As major software stocks hit 52-week lows, a chorus of Wall Street analysts warns investors against the temptation to 'buy the dip,' citing momentum studies that show falling knives often keep falling.
Johnson & Johnson gains FDA approval for a new frontline multiple myeloma therapy and unveils a pioneering cardiac imaging catheter, reinforcing its strategic focus on high-growth oncology and medical technology segments.
Banks are turning to institutional investors to offload tens of billions in project loans tied to Oracle's AI-driven data center expansion, a move facilitated by rare investment-grade ratings for construction-phase debt.
UBS Group reported a 62% surge in underlying pre-tax profit for Q4 2025, driven by revenue momentum and cost discipline. The bank is nearing its post-merger targets but cautions that unlocking the final tranche of savings hinges on completing Swiss client migrations.
Despite persistent pressures in its government-backed Medicaid and Medicare businesses, Elevance Health reported Q4 performance in line with expectations, crediting strategic portfolio shifts and cost controls. CEO Gail Boudreaux outlined actions to stabilize margins, while analysts zeroed in on future risks and the growth trajectory of its commercial and Carillon health solutions segments.
GSK secures European approval to expand the use of its RSV vaccine Arexvy to a broader adult population, while launching a new long-acting biologic for severe asthma in the U.S. These strategic moves reinforce the company's focus on high-growth areas in vaccines and respiratory therapies.
CNBC's Jim Cramer warned investors to steer clear of Rithm Capital Corp. (RITM), labeling the mortgage-focused REIT as overly speculative due to what he described as a lack of transparency around its underlying holdings.
Danish energy giant Ørsted has agreed to sell its entire European onshore renewables business to Copenhagen Infrastructure Partners for $1.7 billion, marking a decisive pivot to concentrate its resources on large-scale offshore wind development across core European markets.
In its Q4 2025 letter, Baron Discovery Fund outlined its strategy and a new position in Casella Waste Systems (CWST), highlighting the waste management firm's resilience and growth in a challenging market for momentum-driven stocks.
Marzetti expands its flavor footprint with the strategic purchase of the fast-growing Japanese-American sauce brand Bachan's, aiming to capitalize on consumer demand for global and premium products.
Amid a market dominated by AI hype and mega-cap stocks, value-focused investor Pzena highlights Cognizant Technology Solutions as a key performer, signaling a potential turnaround for the IT services giant.
InterDigital, Inc. (IDCC) has bolstered its licensing program with a renewed agreement with LG Electronics and issued its 2026 financial outlook, projecting revenue between $675 million and $775 million. The move underscores the firm's pivotal role in standard-essential patents for consumer electronics.
In a major strategic shift, Eldorado Gold is set to acquire copper-focused Foran Mining, creating a diversified precious and base metals producer poised to capitalize on the energy transition.
While EcoFirst Consolidated Bhd (KLSE:ECOFIRS) reported statutory profits, a deeper dive into its cash flow and earnings composition reveals underlying concerns that may have been overlooked by the market's muted reaction.
As Equifax prepares to release its quarterly results, analysts and investors are watching closely to see if the company can meet revenue targets and reverse a recent stock slide, against a backdrop of mixed performance in the professional services sector.
BlackRock faces a dual challenge with a significant loan write-down at its TCP Capital unit and shifting flows in its spot Bitcoin ETFs, even as it seeks regulatory approval for a new yield-focused crypto product. Despite these headwinds, the asset manager's shares show resilience, prompting analysts to debate its true valuation.
Private equity firm RoundTable Healthcare Partners has acquired the dermatologist-trusted skincare and sun protection brand Colorescience from 1315 Capital, as the company's annual sales approach the $100 million mark.
Investment firm FSC Wealth Advisors sold approximately $6 million worth of the First Trust Enhanced Short Maturity ETF (FTSM) in late January, part of a broader reduction in fixed-income and equity ETF exposures as the bull market enters its fourth year.
A wave of experienced investors on Reddit are sharing the pivotal financial and psychological benchmarks that convinced them to leave their W2 jobs behind. The consensus? It's less about net worth and more about sustainable cash flow, strategic planning, and navigating hidden hurdles like financing and healthcare.
Amid market volatility driven by AI speculation, a seasoned investor makes the case for a dual-anchor strategy built on Apple's surging iPhone sales and Berkshire Hathaway's formidable $378 billion cash reserve.
