Diamond Hill Capital's latest investor letter reveals the Large Cap Fund's Q4 2025 results, highlighting Capital One Financial as a key performer despite the fund's overall cautious stance on AI-fueled market rallies.
Despite a recent stock pullback, ServiceNow's accelerating AI monetization, expanding CRM footprint, and robust operational execution are building a compelling case for long-term growth, analysts say.
The cryptocurrency market extended its losses on Monday, with the global market cap falling 2.9% to $2.65 trillion. Major assets like Bitcoin and Ethereum led the decline, while significant outflows from U.S. spot ETFs and shifting macroeconomic expectations fueled a wave of 'extreme fear' among investors.
February opens with a brutal sell-off across digital assets, seeing over $2.5 billion in liquidations and pushing Ethereum to the brink of $2,000. The turmoil coincides with a historic drop in gold, fueling debates on market stability and the path forward.
Performance Food Group is actively pursuing acquisitions to bolster long-term growth, its CFO confirmed, signaling a strategic push to expand scale and reach even as the company navigates near-term earnings challenges.
IT solutions giant CDW surpassed analyst expectations for Q4 2025, reporting $5.51 billion in revenue and highlighting strong growth in cloud, AI, and professional services as key drivers.
Sangoma Technologies reported fiscal Q2 2026 results in line with expectations, fueled by one of its strongest booking quarters on record. The company highlighted a 67% sequential surge in monthly recurring revenue bookings, robust cash generation, and significant progress in capturing larger, multi-site mid-market clients.
Shayne Coplan's brash leadership style and regulatory clashes nearly derailed Polymarket. Now, the prediction platform he leads is a dominant force, fueled by controversy and a vision to reshape how the world bets on truth.
A prolonged selloff in software stocks, now in its sixth consecutive session, is failing to attract the bargain hunters that have historically stepped in during tech downturns. Analysts note a defensive market posture and a pivot from AI-fueled optimism to fears of economic disruption as key drivers.
Aurora Cannabis reports a 7% rise in Q3 revenue, fueled by record international medical cannabis sales. The company announces a strategic pivot to exit lower-margin Canadian consumer operations, betting big on high-growth regulated markets in Europe and Australia.
With a key FDA decision looming for its lead cardiac drug Aficamten, Cytokinetics stands at a pivotal moment. Analysts see blockbuster potential in treating a debilitating heart condition, positioning the biotech for a potential commercial breakthrough.
Broadridge Financial Solutions reported robust fiscal Q2 2026 results, fueled by healthy capital markets and sustained demand for its governance and wealth tech. While margins faced a headwind from a tough year-ago comparison, the firm raised its full-year EPS outlook and detailed ambitious plans in digital assets and shareholder engagement.
Global markets faced a sharp sell-off on Tuesday, with Bitcoin hitting its lowest point since late 2024 and major stock indices retreating. The downturn was fueled by investor anxiety over lofty AI valuations and fresh Middle East tensions, driving a flight to traditional safe havens like gold.
A sharp selloff in AI and software stocks, coupled with a plunge in private equity shares, spills over into cryptocurrency markets, pushing Bitcoin near its weekend lows and fueling concerns about systemic liquidity.
While speculative 'story stocks' dominate headlines, Graham Holdings (NYSE:GHC) demonstrates the enduring power of profitability, reporting a dramatic surge in EPS and expanding margins, backed by significant insider ownership and restrained executive pay.
GE Vernova's stock has more than doubled in the past year, significantly outpacing major indices. Despite a projected earnings dip, Wall Street maintains overwhelmingly positive ratings, with price targets suggesting substantial upside potential.
New forecasts project Google's Pixel line to significantly outpace a slowing global smartphone market in 2026, fueled by AI features and international expansion, while component shortages squeeze competitors.
Amidst a market downturn fueled by weak Chinese trade data, a closer look reveals potential resilience in a select group of UK penny stocks. We examine three companies with market capitalisations under £40 million, assessing their financial health and growth prospects in a challenging environment.
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.
The Bureau of Labor Statistics has suspended the release of January jobs data and paused collection of February inflation figures due to the government shutdown, raising alarms about economic visibility and long-term damage to data credibility.
