SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
Cathay General Bancorp announces the retirement of long-time CFO Heng W. Chen after two decades, appointing Albert J. Wang as his successor. The leadership change at the $50.69-per-share regional bank comes amid a strong multi-year stock performance and focuses investor attention on continuity in financial strategy.
The Atlanta-based home improvement giant announces a restructuring that eliminates approximately 800 positions, primarily remote roles, and ends flexible work arrangements for its corporate staff.
Amidst global market turbulence, a new screen reveals a significant number of Asian stocks are trading below their intrinsic value, with discounts as high as 26.4%. We examine three standout companies from South Korea, Thailand, and Japan that appear poised for a potential re-rating.
Amidst market volatility, a select group of Asian companies with significant insider ownership are drawing investor attention, signaling strong internal belief in their long-term growth trajectories.
Consumer goods giant Procter & Gamble has agreed to acquire Wonderbelly, a fast-growing brand in the 'free-from' digestive health space, signaling a deeper push into the lucrative wellness category and a bid to attract younger, label-conscious consumers.
Defense contractor L3Harris Technologies capped off a record 2025 with surging orders and a strategic pivot, announcing plans to take its high-growth Missile Solutions unit public in 2026 while securing a novel $1 billion investment from the Department of War to accelerate production.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.
Activist investment firm Tsai Capital has taken a stake in QXO, spotlighting the distributor's ambitious plan to consolidate the fragmented building products industry. The move comes as QXO's stock shows strong recent momentum despite longer-term headwinds.
Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.
Fueled by record-breaking demand for its HOKA and UGG brands, Deckers Outdoor posts a robust Q3, beating expectations. The company credits disciplined full-price selling and strategic marketplace management for driving growth across all regions, leading to an upward revision of its fiscal 2026 guidance.
Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.
The US dollar hits a multi-year low against the euro following President Trump's endorsement of a weaker currency, sparking debate over its impact on trade, inflation, and America's financial standing.
SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.
Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.
SanDisk's Q2 2026 earnings reveal a 31% sequential revenue surge to $3 billion, driven by AI infrastructure build-out. The company highlights a fundamental industry shift towards long-term agreements as data center demand, now the largest NAND market, reshapes commercial dynamics.
Target is launching its largest-ever spring beauty collection, introducing over 3,000 new, predominantly budget-friendly items alongside redesigned in-store experiences and key leadership appointments, signaling a major strategic push to capture market share in the lucrative beauty sector.
