In its Q4 2025 letter, Baron Discovery Fund outlined its strategy and a new position in Casella Waste Systems (CWST), highlighting the waste management firm's resilience and growth in a challenging market for momentum-driven stocks.
Syrian government forces have begun deploying in the northeastern city of Qamishli following a negotiated ceasefire with Kurdish-led authorities, marking a significant shift in the decade-long conflict over the resource-rich region.
Terns Pharmaceuticals has renegotiated its licensing deal for TERN-701, gaining exclusive worldwide rights outside key Asian markets. The strategic move comes after a period of explosive stock performance, but analysts are now scrutinizing whether its premium valuation is justified given its clinical-stage pipeline and lack of revenue.
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.
As Michael Fiddelke steps into the CEO role, Target confronts mounting pressure to address immigration enforcement controversies and community tensions, challenging his stated focus on retail fundamentals.
Synopsys is integrating its high-speed connectivity IP with Lightmatter's photonic computing platform, aiming to redefine bandwidth and efficiency for AI accelerator clusters in future data centers.
Shares of energy and industrial distributor DNOW Inc. have rallied sharply, gaining over 16% year-to-date. With the stock closing at $15.56, analysts and investors are divided: does a reported intrinsic value of $17 signal a buying opportunity, or do premium earnings multiples and sector headwinds suggest caution?
Rio Tinto shares have delivered stellar returns over the past year, but a deep dive into valuation metrics suggests the market may still be underestimating the diversified miner's intrinsic value. We analyze the numbers behind the rally.
While both ETFs offer exposure to precious metals, the iShares Gold Trust (IAU) and the Global X Silver Miners ETF (SIL) cater to distinct investor profiles. A detailed comparison reveals IAU's cost and volatility advantages for core holdings, while SIL offers leveraged—and riskier—exposure to silver's industrial cycle.
The appointment of former Virginia Attorney General Richard Cullen to TowneBank's board has shifted investor focus to the regional lender's governance and premium valuation. While recent financial performance shows strength, analysts debate whether the stock's current price fully reflects its growth prospects and regional risks.
Amidst significant paper losses on its crypto holdings, Bitmine Immersion Technologies is aggressively expanding its Ethereum treasury and preparing to launch a major U.S.-based staking network, MAVAN, signaling a strategic pivot towards infrastructure-driven revenue.
Industrial supplies giant W.W. Grainger (NYSE:GWW) reported fourth-quarter revenue that edged past Wall Street forecasts, though earnings per share fell short of consensus. The company's outlook suggests a period of moderated growth ahead.
A new analysis reveals a surge in Gulf investment in African clean energy projects, while urging a strategic pivot towards funding the continent's underdeveloped power grids to unlock greater economic and climate impact.
Kevin Warsh's nomination to lead the Federal Reserve signals a potential retreat from climate-focused financial regulation, placing the U.S. at odds with global counterparts and igniting fierce debate among economists.
A group of former Dell Technologies employees has filed a federal lawsuit accusing the company of breaching its fiduciary duties by retaining underperforming in-house funds in its $14.6 billion retirement plan, allegedly costing participants over $318 million.
Amid a strong Canadian earnings season, investors are looking beyond large caps for growth. We examine three small-cap companies—in cleantech, energy exploration, and private equity—that defy the 'penny stock' stereotype with market capitalizations exceeding $30 million and distinct strategic profiles.
Diamond Hill Capital's Large Cap Fund added medical device maker Cooper Companies (COO) to its portfolio in Q4 2025, positioning for long-term growth in the resilient contact lens and women's health sectors despite recent stock weakness.
First Business Financial Services (NASDAQ: FBIZ) announces a dividend increase to $0.34 per share, raising its annual yield to 2.3%. While below the industry average, the bank's strong earnings growth and low payout ratio suggest a sustainable and growing income stream for investors.
Amid a tech-led market rally, investment manager Diamond Hill Capital reveals a new position in industrial conglomerate Dover Corporation, highlighting a strategic pivot towards cash-generative businesses while expressing caution on overheated AI valuations.
A wave of insider selling at T-Mobile US, totaling over $13 million in the past year, has caught the market's attention. While recent buying by the CEO offers a counter-narrative, the sustained disposals by multiple executives prompt a closer look at the telecom giant's valuation and future prospects.
