As a broader sector slump looms into 2026, Dell Technologies demonstrates resilience, with analysts pointing to its strength in artificial intelligence infrastructure as a key differentiator.
Analysts highlight Credo Technology Group (CRDO) as a core beneficiary of soaring cloud and AI data center spending, with revenue projected to nearly triple in FY2026 amid industry-wide capex surge.
Bank of America highlights Broadcom alongside Nvidia and AMD as a leading compute stock, fueled by robust AI infrastructure spending and compelling valuations, with Wells Fargo and Bernstein also raising targets.
KeyBanc Capital Markets has reiterated its bullish stance on Amazon.com, Inc., lifting its price target and highlighting underestimated momentum in AWS and the grocery sector, even as the company continues a significant corporate workforce restructuring.
In a move to rebalance bilateral trade, India has agreed to significant purchases of U.S. goods including petroleum, defense systems, and commercial aircraft under a newly announced agreement, a senior official confirmed.
Despite a recent share price dip and declining earnings per share, Harvey Norman Holdings (ASX:HVN) has generated a robust 82% total shareholder return since 2021, fueled by dividends and investor confidence in its long-term strategy.
As the Eurozone economy shows signs of steady, if modest, growth, income-focused investors are turning to dividend stocks for reliable returns. We analyze three standout European companies offering attractive yields and resilient business models in the current climate.
Once a futuristic concept, asset tokenization is now a tangible reality. Major platforms are integrating tokenized versions of traditional assets like U.S. stocks, gold, and Treasury bonds, blurring the lines between crypto and conventional finance and enabling 24/7 trading.
The Trump administration sees Venezuela's revitalized oil sector as a tool to undercut Russian energy revenues and pressure India to pivot away from Moscow. But crumbling infrastructure, geopolitical risks, and entrenched trade relationships pose significant challenges to this strategic calculus.
In a carefully worded statement, Iran's president has extended an olive branch to Washington, proposing renewed negotiations under what he terms 'just conditions'—a move analysts see as both a diplomatic opening and a strategic maneuver.
An analysis of SBM Offshore's financial health reveals a Return on Equity significantly below the industry average, raising questions about capital efficiency and its high-debt strategy in a competitive energy services market.
The French specialty materials group Arkema is positioning its low-global-warming-potential refrigerants and thermal management solutions at the heart of the booming data center market, a strategic move underscored by its recent EcoVadis Gold Medal for corporate sustainability.
Shares of PHINIA Inc. (NYSE: PHIN) have rallied sharply over the past quarter, gaining over 33% and drawing investor scrutiny. With the stock closing at $69.80, analysts are debating whether its momentum signals a sustainable re-rating or a temporary spike, as traditional and cash-flow-based valuation models paint contrasting pictures.
A nationwide class action lawsuit alleges Costco's Kirkland Signature Rotisserie Chicken is misleadingly marketed as having 'No Preservatives,' spotlighting growing scrutiny over clean-label claims in the grocery sector and potential risks to the retailer's reputation.
Paymentus Holdings (PAY) shares have shown a modest uptick, but the short-term gain contrasts sharply with a challenging quarter and year. With a lofty P/E ratio and a significant gap between its current price and analyst targets, investors are weighing whether this fintech player is undervalued or overhyped.
Credo Technology Group is deepening its integration into hyperscale AI infrastructure through the launch of its high-bandwidth Blue Heron retimer and a strategic patent licensing agreement with 3M, positioning itself as a key enabler for next-generation AI clusters.
Bitcoin's recent 13% monthly decline has reignited a core market debate: is this a temporary liquidity squeeze or a fundamental challenge to its 'digital gold' narrative? Analysts are divided on the path ahead as traditional safe havens also wobble.
A deep dive into the shareholder structure of Douglas AG reveals that private equity firms, led by CVC Capital Partners, control a commanding 58% of the company, raising questions about strategic direction and long-term stability for the German beauty retailer.
In a major strategic pivot, welding and fabrication giant ESAB announces the acquisition of inspection specialist Eddyfi Technologies for $1.45 billion, aiming to create an integrated workflow from fabrication to lifecycle monitoring.
The AI and data management firm, Cordel Group Plc (LON:CRDL), is forecast to reach breakeven in 2027 after significant losses. With aggressive growth targets and a conservative balance sheet, analysts are watching closely to see if the company can navigate its critical investment phase.
