Novo Nordisk reports unprecedented early uptake of its oral Wegovy, with weekly prescriptions hitting 50,000 within weeks of its U.S. debut. The pill's lower price and convenience are broadening access to GLP-1 treatments amid a rapidly evolving market.
As Bitcoin struggles below $76,000, industry titans Mike Novogratz and Michael Burry offer starkly contrasting outlooks. This analysis delves into their arguments, the impact of ETFs, and a broader macroeconomic theory that could redefine Bitcoin's role between 'inside' and 'outside' money.
The parent company of Titleist and FootJoy has seen its fair value estimate rise modestly to around $87, reflecting a cautious but growing confidence in its ability to meet expectations, even as some analysts warn the stock may be nearing fair price.
A coalition of major investors has filed resolutions challenging BP's pivot back toward oil and gas, demanding greater transparency on capital allocation and how the strategy aligns with earlier climate pledges ahead of the annual meeting.
As AutoZone's fair value estimate adjusts to around $4,210, a nuanced tug-of-war emerges on Wall Street. Analysts are fine-tuning models, balancing long-term operational confidence against near-term consumer spending concerns, reshaping the investment narrative for the auto parts retailer.
Merck & Co. posted strong 2025 sales but offered a 2026 revenue forecast below Wall Street's expectations. Despite this, its shares have rallied sharply over the past year, leading analysts to question whether the market is pricing in future pipeline success or overlooking near-term headwinds.
Analysts have nudged Teva Pharmaceutical's fair value estimate upward but tightened their valuation ranges, reflecting a guarded optimism as the company's pipeline developments through 2026 face scrutiny against a modest revenue growth forecast.
NGL Energy Partners (NGL) reported robust quarterly results, featuring record water disposal volumes and significant adjusted EBITDA growth. The partnership's units have surged over 20% in the past month, prompting investors to question if the stock still holds value after its impressive run.
Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.
French biotech ABIVAX reports positive Phase 3 results for its lead drug obefazimod in ulcerative colitis, meeting key secondary endpoints with a clean safety profile. With funding secured through late 2027, the company plans to advance pivotal maintenance and Crohn's disease trials, reshaping its investment narrative.
ADP reported strong quarterly earnings and raised its full-year guidance, while unveiling new AI-powered 'Assist' agents designed to automate HR and payroll tasks. The move highlights the company's strategy to monetize its vast employment dataset, even as investors question its growth trajectory and the costs of AI integration.
PAR Technology's shares have plummeted over 68% in the past year, raising critical questions about its future. While a discounted cash flow model suggests deep undervaluation, other metrics paint a more complex picture. Investors are left weighing the stark disconnect between the company's software potential and its market performance.
South Bow (TSX:SOBO) is walking a tightrope, balancing a lucrative dividend payout with an aggressive debt-reduction plan. With its flagship Blackrod Project nearing completion, the Calgary-based energy firm faces both opportunity and constraint in Western Canada's pipeline network.
In a strategic move to diversify global supply chains for critical minerals, uranium and rare earths producer Energy Fuels has entered into an agreement to acquire Australian Strategic Materials. The deal aims to bolster a Western-centric supply chain for rare earth elements, reducing reliance on Chinese production.
While surging electricity demand from AI data centers grabs headlines, GE Vernova's robust performance across natural gas, renewables, and grid services suggests a broader, more sustainable growth trajectory for the energy infrastructure leader.
As a top GOP donor issues a rare public rebuke of Trump's Fed attacks, investors are looking to time-tested assets to shield their wealth from inflation's relentless erosion.
Despite a recent 11% weekly slide, shares of Duos Technologies Group (NASDAQ: DUOT) have delivered a staggering 91% return to shareholders over the past three years, dramatically outperforming the broader market. The rally comes even as the company's revenue has contracted, highlighting a disconnect that has analysts urging caution.
In a major consolidation move, Dallas-based chip giant Texas Instruments (TI) has agreed to acquire Austin's Silicon Labs for $7.5 billion in cash, aiming to bolster its embedded and wireless connectivity portfolio.
As Berkshire Hathaway enters a new era under Greg Abel, analysts question a notable omission from its tech holdings: Meta Platforms. Despite boasting one of the world's widest economic moats, the social media giant never made the cut for Warren Buffett.
Shares of Silicon Laboratories skyrocketed after the chipmaker reported solid Q4 results and announced a definitive agreement to be acquired by Texas Instruments for $231 per share, a premium that leaves room for further gains.
