Despite both tech giants aggressively investing in AI, their stock prices are telling divergent stories. We examine the underlying fundamentals that make them resilient picks for any portfolio, regardless of short-term volatility.
As the ASX braces for a turbulent February amid rate hike fears, a closer look reveals resilient micro-caps with unique value propositions. We analyze three sub-$150M companies—from healthcare tech to critical minerals—that are navigating the volatility with strong balance sheets and niche market positions.
The White House announces a major public-private initiative to stockpile rare earths and critical minerals, aiming to insulate U.S. defense and tech sectors from foreign supply shocks and geopolitical leverage.
The Trump administration is moving to establish a major national stockpile of critical minerals, with a $10 billion federal loan and private investment, aiming to reduce reliance on foreign supplies for key technologies.
Despite solid revenue growth, Microvast Holdings (NASDAQ: MVST) has seen its share price collapse over the past five years, erasing billions in market value and testing the patience of long-term investors.
Amid market volatility driven by AI speculation, a seasoned investor makes the case for a dual-anchor strategy built on Apple's surging iPhone sales and Berkshire Hathaway's formidable $378 billion cash reserve.
NuScale Power's stock has surged over 640% since early 2024, fueled by investor optimism around its small modular reactor technology. While the potential is vast, analysts caution the road ahead remains fraught with financial and regulatory challenges.
An analysis of the most-held stocks on the Robinhood platform reveals where the retail investing crowd is placing its bets, with two tech giants emerging as particularly compelling long-term investments.
Pharmaceutical giant Eli Lilly is investing $3.5 billion to build a new manufacturing facility in rural Pennsylvania, marking its latest move in a massive U.S. expansion aimed at meeting soaring demand for next-generation obesity treatments and capitalizing on reshoring incentives.
The investment fund sold $3.87 million worth of shares in the Argentine bank, reflecting a strategic portfolio adjustment as the lender navigates a challenging economic environment.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
Pzena Investment Management's Focused Value Strategy lagged behind its benchmark in Q4 2025, with semiconductor firm Skyworks Solutions cited as a key detractor. The fund's commentary highlights the challenges for value investing in a market dominated by AI and mega-cap stocks.
With Warren Buffett's retirement, Berkshire Hathaway faces its most significant leadership transition. Yet, under new CEO Greg Abel, strategic portfolio shifts and a colossal war chest are fueling analyst optimism for the conglomerate's next chapter.
The investment giant deepens its commitment to low-cost investing with sweeping expense ratio cuts across 53 funds, marking its largest two-year fee reduction on record.
Investment firm Giverny Capital outlines its rationale for adding Watsco to its portfolio, highlighting a value-oriented strategy as markets remain dominated by AI euphoria. The firm's latest investor letter reveals a challenging quarter of narrow returns.
As Chinese exports, from electric vehicles to e-commerce goods, reshape Latin American markets, governments and industries grapple with the dual pressures of affordable consumer goods and strained local manufacturing, forcing a delicate recalibration of trade policies and regional alliances.
Qatar has tripled its flagship venture capital fund to $3 billion, adding a strategic sweetener: subsidized access to AI computing power. The move aims to position Doha as a competitive hub for tech talent and deep-tech startups in the Gulf region.
Amid persistent inflation and shifting trade policies, building a robust financial safety net is more crucial than ever. Experts outline actionable steps to grow your savings, from debt management to smart account allocation.
A strong cash position can signal financial resilience or a lack of growth ambition. We analyze three companies with significant net cash, identifying two with sustainable growth runways and one where the cash pile may mask underlying risks.
While strong cash generation is a hallmark of a healthy business, it's not the whole story. We analyze three companies with solid cash flow, highlighting one that reinvests for growth and two where underlying risks may outweigh the financial metrics.
