The Hotchkis & Wiley Large Cap Disciplined Value Fund identified financial technology leader Fiserv as a significant underperformer in its Q4 2025 letter, amid a broader market rally driven by tech. The fund's critique comes as Fiserv shares have shed over 70% of their value in the past year.
As Nike shares face pressure, CNBC's Jim Cramer points to the company's ongoing turnaround and potential in the Chinese market as key catalysts for recovery, despite recent analyst downgrades.
CNBC's Jim Cramer offers a detailed take on NVIDIA's stock trajectory, highlighting analyst optimism around its data center partnerships while expressing skepticism over reported Chinese AI chip purchases.
Advanced Micro Devices (AMD) shares have soared over 115% in the past year, driven by its strategic positioning in the artificial intelligence sector. Recent analyst upgrades highlight optimism around its partnership with OpenAI and broader AI chip demand.
Medtronic secures a key European regulatory nod for its latest pulsed field ablation catheter while deepening its collaboration with Mindray, signaling a strategic push into high-growth areas of cardiac care and ambulatory surgery.
Divergent analyst reports from Truist and Goldman Sachs on CCC Intelligent Solutions have cast a spotlight on the data firm's path to profitability, revealing deep-seated debates about its role in the auto insurance ecosystem and its ability to convert steady growth into sustained margins.
Electro Optic Systems (EOS), the Australian firm behind a landmark high-energy laser contract, is planning a strategic move of its headquarters and listing to Europe within the year, its CEO reveals, aiming to embed itself at the heart of the continent's urgent defence modernisation drive.
American Express reported a 10.6% year-over-year revenue increase to $17.57 billion for the fourth quarter of 2025, yet missed Wall Street's sales expectations. Earnings per share of $3.53 met analyst consensus estimates.
In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.
Charles Schwab announces a strategic reorganization, merging its wealth advisory and banking divisions into a single unit led by long-time executive Neesha Hathi, alongside other key leadership changes.
David Einhorn's Greenlight Capital has closed its position in insurer Brighthouse Financial following a sale agreement, detailing the move in its latest investor letter. The hedge fund reported solid quarterly returns but continues to trail the broader market.
In a landmark deal, AstraZeneca has licensed a suite of next-generation weight-loss drugs from China's CSPC, aiming to challenge the dominance of Lilly and Novo Nordisk with longer-acting monthly injectables.
As Eli Lilly prepares to report its Q4 and full-year 2025 results on February 4th, investors are weighing whether the pharmaceutical giant's premium valuation leaves room for a positive surprise, or if the stock is priced for perfection.
Consumer staples giant Church & Dwight (NYSE:CHD) reported fourth-quarter revenue in line with Wall Street expectations, though underlying organic sales showed signs of stagnation. The company's gross margin outperformance provided a bright spot, lifting shares post-earnings.
Amid market volatility, these three companies offering yields above 4% present a compelling case for income-focused investors, backed by strategic pivots and resilient business models.
Shares of NCR Voyix (VYX) saw a modest uptick this week, yet the broader picture remains challenging. With a significant decline over the past year and a net loss reported on substantial revenue, investors are questioning if the current valuation gap represents a genuine opportunity or a reflection of deeper issues.
Indian e-commerce challenger Meesho reported a significant widening of its quarterly net loss to ₹4.91 billion, as a 44% surge in expenses outpaced strong revenue growth, marking a costly start to its life as a public company.
AI cloud provider CoreWeave faces a critical juncture as a massive equity investment from chip giant Nvidia clashes with securities class actions alleging the company misled investors about its operational capacity and supplier dependencies.
Coinbase CEO Brian Armstrong announces the company will match the U.S. government's $1,000 'Trump Accounts' contribution for eligible children of employees, with a preference to execute the match in Bitcoin, highlighting crypto's growing intersection with federal policy initiatives.
Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.
