In a strategic overhaul, Nasdaq-listed Bit Digital (BTBT) is repositioning itself as a 'strategic asset company,' moving beyond its mining roots to focus on operating Ethereum staking infrastructure and controlling a majority stake in AI data center firm WhiteFiber.
While posting a record $175.3 million backlog, Twin Disc's Q2 profitability was pressured by tariff-related shipment delays and one-time operational costs. Management outlines mitigation strategies as defense and industrial segments show robust growth.
TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
European Lithium Ltd. has fortified its financial position, raising approximately A$45 million through a strategic sale of shares in Nasdaq-listed Critical Metals Corp. The move boosts its cash reserves while preserving a significant, influential stake in the rare earths and lithium player.
DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.
In a strategic pivot that stunned the market, Texas Instruments announced a definitive agreement to acquire Silicon Labs for $7.5 billion, aiming to dominate the rapidly expanding Internet of Things connectivity space.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
Eikon Therapeutics, a biotech firm founded by Nobel laureate Eric Betzig, raised $381.2 million in its Nasdaq debut, pricing shares at $18. The offering signals renewed investor confidence in the biotech IPO market after a prolonged slowdown.
Palantir Technologies reports a surge in revenue driven by existing clients significantly ramping up their investments, with CEO Alex Karp stating that artificial intelligence has 'put gasoline' on the company's core capabilities. The data analytics firm's latest earnings far exceeded Wall Street expectations.
Despite a prolonged downturn in existing home sales, Stewart Information Services reports a 6% revenue increase in its title segment for Q3 2024, driven by commercial and agency strength. CEO Frederick Eppinger outlines a disciplined strategy for market recovery while the company raises its dividend.
PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.
Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
Despite a 5.7% year-over-year revenue decline in Q4 2025, Old Dominion Freight Line maintains its premium service edge and cost discipline. Executives signal cautious optimism for a demand rebound in 2026, pointing to improving shipment weights and controlled investments.
Oaktree Specialty Lending (OCSL) reported stable earnings for its fiscal first quarter, with adjusted net investment income rising to $0.41 per share. Management highlighted disciplined capital deployment, a focus on reducing non-accruals, and detailed the firm's evolving approach to underwriting software and AI-related risks in a bifurcated market.
As Chipotle Mexican Grill navigates a post-2025 landscape, its robust brand and expansion plans face a near-term reality check. The coming year's stock performance hinges on two critical, interlinked challenges: reviving customer visit frequency and defending profitability amid cost pressures.
Despite a 14% share price decline over three months, Mega First Corporation Berhad (KLSE:MFCB) exhibits robust financial health with a strong Return on Equity. Analysts are questioning why this hasn't translated into higher growth, probing whether the market is overlooking its underlying value.
After a brutal multi-year decline that has erased over 90% of its value, RingCentral's stock is trading at a significant discount to its intrinsic value, according to key financial models. We examine whether the beaten-down cloud communications leader presents a compelling opportunity for value investors.
The conviction of Estée Lauder Companies in Canada for selling eyeliners containing prohibited PFAS chemicals has landed the beauty giant on the nation's Environmental Offenders Registry, triggering investor concerns over compliance risks and long-term brand valuation.
