While Winter Storm Devin triggered JetBlue's late-December collapse, a closer look reveals a fragile operational system, concentrated network, and strained labor relations that pose significant ongoing risks for the airline and its investors.
Taiwan Semiconductor Manufacturing Company (TSMC) continues to solidify its position as the indispensable engine of the global tech industry. Driven by insatiable AI demand and strategic global expansion, the chipmaking titan's financial performance and long-term outlook are drawing intense investor scrutiny and bullish projections.
With a key FDA decision on its non-nicotine therapy cytisinicline expected by mid-2026, Achieve Life Sciences (ACHV) is drawing bullish attention for its potential to address a massive unmet need in smoking cessation and tap into a newly opened market void.
A deep dive into the mounting challenges facing Unity Software Inc., from eroding developer trust and fierce competition to financial pressures, as a prominent bear thesis gains traction among investors.
After a sharp post-earnings sell-off and insider sales, Power Solutions International (PSIX) faces a critical test. Investors are weighing near-term execution risks against the company's strategic positioning in the surging demand for data center power generation.
While Wall Street obsesses over GLP-1 weight-loss drugs, Novo Nordisk's foundational diabetes business continues to deliver robust growth and exceptional returns on assets, presenting a durable investment thesis often overshadowed by the obesity narrative.
Gilead Sciences, the biopharma giant known for its HIV treatments, is strategically pivoting to become a major player in cancer therapy. Through targeted licensing and a focus on precision oncology, the company aims to build a multi-billion dollar revenue stream by the end of the decade, reducing its reliance on mature franchises.
DLocal Limited's third-quarter results reveal a payments platform hitting its stride, with total payment volume soaring 59% year-over-year to a record $10.4 billion. Strong performance in Latin America and strategic expansions underpin a compelling growth narrative for the emerging markets fintech.
Despite a recent rally, analysts argue Dollar General's defensive business model, deep rural footprint, and focus on essentials position it for steady, long-term growth as a haven for value-conscious investors.
Facing the looming patent expiration of key drugs Revlimid and Eliquis, Bristol-Myers Squibb is making a strategic pivot, acquiring Orbital Therapeutics for $1.5 billion to pioneer in vivo RNA therapies. This high-stakes move aims to redefine the company's growth in oncology and autoimmune diseases.
AbbVie's $2.1 billion acquisition of Capstan Therapeutics signals a strategic pivot towards next-generation immunology treatments. The move aims to secure future revenue streams as the company navigates the post-Humira era, with analysts highlighting the transformative potential of its in vivo CAR-T platform.
As AI infrastructure spending accelerates, Arista Networks (ANET) is drawing investor attention with its debt-free balance sheet and critical role in cloud networking. Despite premium valuations, bulls argue its financial fortress and recurring software revenue justify the price, with a $163 price target signaling further upside.
Investment firm Kiker Wealth Management has significantly reduced its holdings in the Invesco PDBC ETF, part of a sweeping divestment that slashed its total assets from $198 million to just $3 million by year-end 2025.
The Malaysian snack food manufacturer is posting a notable improvement in its return on capital employed (ROCE), outperforming industry averages and suggesting effective reinvestment strategies that could appeal to long-term investors.
The release of millions of pages from the Jeffrey Epstein case by the U.S. Justice Department has unveiled the late financier's social and professional ties to a vast array of powerful figures across politics, finance, and tech, raising fresh questions about the scope of his influence.
Despite Adtalem Global Education posting robust quarterly results with 34% EPS growth, investment firm Peregrine Asset Advisers has liquidated its entire position, raising questions about the divergence between corporate performance and investor sentiment in the education sector.
Often overshadowed by flashier tech names, glass and materials science giant Corning has secured a multi-year, $6 billion agreement with Meta Platforms to supply optical fiber for AI data centers, positioning itself as a critical but under-the-radar beneficiary of the infrastructure build-out.
A recent SEC filing reveals a major purchase of the Vanguard 0-3 Month Treasury Bill ETF, signaling a strategic move for liquidity and yield in a volatile market.
XRP has found a tentative footing above $1.50 after a market slump, but on-chain data reveals the recovery is being driven by speculative, short-term holders, casting doubt on its sustainability and highlighting key resistance levels ahead.
DaVita Inc. reported Q4 2025 results in line with expectations, highlighting a milestone first profitable year for its Integrated Kidney Care unit. While revenue per treatment accelerated, the company continues to face pressure from elevated patient mortality and rising benefit costs. Executives provided 2026 guidance projecting mid-single-digit operating income growth and a sharp rise in EPS, buoyed by share buybacks and the stabilization of prior investment losses.
