SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
Activist investment firm Tsai Capital has taken a stake in QXO, spotlighting the distributor's ambitious plan to consolidate the fragmented building products industry. The move comes as QXO's stock shows strong recent momentum despite longer-term headwinds.
Elon Musk's SpaceX is set to acquire his artificial intelligence startup xAI in a landmark share exchange, with investors offered 0.1433 SpaceX shares for each xAI share, according to a source familiar with the transaction. The deal underscores Musk's strategy of consolidating his tech empire amid fierce AI competition.
Facing rising churn and fierce competition, Verizon's new leadership is pivoting from unpopular price hikes to a customer-centric strategy, leveraging AI and convergence to rebuild trust and retain subscribers.
Chinese EV maker NIO Inc. is hitting new operational highs, reporting record quarterly deliveries and improving margins as its multi-brand strategy gains traction. With a strengthened balance sheet and a global expansion underway, analysts debate whether the company is nearing a crucial inflection point.
Alpha Metallurgical Resources (AMR), the largest U.S. metallurgical coal producer, is drawing investor attention not for explosive growth, but for a fortress balance sheet and a disciplined capital return strategy that insulates it from industry downturns.
Shares of Malaysian bottled water leader Spritzer Bhd have jumped nearly 10% in a month, outpacing the broader market. Analysts point to the company's robust return on equity and consistent profit reinvestment as key drivers behind investor confidence and its impressive earnings growth trajectory.
Facing negative pricing at the Waha hub, APA Corporation slashed significant U.S. natural gas and liquids production in late 2025. Simultaneously, the company aggressively repurchased shares, highlighting a capital allocation strategy that prioritizes shareholder returns over volume growth in a volatile market.
After a period of significant volatility, Neogen Corporation (NEOG) is showing signs of a sustainable operational turnaround under new leadership, with its latest quarterly results beating expectations and prompting a rare guidance upgrade.
Despite a 14% share price decline over three months, Frontken Corporation Berhad (KLSE:FRONTKN) exhibits robust financial health, highlighted by a superior Return on Equity. Analysts suggest the sell-off may be a buying opportunity for long-term investors.
Hong Kong-listed digital asset platform OSL Group has raised $200 million in fresh equity capital, earmarked for acquisitions and international growth in its regulated stablecoin trading and payments ecosystem, signaling a major push as institutional interest in blockchain-based finance intensifies.
Private equity firm RoundTable Healthcare Partners has acquired the dermatologist-trusted skincare and sun protection brand Colorescience from 1315 Capital, as the company's annual sales approach the $100 million mark.
Investment firm FSC Wealth Advisors sold approximately $6 million worth of the First Trust Enhanced Short Maturity ETF (FTSM) in late January, part of a broader reduction in fixed-income and equity ETF exposures as the bull market enters its fourth year.
StepStone Group has formally entered the core real estate arena with the launch of its S-Core platform, appointing former UBS executive Jennifer Jones as Partner to helm the global strategy. The move signals a strategic expansion aimed at capturing institutional capital seeking stable income and long-term holdings.
Restaurant Brands International (RBI) has formed a joint venture with private equity firm CPE, ceding majority control of Burger King's China operations in a deal aimed at turbocharging growth. The partnership targets a more than tripling of restaurants to over 4,000 by 2035, leveraging local expertise and capital.
The Hershey Company is expanding its Jolly Rancher brand with a dual-pronged strategy: launching spicy 'Heat Wave' gummies and a limited-edition collectible box in partnership with VeeFriends. This move aims to capture the attention of younger consumers and digital-native collectors, signaling a shift in the confectionery giant's growth playbook beyond traditional chocolate.
Huntington Bancshares has finalized its merger with Cadence Bank, a move that significantly extends its regional footprint into Texas and the Southern U.S. and reshapes its competitive standing.
While investors flock to mass-market and electric vehicle stocks, Ferrari's unique strategy of cultivating scarcity and brand prestige has delivered enviable margins and pricing power. With shares well off their highs, analysts debate if now is the time to buy into this iconic automaker for the long haul.
The Apis Flagship Fund reported robust quarterly and annual gains for 2025, significantly beating global benchmarks. While highlighting its performance drivers, the fund's investor letter also discussed its position on gene therapy firm uniQure (QURE).
As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.
