fueling internal AI projects and meeting soaring external demand.
Under new leadership, Verizon posts its best subscriber growth in years, outlines a massive cost-cutting plan, and signals a strategic pivot towards customer retention and convergence, backed by the completed Frontier acquisition.
A wave of selling has hit enterprise software giants, with sector leaders like SAP and Salesforce shedding billions in market value. The trigger? Microsoft's latest earnings revealed a slowdown in its cloud growth, but the deeper unease stems from AI's potential to disrupt the very foundations of the SaaS business model.
Brookfield Business Partners reported a robust 2025, generating over $2 billion from asset sales, reducing debt, and making strategic acquisitions. The firm is on the cusp of a major corporate restructuring into a single listed entity, aiming to boost liquidity and investor appeal in a shifting global landscape.
