Alphabet's AI Pivot Fuels Record Rally: Is It Too Late to Buy In?
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
In its latest investor letter, David Einhorn's Greenlight Capital revealed it has sold its stake in HP Inc., redirecting capital towards AI-focused investments it believes offer superior risk-reward profiles amid the tech giant's recent struggles.
A fatal shark attack on a 13-year-old boy at a popular Brazilian beach has reignited concerns over coastal safety and led authorities to expand monitoring efforts along Pernambuco's coastline.
In a significant departure from its longstanding position, an Israeli military official has acknowledged a death toll in Gaza close to 70,000, aligning with figures long maintained by Palestinian health authorities. This admission follows over two years of war and persistent international scrutiny over casualty counts.
In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.
Charles Schwab announces a strategic reorganization, merging its wealth advisory and banking divisions into a single unit led by long-time executive Neesha Hathi, alongside other key leadership changes.
Panama's President Jose Raul Mulino has moved to calm market and labor fears following a landmark Supreme Court ruling that annulled key port contracts held by a CK Hutchison subsidiary. He announced that APM Terminals Panama is prepared to step in temporarily to ensure continuity, with a guarantee of no job losses.
In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.
In a landmark deal, AstraZeneca has licensed a suite of next-generation weight-loss drugs from China's CSPC, aiming to challenge the dominance of Lilly and Novo Nordisk with longer-acting monthly injectables.
Newly launched oral weight-loss drug Wegovy from Novo Nordisk recorded more than 26,000 U.S. prescriptions in its second full week, signaling robust early demand as competition with Eli Lilly intensifies.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Titan Wealth Holdings has agreed to acquire Plymouth's Sound Financial Management, a move set to add approximately £600m in advised assets and bolster the group's regional presence in England's growing southwest market.
The educational streaming service CuriosityStream Inc. (NASDAQ: CURI) is drawing strong analyst support following robust Q3 2025 results, with a consensus 'Strong Buy' rating and a $6 price target highlighting significant growth potential from its current trading level.
SoFi Technologies posts a sharp rise in quarterly profit, driven by record loan demand and a 78% revenue surge in its fee-generating financial services arm. The performance highlights a strategic shift as consumers flock to digital lenders for debt consolidation, while potential regulatory headwinds loom for the credit card industry.
Fresh Israeli military actions in central and southern Gaza have resulted in multiple casualties, testing the durability of a months-long, U.S.-brokered truce and hindering critical aid flows.
Kosmos Energy's recent debt tender offer and high-yield bond issuance signal a bold move to restructure its balance sheet. While extending maturities, the strategy comes with significantly higher interest costs, raising questions about the long-term financial trade-offs for the oil and gas explorer.
3D Energi's failure to meet a payment obligation on the ConocoPhillips-operated Otway Basin exploration project has triggered a trading halt and raised questions about cost impacts, partnership structures, and the oil major's valuation resilience.
Federal Realty Investment Trust (FRT) trades near $100.59, presenting a potential valuation disconnect. Our analysis suggests the stock may be significantly undervalued based on discounted cash flow and P/E metrics, even as short-term performance lags behind sector peers.
Shares of Axos Financial (AX) have surged, closing at $94.64 and delivering strong returns over multiple timeframes. This momentum has reignited the debate among investors: is the stock still undervalued against its fair value estimate of $100.50, or has the market already priced in its future growth?
New research reveals a stark preparedness gap among UK manufacturers and wholesalers for the impending EU Digital Product Passport (DPP), with nearly half unaware of the regulation that could bar non-compliant goods from the single market.