A wave of insider selling at T-Mobile US, totaling over $13 million in the past year, has caught the market's attention. While recent buying by the CEO offers a counter-narrative, the sustained disposals by multiple executives prompt a closer look at the telecom giant's valuation and future prospects.
While tech stocks soared on AI optimism in Q4 2025, Diamond Hill's Large Cap Fund took a contrarian stance, adding healthcare company Solventum to its portfolio. The fund's managers express caution on overheated AI valuations and highlight cash-generative businesses as key opportunities.
The Austin-based fitness franchisor, backed by actor Mark Wahlberg, has reached a settlement in a class-action lawsuit. Shareholders alleged the company inflated its growth prospects prior to its 2021 public listing, which was followed by a steep decline in value and its removal from the NYSE.
Amid a tech-led market rally, Diamond Hill Capital's Large Cap Fund took a contrarian position in the fourth quarter, initiating a stake in natural gas producer EQT Corporation. The fund's latest letter outlines a cautious view on AI euphoria while positioning for resilience in energy fundamentals.
Diamond Hill Capital's latest investor letter highlights General Motors' resilient performance in Q4 2025, even as the fund expresses caution toward AI-driven market euphoria and lags behind the broader value index.
Despite a modest year-to-date rebound, Conagra Brands' stock continues to trail the broader market significantly, with Wall Street analysts expressing caution over persistent industry headwinds and muted growth prospects.
Citi Research has initiated coverage on Sanofi with a Neutral rating and an €85 price target, citing pipeline setbacks and a lack of near-term catalysts. The analysis comes as the French pharma giant reports positive Phase 3 results for its eczema drug amlitelimab.
Hamilton Lane (NASDAQ:HLNE) reported fourth-quarter revenue and profit that topped analyst estimates, fueled by robust growth in management fees and sustained demand for its private market expertise.
Graphic Packaging Holding Company (NYSE: GPK) reported fourth-quarter 2025 sales that surpassed analyst expectations, yet flat year-over-year revenue and a significant earnings miss led to a sharp sell-off. The consumer packaging giant faces headwinds from competitive pressures and shifting consumer spending, prompting a strategic review by its CEO.
Gartner (NYSE:IT) reported fourth-quarter revenue in line with Wall Street forecasts at $1.75 billion, while earnings per share of $3.36 surpassed expectations. The research giant highlighted a major stock buyback and strategic divestiture, even as growth rates show signs of moderation.
JPMorgan Chase analysts signal a potential top for the blistering silver rally, citing overextension and speculative fervor, while raising bullish forecasts for gold and Bitcoin as institutional interest pivots.
The building materials distributor sees its return on capital employed fall to 2.3%, significantly trailing the industry average, raising questions about its reinvestment strategy and growth trajectory.
First Brands Group, parent of Cardone Industries, closes facilities in Harlingen and Arlington as bankruptcy and federal fraud charges against former executives unravel the company, leaving Texas workers out of work.
Apeiron Capital Ltd. has liquidated its entire position in the iShares Ethereum Trust ETF, a move highlighting shifting institutional sentiment as digital asset volatility persists.
A discounted cash flow analysis suggests L.B. Foster Company's shares may be trading at a substantial discount to their intrinsic value, presenting a potential opportunity for investors.
In a parliamentary submission, the crypto exchange alleges major Australian banks are unlawfully cutting off services to legitimate digital asset firms, creating a 'crisis of confidence' and stifling innovation as the country moves to formalize crypto regulation.
The explosive demand for AI is triggering a seismic shift in commercial real estate, as investors pour capital into specialized data centers designed to handle the immense power and cooling needs of next-generation computing.
As the TSX rides a wave of robust Q4 earnings, savvy investors are looking past the blue chips. We delve into three lesser-known Canadian companies—spanning energy, aerospace, and energy services—that combine solid fundamentals with strategic moves to capitalize on current economic tailwinds.
The prominent value investment firm has initiated a significant new position in UniFirst, a uniform and facility services provider, signaling confidence in its recurring revenue model despite recent stock underperformance.
Aquestive Therapeutics faces a regulatory delay for its sublingual epinephrine film, Anaphylm, after the FDA raised concerns primarily about its packaging and labeling. The company views the issues as solvable and is moving forward with redesigns and new studies, aiming for a 2026 resubmission while advancing parallel filings abroad.
