VF Corporation's latest earnings reveal a tale of two portfolios: strong growth from The North Face and Timberland contrasts with persistent challenges at Vans. While management touts operational progress, analyst questions zero in on the timeline for a full recovery and mounting external pressures.
Lam Research's Q4 earnings showcased strong growth fueled by AI demand, but analysts' probing questions revealed the challenges and strategic pivots ahead for the semiconductor equipment giant.
Despite posting a GAAP net loss for 2025, Galaxy Digital highlights robust growth in its core digital assets business and significant progress in building out its Texas data center platform, positioning the firm for a potential market recovery.
In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Amid a market often captivated by speculative narratives, Swiss real estate investment company Warteck Invest (VTX:WARN) is turning heads with a dramatic surge in profitability and disciplined governance, prompting a closer look from value-focused investors.
Canada's investment regulator has unveiled a stringent, risk-based custody framework for crypto assets, a direct response to past collapses and hacks that left investors exposed. The rules impose tiered limits and rigorous operational demands on platforms holding client digital assets.
Viavi Solutions Inc. (VIAV) reported stronger-than-expected fourth-quarter results, fueled by surging demand from AI data center infrastructure and a resilient aerospace & defense sector. As the company integrates its recent acquisition of Spirent, analysts pressed management on the sustainability of growth and strategic execution.
Despite a Q4 earnings shortfall that rattled investors, Badger Meter's leadership pointed to project timing, not demand weakness. The real story emerged during the analyst Q&A, probing the sustainability of margins, the pace of major rollouts, and the future of recurring revenue.
AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.
Amid surging power demands driven by data centers and manufacturing, Siemens Energy is investing heavily in its U.S. workforce, with its specialized Gibsonton, Florida, plant playing a pivotal role in the global supply chain for gas turbine components.
Robinhood Markets saw its stock decline sharply last month, closely mirroring a downturn in cryptocurrency markets and raising questions about its heavy exposure to digital assets.
The stablecoin giant has significantly scaled back its private fundraising efforts after pushback on a proposed half-trillion-dollar valuation, casting doubt on the timeline for a potential public listing and signaling a market shift towards fundamentals.
Digital asset prices stabilized Wednesday, with Bitcoin reclaiming $78,000 amid a fragile recovery in risk sentiment. However, a record $1.7 billion in weekly outflows from investment products and defensive on-chain positioning signal deep investor caution, casting doubt on the rebound's longevity.
The expiration of the last major U.S.-Russia nuclear arms control treaty ushers in a perilous new chapter, removing caps on the world's largest arsenals for the first time in over 50 years and raising fears of a destabilizing three-way arms race.
A young snowboarder escaped serious injury after falling from a chairlift at California's Mammoth Mountain, with a dramatic rescue attempt captured on video. The girl's mother has since spoken out, calling it a 'fluke accident' and praising the resort's response team.
The rise of quantum computing poses a fundamental challenge to the cryptographic foundations of Bitcoin and other digital assets, forcing investors and governments to confront a potentially existential security risk.
Investors in Malaysian-listed P.I.E. Industrial Berhad (KLSE:PIE) have faced a punishing year, with total returns plummeting 52% against a market upswing. We examine the fundamentals behind the steep decline and what it signals for the electronics manufacturing services provider.
Asana's shares have tumbled over 57% in the past year, trading around $9.25 against a fair value estimate near $16. The dramatic gap has investors questioning if the work management software firm is a hidden gem or facing structural challenges in a crowded market.
Analysts are recalibrating expectations for Treace Medical Concepts, lowering price targets despite a steady fair value estimate. The adjustments reflect concerns over uneven demand patterns, the distorting effect of one-time distributor orders, and questions about the company's operational execution in a challenging market.
Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.
