As the AI infrastructure race intensifies, Nvidia appears poised for another year of robust growth, driven by system-level sales, a resilient margin profile, and a formidable software ecosystem that competitors struggle to match.
Investors in Selangor Dredging Berhad (KLSE:SDRED) have faced an 11% total loss over the past year, underperforming the broader market's positive return. While the share price decline reflects recent operational headwinds, long-term holders have seen more modest erosion in value.
In a volatile market, companies with high insider ownership often signal strong alignment between management and shareholders. We examine three Asian growth firms where insiders hold over 30% of the equity.
JPMorgan's shift to a Neutral rating on Best Buy (BBY) highlights mounting challenges for the electronics retailer, including a tougher holiday quarter and weakening sales trends. With shares down sharply over the past year, investors are debating whether the stock's steep discount represents a value trap or a buying opportunity.
Opendoor Technologies appoints a new CEO to spearhead a strategic pivot, placing artificial intelligence at the core of its home buying and selling operations to refine pricing, manage risk, and challenge traditional real estate players.
Healthcare REIT National Health Investors (NHI) is aggressively expanding its senior housing operating portfolio, acquiring nine properties for $105.5 million while pursuing a pipeline of potential deals worth up to $359 million. This strategic shift raises questions about execution risks and financial leverage in a competitive sector.
Prologis, the global logistics real estate leader, has unveiled a massive $25 billion strategic pivot into AI data center development alongside its 2025 financial results. While revenue grew to $8.79 billion, softer net income and a cautious 2026 outlook highlight the risks and rewards of this high-stakes expansion beyond its core warehousing business.
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.
Investors who backed Fortress Real Estate Investments (JSE:FFB) half a decade ago have seen a total shareholder return of 877%, significantly boosted by dividends, even as the share price itself climbed 728%. The transition to profitability appears to have been a key catalyst for the stellar performance.
The cryptocurrency market opened the week with a significant rally, fueled by a major Bitcoin purchase from Binance. Bitcoin approached the $80,000 mark, while altcoins like Hyperliquid (HYPE) saw even sharper gains.
Chinese President Xi Jinping and Uruguay's President Yamandú Orsi called for enhanced cooperation to foster an "equal and orderly multipolar world" during a meeting in Beijing. The visit underscores Uruguay's strategic balancing act and China's sustained diplomatic outreach to South America amid global tensions.
The world's largest sovereign wealth fund has modeled a scenario where the AI-driven capital spending boom fails to deliver productivity gains, projecting a potential 53% plunge in global equities and a 35% hit to its own portfolio value.
The German electrical equipment manufacturer FRIWO AG demonstrates a masterclass in capital allocation, with its return on capital employed (ROCE) surging to an impressive 48%. This marks a dramatic turnaround from losses five years ago, achieved without a significant increase in its capital base, highlighting operational transformation and efficient reinvestment.
In a decisive move prompted by last year's fatal accident, UPS has permanently retired its entire fleet of McDonnell Douglas MD-11 freighters. The decision, incurring a $137 million charge, highlights the mounting pressures and risks within a global air cargo industry grappling with severe aircraft shortages and aging fleets.
The Reserve Bank of Australia has raised its cash rate for the first time since 2022, signaling a shift in policy as the economy outperforms expectations and inflation proves more persistent than forecast.
For aspiring homeowners, where to park down payment savings is a critical calculation. With interest rates in flux, the choice between accessible high-yield accounts and locked-in CDs can significantly impact your timeline and final sum.
The U.S. decision to slash tariffs on Indian goods has been met with cautious optimism by Indian industry, though analysts urge restraint until the full scope of the agreement is clarified.
The explosive growth of artificial intelligence and data centers is driving U.S. electricity demand to unprecedented levels, pushing consumer bills up 42% in a decade. As utilities scramble to upgrade an overburdened grid, AI itself is emerging as a critical tool to unlock next-generation power sources like fusion and geothermal energy.
Amidst record market levels, analysts highlight a select group of companies—from AI leaders to emerging fintech—with strong fundamentals and room for significant expansion.
As PTC prepares to release its Q4 financial results, investors are weighing its strong historical performance against a turbulent market for vertical software stocks. Here’s the breakdown.
