As the artificial intelligence revolution drives an unprecedented surge in electricity demand, advanced nuclear energy developer Oklo Inc. is emerging as a critical infrastructure player. Analysts highlight its unique positioning to provide clean, reliable power for data centers, with significant growth potential on the horizon.
Shares of infrastructure specialist Quanta Services (PWR) defied a broader market downturn, rising over 2% as investors position for the company's upcoming earnings report. The rally extends a strong year-to-date performance, but analysts question if the current price fully reflects future growth prospects.
Mastercard expands its footprint in Asia Pacific with a next-generation fleet payment platform and launches an AI-powered agent suite for banks, signaling a strategic push beyond traditional card processing as analysts debate its market valuation.
BigBear.ai's stock fell sharply following the announcement of a major partnership with AD Ports Group's digital arm and a concurrent proposal to potentially double its authorized shares, highlighting investor tension between long-term growth and near-term dilution.
The Trade Desk announced the resignation of its Chief Financial Officer, appointing Chief Accounting Officer Tahnil Davis as interim CFO. The move comes as the digital advertising platform navigates a shifting landscape of privacy rules and competition with tech giants.
The Malaysian electrical components firm UMS-Neiken Group Berhad (KLSE:UMSNGB) is showing signs of strain, with its Return on Capital Employed (ROCE) falling to 3.0%—significantly below the industry benchmark. A five-year trend of declining returns on stagnant capital raises questions about its growth trajectory and operational efficiency.
Federal immigration authorities have arrested a New Orleans police recruit just one week before his academy graduation, alleging the department issued him a firearm while he was under an active deportation order. The NOPD disputes the characterization, stating it followed standard verification procedures.
Darden Restaurants is closing all Bahama Breeze locations by April, with plans to repurpose half of its sites for other brands in its portfolio, including Olive Garden and Yard House.
TransMedics Group, Inc. (TMDX), a pioneer in portable organ perfusion technology, is drawing significant investor interest. With its shift to a recurring revenue model and FDA approvals expanding its market, the company presents a compelling growth story in the medtech sector, despite a premium valuation.
After a punishing downturn, offshore drilling contractor Borr Drilling shows signs of a sustained operational and financial turnaround, driven by contract resumptions, extensions, and a tightening market for its modern jackup fleet.
The Clorox Company reported fiscal second-quarter results largely in line with internal forecasts, citing a challenging macro environment and temporary disruptions from its ongoing ERP system implementation. Management highlighted sequential improvement through the quarter and outlined a path to margin recovery and growth driven by innovation in the latter half of the fiscal year.
Benchmark Electronics (BHE) delivered a strong finish to fiscal 2025, with Q4 revenue and earnings surpassing guidance. The company highlighted improving margins, robust cash generation, and growth in key sectors, even as it navigates a planned CEO transition and outlines increased capital investment for the year ahead.
Shares of Chemed Corporation (NYSE: CHE), the unique parent of VITAS Healthcare and Roto-Rooter, have fallen roughly one-third from recent highs. A detailed analysis suggests the sell-off, driven by temporary issues at its hospice segment, may have created a compelling valuation opportunity for patient investors.
A new poll reveals deep economic anxiety among Utah residents, with rising costs for groceries and housing squeezing household budgets and limiting financial flexibility for a majority of state residents.
SiTime Corporation (SITM) is gaining renewed attention on Wall Street, with UBS and Barclays raising their price targets significantly. Analysts point to the company's strategic pivot towards AI-focused timing solutions as a key driver for improved financial prospects.
Goldman Sachs, Clear Street, and Bank of America have all significantly raised their price targets for Krystal Biotech (KRYS), citing strong growth from its gene therapy Vyjuvek and a promising pipeline targeting ophthalmic and respiratory diseases.
Despite geopolitical headwinds, PDD Holdings—parent of Temu—combines explosive revenue growth with a single-digit P/E ratio, presenting a compelling case for investors willing to navigate regulatory uncertainties.
A federal investigation is underway following the discovery of a suspected biological laboratory in a Las Vegas home, with authorities linking the property to a Chinese national already facing federal charges in a separate California biolab case. The property manager has been arrested on hazardous waste charges.
California Congressman and gubernatorial candidate Eric Swalwell has reimbursed over $200,000 from his campaign funds for childcare costs, a practice deemed permissible by the FEC but criticized by ethics experts as a 'slippery slope' blurring personal and political expenses.
As utilities worldwide modernize, Itron Inc. (NASDAQ: ITRI) is shifting from a hardware-centric model to a software-driven platform. This strategic pivot, centered on recurring revenue and mission-critical grid management solutions, could be the catalyst for a significant market re-rating, argues a bullish investor thesis.
