Once known as SMART Global, Penguin Solutions is undergoing a radical transformation into a designer of AI superclusters. With a key investment from SK Telecom, the company aims to prove its specialized engineering can compete in a crowded field.
As Becton Dickinson's complex Reverse Morris Trust transaction nears its 2026 close, analysts argue the market is overlooking a significant value catalyst and an attractively priced remaining business.
The abrupt Chapter 7 filing of Synergy World Inc., a key gift card partner for Costco, has exposed vulnerabilities in the popular discount gift card market, leaving thousands of cardholders with potentially worthless credits and highlighting broader consumer protection gaps.
Emerging from bankruptcy ashes, the 52-year-old Bed Bath & Beyond brand is executing a radical pivot, acquiring Tokens.com to build a platform for tokenized real estate and asset-backed finance—a stark departure from its big-box retail roots.
As Lifeway Foods posts steady growth, a bitter, years-long family conflict over control of the company raises red flags for investors, highlighting the risks inherent in tightly held family businesses.
Following a significant boardroom reshuffle and a strategic overhaul of its sales divisions, Japanese paper giant Hokuetsu (TSE:3865) finds itself at a critical juncture. With its stock showing signs of undervaluation against a backdrop of volatile returns, investors are weighing the potential of its new direction against the risks of execution.
Centrus Energy is transforming its Tennessee facility into a high-volume manufacturing hub for advanced centrifuges, a strategic move aimed at bolstering domestic uranium enrichment capacity and reducing foreign reliance in line with national energy security objectives.
Pfizer has secured global rights to Novavax's Matrix-M adjuvant technology, aiming to develop new vaccines for infectious diseases as it seeks to diversify its portfolio beyond pandemic-related sales.
The data analytics firm's quarterly results soared past estimates, fueled by surging government contracts. CEO Alex Karp touts 'iconic' performance while facing renewed scrutiny over the company's role in immigration enforcement.
As global data center expansion strains power grids, Fluence Energy's energy storage solutions are emerging as a critical piece of infrastructure. Despite recent operational headwinds, a massive backlog and structural demand trends paint a bullish picture for the company.
Shares of Columbia Financial surged nearly 9% Monday, propelled by a robust quarterly earnings report and the announcement of a nearly $600 million deal to acquire Northfield Bancorp, a move set to create a New Jersey banking powerhouse.
Once a niche mobile data transfer tool, Cellebrite has transformed into a critical digital intelligence platform for global law enforcement and enterprises. With a shift to a high-margin SaaS model and strategic AI investments, analysts see a compelling growth trajectory ahead.
While many SaaS stocks are valued on revenue growth, Paycom Software presents a compelling, counterintuitive investment case. Its secret lies in a unique margin expansion engine powered by its Beti platform, which transforms customer maturity into sustained profitability and deepens client lock-in.
Once a high-flying SaaS leader, PagerDuty now trades near historic lows despite its critical role in digital operations. As the company navigates a painful pricing model transition, improving fundamentals and persistent takeover speculation present a compelling bull case for patient investors.
Brussels-based clean transport group Transport & Environment warns that the European Commission's proposed easing of 2035 emissions targets may allow combustion-engine cars to make up half of new sales, marking a significant retreat from earlier climate ambitions.
A landmark all-stock merger between Devon Energy and Coterra Energy is set to create the nation's second-largest independent oil and gas producer, promising significant cost savings and enhanced shareholder returns in a consolidating energy market.
Papa John's International has rolled out a revamped Pan Pizza nationwide, marking a significant strategic push to refresh its menu and compete more aggressively in the premium pizza segment. The move underscores the chain's focus on product innovation to drive customer traffic and brand relevance amid fierce industry competition.
Analysts have slashed Senseonics Holdings' 12-month price target by 40%, signaling heightened caution on the medical device maker's execution path following its stock split, despite maintaining a bullish long-term revenue model.
Tenet Healthcare has completed a transaction to fully reclaim Conifer Health Solutions, aiming to supercharge the unit's technology and service expansion. The move consolidates a key revenue platform as Tenet rides a multi-year stock surge.
As the market digests Coursera's recent merger, Udemy's fair value estimate remains anchored at $8.51 per share. While analysts make minor adjustments to growth and discount rate assumptions, investors are left weighing what catalysts could redefine the online learning stock's trajectory.
