AMD's fourth-quarter earnings surpassed expectations, fueled by a surge in data center and AI product demand. While strong guidance signals confidence, the company navigates headwinds in PC markets and geopolitical uncertainties.
Brinker International's fourth-quarter performance was driven by Chili's robust momentum, fueled by menu innovation and operational discipline. While Maggiano's shows incremental progress, analyst questions during the earnings call revealed deeper strategic pressures and future tests for the restaurant operator.
Taiwan's new vehicle registrations remained virtually flat in January 2026, masking a sharp divergence between falling imports and rising domestic sales. Supply chain disruptions and the absence of key electric vehicle deliveries contributed to the stagnant overall figure.
Tech giant Amazon has secured a significant 110MW power purchase agreement (PPA) with energy leader RWE, drawing electricity from the Nordseecluster offshore wind project in the North Sea. The deal marks a strategic step for both companies' climate goals and Germany's energy transition.
Elon Musk is steering Tesla toward a high-stakes pivot into humanoid robotics, with the Optimus project targeting human-like dexterity by 2026. As the company reshapes its production for this potential $5 trillion market, investors face a critical question: is the current valuation justified by the speculative future?
A consortium led by KKR and Singtel has agreed to acquire full ownership of ST Telemedia Global Data Centres (STT GDC) in a landmark transaction valuing the company at nearly $11 billion, marking a major consolidation in the Asia-Pacific digital infrastructure sector.
A strategic partnership between SoftBank's semiconductor arm and Intel aims to commercialize a breakthrough memory technology by 2029, targeting critical bottlenecks in AI and high-performance computing.
As markets grapple with shifting sentiment and interest rate concerns, a class of companies where executives hold significant stakes is attracting attention for its potential resilience and aligned incentives.
While major indices capture attention, a deeper look reveals resilient companies in South Korea and Japan navigating interest rate uncertainty and shifting consumer sentiment with strong fundamentals. Here’s what makes them stand out.
Viña Concha y Toro expands its global footprint with a majority acquisition of French rosé producer Maison Mirabeau, pledging to uphold existing distribution and accelerate the brand's growth and sustainability goals.
German chipmaker Infineon reported increased revenue and profit for its first fiscal quarter, crediting robust artificial intelligence demand and a recovering automotive sector, while announcing accelerated investments to expand production capacity.
Charles Gibb's brief tenure as CEO of Vermont-based WhistlePig Whiskey has ended in a mutual separation, with long-time CFO Alex Roberts immediately assuming leadership of the luxury rye producer.
UniFirst's cautious revenue outlook and signs of weak demand in its core uniform rental business are prompting investors to reassess its competitive standing and growth potential, as peers report stronger momentum.
Cable giant Prysmian secures a pivotal contract to supply over 640 km of HVDC cable for the UK's Eastern Green Link 4, a critical infrastructure project aimed at strengthening the grid for renewable energy transmission and highlighting the sustained growth in high-voltage direct current investments.
Shares of Viking Therapeutics have retreated sharply from recent highs, presenting a conundrum for investors. While short-term performance lags, long-term gains remain stellar. We delve beyond the headline numbers, using DCF and peer analysis to assess if the current weakness is a buying opportunity.
SAP has been selected to lead the digital transformation of the UK's tax authority, HMRC, in a major deal that underscores the company's growing influence in sovereign cloud services and AI-driven public sector modernization.
Cal-Maine Foods (CALM) is in the spotlight following its Q2 fiscal 2026 results and a strategic acquisition of Clean Egg LLC's Texas production assets, aimed at expanding its cage-free and free-range egg portfolio. The move comes as the company's stock shows near-term volatility against a backdrop of long-term shareholder gains, raising questions about its current valuation.
T. Rowe Price Group announces a multi-year succession plan for its investment management arm, with Steven Krichbaum set to succeed Steph Jackson, alongside the launch of a new actively managed ETF targeting innovative companies. The moves highlight the firm's dual focus on leadership continuity and capturing growth in thematic investing.
Lyft's stock has been on a rollercoaster, but a deep dive into its cash flows and earnings multiples reveals a stark contradiction. While a fundamental model suggests a massive discount, its current P/E ratio tells a different story. We break down the numbers and what they mean for investors.
RTX shares trade close to a key fair value estimate after a strong rally, prompting investors to weigh future growth against potential headwinds in the defense and commercial aerospace sectors.
